The position of each tax code determination rule within the overall hierarchy of tax determination rules.
The tax code is determined in SAP Business One according to a defined sequence in order to determine the appropriate tax code for a transaction. If there are no specific rules for determining the tax code in the document, the following priority is applied:
- Business partner master data: If a standard tax code is stored in the business partner master data, this is preferably used.
- item master dataIf the article master has a standard tax code, this is used.
- Freight definitionIf a tax code is defined for the freight, this is used.
- G/L account determinationDefined in the account determination tax code for the respective G/L account also have priority.
Adjustments and important notes
- Rule adjustmentTax code determination can be specified in SAP Business One using user-defined rules. These rules can be defined on the basis of criteria such as article groups, countries or transaction types.
- Manual customisationIf the desired tax code is not used due to the order of priority, it can be changed manually in the document.
- Master data maintenanceCorrect maintenance of the master data of business partners and articles is crucial for error-free tax code determination.
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