Tax schedules—Taxes application

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A tax schedule identifies the tax details that are applied when the schedule is referenced by a tax schedule map.

This topic is applicable only if your company is subscribed to the Taxes application. For information relevant to tax objects used in Advanced Tax, see Advanced Tax overview.

The Taxes application gives you access to standard tax solutions for several supported countries. These setups include pre-configured tax objects for the following categories:

These tax objects need to be manually created for Advanced Tax and for Taxes application custom tax solutions.

The standard tax solution for Canadian Sales Tax has a streamlined setup that only includes tax objects for Tax details and Tax schedules. You can create custom tax schedule maps for your Canadian entities to take full advantage of the Taxes application functionality.

See the Taxes application overview for more information on standard and custom tax solutions.

To view your list of tax schedules, go to Accounts Payable, Accounts Receivable, Order Entry, or Purchasing > Setup > Tax and select Schedules. From the list, you can add, edit, and view a tax schedule.

You can also find the list of tax schedules by going to Taxes > Setup > Input taxes or Output taxes, and selecting Schedules.

Where are tax schedules shared?

The following applications share the same set of tax schedules:

Accounts Payable and Purchasing (input taxes)
Accounts Receivable and Order Entry (output taxes)

This means the tax schedules created in Taxes (input taxes), Accounts Payable, or Purchasing can be used in those applications for any of the VAT tax solutions. Similarly, tax schedules created in Taxes (output taxes), Accounts Receivable, or Order Entry can be used in those applications.

Add a tax schedule

For more detailed information on each field, see the field descriptions.

Subscription	Accounts Payable Accounts Receivable Order Entry Purchasing
Regional availability	All regions
User type	Business
Permissions	Tax Schedule: List, View, and Add

From the Tax Schedules list, select Add.
On the Schedule Info tab, enter a Schedule ID.
On the Details tab, select a tax detail from the Detail ID dropdown list. You can also indicate the date the tax detail becomes effective.
Select Save.

Edit a tax schedule

You can edit information about a tax schedule on the Tax Schedule Information page.

Subscription	Accounts Payable Accounts Receivable Order Entry Purchasing
Regional availability	All regions
User type	Business
Permissions	Tax Schedule: List, View, and Edit

From the Tax Schedules list, select Edit next to a tax schedule map.
Modify information as needed on the record.
Select Save.

Delete a tax schedule

You can delete a tax schedule if you no longer need it. Deleting a tax schedule removes it from Intacct so that it cannot be recovered.

Subscription	Accounts Payable Accounts Receivable Order Entry Purchasing
Regional availability	All regions
User type	Business
Permissions	Tax Schedule: List, View, and Delete

From the Tax Schedules list, select Delete next to a tax schedule map.
Select OK on the delete confirmation modal.

Set a default tax schedule

You can simplify tax calculations in your VAT or GST transactions by using default tax details. To do this, assign a default tax schedule for a customer, vendor, or any contact. When you create an Accounts Payable or Accounts Receivable transaction with that customer or vendor, the tax details from the assigned tax schedule are used as the default for the line entry. See Default tax details for more information.

Subscription	Accounts Payable Accounts Receivable
Regional availability	All regions, excluding US
User type	Business
Permissions	Customers: List, Add, View, and Edit Vendors: List, Add, View, and Edit

Open a contact list. This can be Contacts in the Company application, Customers in the Accounts Receivable application, or Vendors in the Accounts Payable application.
Select Add for a new contact, vendor, or customer. To change an existing contact, select Edit.
Go to Additional information > Tax calculation and select a Tax solution if one has not already been selected.
Select a Default tax schedule from the list of tax schedules associated with the selected tax solution.
Select Save.

To assign a default tax schedule to a contact, you must select a tax solution for that contact. The default tax schedule field populates with a list of tax schedules associated with the selected tax solution.

The tax schedule that you set as default must be associated with a tax schedule map. If you use customized tax schedules in a custom or customized standard tax solution, the default tax details are only applied if the tax schedule is associated with a tax schedule map.

Override a tax schedule

If you use Advanced Tax or a VAT tax solution, you can override the line level default tax schedule in Purchasing and Order Entry transactions. Enable tax schedule override in Purchasing configuration and Order Entry configuration to access this functionality.

Subscription	Order Entry Purchasing
Regional availability	All regions, excluding US
User type	Business
Permissions	Administration Application subscriptions: List, View, Subscribe, Configure

In Order Entry or Purchasing, go to Setup > Configuration.
In Enable functionality > Tax, select Enable override of tax schedule on document entry.
Select Save.

Set a tax schedule as inactive

If you use a VAT tax solution, you can set your tax schedules as inactive so they do not appear in filtered lists. You can remove the inactive status at any time.

Subscription	Accounts Payable Accounts Receivable Order Entry Purchasing
Regional availability	All regions
User type	Business
Permissions	Tax Schedule: List, View, and Edit

Go to Taxes > Setup > Schedules.
Select Edit for a tax schedule.
Under Status, select Active or Inactive.
Select Save.

Standard tax schedules

Depending on the tax solution you configured in the Taxes subscription, tax schedules that are tailored to the tax jurisdiction are automatically created. Standard tax schedules cannot be edited or deleted. You can add additional tax schedules to meet additional business needs, if necessary.

Tax schedules are grouped by the applications in which they're shared.

Download the update change log to review the standard tax schedules for each tax solution.

Field descriptions

The following table describes each item in the Tax schedule information page.

Tax schedule information page field descriptions
Field	Description
Schedule ID	Name of the tax schedule. You cannot change the name after you've saved the tax schedule.
Description	A description of this tax schedule.
Status	Indicates whether this tax schedule is active or inactive. It's used to add tax if it's active.
Tax solution	The tax solution to which this tax schedule belongs. You can change the tax solution only if the Configure Taxes page is enabled for multiple tax jurisdictions.
Detail ID	Select the tax details that this tax schedule applies. For the VAT and GST tax solutions, each tax schedule typically includes only one tax detail.
Effective date	Select the date on which the tax detail will begin to be applied. The field is applicable only for VAT and GST tax solutions. This field enables you to change the tax details when tax rates, such as for Standard, Reduced, and Zero VAT rates, change. You can create a new tax detail with the changed rate