Set up tax codes and tax packs

Get your tax set up by installing a ready-made jurisdiction pack, adding your own tax codes, and registering items with eTIMS where required.

Before you start

• Pick the company you are working in and the Scope level for each record.
• Decide which jurisdiction applies — Kenya (KE) or South Africa (ZA).
• Have your chart of accounts in place so tax codes can map to the right roles.

Steps

Install a tax pack

1. Open Accounting → Tax and choose to install a tax pack.
2. Set the Scope level (required) plus any parent scope.
3. Choose the Jurisdiction — KE or ZA (required).
4. Install. The pack seeds the standard VAT and withholding codes for that jurisdiction.

   [screenshot: Install tax pack]

Create a tax code

1. Under Tax codes, add a new code.
2. Set the Scope level (required) and any parent scope.
3. Enter the Code (required, up to 60 characters) and Name (required, up to 200 characters).
4. Choose the Jurisdiction — KE or ZA (required).
5. Set the Tax type — VAT or WHT (required).
6. Enter the Rate as a percentage (required).
7. Optionally set whether the tax is recoverable, an Output role and Input role (the GL system roles the tax posts to), and the Status (active or inactive).

Register an item with eTIMS

1. Under eTIMS, register a sellable item.
2. Identify the item by either a Supply product or a free-text Item code (one is required).
3. Optionally set the Name, Class code, Item type, Unit of quantity and Packaging unit.
4. Optionally choose the Taxation type — A (exempt), B (standard), C (zero-rated) or D (non-VAT).

   [screenshot: eTIMS item registration]

Result

Your jurisdiction’s standard tax codes are installed, any custom codes carry their rate and GL roles, and sellable items are registered with eTIMS ready for compliant invoicing.

Related

• Record an expense
• Pay suppliers and run a payment run
• Accounting reference