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Tax profiles and calculation rules

A tax profile contains transaction classification rules, rates, deductions, report currency, reporting period, and due dates. Use a separate tax profile for each tax regime. Only one can be active.

DocumentationDocsGuideTaxTax ProfilesTax RulesReporting Periods

Rules inside a tax profile

Each tax profile lists its period, rates, deductions, report currency, and due dates. Compare those fields when choosing the tax regime to activate.

Active tax profile

Current tax estimates and obligations use the active tax profile. Drafts and tax profiles from earlier years do not affect the current calculation.

Verification after rule changes

After a change to classification rules, rates, deductions, or report currency, earlier estimates may become outdated. Open verification for the affected period and review matched transactions, applied rates and deductions, and excluded transactions.