Taxing
Define how tax is calculated on transactions, prepare periodic tax reports from posted activity, and reconcile collected versus paid tax before filing.
Overview
Taxing connects your commercial documents to the accounts tax must hit. Define tax codes, rates, and receivable or payable accounts — then every invoice and payment captures tax consistently.
When a filing period ends, generate a tax report from posted ledger activity. Review opening, collected, paid, and closing balances, submit when ready, and trace any figure back to individual transactions.
Key Capabilities
Tax rules
Set codes, rates, and GL accounts so tax posts correctly from day one.
Periodic tax reports
Build filing documents for a date range with lines rolled up from the ledger.
Tax transactions
See every tax movement from invoices, payments, and journals in one register.
Collected vs paid
Reconcile what you charged customers against what you paid authorities.
Role-based access
Separate master data, reporting, and manager roles for controlled tax work.
Compliance dashboards
Reports by status, liability trends, and rule distribution before filing.
Task Assignment Catalog
The Task Assignment Catalog connects workflow events in this module — documents submitted or approved, thresholds crossed, lifecycle handoffs — to the people who should act next. When an event fires, PerfectoERP assigns follow-up tasks, sends in-app notifications, or both, according to each catalog entry. Teams collaborate through My Desk instead of polling lists or chasing status in email.
Tax report submitted
Task assignment + notification
A tax report was submitted for review or filing.
Default recipients
- Task → Tax Manager
- Notification → CFO
Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.
Tax report filing due soon
Notification
A tax report period is approaching its filing deadline.
Default recipients
- Notification → Tax Manager
Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.
Interface Showcase
Tax rules, report readiness, transaction volume, and filing shortcuts.
Connected Modules
Invoicing
Invoices where sales and purchase tax is calculated.
General Ledger
Posted activity that feeds tax reports.
Chart of Accounts
Tax receivable and payable accounts.
Ready for cleaner tax compliance?
Set up tax rules once, let transactions capture tax automatically, and file with figures pulled from your ledger.
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