Finance
Sales tax and withholding worksheets from posted GL, with tax code catalog and period filters for return filing.
Where to find it: Left menu → Finance & Accounting → Taxes
Step 1
Left menu → Finance & Accounting → Taxes. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Review codes before you bill or pay. Fix a wrong code on the source document, then re-post if needed.
Step 3
New invoices should pick a valid code. Duty on an import should still originate on that import file.
Yes. Taxes is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
It holds the codes and amounts. Filing still follows your country process and advisor.
