Overview
Core Tax Management allows taxes to be managed in a simple and structured way directly within Sage Sales Management.
This functionality is based on three main elements:
Customer tax profile
Product base tax type
Tax calculation displayed in sales documents and document summaries
The objective is to provide a clear tax management workflow for companies managing taxes directly within Sage Sales Management.
How this feature works
Sage Sales Management includes a new field called Tax Profile in the company record
This field defines how taxes should be applied when creating sales documents for that customer.
Available tax profiles
Standard
The customer follows standard tax rules..
When a product is added to a sales document, Sage Sales Management applies the Base Tax Type configured in the product.
Exempt
The customer is tax exempt within the local tax framework.
This profile is intended for customers operating outside the applicable tax scope. In these cases, sales documents will apply a 0% tax rate.
Product base tax
Products can have a configured Base Tax Type
This value defines the VAT or tax percentage automatically proposed when the product is added to a sales document.
Example
A product can be configured with a standard VAT rate
If the customer has a Standard profile, that tax will be applied to the document
If the customer has an Exempt profile, the applied tax will be 0%
What users will see
When creating or editing a sales document, users can view the applied tax based on:
The customer tax profile
The product base tax type
The information in each document line
The calculated tax information is also reflected in the updated document summary, including:
Tax base
Total taxes
Final amount
Important behaviour
This functionality is enabled through an administration parameter.
When the parameter is enabled:
Tax-related fields become available in:
Companies
Products
Sales documents
If the parameter is disabled:
Tax fields and tax summaries will not be displayed
Why this feature is useful
Core Tax Management provides a clear and simplified tax management workflow within Sage Sales Management.
It allows users to manage:
Customer tax profiles
Product base taxes
Tax calculations in sales documents
Tax summaries in the document footer
It also establishes a consistent tax structure that supports future integrations and connected scenarios.
Key points to remember
Feature | Behaviour in Sage Sales Management |
Customer tax profile | Defines how taxes are applied in documents |
Product base tax type | Determines the proposed tax when adding products |
Exempt customers | Documents automatically apply a 0% tax rate |
Document tax summary | Displays tax base, taxes and final amount |
Activation | The functionality depends on an administration parameter |
Expected result
With this functionality:
Taxes are managed directly within Sage Sales Management
Users benefit from clearer tax visibility
Sales documents display consistent tax calculations
The tax workflow becomes simpler and more structured within the application