Rekaz invoice settings: define a tax and its classification

A tax definition combines a name, classification and applicable rate or reason. Decide the correct treatment for your business first, then enter that decision here. Giving two definitions the same percentage does not make their classifications interchangeable.

Settings → Invoice Settings → Tax Type → Other → New Tax

Name

Use a name you can recognize later in the tax list. The name identifies the definition; the rate and classification determine the values entered with it. A name such as “Standard VAT” is more useful than “Tax 1” when you maintain several definitions.

A blank name prevents submission and displays a required-field message. Enter the name before checking the remaining fields.

A name is required when creating a tax definition

Tax classification

Choose Standard rate (S), Zero-rated (Z), Exempt (E) or Out of scope (O) to match the treatment you intend to record. The choice changes the fields below it: Standard has an editable percentage; Zero-rated and Out of scope show zero; Exempt hides the percentage field.

Changing classification clears the previous reason code and reason details. Make this choice before writing a detailed reason, and review both fields again if you change it later.

Rate

For Standard rate, enter a percentage from 0 to 100. Enter 15 for fifteen percent, not 0.15. A negative value, an empty field or a value above 100 is rejected when you submit. Decimal rates are accepted, so enter the intended percentage without rounding it to a whole number. The number here is a percentage, not an amount to add to each invoice.

A newly opened dialog starts with 15. Switching to another classification sets the rate to zero; switching back to Standard leaves zero in the field. Check and re-enter your intended rate rather than assuming the original value returned.

Rate validation rejects a percentage above 100

Zero-rated (Z)

This selection shows a zero rate and requires an Exemption reason code. The list contains the reasons available for this classification. Leaving it blank produces a required-field message even when the name is complete.

Choose the applicable reason from the list. Writing text in Exemption reason details does not replace the required code.

Zero-rated tax requires an exemption reason code

Exempt (E)

Exempt hides the Rate field and shows a required reason-code list for exempt treatment. Its choices differ from the Zero-rated list. Review the actual description beside the code rather than reusing a reason from another classification.

Exempt classification hides Rate and requires a reason code

Out of scope (O)

Out of scope shows a zero rate. Its reason code is optional in this form, and the list includes the out-of-scope reason. The optional field does not mean that this classification is suitable for every zero-rate transaction; enter the treatment you have determined for the transaction.

Out of scope shows zero and an optional reason code

Exemption reason details

Use this optional text field for details that accompany the selected reason. It appears for nonstandard classifications and is separate from the dropdown code. Keep the explanation relevant to the reason you selected.

Changing classification clears this text. If you need to change the classification after writing it, review and rewrite the explanation for the new selection.

Submit

Submit checks the fields and creates the tax definition. After success, the definition appears in the list and is selected in the open Invoice Settings form. If a required-field or rate message appears, correct that field and review the whole definition before submitting again.

Creating the definition and saving the invoice-page selection are separate. Reloading the page before its Save action restores the previously saved selection, but the newly created definition remains available in the tax list. Check Tax Type before saving the page; leaving the page does not delete a definition you already created.

Cancel / Close

Cancel closes this unfinished definition without adding it. Use it if you opened New Tax only to inspect the available fields. The existing tax remains in the list.