Tax Zones
A Zone is a way of defining a set of local behaviour that you need from Saasu. It may be a country, or another ‘area’ that is a legal jurisdiction in its own right. It is more flexible than traditional financial systems settings which were based only on country or state. Saasu supports 50 zones in beta and/or commercial release with more being developed.
The different types of behaviour for these zones can relate to base currency, consumption tax (GST/VAT or similar), payroll items, and more. Consequently, a country could have multiple zones such as the USA so choose yours to suit your specific circumstances.
GST/VAT Tax
Saasu supports around 50 zones for consumption tax. However, the following zones currently have the most comprehensive coverage:
Tax FAQs
How do I change my Zone?
You can’t change the zone of a file once this has been set. This is because there are too many differences between zones behind the scenes. To handle this situation, you need to deactivate the current business file and add a new one with the zone set to the correct one. To do this go to My Saasu > Manage Subscription. You can carry across quite a lot of data from your old file – See Start Again help note. Note that deactivating a file frees up a file license, enabling you to add a new file.
I cannot see certain tax codes or tax codes that I have set up in Saasu – Why is this?
- Go to the tax code list screen by selecting Settings > Tax Codes OR clicking the Manage link on the tax code auto-complete.
- Change the filter to – All –.
- Click Show.
- Find the tax codes that don’t display when you enter sales or purchases. Ensure the Active, Visible on sales, and Visible on purchases checkboxes are ticked.
Once you’ve done that, you should be able to select those two tax codes by entering the code.
How do I stop other users from changing the tax codes?
You can do this by assigning limited user roles to users. Use the existing built-in user roles or create your own.
To create your own user user role:
- Select My Saasu > Manage Subscriptions.
- Add a custom user role (eg Salesperson).
- Remove access to the Tax Code module and any other modules you don’t want this group to access.
- Assign this new user role to the user.
Local Tax
Several zones have supplementary or discretionary taxes that are tied to local criteria which are unique to your particular zone.
Saasu has built-in support for a wide range of zones around the world. This includes support for consumption-based taxes (also known as sales tax, CBT, GST, VAT, IVA and more).
Several zones also have additional tax regimes above and beyond the ‘normal’ consumption tax that has become relatively standard around the world.
Instead of supporting the hundreds of variations of these supplementary or discretionary taxes in each zone, as a workaround we offer two ways of handling these:
- Add a specific inventory item for each tax. Apply this to invoices using the Item invoice layout whenever that local tax is required.
- Add a specific tracking tag which will enable you to tag invoices with that item or use a Service invoice layout.
In both cases, you can select the invoices (based on an item or tag) at the end of the period for collecting tax remittance information.
If you want your local specific requirements for supplementary or discretionary taxes included in Saasu in a more tailored way for your zone, please contact us with the exact details you wish to have supported. Please also include a link to the relevant page on your local tax authority website.
There is typically no charge for this service however development priorities are subject to commercial priorities. We do not provide a service level for development of these product extensions as they are subject to resource availability and prospects of commercial realisation from other new users being signed in your zone.
