1. Country-Specific Features
  2. Japan Help Topics
  3. Japan Tax Topics
  4. Setting Up Consumption Tax - Japan
  5. Using Custom Tax Categories

Using Custom Tax Categories

The Administrator role can rename predefined categories, or create custom tax categories.

Purchases with custom tax categories aren't included in the generated Deductible Tax & Taxable Sales Ratio Calculation Form. To get the tax amounts of those transactions, run the Purchase Tax by Tax Category report, which displays the tax amounts for each tax category. Then, modify the values on the Deductible Tax & Taxable Sales Ratio Calculation Form to include the tax amounts from the custom tax categories.

To create a tax category:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. Click New Record on the Tax Category row.

  3. On the New Tax Category page:

    1. Enter a name for the tax category.

    2. Select a main tax category.

    3. Select a purchase type.

    4. Click the Refund box if this tax category is for refunds.

  4. Click Save.

To edit a tax category:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. Click List on the Tax Category row.

  3. Click the Edit link of the tax category.

  4. Make your changes on the Edit Tax Category page.

  5. Click Save.

General Notices