Tax engine

Path: Business functionality > Local functionality > India > Tax engine · tier official · system localization · narrative reviewed (checked by Opus)

Overview

Tax Engine is a configurable extension suite for India. It lets you set up tax rules, calculation and posting without code changes, through six modular extensions. The Overview page introduces the components, including Tax Type Handler, Tax Use Case Handler, Tax Scripting, Tax Posting Handler and JSON import/export.

The configuration pages follow a sequence. Tax Configuration 01 covers tax types (GST, TDS, TCS, WHT), attributes, components, rate parameters and tax rates. Tax Configuration 02 covers use cases: conditions, attribute and rate parameter mapping, computation scripts, component formulas, posting and tax ledger mapping. The Script Activity and Lookup pages are references for building the logic inside use cases.

Start with the Overview, then read the two configuration pages in order. Use the Design Consideration page for best practices before you build. Use the Import/Export page when you move configuration between environments.

Key points

• Tax Engine is an India-specific extension suite with six modular extensions for tax setup, calculation and posting without code changes.
• Tax types such as GST, TDS, TCS and WHT are set up with attributes, components, rate parameters and tax rates, and are posted to G/L accounts.
• Use cases define business scenarios: stages, conditions, attribute mapping, rate parameter mapping, variables, computation scripts, component formulas, posting and tax ledger mapping.
• Script Activity supports string operations, number calculations, date manipulation, conditions, loops and miscellaneous activities.
• Lookups fetch values from the current record, variables, tables, the database, the system, tax attributes, components and other sources.
• The Json Exchange extension imports and exports full tax type configurations or specific use cases in JSON format, and is reached through Assisted Setup.
• Design Consideration gives best practices for creating tax types, generic attributes and rate setups, sequencing use cases, deploying configuration files and managing versions.

Learn pages

• Tax Engine - Design Consideration: Key considerations and best practices for designing and configuring the Tax Engine in Business Central for India.
• Tax Engine - Import/Export Configuration: Learn how to import and export tax engine configuration data in JSON format for India localization in Business Central.
• Tax Engine - Lookup: Provides an overview of the Lookup utility in the Tax Engine for fetching values from various sources in Business Central (India).
• Tax Engine - Script Activity: Overview of script activities available in the Tax Engine for Business Central India localization.
• Tax Engine - Tax Configuration 01: Provides details on configuring tax types, tax entities, input parameters, components, and rate setup in the Tax Engine for India localization in Business Central.
• Tax Engine - Tax Configuration 02: Provides details about configuring tax use cases in the Tax Engine for India localization in Business Central.
• Tax Engine Overview: Provides an overview of the Tax Engine, its components, and configuration options for managing tax rules and calculations in Business Central for India.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #9199 [Main]-Incident 21000001049308 : [BC-IN] Purchase invoice with a deferral schedule and Non-availment GST is not functioning correctly (code change): “purchase invoice with Non-availment GST can now be posted when a default deferral template is configured”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.