Set tax defaults
Tax Configuration focuses on global tax settings, tax rates, tenant defaults, item treatment, customer treatment, and reporting impact. In AWRA, finance control works best when operational activity, accounting records, tax treatment, approvals, attachments, and reports stay connected.
The practical goal is trust. Finance users should know where a number came from, which source module created it, who reviewed it, and what evidence supports the balance, tax, payment, budget, or close decision.
In practice, an admin confirms default VAT rate, checks exempt customer rules, reviews item category tax behavior, and tests receipt and invoice output.
Tax setup path
Default
Tenant-level tax behavior is set.
Rate
Tax rates and labels are configured.
Item
Item or category treatment is reviewed.
Customer
Exempt or special treatment is controlled.
Report
Invoices, receipts, and tax reports are checked.
Finance model
- Finance reports should trace back to source records and review decisions.
- Tax, budget, and accounting setup choices affect many downstream reports.
- Attachments and review notes make balances defensible during audit or close.
- Exceptions should be owned before they become reporting noise.