How to Set Up VAT and Tax Groups

Configure tax authorities, components, groups, and filing periods before go-live billing.

Step 1. Ensure chart of accounts includes input tax, output tax, suspense, and WHT accounts in Accounting.
Step 2. Create tax authorities with country, filing frequency, and tax ID label.
Step 3. Define tax components with rate, type (VAT, GST, WHT, etc.), direction, and GL mapping.
Step 4. Combine components into tax groups in sort order (supports compound tax on previous tax).
Step 5. Assign tax groups on products, customers, vendors, and document lines; open a filing period matching your calendar.

Tips

Review the tax dashboard for output vs input tax before your first return.
WHT remittances and compliance checklist screens support withholding workflows where configured.