Taxation Permissions and Troubleshooting
If a menu is missing or an action is blocked, it's almost always one of two things: the module isn't enabled, or the user's role doesn't have the right permission. Your administrator manages both under Settings → Users & roles.
Permissions, in plain language
| Permission | What it unlocks |
|---|---|
| View finance reports | Tax dashboard, search, filing list (view/export), compliance checklist, audit log, tax reports |
| Manage tax configuration | Authorities, components, groups, tax configuration |
| Approve tax adjustments | The adjustment approval screen |
| Create payments | WHT remittance creation, recording filing payments |
Custom roles may also use Taxation.* permission codes where your company has configured them.
Frequently asked questions
Why is there no Taxation menu? Enable the Taxation module for your company and confirm Accounting is active. The Overview and filing screens also need View finance reports.
Tax doesn't appear on invoices. Assign a tax group to the item, party, or line, and confirm its components are active. If you're relying on the fallback, make sure a company default group exists.
Dashboard net tax doesn't match my return. Check the period dates, look for unposted documents, and confirm every relevant module actually posted tax lines. Use Tax filing period → Report for the official filing view — foreign-currency invoices report in functional currency there.
Where do I change a VAT rate? Update the tax component's rate, or add a new component and group. Posted documents keep their original rate snapshot regardless.
Is payroll tax handled here? No — salary income tax and country compliance packs are under Payroll. Vendor WHT on payments is the only withholding tracked in Taxation.
Where are fixed assets? Under Finance & Accounting, not Taxation. Use Reporting for the tax depreciation schedule.