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Tax determination rule overview

Goal

Understand when to use tax determination rules and how they fit BlueMatrix.

Who it is for

Roles with tax.view (manage needs tax.manage).

Preconditions

  • Signed in to the correct tenant.
  • Module statutory_compliance must be enabled.

Open the screen

Operations → Tax & Statutory → Tax determination (/tax/determination).

Concepts

  • Inputs: tax category, party type, place of supply, jurisdiction, treatment, tax code, priority.
  • Treatments: standard|zero_rated|exempt|reverse_charge.
  • Preview via determine API before relying on a rule.

BlueMatrix Help — product documentation for tenants