This form can be used to create a new tax transaction or to view an existing one. The form has the following two tabs: Main and Taxes.

The Main tab contains information on the related entity and transaction contents.

The required field is Entity.

The "Tax Transaction (create)" form. The Main tab

<Auto> in the Number field indicates that a number to this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date if necessary.

In the Entity field, select your company's entity for which this document is being prepared. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings > General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity defined first will be used as the system default value.

In the Comment text box, you can specify some additional information related to the transaction.

The document totals and other information

At the bottom of the form, the Total field shows the total amount of the document.

Also, at the bottom of the form, you can view who created the document and the document current status; it can be one of the following:

• New (document was created, but not registered)
• Not Posted (document was recorded, but not posted)
• Posted (document was posted)
• Marked for Deletion (document was marked to be deleted)

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.

For descriptions of other buttons, see Document Toolbar.