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Tax category overview ​

Goal ​

Understand when to use tax categories and how they fit BlueMatrix.

Who it is for ​

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

Preconditions ​

  • Signed in to the correct tenant.
  • Relevant module/permissions enabled.

Open the screen ​

Accounting → Tax & Compliance → Tax categories (/catalog/tax-categories).

Concepts ​

  • Code, translatable name / description, Active.
  • Used on items and tax determination rules.

BlueMatrix Help — product documentation for tenants