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Tax category setup ​

Goal ​

Prepare master data so tax categories work end-to-end.

Who it is for ​

Managers / tenant admins with catalog.manage_tax_categories.

Steps ​

  1. Enable tax viewing for clerks who assign categories.
  2. Create categories that match your statutory treatments.
  3. Assign categories on catalog items before invoicing.

BlueMatrix Help — product documentation for tenants