Britixo CRMBritixo CRM Enterprise Help Centre
Accounting & Bookkeeping · How-to guide

Configure tax account mappings

Connect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.

Audience: Finance administratorsFeature: Tax mappingsModule v1.4.5
Feature pathAccounting → Settings → Mapping Setup → General → Tax Mapping
Before you beginThis guide follows Accounting and Bookkeeping module version 1.4.5. The required access is Accounting Settings: Create, Edit or Delete. A related screen can remain hidden when an optional module is inactive, a source record is in an ineligible status, the selected account is inactive or the user is not an assigned approver.

What this feature does

Connect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions. It forms part of Britixo Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.

How the module flow works

The module has dedicated tax-mapping table, save and delete actions and provides Tax Detail, Tax Summary and Tax Liability reports.

Tax mapping is applied from source tax lines. A line without the expected tax record cannot be classified by the intended mapping.

The help centre explains software operation, not jurisdiction-specific tax advice.

Step-by-step workflow

  1. List all active CRM tax rates and their business use.
  2. Create or edit the mapping for each rate.
  3. Select the approved sales and purchase tax accounts where the form requires them.
  4. Save and test one sales invoice and one expense or bill.
  5. Compare source tax totals with the Tax Detail report.
  6. Correct unmapped or duplicated rates before live conversion.

Important fields and decisions

Tax rateThe tax record used by the source line.
Sales or output tax accountLiability account credited on taxable sales.
Purchase or input tax accountAsset or receivable account debited on eligible costs.
Active statusControls whether the mapping participates in conversion.
Effective policyDetermines whether tax is recoverable, payable or included in cost.

What happens after completion

After the action is saved, Britixo keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.

  • Open the saved record and confirm its final status.
  • Review the source reference and every debit and credit line where ledger data was created.
  • Use the relevant register, ageing, reconciliation or report to verify the wider effect.

Controls, checks and common mistakes

  • Do not infer tax treatment from the rate name alone.
  • Keep zero-rated and exempt treatment distinct where required.
  • Do not change historical tax mappings without period review.
  • Use a tax professional for regulatory interpretation.
  • Use the least destructive correction available and record the reason for material changes.
  • Do not bypass a permission, approval or closed-period control by changing unrelated data.
Accounting and data safetyDeletion, reset, void, refund, mapping, journal and reconciliation actions can change financial history. Use approved access, retain supporting evidence and validate the result in the General Ledger or relevant control report.
Browse connected topics:invoicepaymentcredit noteexpensereconciliationChart of Accountssupplier billcheckreporttaxpurchaseapprovalvendorwarehouse
Use Tax Detail, Summary and Liability reports →Configure sales invoice account mappings →Configure expense category account mappings →Accounting mapping setup overview →Configure payment mode account mappings →Configure credit note and refund mappings →