PLANEX365 TAXATION
Give authorised teams a structured way to configure tax information, review calculations and trace the tax attached to business transactions.
Tax administrators, finance teams and authorised reviewers.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Confirm registrations, classifications and rules.
Review the supported tax calculation before the transaction step.
Inspect committed tax components and calculation context.
Prepare supported summaries and reconciliation for finance review.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Use consistent tax information across the business.
Maintain supported tax registrations and jurisdictions.
Use product tax classes and the organisation HSN code collection where applicable.
Configure regimes, codes, groups and relevant rate or status information with authorised access.
Give reviewers a way to check configured tax behaviour.
Preview supported sales and purchase tax calculations.
Maintain authorised determination rules, conditions and results.
Review configured exemption reasons and certificates where relevant.
Keep thresholds and preview information available to finance.
Maintain the supported withholding threshold records.
Preview withholding using the configured information.
Review the relevant transaction and supplier-payment context before posting.
Make calculation review more traceable.
Review tax transaction records and their components.
Inspect the supported calculation trace.
Use the available tax-to-ledger reconciliation view with the required permissions.
Keep internal preparation separate from statutory submission.
Create supported return-period records.
Generate internal output-tax, input-credit and net-payable summaries from the implemented transaction data.
Review generated boxes with finance. This preparation does not submit a statutory return to an authority.
Readiness records are separate from live clearance or filing.
E-invoice readiness can record a pending, failed or manually cleared status and an external reference.
Live authority submission or automatic clearance is not implemented by that readiness service.
External tax-provider adapters reviewed here have unimplemented calculation or commit operations. Confirm a released connector before depending on one.
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BEFORE YOUR TEAM STARTS
Planned: the live authority submission and external-provider operations described above. Internal calculations, return summaries and e-invoice readiness records are not evidence of statutory filing or external clearance.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
Planned Not part of the currently available workflow.
COMMON QUESTIONS
The reviewed return service prepares internal period summaries. It does not submit those summaries to a tax authority.
The readiness service can record a clearance status and external reference. That status entry alone is not proof of a live authority submission performed by Planex365.
Tax and platform configuration surfaces have specific permissions or administrator restrictions. Access should be assigned to the responsible authorised team.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.