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Service Tax Categories Screen

Table of Contents

Last verified with: 10.8.6.0

Service Tax Categories are configured in Setup / Finance / Taxes / Service Tax Categories

Overview #

Service tax categories are used to identify service-specific taxation scenarios. They allow taxation behavior to differ based on the type of service being billed, so that a tax code can apply one set of taxes to one service category and a different set of taxes to another.

A service tax category is typically used together with tax codes and service configuration. When the same category is used on both the service side and the tax-code side, the system can match the transaction to the appropriate tax treatment.

Service tax categories can also be relevant when usage taxation needs to be handled differently from non-usage charges, depending on how the service and usage-related configuration is set up.

Tax Code Selection #

When the system selects a tax code for a service-related transaction, the configured service tax category is one of the values considered during the match. A tax code with a matching service tax category is more specific than a tax code that does not specify one.

If multiple matching tax codes are available, other criteria such as account tax category and location can still affect which tax code is selected.

Prerequisites #

There are no required prerequisite setup steps before creating service tax categories.

Service Tax Categories Panel #

The Service Tax Categories panel on the left displays the available service tax categories. Selecting a category loads its details on the right so you can review or update it.

Actions #

IconDescription
Deletes the category if not in use
Adds a new service tax category

Edit Category Panel #

The Edit Category panel displays the selected category and is where its settings are maintained.

Fields #

  • Name: The descriptive name for the service tax category.

References Tab #

The References tab shows where the selected service tax category is already in use. This helps determine the impact of changes and whether the category can be deleted.

Where references exist, the tab can show details such as:

  • Identity: The identifier of the related record.
  • Name: The name of the related item using the category.

Guides #

Adding Service Tax Categories #

  • In the Service Tax Categories panel, click the add icon.
  • Enter the service tax category Name.
  • Click Save.

Renaming Service Tax Categories #

  • In the Service Tax Categories panel, select the category you want to update.
  • Edit the Name.
  • Click Save.

Deleting Service Tax Categories #

Note: Service tax categories that are in use (e.g. configured on services and tax codes) cannot be deleted. In order to delete a service tax category that is in use, first check the References tab to determine what entities are configured to use the service tax category that you wish to delete and then change those entities to use an alternate service tax category.
  • In the Service Tax Categories panel, select the category you want to delete.
  • Review the References tab if you need to confirm where it is used.
  • Click the delete icon.
  • On the confirmation dialog, click Yes.