Opening balances
Tax entering
Enters opening tax balances as of the system start date.
Enters opening tax balances as of the system start date.
How to open
- Settings → Balances → Initial Balance For Taxes
Opening requires view permission. Saving requires edit permission, and posting or unposting requires post permission when the form supports those actions.
Form and fields
The form contains Taxes, Files tabs. The tables use Partner, Debt Type, Tax Type, Amount, Book account columns.
| Field | Required | How to complete |
|---|---|---|
| Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Zero Account | Yes | Select an available value; the available choices depend on the context already entered. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Partner | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Debt Type | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Tax Type | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Book account | When required by the form | Select an available value; the available choices depend on the context already entered. |
Saving and result
Complete every visible field marked with an asterisk, verify lines and totals, and save the document. If the module supports posting, use Save and post after verification.
Posting creates the opening tax state used by subsequent accounting.