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Tax categories

A tax category is Yessort's description of how something is taxed — standard-rated, zero-rated, out of scope. Your accounting system has its own tax codes. The mapping joins them.

Why not just use a rate​

Because a rate is not enough to post correctly. Two things taxed at zero percent can be zero-rated and out-of-scope respectively, and they belong on different lines of a return. Only a code carries that distinction; a number does not.

So Yessort holds the category, and the mapping resolves it to whatever code your provider uses.

Per provider​

The mapping belongs to the provider, not the category. The same Yessort tax category resolves to different codes in different systems, which is what lets the category stay stable while the code varies.

What a post carries​

A post records its composition per account and tax code pair together — the full identity of a line, not just its total. That is what makes an edit involving more than one rate book correctly, rather than netting to a plausible-looking wrong answer. See editing an order after posting.

When no code is resolved​

An entry can be posted without a provider tax code, in which case it lands at the account's own default.

This is worth knowing because it does not fail loudly. The entry posts, and the tax treatment is whatever the account defaults to — which may be right, and may quietly not be. Unmapped tax categories are therefore worth clearing before volume builds up, rather than after.

Tax categories decide how a line is taxed. Accounting categories decide which account it lands in. A line needs both.

See map a tax category.