A set of Tax components applied together, referenced from document headers and lines through TaxGroupId. TaxGroupService decides which group a line gets: it keeps active groups whose partner account, branch and partner account group fit the header (membership from AccountGroupMember rows in an account group of type Tax), gathers their TaxGroupRule rows, and orders the candidates by SequenceNumber descending — the only precedence signal in the whole tax path, so a high-sequence group's catch-all rule beats a low-sequence group's precisely scoped one. A separate header-level path uses the document's own Tax reference against TCSEligibleAmount for a single levy such as tax collected at source.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | Confines the group to documents raised in that branch, checked at both the candidate-gathering and rule-matching stages. Empty makes the group available in every branch. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | |
ExternalId | External | Text | | |
Id | Id | Guid | Yes | |
IsActive | Active | Boolean | | Must be true for the group's rules to be considered at all — inactive groups are dropped before rule matching, so deactivating a group is the way to retire its whole rule set at once. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountGroupId | Partner Account Group | Lookup → AccountGroup | | Confines the group to documents whose partner account belongs to that group, resolved from active AccountGroupMember rows whose account group is of type Tax. Groups of any other type are ignored here. |
PartnerAccountId | Partner Account | Lookup → Account | | Confines the group to documents for that partner account, checked both when the candidate groups are gathered and again when a rule is matched against the header. Empty means every partner. |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | The only precedence signal in the entire tax-resolution path: candidate rules are sorted by their parent group's sequence descending and the first that matches is taken. A catch-all rule inside a high-sequence group therefore beats a precisely scoped rule inside a lower one. |
TaxApplicability | Tax Applicability | PickList | | Values: Apply All Taxes, Apply Any Tax. |
TaxCustomLogic | Tax Custom Logic | Text | | |
TaxGroupType | Tax Group Type | PickList | | Whether a group acts on a header or on a line is decided by which field references it, not by this value. Values: Document Level, Line Level. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit In Page |
EditInList | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Branch for Partner Account | BranchId | |
| Partner Account | PartnerAccountId | |
