docs/8.0/ayanova/docs/acc-tax-codes.md

@@ -1,7 +1,101 @@
-# TAX CODES Placeholder
+# Tax codes
 
 [UNDER CONSTRUCTION]
 
+The Tax codes [form](ay-start-form-overview.md) is used to edit Tax codes.
+
+Tax codes are used to indicate and calculate taxes on [Work orders](svc-workorders.md).
+
+## Authorization Roles required
+
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Accounting
+- Business administration
+
+Read only access
+
+- Business administration - restricted
+- Service manager
+- Service manager - restricted
+- Service technician
+- Service technician - restricted
+- Sales
+- Sales - restricted
+
+
+## How to access Tax codes
+
+Tax codes are accessed in the following ways:
+
+- From the `Accounting` navigation pane `Tax codes` item
+- By clicking on the [open record icon](ay-start-form-select-list.md#opening-selected-record) any Tax code selection list on any other form where Tax codes can be selected such as the Work order, Quote and Preventive Maintenance forms
+- From any [data table](ay-start-form-data-tables.md) column showing Tax codes such as the [Work order list](svc-workorders.md)
+
+## How Tax codes work
+
+Tax codes are selected on [Purchase orders](inv-purchase-orders.md), [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders to indicate and calculate taxes for both purchase and sales events.
+
+Tax code Percentages and Tax on Tax fields are **locked** to prevent editing once they are used on another object in order to protect the historical record. Other fields remain editable as they would not affect past record tax calculations.
+
+After an edit and save that affects any of the calculation affecting fields the AyaNova server will check if any objects are using this Tax code and if any are found will prevent the change and report back all object types involved. Options are to remove or switch the Tax code from the existing in-use objects to be able to edit those fields or simply make a new Tax code.
+
+When a tax code is retired it should be set to inactive by un-checking it's Active checkbox and a new active tax code created to take it's place. 
+
+If a tax has been selected in [Global Settings](adm-global-settings.md#default-parts-purchase-tax) as a default it can not be deleted.
+
+
+## Tax codes data table
+
+The Tax codes [data table](ay-start-form-data-tables.md) lists all the Tax codes available and provides all data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Tax code edit form
+
+The Tax code edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
+
+#### Name
+
+This is the name of the rate as it's displayed in forms and reports. A rate name must be unique from all other Tax codes entered. Remember this is the Name that Customers will see on reports if provided to them.
+
+#### Tax A
+
+This is the primary tax field and should be entered as a [percentage](ay-start-data-types.md#tax) value e.g. `5` for 5% not `.05`. This field is **locked** once the tax is used in AyaNova to preserve historical data.
+
+#### Tax B
+
+#### Tax on Tax
+
+Charge to customer per unit for this service. [Currency](ay-start-data-types.md#currency) field. This field is **locked** once the rate is used in AyaNova to preserve historical data.
+
+
+#### Active
+
+Rates that are set to Active can be selected on new Work orders and other objects that user Tax codes.  
+Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a rate from use.
+
+#### Notes
+
+Notes about this record for internal use. Notes can also be reported on if desired.
+
+#### Custom fields
+
+If the form has been [customized](ay-customize.md) and [custom fields](ay-start-form-custom-fields.md) enabled for this object they will display here.
+
+#### Tags
+
+Standard AyaNova object [tags control](ay-start-form-tags.md).
+
+#### Wiki
+
+Standard AyaNova object [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Standard AyaNova object [attachments control](ay-start-form-attachments.md).
+
+000000000000000000000000000000000000000000000000000
 Notes to include in docs:
 
-Data integrity - Tax code values are stored only in the Tax Code object and linked to by objects affected by that Tax code (e.g. Work order item labor record). If a Tax code has been selected on another object the fields affecting price calculations are not editable (percentage, tax on tax etc). Other fields remain editable as they would not affect past records tax calculations. After an edit and save the AyaNova server will check if any objects are using this Tax code and if any are found will report back all object types involved. Options are to remove or switch the Tax code from the existing in-use objects to be able to edit those fields or simply make a new Tax code.
+Data integrity - Tax code values are stored only in the Tax Code object and linked to by objects affected by that Tax code (e.g. Work order item labor record). 

docs/8.0/ayanova/docs/ay-start-data-types.md

@@ -26,7 +26,7 @@ AyaNova is a single-currency program, it assumes all currency values entered are
 
 Decimal numbers used typically for quantities of items are stored internally with 19 digit precision and 5 digit scale meaning 19 total digits can be stored of which a maximum of 5 can come after the decimal point. They are displayed and accepted from entry according to the rules of the locale / language setting of the browser (or the override if overriden).
 
-### Taxes / percentages
+### Tax
 
 Taxes are stored and displayed in "face" value and not as fractions. So, for example a 7% sales tax is entered displayed adn stored as 7.0 and not .07.
 Taxes are stored with 8 digits precision and 5 digits scale so a total of 8 digits with up to 5 of those 8 after the decimal point.