Tutorial

Tutorial: Approve statutory tax and localisation controls

Create, reject, replace and activate one evidence-backed jurisdiction profile without calculating tax, issuing a document or posting accounting.

Learning goal

Audience

Tax Accountants, Finance Controllers, Compliance Managers and auditors.

Goal

Complete Flow 44 and prove that jurisdiction-specific statutory configuration can be immutable, effective-dated and independently approved before any transactional Finance authority exists.

Before you begin

Use an authorised disposable training tenant
One assigned site and suitable classification are available
Different named Tax Accountant and Finance Controller users are available
Current official authority references and same-site CLEAN controlled evidence are available
For an India GST profile, verify the GSTIN/state prefix and financial-year series requirements before entry

Use safe learning data

Observation-first is the default. Do not create retained customer, procurement, receipt, inventory, Quality, Engineering or Manufacturing records merely to complete a tutorial.

Guided journey

1
Finance
Define the jurisdiction profile
Open /finance/statutory-controls
Acting role
Tax Accountant
What to do
Enter the legal entity, site, country/jurisdiction, registration, base currency, locale, timezone, fiscal start, tax point and rounding policy from verified authority material.
What you should observe
India GST profiles fail closed unless Asia/Kolkata, 1 April fiscal start, a valid GSTIN/state prefix and financial-year statutory series constraints agree; INR is a UI default, not a supplied legal conclusion about functional currency.
May change
One profile identity and immutable version draft only.
Must remain unchanged
No tax calculation, invoice, number allocation, journal, return, filing, payment or exchange rate exists.
2
Finance
Compose exact tax rules
Open /finance/statutory-controls
Acting role
Tax Accountant
What to do
Add effective-dated rule codes, category, direction, supply type, collection mechanism, total rate and named rate components with an exact authority reference.
What you should observe
Component rates must equal the total; zero-rated, exempt and out-of-scope categories must total zero; rule dates must stay inside the profile period.
May change
Version-owned immutable configuration rows.
Must remain unchanged
The rule is not a transaction tax engine and cannot determine a customer's place of supply.
3
Finance
Define statutory series policy
Open /finance/statutory-controls
Acting role
Tax Accountant
What to do
Describe each document type/series prefix, separator, minimum digits, reset period and maximum length without allocating a number.
What you should observe
India GST invoice series must be unique by profile/document key, reset by financial year and fit the configured 16-character maximum.
May change
Series policy inside the same immutable version.
Must remain unchanged
No invoice, credit note, debit note or delivery document is issued.
4
Finance
Submit and reject independently
Open /finance/statutory-controls
Acting role
Tax Accountant → different Finance Controller
What to do
Submit version 1 with CLEAN evidence, then reject it with an attributable decision note and evidence to exercise the correction path.
What you should observe
The author/submitter cannot decide; rejection retains the exact checksum and history.
May change
Submission and decision evidence, audit and outbox facts.
Must remain unchanged
No active statutory version exists after the initial rejection.
5
Finance
Replace and activate
Open /finance/statutory-controls
Acting role
Tax Accountant → different Finance Controller
What to do
Create version 2, correct the definition, submit it and approve it only while its effective period includes today.
What you should observe
The profile points to one active approved version; any former active version would become superseded without mutation.
May change
A new immutable version and active-version pointer.
Must remain unchanged
Activation does not calculate or post anything and does not schedule a future activation.
6
Finance / Governance
Reconcile scope and isolation
Open /finance/statutory-controls
Acting role
Auditor
What to do
Read the profile history, checksum, named actors, evidence and active version; retry outside the assigned site and compare operational witnesses.
What you should observe
Outside-site access is denied, authorised reads are audited and Tax Accountant/Finance Controller write-versus-approve permissions remain separated.
May change
Expected classified-read audit facts only.
Must remain unchanged
Stock, ledger, estimates, quotations, orders, demand, procurement, receipts and notifications remain unchanged.

Continue learning

Statutory controls guideReview exact fields, validation and authority boundaries.Statutory controls workflowSee the official six-stage maker-checker flow.Controlled documents guidePrepare immutable CLEAN authority evidence.Roles and authorityUnderstand author, approver and read-only separation.

Learning goal

Before you begin

Guided journey

Define the jurisdiction profile

Compose exact tax rules

Define statutory series policy

Submit and reject independently

Replace and activate

Reconcile scope and isolation

Continue learning