Tutorial

Tutorial: Apply statutory tax to a supplier invoice

Select exact approved statutory facts, let the server calculate supplier-invoice tax and trace the immutable result into balanced journals.

Learning goal

Audience

Accounts Payable Accountants, Finance Controllers, Finance Accountants and auditors.

Goal

Complete Flow 45 and prove deterministic normal-charge purchase tax without arbitrary caller amounts, silent legal inference or broader statutory authority.

Before you begin

Use an authorised disposable training tenant
An active approved profile and NORMAL purchase/goods rule cover the entity, receiving site, country, base currency and invoice date
An acknowledged PO has eligible receipt quantity
CLEAN invoice/action evidence and three different named actors are available

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
Choose exact sources
Open /finance
Acting role
Accounts Payable Accountant
What to do
Choose the legal entity, acknowledged PO, invoice date and exact active statutory-profile version offered by the server.
What you should observe
A version appears only when entity code, receiving site, country, base currency, classification and date agree.
May change
Nothing until draft creation.
Must remain unchanged
No tax fact is inferred from supplier/address data and no receipt balance changes yet.
2
Finance
State the line decision
Open /finance
Acting role
Accounts Payable Accountant
What to do
Enter the received quantity and supplier price, select the approved NORMAL purchase/goods rule, required place of supply and evidence-backed rationale.
What you should observe
Reverse charge, withholding, sale/service-incompatible or out-of-date rules fail closed; the form has no tax-amount input.
May change
Only submitted transaction facts are prepared.
Must remain unchanged
No statutory number, return or filing fact exists.
3
Finance
Create deterministic tax evidence
Open /finance
Acting role
Accounts Payable Accountant
What to do
Attach CLEAN invoice evidence and create the draft.
What you should observe
The server returns net basis, named components, gross amount, recoverable/nonrecoverable split and SHA-256 header/line fingerprints using the approved inclusion and rounding policy.
May change
One draft invoice, exact receipt reservation and immutable tax applications/evidence links.
Must remain unchanged
Current stock, stock ledger, custody and receipt quantity remain unchanged.
4
Finance
Approve unchanged provenance
Open /finance
Acting role
Accounts Payable Accountant → different Finance Controller
What to do
Submit the draft, then independently inspect the PO/receipt match, commercial variance, tax application and evidence before deciding it.
What you should observe
Every transition re-hashes retained evidence; a changed/missing application or unresolved determination blocks the lifecycle.
May change
Attributable submission and decision facts.
Must remain unchanged
Approval does not rewrite the pinned profile even if configuration is later superseded.
5
Finance
Post balanced controls
Open /finance
Acting role
Different Finance Accountant
What to do
Post in the open fiscal period after a final integrity check.
What you should observe
Recoverable tax debits INPUT TAX, nonrecoverable tax debits its dedicated expense control, AP credits exact gross, and every journal line/source snapshot carries the version checksum and determination fingerprint.
May change
Immutable balanced journal headers/lines and posting evidence.
Must remain unchanged
No physical stock or statutory issuance/filing action occurs.
6
Finance / Governance
Audit the boundary
Open /finance
Acting role
Auditor
What to do
Expand the posted invoice and reconcile header, line applications, evidence, journal dimensions and source snapshots.
What you should observe
All fingerprints and amounts agree and mutation attempts fail.
May change
Read-only reconciliation only.
Must remain unchanged
Customer tax, reverse charge, withholding, numbering, return summaries, close tax exceptions and filing adapters remain absent.

Continue learning

Supplier tax application guideReview all inputs, outputs and excluded authority.Supplier tax workflowSee the official Flow 45 role handoff.Statutory controls guideUnderstand the independently approved source definition.Finance screen referenceReview the current invoice form and posting controls.

Learning goal

Before you begin

Guided journey

Choose exact sources

State the line decision

Create deterministic tax evidence

Approve unchanged provenance

Post balanced controls

Audit the boundary

Continue learning