ANTE User ManualTax Configuration
Tax Configuration holds your company's tax setup in one place: the tax profile (which country's rules you follow), the list of tax codes with their rates and the ledger accounts each tax posts to, and the Period Close control that locks the books up to a date. The VAT Return and Withholding Tax reports read what you set up here. You reach it at Treasury → Configuration → Tax Configuration.
Applying a Tax Template
A new company has no tax setup, and the screen says "No tax configuration yet". You do not build the codes by hand: you apply a jurisdiction template that seeds the profile and a ready set of codes (output VAT, withholding and the accounts they use).
- Open the dialog
Click Apply Template in the page header (or the button in the empty state).
- Choose the jurisdiction
Pick a Jurisdiction from the list; each option shows the jurisdiction and the template name.
- Apply
Click Apply Template. The screen confirms "Tax template applied" and the profile and codes appear.
Applying the same jurisdiction again is safe. Once a jurisdiction is set, switching to a different one is not allowed.
Tax Profile and Codes
After a template is applied the screen shows two blocks.
Below the profile is the tax code table, searchable and sortable, with these columns:
| Column | What it shows |
|---|---|
| Code / Name | The tax code and its description. |
| Type | One of Sales / Output Tax, Purchase / Input Tax, Withholding (Payable) or Withholding (Creditable). |
| Rate | The percentage applied. |
| Structure | How the tax is laid out on a transaction. |
| GL Accounts | The ledger accounts (code and name) the tax posts to. |
The table is read-only; to change which account a role posts to, use GL Account Mapping for the fallback tax roles.
Period Close
The Period Close card at the top controls whether old periods can still be posted to. It shows an Open badge while nothing is closed, or a Soft close or Hard close badge with "Closed through" and the date. This control does not depend on the tax profile.
- Open the dialog
Click Close period (or Change close date when a period is already closed).
- Fill it inClose date*datePostings dated on or before this date fall in a closed period.ModedropdownSoft close warns when someone posts into the closed period. Hard close blocks new manual and AI postings; authorized users can override.Reason (optional)textA note kept with the close.
- Review the warning, then confirm
If any depreciation or lease journals due on or before the date are still unposted, the dialog counts them (fixed-asset and lease separately). Post them first so they are not stranded, then click Close period.
To lift a close, click Reopen on the card.
Automated journals such as depreciation and lease accrual are never blocked by a close. No closing entry is posted, and retained earnings stays derived from the ledger.
How It Connects
Set up first
- Chart of Accounts — the tax accounts the codes post to must exist in the chart.
Feeds into
- VAT Return — reads the output and input VAT accounts from the Sales and Purchase tax codes.
- Withholding Tax — reads the withholding accounts from the withholding codes.
- GL Account Mapping — holds the fallback tax roles used when a code names no account.
- Journal Vouchers — a close date decides which postings are warned about or blocked.
- Depreciation — unposted depreciation due before the close date is flagged when you close.
- Lease Journals — unposted lease journals due before the close date are flagged when you close.