Tax codes, worksheets and local formats

# Tax codes, worksheets and local formats

Pop Books can work out indirect tax (sales tax, GST, VAT) on each line of an invoice or bill. It also lays out the totals in a worksheet for the period you choose. Every worksheet is for your own filing. Pop Books does not file. Ask a preparer or your tax office to check the rates before you rely on them.

Tax codes

A tax code has one to four parts. Each part has:

• A rate. 9.975% is held exactly.
• An account for tax charged on sales, and one for tax paid on purchases.
• An option to charge on the price plus the earlier parts.
• The share you can claim back on purchases, from 0% to 100%.

A code can be taxable, zero-rated, exempt or out of scope. It can round per line or per document. It can be a reverse charge. Codes are switched off, never deleted.

• On a sale, the tax is credited to the tax account.
• On a purchase, the claimable share goes to the tax-paid account and the rest is added to the cost of the line.
• A line can include its tax or not. If it includes tax, the net is the typed price less the tax.

Once a document is issued, its tax is locked. Editing a code later does not change a document already written.

Country packs

A pack installs ready-made codes. Packs exist for the United States, the European Union, the United Kingdom, Canada, India, Australia and New Zealand.

• The United States pack bundles no rates. You build a combined state, county and city code yourself.
• The Canada pack has GST, HST by province, and GST plus PST or QST. PST can't be claimed.
• The India pack has the GST slabs as within-the-state, between-states and reverse charge forms.
• The packs are data you can edit after install.

The rates were written from general knowledge, not checked against any tax office. Each pack carries the note "Verify the rates with your tax office" and a review date of 2026-11-02.

Return worksheets

The worksheet shows boxes or lines for the country, with the totals in each:

• United Kingdom: the nine VAT boxes.
• Canada: GST34 lines 101 to 109.
• India: GSTR-3B tables.
• European Union: VAT return totals with sales by rate.
• Australia: BAS labels.
• New Zealand: GST101 boxes.
• United States: sales tax by jurisdiction.

Each says "For your own filing; Pop Books does not file." Voided documents count again, as a negative, in the period they were voided. The older worksheet is described in return-worksheet.

Local formats

Numbers, dates and paper follow the country. This covers Indian lakh grouping, comma decimals in Europe, date order, where the currency symbol sits, the first day of the week, and A4 or Letter paper. The text is in English only.

What still needs work

• There is no screen yet for editing tax codes, picking a code on each line, or opening the new worksheets. The document editor still sends a plain percent, which maps to an automatic code.
• The box layouts have not been checked against current official forms. Use the worksheets for checking and copying only.
• India: the pack doesn't work out the set-off between IGST, CGST and SGST. You choose the code for within-the-state or between-states supply.
• Locale formats are not yet applied to every existing screen.