> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/accounting/tax/tax-codes.md).

# Tax Codes

For US companies please see [US Tax Codes](/accounting/tax/sales-tax/us-tax-codes.md).&#x20;

For UK companies, Tax Codes represent those codes defined by HMRC for VAT on sales and purchases. The Tax Code is typically applied to Line Items on Transactional Documents such as Sales Invoices or Bills.

Each Tax Code has an associated Tax Rate, which defines the % rate at which VAT will be charged on Transactional Documents.&#x20;

Note: For UK systems salesorder.com includes a set of pre-defined Tax Codes and associated rates in line with those issued by HMRC.

### Entering and Editing

#### Create new Tax Codes

To create new Tax Codes, from The Explorer click <mark style="color:orange;">Accounting > Tax > Tax Codes</mark>. This displays the current List of Tax Codes. From the Action Bar click 'Create New' to display a new Tax Code Document.

Once saved the new code, in this case SX at 15%, will appear in the Tax Code drop-down list on Line Items. It will also be available to set as the default Tax Code settings on Customers, Suppliers and Items.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://helpwith.salesorder.com/accounting/tax/tax-codes.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
