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- Tax Collection System
- Data model and import order
The tables behind Tax Collection System
Tax Collection System ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Taxpayer Demands:
Accounting documents and document lines, with business partners as taxpayers. Each document belongs to an office, names a taxpayer and owner and carries a version.
Tax Assessments:
Tax assessments belong to a demand document and an office.
Review Queue:
Review decisions record the decision, reason and reviewer against a document version.
Collections:
Cash receipts belong to a taxpayer; cash applications link a receipt to a document.
Ledger and Periods:
Journal entries belong to a document and a period; journal lines belong to a journal and a ledger account; ledger accounts and accounting periods belong to an office.
Activity and Evidence:
Record attachments and operation receipts belong to a document; exchange rates holds read-only rates.
Access:
Organizations, team members and Users scope staff to an office.
Every table, by feature
- Taxpayer Demands4
- Tax Assessments4
- Review Queue4
- Collections4
- Ledger and Periods4
- Activity and Evidence4
- Shared and settings2
- Accounting documents
Assessed accounting documents carrying lifecycle, counterparty and gross amount.
Linked to Organizations, Team members, Business partners - Document lines
Line detail for an accounting document with quantity, price, tax and net amounts.
Linked to Accounting documents, Ledger accounts - Business partners
Taxpayers and counterparties assessed and collected against.
Linked to Organizations - Ledger accounts
Chart of accounts used by journal lines.
Linked to Organizations
- Tax assessments
Authority tax assessments reconciled against supporting evidence.
Linked to Accounting documents, Organizations - Accounting documents
Assessed accounting documents carrying lifecycle, counterparty and gross amount.
Linked to Organizations, Team members, Business partners - Record attachments
Evidence files attached to an accounting document.
Linked to Accounting documents, Team members - Review decisions
Independent reviewer decisions recorded against a document revision.
Linked to Accounting documents, Team members
- Review decisions
Independent reviewer decisions recorded against a document revision.
Linked to Accounting documents, Team members - Accounting documents
Assessed accounting documents carrying lifecycle, counterparty and gross amount.
Linked to Organizations, Team members, Business partners - Tax assessments
Authority tax assessments reconciled against supporting evidence.
Linked to Accounting documents, Organizations - Team members
Staff membership linking an authenticated platform user to an organization and role.
Linked to Organizations, Users
- Cash receipts
Verified cash receipts imported from the collection provider.
Linked to Business partners - Cash applications
Applications of verified cash receipts against posted documents.
Linked to Cash receipts, Accounting documents - Accounting documents
Assessed accounting documents carrying lifecycle, counterparty and gross amount.
Linked to Organizations, Team members, Business partners - Business partners
Taxpayers and counterparties assessed and collected against.
Linked to Organizations
- Journal entries
Balanced journal entries posted from approved accounting documents.
Linked to Accounting documents, Accounting periods - Journal lines
Debit and credit lines belonging to a journal entry.
Linked to Journal entries, Ledger accounts - Ledger accounts
Chart of accounts used by journal lines.
Linked to Organizations - Accounting periods
Open, review and closed accounting periods controlling posting eligibility.
Linked to Organizations
- Record attachments
Evidence files attached to an accounting document.
Linked to Accounting documents, Team members - Operation receipts
Idempotent operation receipts recording guarded action outcomes.
Linked to Accounting documents - Accounting documents
Assessed accounting documents carrying lifecycle, counterparty and gross amount.
Linked to Organizations, Team members, Business partners - Organizations
Tax administration organizations that own assessments, documents and ledger scope.
Keys and references
Every document keeps a stable record number, every taxpayer and office a code and every ledger account a code. Import receipts by provider event ID so a resent file is recognized. Keep periods with their start and end dates and status. Amounts are in US dollars.
The system holds 17 tables and 25 relationships.
Migration order
- Load Organizations, Users and team members.
- Load ledger accounts and accounting periods.
- Load business partners for taxpayers.
- Load open accounting documents with document lines, record attachments and tax assessments.
- Load opening journal entries and journal lines, then cash receipts and cash applications.
- Reconcile receivables, collections and period balances with the source before raising new demands.
Set up Tax Collection System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.