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Charge codes & tax components

Charge codes are the catalogue of billable line items a depot can charge for — handling, storage, repairs, cleaning, and anything else. Tax components are reusable tax rules (VAT, GST, port levies…) that attach to charge codes or to individual tariff rates. Both are foundational: no tariff rate or repair rate can exist without a charge code to hang off, and no tax gets applied anywhere without a tax component defined first.

Before you start

  • Company should exist first (not a hard requirement, but the natural first step).
  • Nothing else — charge codes and tax components are usually the next thing configured after Company and Yard configuration.

Walkthrough

Charge Codes (Settings → Finance → Charge Codes)

Click New Charge Code to open the form:

  • Code (required, set once) — short identifier, auto-uppercased, e.g. HANDLING
  • Name (required) — e.g. "Gate In Handling"
  • Category — Storage, Handling, Repair, Cleaning, or Other
  • Unit of Measure — Per Day, Per Move, Per Job, Per TEU, or Per Slab
  • Rounding Rule — Up, Down, or Nearest
  • GL Account — free-text ledger code, e.g. 4100
  • Applies on Event — optional automatic trigger: Gate In, Gate Out, Storage, or "— Manual only —" if the charge is never applied automatically. Several charge codes can share the same trigger event.
  • Slab-rated checkbox — marks this code as using day-band (slab) rates rather than a single flat rate. This determines what kind of rate you'll be able to add for it under Tariffs.
  • Tax applicable checkbox — if checked, a Tax Components multi-select appears so you can choose which taxes apply by default to charges under this code.
  • Active checkbox

The list view shows Code, Name, Category, Unit, Trigger, whether it's slab-rated, and Active/ Inactive status. Existing codes can be edited (the Code field itself is locked after creation).

Tax Components (Settings → Finance → Tax Components)

An inline-editable table. Click Add Component to add a row:

  • Code (required, set once) — e.g. VAT
  • Name (required) — e.g. "Value Added Tax"
  • Description — optional
  • Rate % — up to 4 decimal places
  • Compound checkbox — a compound tax is applied on the subtotal after all non-compound taxes have already been added (tax-on-tax); use this for secondary levies calculated on the total including other taxes
  • Active checkbox

Tax components, once created, are selectable from the Charge Code form (as a default), and again per-rate inside a Tariff Profile or Repair Rate to override that default.

Who can access this

Admin and Manager — Settings is gated to these two roles (see Logging in & roles). Billing has separate billing access relevant to how these codes get used, but Charge Codes and Tax Components themselves live under Settings, which Billing does not see.