Budgeting
You can define a tax with its rate, its refund share and where the unrefunded part is collected.
In the account details, click the settings icon and choose **Taxes**.
Taxes are a flat list. Unlike fringes and extra costs there are no groups, because a production rarely has more than a handful.
Click **+ Tax Definition** and fill in the row.
**Name** — must be unique, and descriptive enough to tell two similar taxes apart. Where the difference is the rate, name it in — *VAT 19%* rather than *VAT*, and add the country where that helps — *VAT 19% (GER)*. Where two definitions share a rate but serve different purposes, name the difference instead, as the two **VAT** rows above do — one plain, one *VAT, combined line*.
**Rate** — the percentage.
**Refund** — the share of the tax you get back. **In most countries this is 100%**, because VAT paid on production costs is reclaimed. Leave it at 100 unless you know otherwise.
**Collect Remainder In Account** only matters when the refund is under 100%. The part you do *not* get back is a real cost, and it is collected there — the same mechanism fringes use — see [how collect-in accounts work](/kb/article/how-collect-in-accounts-work).
At a full refund, the tax is a cashflow matter rather than a cost, and there is no remainder to collect.
Picking an account that already has its own value warns you first: collecting there replaces that account's own calculation.
**Reporting Interval** — how often the tax is reported and settled: *Monthly*, *Quarterly*, *3 Months*, *Semi-Annually*, *Annually*, or a fixed number of months.
This does not change what the tax costs. It is a **timing** input: it tells the cash flow when the money moves, which is why a fully refunded tax still matters even though it is not a cost.
**In Use** counts the accounts using each definition. The eye hides one from the picker; the trash warns first if it is in use, listing what it affects, and lets you delete anyway — the amounts on those items change. The three delete outcomes are set out in [why some things can't be deleted](/kb/article/why-some-things-cant-be-deleted).
Markdown