The Companies Taxes table is at the core of this system, detailing the tax information specific to each company. Key fields include Financial Year, Tax Name, Company Name, Period, and Rate, which help track tax rates and periods over multiple years for different companies. It also includes information like Tax Period Start Date and Tax Period End Date to specify the exact duration for which taxes are applicable, as well as metadata such as Record Owner, Created By, and Last Modified By for administrative traceability.
The Taxes table holds general information about the different types of taxes being tracked in the system. Fields such as Name, Rate, and Default Period are used to store tax details, which other tables can reference. This table ensures that the system has a comprehensive list of all relevant taxes, their applicable rates, and standard timeframes.
The Companies table contains key information about the businesses subject to taxation. It includes fields like Name, Phone, Email, Website, and Address, serving as a detailed directory of the companies. This table links tax records to the companies they belong to, allowing easy cross-referencing between tax obligations and business entities.
The Due Dates table tracks when specific taxes are due for each company. It includes fields like Due Date, Company Tax Id, Company Name, Tax Name, and Period. This helps companies stay on top of their tax deadlines, ensuring timely payments. The fields Rate lookup and Period lookup are used to reference specific tax rates and periods for accuracy.
Overall, the "Tax Planner" database facilitates better tax management for companies, providing a clear and organized structure to track taxes, due dates, and company-specific tax details.
Any support materials, such as spreadsheets and real-life work samples would be very helpful as they would help us better understand your business process.