Tax & Compliance
Configure your tax regime, tax-inclusive prices, statutory service charge, and vendor TCC policy in the Money hub.
Tax & compliance sits in the Money hub next to invoices, not as a separate module pack. Turn on the Money module under Settings → Organization → Modules, then open settings from Money → Tax & compliance or Settings → Organization → Tax & compliance.
Jamaica (JM) is the full country adapter today: GCT categories, GCT-01
helper, statutory service charge, and vendor TCC tools. Other countries use a
passthrough adapter for now. More countries are on the roadmap. GreenSails
does not file returns with the tax authority for you.
Who can change settings
You need permission to update the organization (org:update). Viewing GCT-01 and the service charge pool uses invoice view permission (invoices:view). See Access Control.
Tax regime
Pick the country adapter that matches how you bill:
| Adapter | What you get |
|---|---|
| Jamaica | Line-level GCT categories (standard 15%, zero-rated, exempt), Tax Invoice / Simplified Receipt labeling, TRN fields, GCT-01, service charge, TCC |
| Passthrough | Simple invoice-level tax rate for markets without a dedicated adapter yet |
Configure merchant TRN (and related labels) where the Jamaica adapter requires them before you send Tax Invoice–eligible documents.
Tax-inclusive vs exclusive prices
Organization default prices tax-inclusive controls whether shelf prices already include tax:
- Inclusive: POS and invoice lines stay shelf-exact; GreenSails extracts tax for reporting.
- Exclusive: prices are pre-tax; tax is added on top.
Each item (and location stock override) can inherit the organization default or force inclusive/exclusive. Changing the organization default can offer a one-time price conversion so you do not retype the catalog by hand.
Statutory service charge
When enabled (Jamaica adapter), guest/service charge can apply on POS orders at the configured rate (default 10% on items before GCT). Set the FOH / BOH share for payroll. Use the Service charge pool page to review totals by closed shift.
Vendor TCC policy
For Jamaica, set how many days before expiry to warn, and optionally block vendor bill payouts when a supplier’s Tax Compliance Certificate is missing or expired. Track certificate number and expiry on each vendor.
Related Money tools
| Tool | Purpose |
|---|---|
| Invoices & documents | Tax invoices, credit notes, and GCT line categories |
| GCT-01 helper | Monthly Output / Input GCT working papers |
| Service charge pool | Shift pool with FOH / BOH split |
| Vendor bills | Supplier charges; TCC can affect payouts |