Knowledgebase & Support

The Taxes and Social Contributions Module in MokoCRM allows you to define and manage tax rules, VAT rates, and mandatory contributions applied to sales and purchases. It ensures proper application of regional or national tax policies across invoices, orders, salaries, and financial reports.

The Taxes and Social Contributions Module in MokoCRM allows you to define and manage tax rules, VAT rates, and mandatory contributions applied to sales and purchases. It ensures proper application of regional or national tax policies across invoices, orders, salaries, and financial reports.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Taxes and Social Contributions
2. Click Activate
3. Access tax configuration via Setup → Dictionaries → Taxes

🏷️ Defining Tax Rates

1. Go to Setup → Dictionaries → VAT Rates
2. Click Add New to define:
   • Tax Label (e.g., VAT 10%)
   • Rate (e.g., 10.00)
   • Country and region for applicability
   • Accountancy Code if linked with accounting module
3. Save to make the tax rate available in documents and products

📑 Applying Taxes to Transactions

• Taxes can be applied per product/service line or at the document level
• Each product can have a default tax rate defined in its profile
• Clients or suppliers can have a default tax profile assigned
• VAT is automatically calculated on:
  • Proposals
  • Invoices
  • Orders
  • Expenses and Salaries

💼 Social Contributions

• Social contributions (e.g., payroll taxes or service fees) can be configured under the same module
• Used with HRM or salary modules to account for legal deductions
• These contributions are calculated and tracked in financial reports

📊 Reporting and Integration

• Generate tax reports filtered by type, rate, or period
• Export tax totals for filing and reconciliation
• Integrates with accounting journals and general ledger (if accounting module is active)

📌 Best Practices

• Keep tax and contribution rates up to date according to current laws
• Assign default tax profiles to customers and products for consistency
• Regularly review tax summaries for reporting deadlines
• Test new tax configurations before applying them to live invoices
• Use regional filtering when operating in multiple tax jurisdictions