What does the Workspace show? - Please refer to the article Tax Classifications - Basic Features.

What is the Type column in the Workspace? - Type column indicates if the ledger is an Income or an Expense. The Staff/Preparer has the right to change the Type of the ledger (using Change Fields button) if the system indicates incorrectly.

What is the Tax Category column in the Workspace? - Tax Category indicates the Tax classification for every ledger. The expense items are categorized cognitively by the system into deductibles or non-deductibles; income items into taxable and non-taxable; fixed assets into claimable and non-claimable. Non-deductibles and Non-taxables are further classified into categories such as Depreciation, Tax expenses etc. Claimables are also classified further into sections. When the system cannot classify, it will treat them as the Deductibile, Taxable and Non-Claimable for Expense, Income and FA respectively. Some ledger items may be tagged as Need Evidence under Tax Category/Tax status fields if for example the ledger description is absent.

What is the Tax Status column in the Workspace? - Tax Status column also indicates the Tax classification for every ledger item. The expense items are categorized into deductibles or non-deductibles; income items into taxable and non-taxable; fixed assets into claimable and non-claimable.

What are the two Amount columns in the Workspace? - The column Amount Total displays the amount for the ledger item. The column Amount Deductible displays the amount that will be included in the final tax computation. Amount Deductible is 0 when the ledger is classified as Non-deductible, non-taxable or non-claimable.

Workspace shows extra lines and I see a lot of validation errors. - Please make sure that the GL uploaded does not have any Balance sheet items. GL should only have P/L items.

I edited some items in the Workspace but my Draft Tax Computation is not reflecting the change. - When new changes are made in the Workspace after the draft tax computation was generated once, you have to re-generate the draft tax computation (by clicking on the APPROVE ALL button) in order for the changes to reflect in the computation.