> ## Documentation Index > Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Reference ## Permissions | Action | Required permission in the roles UI | | - | - | | View tax configuration | **Can Read Organisation**, in the **ORGANISATION** group | | Create, edit, or remove [tax categories](/docs/20260301/product-modules/settings/glossary#tax-category), [served countries](/docs/20260301/product-modules/settings/glossary#served-country), and [tax rates](/docs/20260301/product-modules/settings/glossary#tax-rate) | **Can Update Organisation Config**, in the **ORGANISATION\_CONFIG** group | The default **Owner** role has every permission. The default **User** role has read permissions only. A custom role can grant **Can Update Organisation Config**. The dashboard shows the controls to users without **Can Update Organisation Config**. Zenskar rejects their changes. ## Tax Categories tab Location: **Settings** > **Tax Configuration** > **Tax Categories**. ### List of tax categories | Column | Description | | - | - | | **Tax Category Name** | The name of the tax category. | | **Avalara Tax Code** | The Avalara tax code of the tax category. Appears only when Avalara AvaTax is connected to a [business entity](/docs/20260301/product-modules/settings/glossary#business-entity). | | **Anrok Tax Code** | The Anrok tax code of the tax category. Appears only when Anrok is connected to a business entity. | ### Add Tax Category and Edit Tax Category panels | Field | Required | Description | | - | - | - | | **Tax Category Name** | Yes | Up to 255 characters. Unique within your organization. | | **Avalara Tax Code** | No | Text, up to 25 characters. Zenskar does not check the code against the Avalara catalog. Appears only when Avalara AvaTax is connected to a business entity. | | **Anrok Tax Code** | No | A code from the catalog of the connected Anrok accounts. Appears only when Anrok is connected to a business entity. | When no [third-party tax engine](/docs/20260301/product-modules/settings/glossary#tax-engine) is connected, the panel shows **Connect tax tools** instead of the code fields. ## Entities tab Location: **Settings** > **Tax Configuration** > **Entities**. | Card field | Description | | - | - | | **Countries Serving** | The number of served countries that have a currency turned on. Shows "No countries" when there are none. | | **Tax Tools** | The tax engines that the business entity uses for its served countries. | | **Zenskar Tax Rates** | The number of tax rates. Shows "N countries need rates" when the business entity uses the Zenskar tax engine for a served country that has no tax rate. Empty when the business entity uses the Zenskar tax engine for none of its served countries. | **Configure** opens the **Countries Serving** and **Tax Rates** tabs of the business entity. ## Countries Serving tab Location: **Settings** > **Tax Configuration** > **Entities** > **Configure** > **Countries Serving**. ### Add Country and Edit Country panels | Field | Required | Description | | - | - | - | | **Select Country** | Yes | The list excludes countries that the business entity already serves. You cannot change the country after you add it. | | **Currencies** | Yes | One or more currencies. In **Edit Country**, click a currency to turn it on or off. At least one currency must stay on. | | **Add another currency** | No | **Edit Country** only. Adds a currency to the served country. | | **Tax Engine** | Yes | **Zenskar**, or the third-party tax engine connected to the business entity. Applies to every currency that is on. A disconnected engine appears as "(not connected)". | Row menu: **Edit**, **Remove**. **Remove** takes effect immediately, without a confirmation. ## Tax Rates tab Location: **Settings** > **Tax Configuration** > **Entities** > **Configure** > **Tax Rates**. ### Add Tax Rate panel | Field | Required | Description | | - | - | - | | **Tax Category** | Yes | The tax category of the tax rate. Locked when you open the panel with **+ Tax Rate** next to a tax category. | | **Country** | Yes | A served country of the business entity. | | **State** | No | Up to 10 characters. Appears after you click **Add State** or **Add ZIP Code**. | | **City** | No | Up to 100 characters. Requires **State**. Appears after you click **Add City** or **Add ZIP Code**. | | **ZIP Code Start** and **ZIP Code End** | No | Up to 20 characters each. Require **State** and **City**. Both codes must have the same length. The start code must be less than or equal to the end code. | | **Effective From** | Yes | The start date of the [rate change](/docs/20260301/product-modules/settings/glossary#rate-change). Rate changes of a tax rate cannot share a start date. | | **Tax Name** | Yes | Up to 50 characters. Unique within the rate change. Displayed on invoices. | | **Tax Percentage** | Yes | 0 to 100, with up to two decimal places. | **Add Another Component** adds a [tax component](/docs/20260301/product-modules/settings/glossary#tax-component) to the rate change. **Schedule Rate Change** adds a later rate change to the tax rate. ### Tax Rate Details panel Opens from the number of rate changes in the tax rates list. Read-only. | Field | Description | | - | - | | **Jurisdiction** | The country, state, city, and ZIP-code range of the tax rate. | | **Effective From** | The start date of the rate change. | | **Effective To** | The end date of the rate change. Empty for the last rate change. | | **Components** | The tax components of the rate change. | ### Rate-change statuses | Status | Meaning | | - | - | | **Active** | The rate change has started, has not ended, and is the latest rate change of the tax rate to start. | | **Scheduled** | The start date of the rate change is in the future. | | **Expired** | The rate change has ended, or a later rate change has replaced it. | ## API | Operation | API reference | | - | - | | List, get, create, and update tax categories | [List tax categories](/docs/api-reference/tax/list-tax-categories), [Get tax category](/docs/api-reference/tax/get-tax-category), [Create tax category](/docs/api-reference/tax/create-tax-category), [Update tax category](/docs/api-reference/tax/update-tax-category) | | Get, set, and remove served countries | [Get business entity config](/docs/api-reference/business-entities/get-business-entity-config), [Upsert region config](/docs/api-reference/business-entities/upsert-region-config), [Delete region config](/docs/api-reference/business-entities/delete-region-config) | | List, get, create, and update tax rates | [List jurisdiction rates](/docs/api-reference/tax/list-jurisdiction-rates), [Get jurisdiction rate](/docs/api-reference/tax/get-jurisdiction-rate), [Create jurisdiction rate](/docs/api-reference/tax/create-jurisdiction-rate), [Update jurisdiction rate](/docs/api-reference/tax/update-jurisdiction-rate) | ## Troubleshooting | Problem | Cause | Solution | | - | - | - | | The tax category panel shows **Connect tax tools** instead of a code field. | No third-party tax engine is connected to a business entity. | Connect the third-party tax engine. For steps, see [Avalara AvaTax](/docs/20260301/third-party-integrations/tax-automation/avalara-avatax) or [Anrok](/docs/20260301/third-party-integrations/tax-automation/anrok). | | The **Tax Engine** list does not show a third-party tax engine. | The third-party tax engine is not connected to this business entity. | Connect the third-party tax engine to this business entity. | | A served country shows its tax engine as "(not connected)". | The third-party tax engine was disconnected from the business entity. | Reconnect the engine, or [change the tax engine for the served country](/docs/20260301/product-modules/settings/tax-configuration/how-to-guides#change-the-tax-engine-for-a-served-country). | | **Add Tax Rate** is unavailable. | The business entity has no served country. | [Add a served country](/docs/20260301/product-modules/settings/tax-configuration/how-to-guides#add-a-served-country). | | A country is missing from the **Country** list in **Add Tax Rate**. | The country is not a served country of the business entity. | [Add a served country](/docs/20260301/product-modules/settings/tax-configuration/how-to-guides#add-a-served-country). | | The business entity card shows "N countries need rates". | The business entity uses the Zenskar tax engine for a served country that has no tax rate. | [Add a tax rate](/docs/20260301/product-modules/settings/tax-configuration/how-to-guides#add-a-tax-rate) for that country. | | A rate change fails to save with an overlap error. | Another rate change for the same tax category and [jurisdiction](/docs/20260301/product-modules/settings/glossary#jurisdiction) overlaps or shares a day with it. | Start the new rate change on the day after the other one ends. If the other one has no end date, the dashboard cannot add a later rate change. | This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.