Tax Bot

by Bkper

Taxes are calculated based on the transaction amount and some properties set in the account or group, specifying the rates to apply. Here is a quick intro video:

They can be included in overall transaction amount, such as VAT, or excluded such as income taxes. Here is an article that better explain it.

Once the taxes calculated, the Tax Bot will record one or more transactions with the entry for the taxes.

Bkper Tax Bot in action

Included tax on sale example

Tax on sale example

Included tax on purchase example

Tax on sale example

The examples use simplified cash basis for easy understanding. You can also set more complex tax flows involving accounts payable and receivable instead of the direct Bank Account.

Learn more about sales taxes and bots on Bkper:

Tax Bot quick intro video

Bkper Bots Installation

Sales taxes on Bkper

Tax Bot help


The Tax Bot is triggered on the TRANSACTION_POSTED event. Once triggered it will check group and account properties if it has the tax_included_rate or tax_excluded_rate properties. When it finds these properties it will read the corresponding values from your book and apply the Tax Bot's logic. In this case it will calculate the tax and record another transaction with the available data.

Learn more....

Accounts and/or Group properties

Set the following account properties on accounts (or group) that should trigger the Tax Bot.

Generating addional 7% of income tax:

tax_excluded_rate: 7
tax_description: #incometax

Extracting 12.85% of VAT, already included in the transaction:

tax_included_rate: 12.85
tax_description: #vatin


Expressions are like variables that allow you to dynamically use values from the posting event that triggered the Tax Bot, consisting of the account name and the transaction description. This allows you to complete accounts on the newly recorded transaction by the bot and to have a significant description that links to the original transaction.

You can add these expressions to the tax_description property of the account that has to trigger the tax bot to dynamically generate the new transaction.

Example of the account property using these expressions:

tax_description: ${} Input Tax #vatin ${transaction.description}

Transaction properties


tax_round: 1

Book property

See the Tax Bot help article for a working example. See the Sales Taxes article to learn more about included and not included taxes.