The Tax Bot is a bot that records taxes on Purchase or Sales transactions posted in your book.

Taxes are calculated based on the transaction amount and some properties set in the account or group, specifying the rates to apply.

They can be included in overall transaction amount, such as VAT, or excluded such as income taxes.
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Once the taxes calculated, the Tax Bot will record one or more transactions with the entry for the taxes.

Check the Tax Bot icon:

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1. Create a liability account for the tax output.
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Note: Tax properties are not set on Liability accounts.
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Example:

2. Create an incoming account for Service or Product that you sell.

3. Then, insert properties in the incoming account.
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Set the following properties on accounts (or group) that should trigger the Tax Bot:

See that after set the account properties, when you post the Sales transaction, the other (tax) is created automatically:

Note: Tax Bot Properties can be set on Accounts or on Groups for more than one account.
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​Other examples:
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Generating addional 7% of income tax:
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Extracting 12.85% of VAT, already included in the transaction:
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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.

Trigger
The Tax Bot is triggered by the post transaction event. It checks both accounts for the tax properties and continues its actions when either account on the transaction has the properties: tax_description, tax_included_rate or tax_excluded_rate.
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Action

The Tax Bot collects all the data on the transaction, including the tax properties and records another transaction on this book resembling the tax operation according to the properties.
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Note: sometimes it can take a while for the tax transaction to appear on your book. As long as the Tax Bot icon is blue you only have to wait for it to be recorded.
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At some point the outstanding Input and Output tax balances closed.

If you keep two separated Input and Output tax accounts like in the examples above, you should deduct one from another and pay the amount due or claim the amount receivable.

You cannot add two tax_included_rate or tax_excluded_rate properties to one account. So if you need to record for example a state and a federal tax on one transaction you have to work with the tax properties on Groups.

Create two groups, one for the state and another one for the federal taxes and add the corresponding tax rates to each group.
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Add the accounts to which both taxes apply to both the groups.
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Now, for each posted transaction with accounts that are in both groups the tax bot will record two tax entries.