# 2. Tax Management

User Type: **Super Administrator**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 2. Tax Management

### 2.1 Tax Calculation (GST, VAT)
**What it does:** Handles the tax calculation: the tax (the GST, the VAT, the rate, the amount) is calculated on the transactions (the transaction, the tax, the amount), so the tax is applied (the calculation is the charge). The Super Administrator configures the tax calculation (the tax, the rate, the region, the amount) so the calculation is structured and the tax is explicit.

**Sub-features:**
- Tax type: the type (the GST, the VAT)
- Tax rate: the rate (the rate of the tax, e.g., the 15% GST)
- Tax region: the region (the region of the tax, e.g., the country, the state)
- Tax calculation: the calculation (the tax is calculated on the transaction, the amount)
- Tax configuration: the configuration (the tax, the rate, the region, the amount)
- Tax record: the record (the transaction, the tax, the rate, the amount, the date)
- Tax view: the view (the taxes, the regions, the period)
- Audit logging of the tax calculation and configuration

**Super Administrator User Journey:**
1. Super Admin configures the tax calculation: the tax (the GST, the VAT), the rate (the rate of the tax, e.g., the 15% GST), the region (the region of the tax, e.g., the country, the state), and the amount (the amount of the tax); the calculation is explicit.
2. Sets the tax type: the type (the GST, the VAT); the type is the tax.
3. Sets the tax rate: the rate (the rate of the tax, e.g., the 15% GST); the rate is the percentage.
4. Sets the tax region: the region (the region of the tax, e.g., the country, the state); the region is the scope.
5. Saves; the tax calculation is live, and the tax is applied on the transactions.
6. A transaction is made; the tax is calculated (the tax is applied, the amount is charged, the tax is recorded); the calculation is recorded.
7. For a tax change (the rate, the region updated), Super Admin changes the tax (the new rate, the new region, the time); the change is recorded.
8. The tax calculation and configuration are audit-logged with the tax, the rate, and the timestamp.

**Rules & Edge Cases:**
- The tax type is the tax (the GST, the VAT); the type is the kind.
- The tax rate is the percentage (the rate of the tax, e.g., the 15% GST); the rate is the measure.
- The tax region is the scope (the region of the tax, e.g., the country, the state); the region is the control.
- A tax change (the rate, the region updated) is recorded (the new rate, the new region, the time); it is auditable.
- The taxes are visible (the taxes, the regions, the period); the calculation is managed.
- Tax calculation and configuration are audit-logged with the tax, rate, and timestamp.

### 2.2 Tax Reporting
**What it does:** Generates the tax reports: the reports of the tax (the report, the tax, the amount, the period, the region) are generated, so the tax is reported (the report is the document). The Super Administrator generates the tax reports (the tax, the amount, the period, the region) so the reporting is structured and the reports are explicit.

**Sub-features:**
- Tax report: the report (the report, the tax, the amount, the period, the region)
- Report generation: the generation (the report is generated, the tax, the amount, the period)
- Report period: the period (the period of the report, e.g., the monthly, the quarterly)
- Report region: the region (the region of the report, e.g., the country, the state)
- Report export: the export (the report, the format, the period)
- Report record: the record (the report, the tax, the amount, the period, the region)
- Report view: the view (the reports, the periods, the regions)
- Audit logging of the tax report generation

**Super Administrator User Journey:**
1. Super Admin generates the tax report: the report (the report, the tax, the amount, the period, the region), the period (the period of the report, e.g., the monthly, the quarterly), and the region (the region of the report, e.g., the country, the state); the report is explicit.
2. Sets the report period: the period (the period of the report, e.g., the monthly, the quarterly); the period is the scope.
3. Sets the report region: the region (the region of the report, e.g., the country, the state); the region is the scope.
4. Generates the report: the generation (the report is generated, the tax, the amount, the period); the generation is the document.
5. Views the report: the report (the report, the tax, the amount, the period, the region); the report is the detail.
6. Exports the report: the export (the report, the format, the period); the export is the record.
7. The tax is visible: the tax, the amounts, the periods, the regions, so the reporting is complete.
8. The tax report generation is audit-logged with the tax, the period, and the timestamp.

**Rules & Edge Cases:**
- The tax report is the document (the report, the tax, the amount, the period, the region); the report is the proof.
- The report generation is the creation (the report is generated, the tax, the amount, the period); the generation is the action.
- The report period is the scope (the period of the report, e.g., the monthly, the quarterly); the period is the control.
- The report region is the scope (the region of the report, e.g., the country, the state); the region is the control.
- The tax is visible (the tax, the amounts, the periods, the regions); the reporting is managed.
- Tax report generation is audit-logged with the tax, period, and timestamp.