Tax Register

module: tax-register
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Taxes": null
  "Data": null
  "Filing": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Tax Record,Tax Type,Tax Period,Period Start,Period End,Tax Collected on Sales,Tax Paid on Purchases,Withholding Tax Deducted,Withholding Tax Paid to Us,Net Tax Payable,Currency,Filing Due Date,Filed Date,Payment Date,Filing Reference,Prepared By,Reviewed By,Days to Due,Status,Notes,Tax ID
TAX-2026-03,GST,2026-03,2026-03-01,2026-03-31,354000.00,82000.00,2700.00,2700.00,272000.00,INR,2026-01-15,2026-01-15,2026-01-15,TAX-2026-03-Q1,Ananya Rao,Sneha Iyer,21,Filed,Filed with the accountant; working papers saved.,

CREATE TABLE tax_register (
  tax_record VARCHAR(255),
  tax_type VARCHAR(100) NOT NULL,
  tax_period VARCHAR(255),
  period_start DATE NOT NULL,
  period_end DATE NOT NULL,
  tax_collected_on_sales NUMERIC(14,2) NOT NULL,
  tax_paid_on_purchases NUMERIC(14,2) NOT NULL,
  withholding_tax_deducted NUMERIC(14,2) NOT NULL,
  withholding_tax_paid_to_us NUMERIC(14,2) NOT NULL,
  net_tax_payable NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  filing_due_date DATE NOT NULL,
  filed_date DATE NOT NULL,
  payment_date DATE NOT NULL,
  filing_reference VARCHAR(255),
  prepared_by VARCHAR(255),
  reviewed_by VARCHAR(255),
  days_to_due NUMERIC NOT NULL,
  status VARCHAR(100) NOT NULL,
  notes TEXT,
  tax_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_tax_register_status ON tax_register (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Tax Register",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Tax Record": { "type": "string" },
      "Tax Type": { "type": "string" },
      "Tax Period": { "type": "string" },
      "Period Start": { "type": "string", "format": "date" },
      "Period End": { "type": "string", "format": "date" },
      "Tax Collected on Sales": { "type": "number" },
      "Tax Paid on Purchases": { "type": "number" },
      "Withholding Tax Deducted": { "type": "number" },
      "Withholding Tax Paid to Us": { "type": "number" },
      "Net Tax Payable": { "type": "number" },
      "Currency": { "type": "string" },
      "Filing Due Date": { "type": "string", "format": "date" },
      "Filed Date": { "type": "string", "format": "date" },
      "Payment Date": { "type": "string", "format": "date" },
      "Filing Reference": { "type": "string" },
      "Prepared By": { "type": "string" },
      "Reviewed By": { "type": "string" },
      "Days to Due": { "type": "number" },
      "Status": { "type": "string" },
      "Notes": { "type": "string" },
      "Tax ID": { "type": "integer" }
  },
  "required": [
      "Tax Type",
      "Period Start",
      "Period End",
      "Tax Collected on Sales",
      "Tax Paid on Purchases",
      "Withholding Tax Deducted",
      "Withholding Tax Paid to Us",
      "Net Tax Payable",
      "Filing Due Date",
      "Filed Date",
      "Payment Date",
      "Days to Due",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Tax Record | Title | Use as the database title |
| Tax Type | Select (add options after import) | Convert to Select, add options: "GST", "VAT", "TDS", "TCS", "Service Tax", "Income Tax", "Withholding" |
| Tax Period | Text | Leave as Text |
| Period Start | Date | Convert to Date |
| Period End | Date | Convert to Date |
| Tax Collected on Sales | Number (format: currency) | Convert to Number, set format to Currency |
| Tax Paid on Purchases | Number (format: currency) | Convert to Number, set format to Currency |
| Withholding Tax Deducted | Number (format: currency) | Convert to Number, set format to Currency |
| Withholding Tax Paid to Us | Number (format: currency) | Convert to Number, set format to Currency |
| Net Tax Payable | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| Filing Due Date | Date | Convert to Date |
| Filed Date | Date | Convert to Date |
| Payment Date | Date | Convert to Date |
| Filing Reference | Text | Leave as Text |
| Prepared By | Text | Leave as Text |
| Reviewed By | Text | Leave as Text |
| Days to Due | Number | Convert to Number |
| Status | Select (add options after import) | Convert to Select, add options: "Draft", "Filed", "Paid", "Overdue", "Amended" |
| Notes | Text | Leave as Text |
| Tax ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |