What Tax Summary is and when to use it
Tax Summary is one of three export views on a document. You pick it from the Export as radio group at the top of the document detail, which has three options: Invoice Total, Tax Summary, and Line Items. Tax Summary sits between the other two.
Use Tax Summary when an invoice contains multiple VAT rates and you need each rate exported with its own coding. A single Invoice Total cannot split one document across different tax codes. Tax Summary exists exactly for that split - one row per VAT rate, each row with its own NET, TAX, and TOTAL.
When Tax Summary is active, the document view shows:
An Export Amount selector (Net / Total / Tax) - this controls which amounts Datamolino sends and which fields are editable.
A Tax selector (for example "Let Xero calculate tax") - this controls how tax is calculated on export.
The Checksum Widget with NET, TAX, and TOTAL columns.
A row per VAT rate, plus coding options based on your integration
An Add tax line below button for adding a row manually.
A Delete button for removing unwanted line
Learn more about coding a document: accounts, tax codes, and tracking categories.
How does automation work for Tax Summary
Supplier defaults apply to every Tax Summary line as a starting point - same account, tax code, and tracking across all rows. That's fine when all lines share the same VAT rate, but when an invoice has mixed rates, each row may need a different tax code. So the supplier default gets you part of the way there, and you correct the rows that need it. Once you've done that once, Datamolino remembers the coding per supplier + captured VAT rate and applies it automatically from then on.
š Do I need to do this for every invoice?
No. Once a code is learned for a supplier and a VAT rate, it is reused on later invoices from that supplier. If a supplier later sends an invoice with a new VAT rate you have not coded before, that rate gets the supplier default until you correct it once.
How Tax Summary works with Export Amount and Tax settings
Tax Summary coding is the what - which account and tax code each VAT rate maps to. The Export Amount and Tax selectors at the top of the panel control the how - which numbers Datamolino actually sends and whether your accounting software recalculates tax.
Export Amount (Net / Total) decides which figure on each row is exported. The chosen figure is shown in bold on the row.
Let Xero calculate tax - with this option, Datamolino sends the Export Amount and the tax code, and Xero calculates the actual tax
Send exact tax amount - with this option, Datamolino sends the NET, the tax code, and the tax amount. Xero does its calculations and creates tax adjustment if there's a difference between calculated tax and tax value sent.
For the bigger picture of how supplier defaults, folder defaults, and learning fit together, see automation in Datamolino: overview.