Sale Tax Selection
YouTube: How to Enable Filters for Sale Tax / GST Output Accounts in GST Returns?
How to Enable Filters for Sale Tax / GST Output Accounts in GST Returns?
In this tutorial, we will learn how the Sales Tax Selection feature works during GST Return generation in Logic ERP. This feature allows users to select specific Sales Tax Accounts for GST reporting, ensuring that only transactions associated with the selected tax accounts are included in the GST Return.
Objective of This Feature
Filter GST Return data based on selected Sales Tax Accounts.
Include only relevant tax transactions in GST reports.
Improve GST reporting accuracy.
Simplify GST reconciliation and verification.
Provide greater control over GST Return generation.
Access to GST Returns Configuration
Navigate to Reports/Queries and then Sale Registers.
Select GST Reports/Returns.
Open GST Returns Module.
Click on Configuration.
Locate the option labeled as:
"Sales Tax Selection".
This option allows you to specify which Sales Tax Accounts should be considered during GST Return generation.
Observe the Default Behavior
Currently, no Sales Tax Account has been selected in the configuration.
Action
Select the required GST Return Type.
Enter the relevant date range.
Click Generate.
Result
Since no Sales Tax Account is selected:
The system includes transactions from all Sales Tax Accounts.
GST Return data is generated using all eligible tax-related transactions within the selected period.
Select Specific Sales Tax Accounts
Return to the GST Returns Configuration window.
Open the Sales Tax Selection option.
Select the required Sales Tax Accounts.
Save the configuration.
Generate GST Return Again
Select the required GST Return Type.
Enter the relevant date range.
Click Generate.
Result
The system now filters the GST Return data and includes only those transactions that are linked to the selected Sales Tax Accounts.
Transactions associated with non-selected Sales Tax Accounts are excluded from the GST Return.
Key Benefits
Filters GST data tax-account-wise.
Improves GST reporting accuracy.
Excludes irrelevant tax transactions.
Simplifies reconciliation and verification.
Provides better control over GST Return generation.
Best Practice Tips
Select only the Sales Tax Accounts that should be included in GST reporting.
Review tax account mappings periodically.
Verify GST Return data before generating final reports or filing returns.
Use account-based filtering to improve accuracy and reduce reporting discrepancies.
Final Outcome
The Sales Tax Selection feature enables Logic ERP to generate GST Returns using only the transactions associated with selected Sales Tax Accounts. This ensures accurate GST reporting, better control over return data, and a more streamlined GST filing process.
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