Default Tax Form

YouTube: How to Set Up a Default Tax Form in Sale Bill?

How to Set Up a Default Tax Form in Sale Bill?

This tutorial will guide you through configuring a default tax form in Logic ERP that is automatically applied during billing.

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Access Sales Voucher Configuration

• Open the Sales Voucher Configuration window.

• Select the relevant billing series.

• Under "Other Settings - 1", click on "Other Settings".

• Then navigate to "Defaults - 1".

• Locate the option labeled as:

  "Default Tax Forms"

• This displays a list of all tax forms already created in the system.

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Review Existing Tax Forms (Optional)

• Navigate to the Setup > Tax Forms module.

• Review the available tax forms and their details:

  • Form Name

  • Maximum Limit

  • Description

• Ensure the required tax form is created and ready for selection.

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Assign a Default Tax Form

• Return to the Sales Voucher Configuration screen.

• Under Other Settings, select the desired Default Tax Form from the dropdown.

• This form will be auto filled in each new transaction for this billing series.

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Unlock the Tax Form Column

• Go to the Column Locks option.

• Ensure the Tax Form column is unlocked, so it appears during billing.

• After setting the default and adjusting column visibility, click Save to apply changes.

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Implement in Billing Window

• Open the Billing Window and create a new transaction.

• You'll see:

  • The Tax Form field is visible.

  • It is automatically populated with the default tax form selected in the configuration.

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Conclusion

Setting a Default Tax Form helps ensure consistency in tax compliance and speeds up the billing process by reducing manual input.