Default Tax Type

YouTube: How to Set a Default Tax Type or Category in Sale Bill?

How to Set a Default Tax Type or Category in Sale Bill?

This tutorial will guide you through the steps to set a default tax type in the billing configuration. This feature ensures consistency and saves time by automatically applying a predefined tax rate during billing.

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Configure the Default Tax Type

• Navigate to the Sales Voucher Configuration.

• Select the relevant Billing Series.

• Click on the “Other Setting 1” tab.

• Then click on “Other Settings”.

• Locate the option labeled: “Default Tax Type”.

• From the dropdown menu, select the desired tax type (e.g., 5% GST).

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

• Click OK to confirm.

• Set Bill-Wise Calculation Mode

  • Navigate to “Other Setting 2”.

  • Set the Calculation Method to: “Bill Wise”.

As shown in the picture, set the calculation method to Bill Wise.

• Click Save to apply all changes.

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Verify During Billing

• Proceed to create a Sales Bill.

• You will observe that the default tax type (e.g., 5%) is automatically applied to all items.

• This occurs regardless of:

  • The item category (e.g., Apparel)

  • The price threshold (e.g., under or over ₹1000)

As you can see in the picture, 5% tax has been applied to all items.

Example: In the Apparel category, items under ₹1000 should be taxed at 5%, and above ₹1000 at 12%. However, with this setting, a flat 5% is applied to all, as per the default configuration.

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Benefits

• Speeds up billing by removing the need to select tax types manually.

• Ensures consistency across transactions.

• Helps avoid errors in tax classification for frequently used item types.