Default Tax Types

YouTube: How to Filter Tax Types for Bill-wise Calculation in Sale Bill?

How to Filter Tax Types for Bill-wise Calculation in Sale Bill?

This tutorial walks you through the steps to set up and apply default tax types in Logic ERP, ensuring consistent tax application during billing.

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Step-by-Step Configuration

• Open the Sales Voucher Configuration.

• Select the relevant Billing Series.

• Click on “Other Setting 1”.

• Click on the “Other Settings” button.

• Navigate to the Defaults 2 tab.

• Locate the option labeled: "Default Tax Types"

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

• Select the tax types you want to apply by default (e.g., 5%, 18%).

• Click OK to save your selection.

Configure Calculation Type

• Navigate to the Other Settings – 2 tab.

• Set the Calculation Type to Bill Wise.

As shown in the picture, set the Calculation Type to "Bill Wise".

• Click Save to finalize the configuration.

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Effect of This Configuration

• During billing, the system will automatically apply the pre-defined default tax types.

As you may observe in the picture, only the TAX defined under "Default Tax Type" is being displayed during billing.

• For example, if 18% tax is selected as default, it will be applied uniformly across all items—regardless of individual item price or tax slab.

Example Scenario:

• Items in the Apparel category typically have variable tax rates:

  • 5% for items priced below ₹1000

  • 12% for items priced above ₹1000

• With Default Tax Type set to 18%, the system will override these conditions and apply 18% tax to all items during billing.