Set up tax rates

Add each tax rate you charge once. After that you pick it on a part, a service or a bill line, and BytePhase works out the tax for you.

Before you start

• Have your rates ready, for example GST 18%, and how it splits, for example CGST 9% and SGST 9%.
• In India, the business picked in the switcher must be GST registered. If it isn’t, Tax settings doesn’t appear. See Registered for GST or tax, or not registered.
• Don’t see the + button? Ask your shop owner to let you change settings (Business Settings › Change settings).

Steps

1. Go to Settings › Payment & tax › Tax settings. On a phone, tap More › System › Settings first.

   You see the list of your taxes with Tax name, Tax rate (%) and Sub classes.

   

   Phone

2. At the top right of the list, click + (Add tax).

   The Create tax window opens.

3. Type a Tax name, for example “GST 18%”, and the Tax rate, for example 18.

4. If the tax is split into parts, click Add sub-class for each part. Type the Sub class name and its Tax rate, for example CGST 9 and SGST 9.

   The parts must add up to the full rate. If they don’t, you see “Sub-class rates must add up to the tax rate”.

   

   Desktop

5. Click Save.

   The tax appears in the list. You can now pick it on parts, services and bills.

Done!

Your tax rate is ready. Pick it in the tax box on a part, a service or a bill line. Turn on Rate including tax on a line if the price you typed already has the tax in it.

Good to know

• Shared by all your businesses. You add each rate once, and every business can use it. Whether a business may charge tax is set per business.
• Change a rate: click the pencil next to it. Bills you’ve already made keep the tax they were saved with.
• No delete button. You can change a tax, but you can’t remove it from the list.
• Guided tour. On a computer, the Set up tax rates tour walks you through these steps.

Something not right?

• Tax settings is missing, or tax columns don’t show: see Tax columns are missing on invoices.