Tax Class Master

1Field meanings #

• Type: Taxable, Excempted, Nil Rated, or Non GST — the GST classification of the item.
• Is Taxable: whether tax is actually computed for this class.
• Discount Effect: tax is computed before or after discount.
• Value Addition Effect: include or exclude value addition in the taxable base.
• Rates: General tax, SGST, CGST, IGST and Kerala Flood Cess percentages.
• Adjust Unitprice: derive a tax-inclusive unit price from the chosen rate combination.

2Step by step #

A tax class bundles the GST treatment a product line gets — rates, inclusive/exclusive behaviour, adjustments.

1. Press Add (F3) and name the class after its treatment — GST 18% .
2. Set the rate block (SGST/CGST/IGST split) and behaviour flags the form offers.
3. Press Save (F5) and confirm.
4. Products adopt the class on the Product master; every voucher line then taxes itself from it.

Do not delete a class that has been billed under — the database refuses, and history depends on it. Rate changes are made by revision (or a new class), never by editing a used class's rate.

3How the GST split works #

A GST rate is charged one way within a state and another way across states, so a tax class holds both. The general rate is the full percentage. Its state and central halves add up to that full rate and are used when the buyer and seller are in the same state; the integrated rate equals the full rate on its own and is used when they are in different states.

You enter all three here; the transaction decides which to apply from the parties' states — you do not choose within/across here. The Kerala Flood Cess is an extra levy added on top where it applies. There is no start or end date on a rate, so if a rate changes you edit the class and the new figure takes effect from then on; keep a separate class if you need to preserve the old rate for history.

4Rules and integrity #

• The tax-class name must be unique.
• Set Is Taxable to No for a non-tax charge class (a heading that carries no tax).
• A tax class is referenced by products, by item-group price-slab rules, and by saved vouchers. Deleting a class that is still in use can break how those documents recompute tax, so retire an obsolete class rather than deleting it.

5How to work in this page #

1. Find (F2): search by name, type, or description, then pick a row.
2. Add (F3): create a new tax class. Cursor lands on Name.
3. Modify (F4): edit the loaded tax class.
4. Delete: remove the current class (view mode), with confirmation.
5. Save (F5): commit the add / modify to the database.
6. Cancel (Esc): discard the current edit.