Tax Rates Settings

Defines individual tax rates and tax groups (combinations of rates) used across purchases, sales and products.

Tax Rates has two sections: individual Tax Rates (name and percentage amount, optionally flagged as usable only within a tax group) and Tax Groups — combinations of two or more tax rates, such as splitting a GST rate into CGST + SGST components, applied together as one compound tax. It requires the tax_rate.view or tax_rate.create permission.

When e-invoicing, e-way billing or GST export is enabled on the business's package, tax rates can be linked to a government tax type (CGST/SGST/IGST/GST), shown with a checkmark; an Import GST Rates action auto-generates the standard 5/12/18/28% CGST+SGST/IGST rates and their combined GST tax groups in one step.

Tax groups require at least two component rates when GST/e-invoicing/e-way features are active. Tax rates configured here are used when creating products, purchases and sales, and feed the figures shown in the Tax Report.

Step-by-step Workflow

1. Open Tax RatesGo to Settings > Tax Rates.
2. Add a tax rateSet a name and percentage amount.
3. Create a tax groupCombine two or more rates into a compound tax, e.g. CGST + SGST.
4. Import GST ratesOptionally use the Import GST Rates action to auto-create standard slabs.
5. Edit or deleteUpdate a rate/group, or remove one no longer needed.