Help

Taxes

Create tax structures such as GST 18% from one or more tax rows, and see the effective tax rate that Superwise uses on orders and bills.

Where to find it
Company settings > General > Taxes
Who can use it
People who have the View Taxes permission. Creating needs Add, changing needs Edit and deleting needs Delete.

A tax structure is a named set of taxes that you pick on purchase orders (PO), work orders, quotations and bills. One structure can have one row, for example GST 18%, or several rows, for example CGST 9% and SGST 9%. Superwise adds the rows and shows the effective tax rate.

Before you start

  • Know the name of each tax and its rate in percent.
  • Know for each tax whether it applies to the basic amount only, or to the basic amount plus the taxes above it.

How to create a tax structure

  1. Open Company settings in the left menu, then General, then Taxes.
  2. Click Create (mark 1 in the first picture).
  3. In Name (mark 1 in the second picture), type the name of the structure, for example GST 18%.
  4. Click Add New Row (mark 2). A new row appears.
  5. In the column Name of the row, type the name of the tax, for example CGST. It needs at least 2 characters.
  6. In the column Value (mark 3), type the rate in percent. Use a number from 0.01 to 99.99.
  7. Use the switch in the column On Basic Amount (mark 4) to say how the rate is applied. See the next section.
  8. Repeat steps 4 to 7 for each tax. Check Effective Tax at the bottom of the table.
  9. Click SAVE (mark 5). A message says Tax Saved Successfully!
The list of tax structures. The mark 1 is the button Create and the mark 2 is the three dots of a row.
The list of tax structures. The mark 1 is the button Create and the mark 2 is the three dots of a row.
The tax form. The mark 1 is Name, the mark 2 is Add New Row, the mark 3 is the field Value, the mark 4 is the switch On Basic Amount and the mark 5 is SAVE.
The tax form. The mark 1 is Name, the mark 2 is Add New Row, the mark 3 is the field Value, the mark 4 is the switch On Basic Amount and the mark 5 is SAVE.

To remove a row, click the red bin icon at the end of the row.

What the switch On Basic Amount does

The switch decides which amount the rate is applied to.

  • On: the rate is applied to the basic amount only.
  • Off: the rate is applied to the basic amount plus the taxes of the rows above.

Example: The basic amount is 1000. Row 1 has 10% with the switch on, so the tax is 100. Row 2 has 5% with the switch off, so the tax is 5% of 1100, which is 55. Effective Tax is 15.5 %.

How to change a tax structure

  1. In the list, click the three dots at the end of the row.
  2. Choose Edit.
  3. Change the name or the rows and click SAVE.

How to delete a tax structure

  1. In the list, click the three dots at the end of the row.
  2. Choose Delete.
  3. Read the question and click Confirm.

What the columns mean

Name What it means
Name The name of the tax structure.
Created On The date the structure was created.
Created By The user who created it.
Value The effective tax rate in percent.

What the fields mean

Name What it means
Name (top) The name of the whole structure. Required. It cannot be used twice.
Name (row) The name of one tax in the structure. Required. At least 2 characters. Each row needs a different name.
Value The rate of one tax in percent. Required. From 0.01 to 99.99.
On Basic Amount On: the rate applies to the basic amount. Off: it applies to the basic amount plus the taxes above it.
Effective Tax The total rate that results from all rows. Superwise calculates it for you.

Rules to know

  • A structure needs a name and at least one row.
  • Tax names must be different. The message is "Tax Name cannot be repeated".
  • You cannot delete a structure that other records use. The message says which. Example: "Cannot delete Tax as it has Purchase Order linked to it." Records that use a tax include purchase orders, work orders, quotations, bills and resources.

If something goes wrong

What you see What to do
Tax Name is Required Type a name in Name.
Tax structure value is not between 0 and 100 on Row No: Change the Value in the named rows.
Tax structure does not have minimum 2 Character on Row No: Type a longer name in the named rows.
Duplicate Tax Structure Name(s) found on Row No: Give each row a different name.
Tax Name cannot be repeated Use another name for the structure.
Please add tax Structure Click Add New Row and fill in one row.
Cannot delete Tax as it has ... linked to it. The structure is in use. Keep it.