One tax component of a tax group, such as CGST 9%, added on the group's Taxes tab; taxes have no menu entry of their own. When a line carries the group, every tax of the group is calculated as the line's taxable value (quantity net of cancellations times price, less line discounts unless the customer takes discounts after tax) times the rate, written into the line slot named by Posting Field Name, and added to the line's Tax Amount. Changing a tax does not recalculate lines already saved; a line is recalculated when its tax group, item, SKU, amount or quantity changes. Expense voucher lines use the group differently: they ignore the slot, skip TCS taxes and taxes with a zero rate, and split the line's tax across the rest in proportion to their rates.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalId | External | Text | | Identifier of the tax in an external system, for imports and integrations. |
Id | Id | Guid | Yes | |
LastModifiedById | LastModifiedBy | Guid | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | Required; taxes are not numbered automatically. Shown on lines and printouts as the tax's name. GST returns classify each slot by this name: it must contain CGST, SGST (or UTGST), IGST or CESS for the amount to land in the right GST column. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PostingFieldName | Posting Field Name | PickList | | Which of the line's six tax slots (Tax1 to Tax6) holds this tax. Give each tax in a group its own slot: two taxes on the same slot overwrite each other on the line but are both added to Tax Amount. A tax with no slot is added to Tax Amount but is not stored in a slot, so it is not posted or reported. In a Document Level group the slot must be Tax1. Values: Tax1, Tax2, Tax3, Tax4, Tax5, Tax6. |
Rate | Rate | Percent | | The percentage, entered as a number such as 9 for 9%. Applied to the line's taxable value. |
RecordTypeId | Record Type | Guid, hidden | | |
TaxGroupId | Tax Group | Lookup → TaxGroup | | The group this tax belongs to. Set automatically when the tax is added from the group's Taxes tab. |
TaxName | TaxName | Text | | Stored only and not on any form; lines take the name from Name. |
Type | Tax Type | PickList | | Tax Type: CGST, IGST, SGST, TCS or TDS. Copied to the line slot and used by finance posting to choose the tax GL account. A slot with no tax type is skipped when the document's journal is booked. Values: SGST, TCS, TDS, CGST, IGST. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit In Page |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
NewQAP | New | NewInline | New |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| Posting Field Validation | Error | Posting Field Name must be 'Tax1' when Tax Group Type is 'Document Level'. | Requires Posting Field Name to be 'Tax1' when Tax Group Type is 'Document Level' |
