How to setup auto selection of taxes on a purchase invoice

If you manage multiple entities, you can set up the default applicable taxes in your Masters section. Auto selection of applicable taxes is done based on the GST number associated with the entity under which the duty is performed. As a result, the correct applicable tax will be automatically selected for your incoming purchase invoices. This guide will take you through the steps of setting up and managing these default taxes

1. Set up default taxes for customer and supplier entities
2. Set up auto selection of taxes on purchase invoice

1.How to setup default taxes for customer and supplier entities

Step 1: Set up default taxes for your customers

Go to Masters - Customers - Click on a customer listing - EDIT - Enter the taxes in columns for Applicable Taxes and Interstate Taxes - Save

Step 2: Set up default taxes for suppliers

Go to Masters - Suppliers - Click on a Supplier Listing - EDIT - Under Applicable taxes & Interstate Taxes mention the taxes - Save

2. Auto selection of taxes on purchase invoice:

Once your supplier has completed a duty, based on the GST number set in your Customer Masters and Supplier Masters, the applicable taxes will be automatically selected on the generated purchase invoice.

Go to Operations - Purchase Invoice - Click on Incoming - Select Create Purchase Invoice - Based on the supplier the duty is performed by, the taxes will be auto selected