ERPNext Version 14 - Item Tax Template - GST Taxes not loading properly

Hi
we assigned the GST Tax 18% in Item Master.

While we make PO this item taxes list as below.

there is one tax to be loaded. but bunch of taxes loading.
Newly introduced GST Tax as Input and Output.

We installed India Compliance App for GST.
How can we assign GST taxes for Item Tax Template in V14.

Hello,

Please update to the latest version of India Compliance. We added a patch to fix this a couple of days ago:

Do we have a user manual for Indian compliance module setup and implementation?
The item tax template configuration is bit confussing. What is the purpose of TAX CATEGORY field? if a same item template has to be defined for all kind of sales wheather it is inter state or intra state?

The invoice template is also not showing tax rate and tax amount at line item level; which is a very basic need for a businesses who deal in multiple tax rates.

The tax breakup summary shows inconsistent / wrong data in case a same HSN with two or more type of tax rate are billed in a invoice. For example in footwear the HSN remains same 6404 however depending on the taxable value either 12 or 18 is applied to an item, in such cases if you have one footwear style with HSN 6404 and tax rate 12% and another footwear style with HSN 6404 and tax rate 18%.

The tax breakup summary shows the data in one line with correct amount but wrong GST%. ideally, it has be grouped at both HSN and tax level which at present is grouped at just HSN level.

Yes, we do. It’s a part of the ERPNext v14 documentation itself:
https://docs.erpnext.com/docs/v14/user/manual/en/regional/india

We’re working on making this more comprehensive.

We do know there is still scope for improvement and almost all the points listed by you are part of the issues that we have noted down and will be working on.

We don’t currently have plans to display tax rate and amount at line item level in the standard Sales Invoice print format. Do you want to sponsor this feature?

@dollar_singh The issues mentioned by you also exist in version 13, and were not part of our initial release plan.

PS: Please create a different thread for separate issues - it helps keep the forum easy to navigate. The issues you’ve mentioned are unrelated to the issue being faced by @benjaminrosary.

We have updated the Latest version of India Compliance. After that Item wise Taxes Not loading in Taxes Section as below image.

We have assigned the Taxes in Item Master → Tax Tab → Item Tax Template.

For V14 Is anything to be assigned other than that. Please clarify.

You need to setup one of the following to load purchase taxes automatically:

  • A Purchase Taxes and Charges Template with Tax Category configured. Additionally, tax category can be set in the relevant Supplier or Address for accurate fetching.
  • A default Purchase Taxes and Charges Template for the relevant Company.
  • A Tax Rule based on which a tax template gets set.

You can read more about Tax Rules, Tax Templates and Tax Categories in the documentation:
https://docs.erpnext.com/docs/v13/user/manual/en/introduction


We are working on improving this flow so that taxes can be automatically added without requiring configuration of Tax Category. You can track it here:

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Hi
In V13 We can able to Set Item Tax Template. There is no issue.

For V14 using India Compliance Item Tax Template not loading properly.

For India Compliance, Do you have any document to set the Item Tax Template.
Pls Help.

Hi

Any updates for Item Tax Template - GST Multiple Taxes not loading issue in V14.

Please refer to the post here and ensure you have made configurations appropriately.

Although only one tax account is chosen, item taxes are calculated appropriately at rates you have set for items.

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Hi
Thanks for your reply.

In V14 - after installing india-compliance app following Item Tax Template created automatically. Not created by us.


Item Tax Mapped in Item Master

But In Transactions Item tax Template taxes not loading as mentioned below.

Purchase Taxes and Charges there is no issue. For Item multiple Tax Template tax not loading.

In addition, do I set up the item tax template other than that for the V14 India-Compliance App.

There are 2 components here,

  1. Tax Rate (comes from Item tax template)
  2. Tax Template (may be required to be selected manually, for now, i.e in-state vs out-state)

Tax will be calculated on the tax accounts in the taxes and charges template at the rate you set in items.

Logical and better automation for the selection of Tax Templates automatically is in progress, and you shall see it in the next update.

You can now use Tax Rules or a default purchase taxes and charges template.
However, the issue that you pointed out → the Item tax template is working as it should be.

This is What I follow to autopopulate the tax on adding item either in Sales or Purchase Transaction.
Modified the “Item Tax Template” default settings.

Split GST rates for Intra State & Inter State
You can name it “In GST 5%” & “Out GST 5%”

In GST 5% should be as follows.

Out GST 5% should be as follows

Now for an Item or Item Group with 5% tax update as follows

Now you should see the tax rates and values auto-populating in sales and purchase transactions.