Part 2Part 2 · Setup ChaptersSetup Chapters · Chapter 13 of 41चैप्टर 13 / 41

Tax CategoryTax Category

How to reach itList tab›Product›Tax Category

इसे कहाँ पाएँList tab›Product›Tax Category

OverviewOverview

A Tax Category is a GST rate slab — for example “GST 18%” — linked to the ledgers where the tax should post. Items point at a tax category, so GST is calculated and posted correctly with no manual work.

Ek Tax Category ek GST rate slab hoti hai — jaise “GST 18%” — jo un ledgers se linked hoti hai jahan tax post hona chahiye. Items ek tax category ki taraf point karte hain, isliye GST bina kisi manual kaam ke sahi calculate aur post ho jaata hai.

Why it mattersयह क्यों ज़रूरी है

Correct GST on every bill and in every GST report, automatically.Har bill par aur har GST report mein sahi GST, apne aap.

In detail

Set up on the tax-category screen (List tab → Product → Tax Category).

Step by step

Open it — List tab → Product → Tax Category, then Add.
Name it after the slab (e.g. ‘GST 18%’) and set the rate and Type (Goods / Service).
Map each Input and Output tax ledger (CGST/SGST/IGST), and the default Purchase/Sale ledgers.
Save, then point items at this category — every bill of those items now taxes and posts correctly.

Key points

Name (e.g. ‘GST 18%’), the rate, and a Type — Goods or Service.
Input and Output GST ledgers for CGST / SGST / IGST — where the tax amounts post on purchases (input) and sales (output). CESS has its own pair if used.
Default Purchase Ledger and Sale Ledger for the category — where the goods value itself posts.

Example

One slab, many items. Create ‘GST 18%’ once, map its six tax ledgers, then set Tax Category = GST 18% on all your 18% items. If the government moves an item to 5%, just change that item's category to ‘GST 5%’ — no other change needed.

Watch out

If tax posts to the wrong account, or is missing from GST reports, the mapping here is the first place to check.

In detail

Tax-category screen par set kiya jaata hai (List tab → Product → Tax Category).

Step by step

Ise kholein — List tab → Product → Tax Category, phir Add.
Ise slab ke naam par rakhein (jaise ‘GST 18%’) aur rate aur Type (Goods / Service) set karein.
Har Input aur Output tax ledger (CGST/SGST/IGST), aur default Purchase/Sale ledgers map karein.
Save karein, phir items ko is category par point karein — un items ka har bill ab sahi tax aur post karta hai.

Key points

Name (jaise ‘GST 18%’), rate, aur ek Type — Goods ya Service.
CGST / SGST / IGST ke liye Input aur Output GST ledgers — jahan tax amounts purchases (input) aur sales (output) par post hote hain. CESS use ho to uska apna pair hota hai.
Category ke liye default Purchase Ledger aur Sale Ledger — jahan goods ki value khud post hoti hai.

Example

Ek slab, kai items. ‘GST 18%’ ek baar banayein, uske chhah tax ledgers map karein, phir apne saare 18% items par Tax Category = GST 18% set karein. Agar government kisi item ko 5% par le jaaye, to bas us item ki category ‘GST 5%’ kar dein — aur koi change nahi chahiye.

Watch out

Agar tax galat account par post hota hai, ya GST reports se missing hai, to yahan ki mapping check karne ki pehli jagah hai.

Common questionsआम सवाल

Tax is posting to the wrong account.Tax galat account par post ho raha hai.

Open the Tax Category and check its Input/Output GST ledgers (CGST/SGST/IGST) mapping — that's where the tax posts.

Tax Category kholein aur uske Input/Output GST ledgers (CGST/SGST/IGST) mapping check karein — tax wahin post hota hai.

How do I move an item to a new GST rate?Kisi item ko naye GST rate par kaise le jaayein?

Change the item's Tax Category (e.g. from ‘GST 18%’ to ‘GST 5%’). No need to touch each bill.

Item ki Tax Category badlein (jaise ‘GST 18%’ se ‘GST 5%’). Har bill chhoone ki zaroorat nahi.

What's the Type field for?Type field kis liye hai?

Goods vs Service — it classifies the category (affects HSN/SAC handling).

Goods vs Service — ye category ko classify karta hai (HSN/SAC handling ko affect karta hai).

Self Test · for support trainingSelf Test · support training के लिए

Not attemptedअभी नहीं किया

3 quick questions — pick an answer to see if it's right and why. For team practice; it doesn't affect your progress.3 छोटे सवाल — कोई answer चुनें और देखें सही है या नहीं, और क्यों। Team practice के लिए; इससे आपकी progress पर कोई असर नहीं पड़ता।

Q1.An item calculates its GST from its…Ek item apna GST kis se calculate karta hai?

Answer:जवाब: The item points at a Tax Category, which carries the rate and tax ledgers. Item ek Tax Category ki taraf point karta hai, jo rate aur tax ledgers carry karti hai.

Q2.The Input/Output ledgers on a Tax Category are…Ek Tax Category par Input/Output ledgers kya hote hain?

Answer:जवाब: They're the tax ledgers the GST posts to on purchase (input) and sale (output). Ye wo tax ledgers hain jahan GST purchase (input) aur sale (output) par post hota hai.

Q3.To move all your 18% items to 5%, the tidy way is…Apne saare 18% items ko 5% par le jaane ka saaf tareeka hai…

Answer:जवाब: Repoint the items' Tax Category; the mapping does the rest. Items ki Tax Category repoint karein; mapping baaki kaam kar deti hai.

‹ Previous‹ पिछला

Item GroupsItem Groups

Next ›अगला ›

ChargesCharges