Taxes :: User Guide | Zoho Inventory

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nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="taxes">Taxes</h1> <p>Your business financials are affected by regulatory taxes and every organization has different taxes specific to country and channel to adhere to. You can add and manage your <strong>Taxes</strong> under the <strong>Settings</strong> module.</p> <p>In this section, we are going to learn about the <strong>Taxes</strong> for the <strong>Global & Indian edition</strong>. The tax module is unique to each of our country specific editions and hence will have its differences.</p> <p>If you’re using any other edition, please refer to the appropriate help document:</p> <ul> <li><a href="/inventory/help/sales-tax/sales-tax.html">US Sales Tax</a> and <a href="/inventory/help/integrations/avalara-integration.html">Avalara Integration</a>.</li> <li><a href="/inventory/help/uk-vat/vat.html">UK VAT</a></li> <li><a href="/inventory/help/canada-gst/canada-gst.html">Canada GST, PST & HST</a></li> <li><a href="/inventory/help/australia-tax/australia-gst.html">Australia GST</a></li> <li><a href="/inventory/help/gst/index.html">India GST</a></li> <li><a href="/inventory/help/vat/index.html">UAE & KSA VAT</a></li> </ul> <div class="side-grid"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="#adding-new-taxes">Add New Tax</a></li> <li><a href="#adding-new-tax-groups">Add New Tax Group</a></li> <li><a href="#editing-taxes">Edit Tax</a></li> <li><a href="#deleting-taxes">Delete Tax</a></li> <li><a href="#applying-tax-to-items">Apply Tax on Items</a></li> </ul> </div> <hr> <h3 id="adding-new-taxes">Adding New Taxes</h3> <p>To create or add a new Tax follow steps as below:</p> <ul> <li>Click on the gear icon(<strong>Settings</strong>) from the top-right corner.</li> <li>Select <strong>Taxes</strong> from the drop-down.</li> </ul> <p><img src="/inventory/help/images/settings/tax-access.png" alt="Image showing how to access taxes"></p> <ul> <li>To add a new tax, click on the <strong>+ New Tax</strong> button.</li> <li>Provide a <strong>Tax Name</strong>.</li> <li>Enter the relevant <strong>Rate</strong> in %.</li> <li>Define if the tax has to be charged at compound rate.</li> <li>Click on the <strong>Save</strong> button to finish recording the tax.</li> </ul> <img class="small-img" src="/inventory/help/images/settings/tax-add.png" alt="Adding new tax screen shot"> <h5 id="additional-info">Additional Info:</h5> <p>What is a Compound Tax?</p> <blockquote> <p>In some countries you might have to collect more than one tax from your customers. It is for you to pay to your local province and another to the federal authority. In certain cases, the provincial tax is applied on the total that includes the item or invoice amount as well as the federal tax amount. Such taxes are called as <strong>Compound Taxes</strong>.</p> </blockquote> <hr> <h3 id="adding-new-tax-groups">Adding New Tax Groups</h3> <p>It is customary in some countries to club some taxes under a common head. In such cases you will have to create Tax Group which will fulfill this regulatory requirement.</p> <p>To create a Tax Group:</p> <ul> <li>Click on the gear icon(<strong>Settings</strong>) from the top-right corner.</li> <li>Select <strong>Taxes</strong> from the drop-down.</li> </ul> <p><img src="/inventory/help/images/settings/tax-access.png" alt="Image showing how to access taxes"></p> <ul> <li>Click on the dropdown near the <strong>+ New Tax</strong> button, and select <strong>+ New Tax Group</strong>.</li> <li>Provide a <strong>Tax Group Name</strong>.</li> <li>Select the taxes to be clubbed together by enabling the check sign on the boxes next to the desired taxes.</li> <li>Click on the <strong>Save</strong> button to add the tax group.</li> </ul> <img alt="Edit tax button" src="/inventory/help/images/settings/tax-add-group.png" width="700" /> <hr> <h3 id="editing-taxes">Editing a tax</h3> <p>To edit an existing Tax follow steps as below:</p> <ul> <li>Click on the gear icon(<strong>Settings</strong>) from the top-right corner.</li> <li>Select <strong>Taxes</strong> from the drop-down.</li> </ul> <p><img src="/inventory/help/images/settings/tax-access.png" alt="Image showing how to access taxes"></p> <ul> <li>Hover your cursor over the desired tax.</li> <li>In the Edit Tax screen, edit the desired fields such as tax name and rate.</li> <li>If you make any changes to the tax rate, you will be able to have the new tax rate reflected across all your draft sales orders and invoices by checking the concerned options.</li> <li>Click to <strong>Save</strong> the edited Tax.</li> </ul> <img alt="Screenshot for editing a tax" src="/inventory/help/images/settings/tax-edit.png" width="700" /> <hr> <h3 id="deleting-taxes">Deleting a tax</h3> <p>To delete an existing tax follow steps as below:</p> <ul> <li>Click on the <strong>Settings</strong> icon found on the top right corner of the screen.</li> <li>Click on <strong>Taxes</strong>.</li> </ul> <p><img src="/inventory/help/images/settings/tax-access.png" alt="Image showing how to access taxes"></p> <ul> <li>Scroll over the desired tax row.</li> <li>Click on the <strong>trash bin</strong> icon which appears.</li> <li>A confirmation pop-up screen will double check your intention.</li> <li>Click to <strong>OK</strong> to Delete or <strong>Cancel</strong> to skip.</li> </ul> <p><img src="/inventory/help/images/settings/tax-delete.png" alt="Screen shot for Deleting a Tax"></p> <hr> <h3 id="applying-tax-to-items">Applying tax on items</h3> <p>You have the ability to associate taxes to items during it’s creation or later by editing an item. These taxes will automatically be applied when you add the item to a transaction.</p> <p><img src="/inventory/help/images/items/item-inventory-1.png" alt="New Item page top"></p> <p>On associating a tax to an item group, this tax will be applied to all the items in the group.</p> <p><img src="/inventory/help/images/items/new-item-group.png" alt="New item group page"></p> <p>Learn more about <a href="/inventory/help/items/item-creation.html">creating items and item groups here</a>.</p> <p><strong>Note:</strong> You can also change the tax associated to an item from within a transaction.</p> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">© 2023, Zoho Corporation Pvt. 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Taxes :: User Guide | Zoho Inventory