Assign Tax, HSN and Inclusive or Exclusive Pricing

Understand the Item Tax Card

Assign a Saved Rate

1. Create and approve the rate in Manage -> Tax -> Tax Rates.
2. Open Inventory -> Items and create or edit the item.
3. In the Pricing tab, find the Tax card.
4. Keep Default selected and choose the required saved rate.
5. Choose Included in the price or Added to the price according to the shop's pricing policy.
6. Save the item and reopen it to confirm Tax Name, Tax % and tax type.
7. Repeat for each variant when variants have distinct trade-item pricing or classification.

Use HSN Classification

1. Select HSN Code in the Tax card.
2. Type the official numeric code or search term and choose the intended classification.
3. Review the description and suggested rate; the screen explicitly says suggested rates are indicative.
4. Confirm the current slab with the accountant and enter the approved HSN Tax.
5. Choose inclusive or exclusive pricing and save.
6. Open Item Details and verify HSN Code, HSN Description, Tax Name and Tax %.

Test the Sale End to End

1. Start a test sale and add one unit of the item.
2. Confirm the cart line uses the expected selling price and tax treatment.
3. Apply a small test discount if staff are allowed to discount and confirm tax recalculates from the discounted taxable value.
4. Complete payment with the normal method.
5. Open receipt preview and verify item, taxable value, tax label, tax amount and grand total.
6. Reprint from Sales History and confirm it matches the original.
7. Check the relevant sales/tax report for the same transaction, then void or clearly identify the test according to shop policy.

Important Behaviors

• When the Tax feature is off, the item Tax card is hidden and tax is not required.
• The default rate is preselected for new items; it does not remove the need to review exceptional products.
• Quick Sale uses the shop default tax as tax-inclusive when tax is enabled.
• Final totals also depend on quantity, line discount, sale discount, charges and rounding.
• Changing an item affects future use; never expect finalized historical documents to be silently rewritten.

Troubleshooting