Settings
Configure Tax System, Rates and Groups
Tax settings decide whether new items start with tax and how documents calculate GST, VAT, sales tax or no tax.
- Menu path
- Manage -> Tax
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html v-pills-taxmodule, frontend/static/script/js/modules/js/settings.js taxSystemLoad taxSystemRegimeChanged taxSystemSave, frontend/static/script/js/modules/js/tax.js, frontend/static/script/js/modules/js/taxgroup.js
Choose the Tax System
The Tax System card tells Posnic which kind of tax world the shop lives in. Automatic follows the branch country; override only when the business registration is different from the normal country profile.
| Option | Use when | Operator warning |
|---|---|---|
| Automatic from country | The branch country maps to the correct regime. | Best default for most shops. |
| VAT / GST credit method | Sales tax collected and purchase input credit matter. | Purchases may include credit decisions. |
| Sales tax no input credit | The shop collects sales tax but does not claim input credit. | Do not promise purchase-credit reports. |
| No consumption tax | The shop is unregistered or does not collect consumption tax. | Receipts and reports will not behave like a taxed shop. |
India GST Controls
For Indian branches, GST settings can split tax lines into CGST, SGST and IGST and unlock filing-oriented reports. These choices should come from the owner or accountant.
- GST on invoices Off keeps plain tax lines.
- GST on invoices On prints GST-style tax heads on bills.
- Registration type can be Regular, Composition scheme or Unregistered.
- Annual turnover above 5 crore and QRMP quarterly filing affect report expectations.
- Do not change GST behavior in the middle of a reporting period without approval.
US Resale Certificate
For sales-tax style shops, the tax screen includes a resale certificate number. Use it only when the accountant has supplied the certificate that should appear on purchase or tax-related records.
Default Tax for New Items
- Open Manage -> Tax.
- Stay on General.
- Tick Apply a default tax rate to new items only when most products use that rate.
- Choose the tax rate.
- Save Tax Defaults.
- Create a test item and confirm the item form uses the expected tax.
- Untick the default when most catalog items are untaxed or mixed.
Tax Rates and Groups
Rates are individual percentages. Groups combine rates when a legal or reporting rule needs grouped components.
- Open Tax Rates to create or edit individual rates.
- Open Tax Groups when multiple components must travel together.
- Name rates plainly, such as GST 5, VAT 20 or Sales Tax 8.25.
- Avoid duplicate rates with different names unless the accountant requests them.
- After editing tax, make a test sale and inspect the receipt and report.