Defining Tax Rates at Group Level

On this page:

Creating Stock Item

Creating Duty Ledger

Using the defined VAT rate in Transactions

VAT/CST rates for a business dealing with multiple stock items having multiple VAT/CST rates can be configured at the group level.

To define tax rates at group level

  1. Go to Gateway of Tally > Inventory Info. > Stock Groups > Create.

  1. Enter the Name of the stock group.

  1. Select the required group from Under field.

  2. Enable the option Set/alter VAT details.

To specify the VAT rate for the stock group

  1. Press Enter to save the Stock Group Creation screen.

Creating Stock Item

To create a stock item under a group with the defined VAT rate

  1. Go to Gateway of Tally > Inventory Info. > Stock Items > Create.

  2. Enter the Name of the stock item.

  3. Select the required group from Under field.

  4. Select the required unit of measurement in Units field.

  1. Press Enter to save.

Creating Duty Ledger

Create a common VAT ledger under Duties and Taxes. Click here for the detailed procedure.

Using the defined VAT rate in Transaction

While passing a transaction for multiple stock items belonging to different groups having different VAT rates, selecting the VAT ledger will automatically calculate the VAT rate of each  using the rate defined at the group level of each stock item.

The VAT rate defined at group level will be used to calculate the VAT, when passing a transaction for multiple stock items belonging to different groups, having different VAT rates.

The tax analysis shows that the VAT is calculated for each stock item as per the rate defined in the group.

When the tax rate is defined at group level, it will apply to all the stock items under the group.

The Tax Rate Setup tool is used to set VAT rates from the VAT Rate Setup screen after migration of data from releases prior to 5.0 to Tally.ERP 9 release 5.1.