How to Change Tax Details on Created Purchase Bills in SwilERP (RG) Software

Change Tax Details on Created Purchase Bills

How to Change Tax Details on Created Purchase Bills in SwilERP


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The need to modify the purchase Bill occurs when the user needs to make any changes in the Bill/Invoice, like in case the product tax rate needs to be changed or a wrong bill amount has been entered. With this option, users can change the tax rate of a particular product.

After creating a purchase invoice, if users want to change the tax rate on their products, they can do it. Make sure you update the vendor's GST number in the software.

The shortcut key for using the Change Tax Type option is "Ctrl+F". After opening the purchase invoice, press Ctrl+F to open the Change Tax Type window.

Start with Login in SwilERP dashboard to initiate the process

  1. Go to the Menu> Purchase Section> Purchase Invoice.
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SwilERP Dashboard Window

Process to Change Tax Type in Purchase Bill

  1. A new window of Purchase Invoice will appear in the next slide.
  2. Open the invoice in which you want to modify the bill amount. For this, go to the View section and Browse your created purchase invoice.
Reference image:

Purchase Invoice Window

  1. After that, all the products you have created invoices for are displayed on the screen.
  2. Go to the Review section and click on the Change Tax Type option.
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Change Tax Type Window

  1. After that, a new window of Tax Details will will appear.
  2. Here you will see tax information of products.
  3. Select New Tax Rate from the "New Tax Code" column. For example, you entered tax type "PG4" instead of PG2 tax rate.
  4. All the created tax rates are shown in the drop-down list.
  5. Similarly, you can update the new tax rate on other products.
  6. Click in the Save option to save the window.
Reference image:

Tax Details Window
 
  1. As shown in the below-given image, the tax rates automatically change according to the new rate.
  2. Lastly, Save the window with the given option.
Reference image:

Purchase Invoice Window