Learn How to change Tax Type in Purchase Bill through the SwilERP Software

Change Tax Type In Purchase Bill

How to change Tax Type in Purchase Bill through the SwilERP


What is the Tax Type, and why do we need to change the tax type after generating the bills?

Be it an individual or any business/organization; all have to pay the respective taxes in various forms. These taxes are further subcategorized into direct and indirect taxes depending on how they are paid to the taxation authorities.

Suppose the user wants to change the tax type in the purchase bills after generating the bills. They can modify bills from the Purchase Invoice window with the help of the change tax type option. Tax type could be changed for various reasons; for example, product tax rate needs to be changed, or a wrong bill amount has been entered.

In this article, we will discuss how to change the tax type after generating the purchase bills through the SwilERP software. Follow the below given easy steps to know more about the process:

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Purchase menu and select the Purchase Invoice.
  2.  Press Ctrl + F8 to go directly purchase Invoice window.
Reference Window:
Purchase InvoiceSwilERP Dashboard Window

How to select the previous bills to modify tax type:

  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 purchase invoice.
  3. Or you can go to the bill through the Previous option.

Reference window:
modify tax typePurchase Invoice Window

How to the Change Tax Type of the displayed bill:

  1. Now, click on the Review tab.
  2. You will see the many modification options, select the Change Tax Type here.

Reference window:
displayed billChange Tax Type Option Window
  1. Now, a new window of 'Tax Details' will appear in the next slide.
  2. Here you can select the new tax type as you want to change. (You can select here new tax code for multiple product)
  3. To change new tax type click on the Save tab.
Reference window:
Tax DetailsTax Detail Window

  1. As shown in the below-given image, the tax rates automatically change according to the new rate.
  2. Now, Save the window with the given option.

Reference window:
SavePurchase Invoice Window

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