Learn How to change Tax Type in Sales Bills in SwilERP Software

Change Tax Type In Sales Bills

How to change Tax Type in Sales Bills in SwilERP Software

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What is the Tax Type?

Be it an individual or any business/organization; all must 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.

Why do we need to change the tax type after generating the Sales Bills?

Suppose the user wants to change the tax type in the sales bills after generating the bills. They can modify bills from the Retail Sales 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 sales 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:

  Note:   To open the sales invoice window directly go to the SwilERP dashboard and press Shift+F3.
  1. Go to the Sales > Retail Invoice.
Reference Window:
Retail Invoice SwilERP Dashboard Window

How to select the previous bills to modify tax type:

  1. A new window of Retail  Sales 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 sales invoice.
  3. Or you can go to the bill through the  Previous  option.

Reference window:
previous bills to modify tax type View Tab 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:
Change Tax Type of the displayed bill Change 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 Details Tax 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:
Save New Tax Type Window

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