Learn How to Change Tax in Category through Retailgraph Software

Change Tax in Category

How to Change the Tax in a Category through SwilERP Software

You can do it from the 'System Maintenance' window when the user wants to change the tax in Purchase and Sales categories. The SwilERP software has an option in the System Maintenance Window on How to change 'Tax in the Category'.  With this option you can select the tax category (Purchase Tax/Sales Tax) and from present value to new value.

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

  1. Go to the Options tab > System Maintenance.
Reference Window:
SwilERP Dashboard Window

How to change Tax in Category on the next appearing window:

  1. Select the Purchase or Sale Tax in which category you want to change Tax. 
  2. Select the Present Value of Tax from the drop-down list.
  3. Select the New Value of Tax from the given drop-down list.
  4. Click on the Filter Category and apply a filter accordingly.
  5. To change into New Value, click on the Change tab.
  6. If you want to update the same tax value in the Products, tick the mark in the Update In Product.
Reference Window:
GST Update Tab Window
Note 1): Now, you will get a successful alert. Click on "Ok" button.


                                                       

      • Related Articles

      • Category Tax in Product

        How to Change Category Tax Rate for Product in SwilERP A product category is a type of product. Users create product categories to organize their products effectively. This allows us to easily define our products in different categories. This article ...

      • How to Update Latest Tax Slabs (%) in SwilERP According to GST 2.0 Rationalization

        Update Your Tax Codes in SwilERP as Per Latest GST Updates Recent changes in GST slabs have led to updates in many product tax categories. These changes follow the 56th GST Council meeting on September 3, 2025, where major reforms were approved to ...

      • Create Product Category

        Creating a Product Category in SwilERP: Step-by-Step Guide A product category refers to a particular sort of item or service. A company usually creates product categories to arrange products, and users can also edit and view the already created ...

      • Change Tax Details on Created Purchase Bills

        How to Change Tax Details on Created Purchase Bills in SwilERP 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 ...

      • Create Tax Type Category

        How To Create Tax Category in SwilERP (RetailGraph) In SwilERP, you can create a tax category for every slab rate on your sales and purchase transactions. If you want to add a tax rate on your products, you can create it manually, or you can also ...