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Set up Inventory Tax Configuration

Who does this: hospital administrator or accounts manager Where: Inventory Management › Masters › Inventory Tax Configuration Set up before: Tax, Item Category

Inventory tax configuration links a tax, such as GST 12%, to the item categories it applies to, for one facility and from a start date. The taxes themselves are created in Billing › Masters › Tax; tax on services is set separately in Tax Configuration.

The Inventory Tax Configuration list with its search filters

Add a tax configuration​

  1. Go to Inventory Management › Masters › Inventory Tax Configuration.

  2. Click Add. The Procurement Tax Configuration panel opens on the General tab.

  3. Fill in the General tab: The General tab filled in

    FieldWhat to enterRequired
    HospitalThe facility this tax applies in.Yes
    StatusLeave on Active.—
    Tax StructureThe tax, for example GST 12%.Yes
    Applicable ToChoose Both.Yes
    From DateThe date from which the tax applies.Yes
    To DateTick To Date only if the tax should stop on a set date, then pick that date in the field next to it. Leave unticked for no end date.No

  4. Open the Procurement Tax Configuration tab. The tax you chose is listed with its rate. Tick Applicable for it. The Procurement Tax Configuration tab with the chosen tax

  5. Open the Tax Name tab. Type the name of an item category in the search box, pick it and click Add. Repeat for every category this tax applies to. The Tax Name tab where item categories are added

  6. Click Save. The panel closes and the configuration appears in the list.

Find or change a tax configuration​

  1. Choose the Hospital, and if you like Applicable To, Tax Structure or Configuration Status, then click Search. Click Clear to reset the filters.
  2. Click ⋮ at the end of a row and choose Edit. Change what you need and click Save.

To stop a tax, set a To Date or switch Status to Inactive.

Good to know​

  • Only one tax can be ticked as Applicable in a configuration. Otherwise the form shows "Please select only single applicable Tax".
  • Add at least one item category on the Tax Name tab, or the form shows "Please select any item or item category". The same category cannot be added twice.
  • The To Date must be on or after the From Date.
  • If the Procurement Tax Configuration tab shows no tax, go back to General and choose the Tax Structure again.
  • Click Cancel or × to close the panel without saving.
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