Managing Taxes

Learn how to configure, manage, and assign taxes to your products using the Tax module. This guide covers creating tax types, defining tax percentages and validity periods, and bulk-assigning taxes to specific product categories or branches.

1. Accessing the Tax Module

To begin managing your system's taxes, you first need to access the main Tax module from your dashboard.

1. Log in to your AiPSoft admin dashboard.
2. On the left-hand navigation menu, scroll down and click on Preference to expand the section.
3. Click on Tax.

**[Image: Left navigation menu showing the Preference section expanded and Tax module highlighted]**

The Tax module is divided into four main sections, which can be expanded or collapsed by clicking on their respective blue headers:

• Tax Type Details: For creating and enabling basic tax names.
• Tax Details: For configuring tax percentages and valid date ranges.
• Assigned Tax Details: An overview of products and their currently assigned taxes.
• Assign Tax To Product: A bulk-assignment tool for applying taxes to product categories.

2. Tax Type Details

This section allows you to define the master list of tax types (e.g., VAT, GST) that your business uses.

**[Image: Tax Type Details section showing the list of created taxes and action buttons]**

Creating a New Tax Type

1. Click the Create New Tax Type + button located at the top right of the section.
2. In the popup window, enter the Tax Type Name (e.g., GST).
3. Enter the Display Name (how it will appear to users/customers).
4. Click Save.

Managing Existing Tax Types

• Status Toggle: Use the green toggle switch in the "Status" column to instantly enable or disable a tax type across the system.
• Edit: Click the yellow Edit button to change the Tax Type Name or Display Name.
• Delete: Click the red Delete button to remove a tax type entirely.
• Assigned Tax: Click the blue Assigned Tax button to quickly toggle whether this specific tax is actively assigned or not via a popup switch.

3. Tax Details (Values & Date Ranges)

Once a Tax Type is created, you must define its actual value (percentage) and the dates during which it is effective.

**[Image: Tax Details section highlighting the Tax Value, Effect From, and Effect To columns]**

Adding Details to a Tax

1. Expand the Tax Details section.
2. Click Create New Tax +.
3. Fill in the configuration fields:
   • Tax Name & Display Name: Select or enter the tax identifiers.
   • Tax Short Name: Enter an abbreviation (e.g., VAT).
   • Tax Value (% or \): Enter the numerical value of the tax (e.g., 5 for 5%).
   • Effect From: Choose the starting date when this tax rate becomes active.
   • Effect To: Choose the ending date for this tax rate.
4. Click Save to apply the configuration.

4. Viewing Assigned Tax Details

This section acts as a master overview of all your products and their current tax status per branch.

**[Image: Assigned Tax Details table showing products, prices, and view buttons for taxes]**

• Branch Filter: Use the dropdown at the top left to filter the view by specific branches (e.g., Abu Dhabi).
• Product Grid: Review the Product Name, Category Name, and base Price.
• View Taxes: Click the View buttons under the Sale tax or Purchase tax columns to see exactly which taxes are applied to an individual item.

5. Bulk Assigning Taxes to Products

If you do not want to configure taxes for each product individually, you can use this section to bulk-apply a tax to entire categories or groups of products.

**[Image: Assign Tax to Product form showing category selection, grouping options, and tax toggles]**

Step-by-Step Bulk Assignment:

1. Expand the Assign Tax To Product section.
2. Select Branches: On the right side, ensure the correct branches are selected (e.g., Abu Dhabi, Sharjah).
3. Choose Category: Use the "Choose categories" dropdown to select the product category you want to apply the tax to (e.g., CHOCO & CONFECTIONARY).
4. Select Application Scope: Choose one of the radio buttons to define how deep the tax should be applied:
   • Apply changes to selected group only
   • Apply changes to groups and subgroups
   • Apply to all groups
5. Select the Tax: In the bottom row, use the "Select tax" dropdown under the Tax Name column to pick your desired tax (e.g., VAT). The system will automatically pull in the Display Name, Short Name, Value (%), and Effect dates based on your earlier setup.
6. Toggle Tax Types: Use the green toggle switches on the right to specify if this tax applies to Sale tax, Purchase tax, or both.
7. Apply: Click the green Apply button at the bottom right to save and distribute the tax settings to the selected products. (Click Clear if you need to reset the form).