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SupportBilling & InvoicesConfiguring GST & tax settings
Billing & Invoices 4 min read

Configuring GST & tax settings

Last updated: Sept 27, 2026

Overview

Configure regional tax parameters so every invoice automatically computes accurate tax line items.

Before You Begin

  • Have your business GSTIN and tax classification details ready.

Step-by-Step Instructions

1. Access Tax Settings

Navigate to Settings > Tax & Compliance Setup.

2. Define Default Tax Tiers

Configure standard tax percentages (e.g. 5% GST for restaurant food, 18% GST for services).

3. Set In-State vs Out-State Rules

Specify tax splitting parameters (CGST + SGST vs IGST) based on customer billing location.

Troubleshooting & Tips

Tax not applying to line item? Check if the specific product catalog item is marked 'Tax Exempt'.

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