Configure GST Tax Settings in Boniii Application

1. Introduction 

You will learn how to create tax groups, add tax rates, and apply them to products for accurate tax management.
Introduction

2. Open Master Data Menu

Click the master data menu to access additional configuration options.
Open Master Data Menu

3. Access Tax Configuration

Click Tax Configuration to open the tax settings area where you can manage tax groups and rates.
Access Tax Configuration

4. Add New Tax Group

Click Add Tax Group to start creating a new group for GST tax classification.
Add New Tax Group

5. Enter Tax Group Name Field

Click the Tax Group Name field to prepare for entering the group name.
Enter Tax Group Name Field

6. Enter Code Label Field

Go to the Code Label field to input the specific code related to the classification system.
Enter Code Label Field

7. Enter Code Value Field

Click the Code Value field to prepare for entering the classification code.
Enter Code Value Field

8. Add New Tax Rate

Click Add New Tax to begin adding a specific tax rate to the group.
Add New Tax Rate

9. Enter Tax Name Field

Click the Tax Name field to specify the name of the tax rate you are adding.
Enter Tax Name Field

10. Enter Rate Field

enter Rate field to specify rate of the tax rate you are adding.
Enter Rate Field

11. Select Percentage Field

Click the Percentage(%) field to input the tax rate percentage.
Select Percentage Field

12. Submit Tax Rate

Click Submit tax rate to save the CGST rate within the tax group.
Submit Tax Rate

13. Add Another Tax Rate

Click Add New Tax to add an additional tax rate to the group.
Add Another Tax Rate

14. Enter Tax Name Field

Click the Tax Name field to prepare for entering the tax rate name.
Enter Tax Name Field

15. Enter Rate Field

enter Rate field to specify rate of the tax rate you are adding.
Enter Rate Field

16. Submit Tax Rate

Click Submit tax rate to save the SGST/IGST rate within the tax group.
Submit Tax Rate

17. Save Tax Group

Click Save to finalize and store the new tax group with its rates.
Save Tax Group

18. Open Products Section

Click the Products menu to access the list of products for tax assignment.
Open Products Section

19. Edit Product Details

Click edit on the product you want to assign the GST tax group to.
Edit Product Details

20. Select Tax Option

Click Select Tax to choose the applicable tax group for the product.
Select Tax Option

21. Choose GST Tax Group

Select the GST 5% – HSN 6109 tax group to apply it to the product.
Choose GST Tax Group

22. Proceed to Next Step

Click Next to continue with the product update process after tax selection.
Proceed to Next Step

23. Open Orders Menu

Click the Orders dropdown menu to access order-related options.
Open Orders Menu

24. Access Order History

Click Orders History to view past orders and their details.
Access Order History

25. View Order Details

Click visibility to open detailed information for a specific order.
View Order Details

26. Download Invoice

Click Download Invoice to save a copy of the order invoice for your records.
Download Invoice

27. Applied Tax in Invoice

Tax will be added to the invoice total automatically. Review the final payable amount after tax is included.
Applied Tax in Invoice
You have successfully configured GST tax settings by creating tax groups, adding tax rates, and assigning them to products. Verify your setup by reviewing order history and downloading invoices to ensure accurate tax application.

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