ERPNext Accounting
What is Tax Category?
- Tax Category
- Tax Category in ERPNext is a label applied to parties and addresses to automatically select the correct GST tax template on transactions.
How Tax Categories Work
Create Tax Categories under Accounts → Tax Category (e.g., "Registered", "Unregistered", "SEZ", "Export"). Assign a Tax Category to a Customer or Address. When that customer is selected on an invoice, ERPNext picks the matching Tax Template automatically.
GST Tax Category Mapping
For Indian GST, common Tax Categories are: Registered (CGST+SGST for in-state, IGST for inter-state), Unregistered (B2C), Export (zero-rated or LUT), and SEZ. This removes the need to manually select taxes on every invoice.
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