deepaksakhrani
shared this idea
7 years ago
Hello,
This is already possible. The tax rules are applied and checked in order. To achieve what you wish, you would need two level one rules.
Rule 1: Create your India -> Mumbai rule
Rule 2: Create a rule for India -> Any State
Then, you would need a single level 2 rule for Mumbai.
As the rules are checked in order, the Mumbai rule would be found first when searching for tax rules. If the state isn't Mumbai then the second rule would be checked.
Hope this helps.
Andrew
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Hello,
WHMCS users in India have a new challenge of setting Tax Rules with upcoming GST implementation from July 1, 2017.
GST in India is complicated as there are 3 types of GST - SGST (State GST), CGST (Central GST) and IGST (Interstate GST)
We did some research and found that this challenge can be simplified with a minor tweak in WHMCS tax rule settings.
SGST and CGST is applied for intrastate transactions at equal rate (9%+9%) and IGST is applied for interstate transactions at flat 18%
Since tax calculation is based on point of service consumption, it will have too many levels of taxes for various states.
What we understand so far is: Currently, WHMCS allows only selection of 1 state at a time. If we have to add tax for 36 states separately, we will have to add 36 IGST Tax Rules for each state.
If Tax Rules can be changed to allow multiple selections of states, then GST application is simplified as below:
Apply SGST at level 1 and CGST at level 2 for our native state. i.e. I am based in Mumbai, Maharastra, so I will apply SGST 9% at Level 1 and CGST at 9% at Level 2.
For all other states, I will add only Level 1 Tax as IGST at 18%. This is possible if we have multi-select states option in one go. Or we create this rule for other 35 states individually.
We need support from WHMCS team to allow multi-select states to apply GST.
I hope this will help address the issue for WHMCS users in India.
Thank you,
Deepak Sakhrani
Hiya Digital Private Limited
WHMCS users in India have a new challenge of setting Tax Rules with upcoming GST implementation from July 1, 2017.
GST in India is complicated as there are 3 types of GST - SGST (State GST), CGST (Central GST) and IGST (Interstate GST)
We did some research and found that this challenge can be simplified with a minor tweak in WHMCS tax rule settings.
SGST and CGST is applied for intrastate transactions at equal rate (9%+9%) and IGST is applied for interstate transactions at flat 18%
Since tax calculation is based on point of service consumption, it will have too many levels of taxes for various states.
What we understand so far is: Currently, WHMCS allows only selection of 1 state at a time. If we have to add tax for 36 states separately, we will have to add 36 IGST Tax Rules for each state.
If Tax Rules can be changed to allow multiple selections of states, then GST application is simplified as below:
Apply SGST at level 1 and CGST at level 2 for our native state. i.e. I am based in Mumbai, Maharastra, so I will apply SGST 9% at Level 1 and CGST at 9% at Level 2.
For all other states, I will add only Level 1 Tax as IGST at 18%. This is possible if we have multi-select states option in one go. Or we create this rule for other 35 states individually.
We need support from WHMCS team to allow multi-select states to apply GST.
I hope this will help address the issue for WHMCS users in India.
Thank you,
Deepak Sakhrani
Hiya Digital Private Limited
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I applied above mentioned scenarios in WHMCS and it worked just fine. I got one problem and need advise.
After changing the rules, my previous bills are still on same calculations but tax rule names got changed to new one, which can cause confusion.
Please advise.
Thanks,
Tarun
After changing the rules, my old bills are still the same with old tax rules but tax names got changed to GST rules name which can confuse customers.
Please advise what we can do about it.
Thanks,
Tarun
Appreciate your feedback... Thank you!
With best wishes,
Deepak Sakhrani
We had already tested with the condition as explained by Andrew.
It works just perfect to the current scenario of (CGST+SGST) and IGST
All you have to do, configure both these options with Level 1 Taxes.
Add the first rule, Selecting the Country as India, and your State Maharashtra. Now fill tax name as CGST + SGST at 18%
Next, add another rule to Level 1, selecting country as India, leaving All States in next option. Then fill tax name as IGST at 18%.
Now, once an invoice is generated for a customer, based on the State setup to his profile in WHMCS, the tax rates are applied.
If there is no entry for State in their profile, it would automatically take it as IGST.
The above setup may hold untrue, if the government decides to vary their decision, or the SGST component for each state varies.
Cheers,
Balaji Sankaranarayanan
Tecknologics Web Engineering Solutions (I) Pvt. Ltd.
SGST : 9%
CGST : 9%
IGST : 18%
The order the rules are added is important.
Are you sure that Rule 2: (Create a rule for India -> Any State) will exclude state selected in Rule 1:
If you are sure, then please do create a post for WHMCS users in India and send them these steps. This will save lot of time and number of support tickets for WHMCS team..
Thank you!
Deepak Sakhrani
This is already possible. The tax rules are applied and checked in order. To achieve what you wish, you would need two level one rules.
Rule 1: Create your India -> Mumbai rule
Rule 2: Create a rule for India -> Any State
Then, you would need a single level 2 rule for Mumbai.
As the rules are checked in order, the Mumbai rule would be found first when searching for tax rules. If the state isn't Mumbai then the second rule would be checked.
Hope this helps.
Andrew
Yes it is working for New Invoices/New Orders Properly.
if we check Existing Invoices, that also changed with new tax rules.(when GST is not applicable)
any solution so GST wont apply to Already Paid/Generated Invoices?
Thanks
This could be done by way of a template customisation. Check our this forunm post for some ideas and suggestions: https://forum.whmcs.com/showthread.php?129102-Option-to-configure-GST-for-Indian-customers&p=523113#post523113
But how customer will enter their own GST number?
This is handled via a client custom field: https://docs.whmcs.com/Custom_Fields