# Sale Tax Config
Sale Tax Config assigns default taxes to sale transactions by sale type, item group, and item. Tax rows defined here apply when no line-level override exists.
Overview & List View
Go to Sales → Settings → Sale Tax Config from the left menu.
Tax accounts must already exist under Accounts → Settings → Taxes. This screen is an inline table — add rows at the bottom and delete existing rows with the trash icon. There is no separate edit form.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Sale Type | Sale Type scope for the tax row. |
| Item Group | Optional scope by item group. |
| Item | Optional scope by single item. |
| Taxes | One or more sale taxes applied when the row matches. |
Sale Tax Config
Fields
| **Column** | **Description** |
|------------|-----------------|
| Sale Type | Sale Type (Form Type) this tax row applies to. Required for matching. |
| Item Group | Optional. Narrows the rule to items in this group. |
| Item | Optional. Narrows the rule to one item. Most specific when all three are set. |
| Taxes | One or more tax types from Accounts (e.g. CGST, SGST, VAT). |
How It Works
When an item line is added on a sale bill, the system resolves taxes in this order:
- Item-specific row — sale type + item match
- Item group row — sale type + item group match (when no item row)
- Sale type only row — sale type with blank item group and item
- Item master taxes — default taxes on the item record when no config row matches
If the sale type has Require tax for every item enabled, save is blocked when the resolved tax list is empty.
Connected reports: Tax amounts flow into Sale Report, Month Wise Einvoice Summary, Bill Item Wise Sale, and accounts tax reports. Sale types with Exclude in tax reports are omitted from tax summaries.
Actions
| **Action** | **Description** |
|------------|-----------------|
| Add (+) | Saves a new row from the bottom blank line |
| Delete (trash) | Removes a configuration row |
FAQ
Do I need a row for every item?
No. Use sale-type-only or item-group rows for broad defaults. Add item rows only for exceptions.
Can one row have multiple taxes?
Yes. Select multiple taxes in the Taxes column (e.g. CGST + SGST).
What happens if tax is missing on approve?
When the sale type requires tax on all items, approve is blocked until every line has tax. Configure defaults here to avoid manual entry errors.
Which row takes priority?
More specific rows win: item-level over item-group over sale-type-only. Add exception rows only where the default tax differs.
Does this override tax entered on the bill?
Defaults apply when a line has no tax selected. Users can still change tax on the bill if permitted — unless the sale type enforces tax on all items.
Do I need a separate config per sale type?
Yes, when tax treatment differs by document type (e.g. export vs domestic). Link each row to the correct Sale Type.