Setup & Settings
Tax rates: GST, TDS & TCS
Manage GST rate presets and income-tax TDS/TCS section masters used on documents.
Why set masters first
Line items, TDS, and TCS dropdowns are populated from these masters. If they are empty, invoices simply show None for TDS/TCS and you cannot pick a GST rate. Set them up before heavy invoicing.
GST tax rates
Open Settings → GST tax rates.
- Add at least one rate (for example 18%). You provide a name and the rate; internally rates are stored in basis points (18% = 1800 bps).
- Rename a rate or toggle it active/inactive at any time.
Rates appear on invoice line items and can be set as an item's default GST rate in the catalog.
TDS rates (tax deducted at source)
Open Settings → TDS rates.
- Each rate has a section (for example 194C, 194J), a name, a rate, and an optional threshold.
- Activate / deactivate rates so only relevant sections appear on documents.
On a tax invoice, selecting a TDS rate reduces the payable total (see GST calculations).
TCS rates (tax collected at source)
Open Settings → TCS rates. These follow the same pattern (section, name, rate, active flag). Selecting a TCS rate adds to the total.
Tips
- Keep only the rates you actually use active — shorter dropdowns are faster to bill with.
- TDS/TCS only appear on the invoice form when the invoice layout enables those fields.