How to manage specialized taxes in Automation Platform?

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Last updated: Aug 24, 2017
3 min read

This section explains the process to manage any specialized tax system in Automation Platform. 

A specialized tax system can be any indirect taxation that is specific to any country or region.

Cloud Automation Platform allows the main company admins and the main company's partner to customize tax settings based on their country or state’s tax system.

For the understanding basis, please find the process to manage GST taxation in Automation Platform. This is only for Automation users based in India and is subject to Indian Taxation system.

What is GST?

Goods and Services Tax (GST) is an indirect taxation system applicable on products and services that are subject to Indian taxation system, and will represent one unified common market for the country(India).

It contains of four sub-sects, as shown in the screenshot below: 

Under this tax system following criteria have been decided:

Case 1: Inter State sales: - IGST – 18% will be applicable.

-           The entity which is taxing the customer will include tax of 18% if the customer originates from a different state compared to the taxing entity.

Case 2: Intra State sales: - CGST – 9% And SGST – 9% will be applicable.

-           The entity which is taxing the customer will include tax if the customer originates from a same state compared to the taxing entity.

Case 3: Sales to Union Territory Sates: - UGST – 18% will be applicable.

-           The entity which is taxing the customer will include tax if the customer originates from a Union territory.

Case 4: Sales to Jammu & Kashmir: - No Tax will be applicable.

-           The entity which is generating the invoice will NOT tax the customer if the customer originates from Jammu and Kashmir.

Case 5: Sales to outside Country: - No Tax will be applicable.

-           The entity which is generating the invoice will NOT tax the customer if the customer originates from outside India.

How Automation Platform helps you manage GST? 

Various settings have been altered to support the GST tax system.

  • GST Registration Number


Home >> Settings >> Accounts >> Client Custom Filed 

Every client will have a GSTIN number. For that, the main company admin must add a Custom Filed in customer registration process.

Click here, to know how to add a custom field to be displayed in clients’ details

  • Create Tax type and Groups

Home >> Settings >> Billing >> Tax Master

The admins need to create all new GST taxes like IGST, CGST, SGST, UTGST etc. with Tax Percentage and defining applicable state & country.

Click here, to know how to add a new tax type and set and manage tax groups in Automation Platform.

  • Assign all applicable Tax Groups on Product Group

Home >> Settings >> Products/Services >> Packages >> Edit Product Group

Created taxes need to assigned based on applicability under the Package section of the Products/Services settings

Click here, to know how to apply taxes on product groups.

Automation Platform will auto deduct applicable Tax based on Service & customer state & country and apply on Invoice.

  • Manage Invoice

Home >> Settings >> Billings >> Invoice Settings 

Customers can generate invoice based on the new GST format, with GSTIN number displayed on it.

  • Automation Platform has provided two formats one is the old invoice format and another for GST format. Customer can choose the appropriate format based on his requirement through this section.
  • All details displayed on the invoice, can be managed through the invoice setting. Click here, to know how.

The GST is a form of tax used in Indian Taxation system, hence only applicable in India and based customers.