Bulk Update of Product Tax Codes using the Bulk Change Tool in Gofrugal ManageEasy

Purpose: 

            GST Council has recommended a comprehensive reform package that includes rate rationalization with a simplified two-slab structure (5% and 18%) . So In order to update the product's tax code in bulk, we are using the bulk change tool. 

Steps to update tax using Bulk Change Tool:

Note: Before using the tool, close all clients, take a backup on the server machine, and rename the backup.

1.   Go to Master → Bulk Change.

   

2. Choose Master Name = Product. Then filter the products by tax code. (Note: Always take the backup and rename it, before making any changes. Since changes cannot be reverted once it has been done without the backup.) After selecting the tax code, click Find to load the list of products based on the filter.

3. Once the products are loaded, click Bulk Change → Clik on Field

1.         Select GST_CODE.
   
2.         In New Value, press Enter. A list will appear (LOV list).
   
3.         Select the required tax and click Update.
   

 

4. After clicking update, a confirmation message will appear. Click Yes.

1. A message will then show how many rows has been affected. Click OK and close the screen.
2. Finally, check the Product Master for any product to confirm the updated tax code.
   

FAQ RELATED TO GST 2.0 CHANGES:

Q1.) You have raised a sales order using old tax rate (12%) before 22nd September, then  on 22nd you are converting the order to sales order to an invoice (bill) So Now which tax will take ?

 Ans :  When you try to convert the orders on 22nd of September after the bulk tax update , it will fetch the new tax rate(5%). But when you try to convert the orders before 22nd of September(before the bulk tax update ), it will  take the old tax rate as 12 % .So we request you to convert the orders before tax change, in order to match the order amount and bill amount.

Q2.) You have  raised a Stock Outward entry using old tax rate 12 % , then on  22nd now you are importing  the Stock inward in another outlet after tax change so now which tax will take ?

Ans:  When you are importing the Stock inward on 22nd September after the bulk tax update, it will take  tax rate from the inward by default.  If you want to change the tax in the old Stock outward, you can enable the option under the  Tools--Options-->Options-->Common Setting-->Branch transfer-->Change tax in Branch Outward.

Q3.) Back Dated Purchase it will take old tax rate or new tax rate ?

Ans: During the purchase entry, we have an option to change the tax . So if you are making any old dated purchase, kindly change the tax , because by default it will fetch the tax from the master. So we request you to change the tax as per the need.

Q4.) What if you are trying to  modify any old sales bill  or Purchase or  any old transaction, will there be any impact due to tax change ?

Ans: Yes of course, since during the item modification it will take the default tax from the master. So we request you to update the tax item wise in the bill, as we have provided an option to change the tax item wise. In order to enable the option Go To Tools - Options-->Options-->Sales-->Item Wise Option-->Change Tax type. Note : Kindly enable this option only for required users, instead of enabling for all the users. 

Q5.)  A Sales invoice  had been raised  with old tax (ex - GST 12 % ) now currently we  have changed the tax in the item master with tax of GST5% , what if i make a sales return  against the invoice which tax  will be  considered ?

Ans: By default , it will take the tax mapped in the item master . Govt also requested to receive the returns with the new tax instead of old tax . We have two different options for taking returns one is based on the Transaction and another one is based on the product master. To get the default tax code in the sales return, then go to Tools--options-->options-->Sales-->Sales return-->Default tax code from product master. If we disable this option, then tax will be taken from the transaction.

If you want to change the tax manually in the sales return, go to tools-->Options-->Options-->Sales-->Sales return-->Change tax for Sales return Only.

 
Q6.) A Purchase invoice  had been raised  with old tax (ex - GST 12 % ) now currently we  have changed the tax in the item master with tax of GST5% , what if i make a Purchase return  against the invoice which tax  will be  considered ?

Ans:  By default , it will take the tax mapped in the item master . Govt also requested to receive the returns with the new tax instead of old tax . But we will be able to change the tax in the purchase return manually during the creation.

Q7.) On 21st you have  raised a purchase order using old tax rate 12 % ,then on  22nd now you are trying to convert the purchase  order to Purchase so now which tax will take ?

Ans: When you try to convert the orders on 22nd of September after the bulk tax update , it will fetch the new tax rate(5%). But when you try to convert the orders before 22nd of September(before the bulk tax update ), it will  take the old tax rate as 12 % .

Q8.) How to change the rate of tax and MRP of items in bulk ? 

Ans: Bulk tax update  must be done  only through the GST tax filing application (New gen GST Migration). If you want to update any individual tax items, you can use the bulk change tool. If you are upating the tax through bulk change tool, you can update the MRP in bulk.

Help Link :  Bulk Change tool

Q9.) Government asking to maintain old MRP and new MRP using the printed sticker, so how to implement this process ?

Ans: We have provided a query field called Mrp_bfrgst2 in the print profile, if needed we can place the query field in the print profile. Shared the screenshot for your reference.

Q10.) Want to know the old MRP and new mrp for all the products, which has been updated using the GST 2.0 Migration tool in TFA?

Ans: Reports -> GST2.0 Tax/Mrp Changes report. With this, User can able to view and check the new gst tax (from 12% to 5% and 28% to 18%) updated details and New Mrp

updated details of the items. Share the screenshot for your reference. This report will be available only from 6.5.0.6 version.

Q11.) Whether we can update the tax rate based on the HSN?

Ans: Yes, we can update the tax rate based on the HSN filter, but we cannot update using the GST 2.0 Migration tool. Instead we can update manually using the bulk change tool.

Go to Master- Bulk Change - Select the Master name as Product and in additional filter you need to filter the GST_Code as 12% and in second line you need to filter the HSN and then click on find. Now for updating, kindly click on Bulk change and then choose the field as GST_code and then press enter in the new value and click on update. Upon the confirmation, it will show these many rows affected. 

Help Link : Bulk Change Tool

Q12 .) Whether can i update the tax in bulk without updating patch? 

Ans: If you are above 6.5.0.0, you can still upgrade the tax using the GST tax filing application. But if you are below 6.5.0.0, it is mandatory to update the patch before the bulk tax changes. And if you want the MRP changes reports, it will be available only in 6.5.0.6 . 

Q13.) After the  tax update what about will happen to the existing stocks ?

 

Ans:  After the bulk tax change, all the existing stock will be updated to the New tax rate. 

Note : Tax and MRP migrated using the GST 2.0 Migration tool in the TFA cannot be reverted, once it is updated. 

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