Based on the location, the tax value of each item varies. Hence, for entering the tax values of items based on different locations, the upload item with the tax feature is used.

Benefits:

• With the upload feature, we can easily download the CSV file make all the necessary edits, and upload all items at the same time

• This reduces the time taken for manual entry of tax for every item based on location

• Whenever the tax rates are changed for the items, one can use this feature to make changes to the sheet and upload it to see the revised rates

How to upload an item with tax using a template?

Step 1:

On the homepage, select Masters --> Menu --> Item.

Step 2:

Click on the Import option in the right corner of the screen and select Item-Tax-GST.

Step 3:

Now, click on "Download the .csv template" which is highlighted in blue to download the template.

Step 4:

A CSV file gets downloaded to your local machine.

Step 5:

Open the CSV file and you will see the different item names and a column being allocated for entering the tax values. Enter the tax values for the items and save the document.

Step 6:

Click on Browse template for uploading the saved .csv file.

Step 7:

Select the file and click on Upload.

Step 8:

Now, you will get a pop-up of the number of records updated successfully and the ones with errors.

For the error records, you can download the file by selecting 'Click here' The error message for the data mentions the changes to be made in the records.

Hence, based on this, the data can be corrected and uploaded.

Using this feature, the tax rates for items are entered and modified very easily.