🧮 wholesale
Tax Calculator
Tax Calculator is a standalone "what would the tax be" tool for a list of items — useful for quoting a customer or checking a GST/foreign-tax breakdown before committing to a real order. It calls the same multi-country tax engine used automatically when a wholesale order is created, but nothing here is saved.
📍 Menu path: Wholesale → Tax Calculator
👤 Who uses it: All roles with the Billing feature enabled
Overview
You build a scratch list of line items (product name, product ID, quantity, unit, price) and a tax context (country, currency, exchange rate, inter-state flag for India), then click Calculate Tax to get a per-item and order-level breakdown.
Country and currency are sourced from GET /tax-master/countries; picking a country auto-fills its default currency, and a manual exchange-rate field appears for any non-INR currency.
The Inter-State (IGST) checkbox only appears when Country is India — it switches the calculation between CGST+SGST (intra-state) and IGST (inter-state).
Tax is only computed per item if that item has a Product ID that resolves to a real product with a tax mapping in the tax master — Product ID is a plain numeric field you must type in yourself, it is not looked up from the Product Name.
This page never writes anything to the database — it is purely a calculator against POST /wholesale/orders/calculate-tax.
Before You Start
- You must have the Billing feature enabled on your plan.
- For non-zero tax results, the products you reference by Product ID must have a tax mapping configured in Tax Master.
Step-by-Step Guide
1 Calculate GST for a set of India items
- Open Wholesale → Tax Calculator; Country defaults to India and Currency to INR.
- For each item, fill Product Name, Product ID (the numeric ID from Products — required for any tax to be found), Qty, Unit and Price.
- Tick "Inter-state (IGST)" if this is an inter-state sale, leave it unticked for intra-state (CGST+SGST).
- Click "Calculate Tax" to see the breakdown table with CGST, SGST, IGST, Cess, Total Tax and With-Tax total per line, plus a Subtotal / Total Tax / Grand Total footer.
2 Calculate tax for a non-India / foreign-currency order
- Change Country to the relevant country — Currency auto-switches to that country's default currency.
- If the currency is not INR, enter the exchange rate (1
= ₹ value) so the result can also show an approximate INR total. - Add items and click Calculate Tax; the badge at top-right shows "Tax (
)" instead of the India-specific CGST+SGST/IGST label, and the breakdown table is driven by whatever tax mapping that country has in Tax Master.
3 Add or remove scratch items
- Click "+ Add Item" to add another blank row; click the × on a row to remove it (the last remaining row cannot be removed).
- The Subtotal shown above Calculate Tax updates live as you edit Qty/Price, before you even calculate — this is the pre-tax subtotal only.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Country | Select box populated from Tax Master countries; changing it also updates Currency to that country's configured currency. |
Currency | Currency code used for input prices and the result totals; independent of Country if you change it manually afterward. |
1 <currency> = ₹ (exchange rate) | Only shown when Currency is not INR; used purely to compute an approximate grandTotalInINR alongside the result in the selected currency — it does not affect the tax calculation itself. |
Inter-state (IGST) checkbox | Only shown when Country is India; determines whether the per-item breakdown is expressed as CGST+SGST (unchecked) or IGST (checked). |
Product Name | Free-text label carried through to the result table — it is not used to look up a product or its tax rate. |
Product ID | Numeric product ID; this is the only way an item gets matched to a real tax mapping. Leave it blank and that line will always compute with 0% tax. |
Qty / Unit / Price | Standard line quantity/unit/unit price; Qty × Price is the line's taxable subtotal (lineTotal) sent to the calculator. |
Result: Taxable / Tax % / CGST / SGST / IGST / Cess / Total Tax / With Tax | Per-item breakdown returned by the tax master for that Product ID under the chosen tax context; a 0% row with all zero tax columns means no mapping was found for that Product ID. |
Result footer: Subtotal / Total Tax / Grand Total | Sums across all items; Grand Total is Subtotal + Total Tax in the selected currency, with an "≈ ₹…" approximation shown next to it when the currency is not INR and an exchange rate greater than 1 was entered. |
Tips & Best Practices
- Always fill in Product ID, not just Product Name — this is the single most common reason a calculated line comes back with 0% tax.
- Use this page to sanity-check what tax an order would carry before creating it via Order Intake or Wholesale Orders, since order creation runs the exact same calculation automatically in the background.
- For a mixed-country quote, remember the exchange rate field only affects the displayed "≈ ₹" conversion — it does not change the tax percentages themselves, which come purely from the selected country's tax master mapping.
Troubleshooting & FAQ
Every line comes back with 0% tax and 0 in every tax column.
Either Product ID was left blank (tax is only computed for items where item.productId is set), or the product with that ID has no tax mapping configured in Tax Master for the selected country. Both cases return a zero breakdown rather than an error, so a wall of zeros usually means the Product ID lookup found nothing to tax, not that the item is genuinely tax-exempt.
I unchecked "Inter-state" but still see values in the IGST column instead of CGST/SGST.
The Inter-State checkbox only exists for Country = India; if you have switched Country to something else and back, or the request context did not carry isInterState correctly, double check the checkbox state right before clicking Calculate Tax — the flag is read fresh on each calculation, not cached from a previous run.
The Grand Total in the result doesn't match Qty × Price for my items.
Grand Total = Subtotal + Total Tax, and Subtotal here is recomputed server-side from each item's lineTotal (Qty × Price at calculation time) — if you edited Qty or Price after a previous calculation without re-clicking Calculate Tax, the on-screen "Subtotal" above the button is a live client-side estimate and can briefly disagree with the last calculated result until you recalculate.
Can I save this calculation as an order?
No — this page has no submit/create action. To turn a calculated set of items into a real order, recreate them in Wholesale Orders ("+ New Order") or Order Intake; tax will be recalculated automatically there using the same engine.