Q1. How do I add a new GST profile?
Under Settings > Configurations > GST Profiles Profiles
Clicking on + New Profile will add a new GST profile.
The newly created GST profile should show up in the list of GST profiles.
Q2. How do I edit a GST profile?
Under Settings > Configurations > GST Profiles
Click on the menu (3 dots) on your desired GST profile to edit, and choose Edit.
Modify the fields (name, type or rate) as desired.
Q3. How do I use a GST profile?
Before using GST profiles in business transactions, you must first adjust the transaction GST settings under the transaction settings.
Choose between GST Included in Price or GST Excluded in Price.
After selecting either GST included in Price or GST excluded in Price, a new Select GST field will appear.
You can choose from the pre-existing GST profiles, or select profiles that were added in.
The tax amounts will then be updated accordingly, on the transaction total summary.
Q4. Can I use a GST profile for shipping?
Yes, you can use a GST profile for shipping.
For more information, refer to How can I add GST for shipping fees to my invoice?
Q5. What is a GST type?
GST Type refers to the categorization of the GST profile.
This is pre-selected by Jaz. New GST profile types cannot be added in.
Q6. Will changing or deleting the GST profile affect existing data?
If you change the GST profile via Configurations, the change will show up in any transactions that will make use of the GST profile moving forward. Transactions already created will not be affected.
However, if the change is made on a transaction level, only the GST profile for the transaction itself will be affected.