Tax category is not auto fetching like earlier in Sales or Purchase doctypes

ERPNext India Compliance
1

Tax Category field in Purchase or Sales doctypes is not getting fetched automatically like previously. Due to which the Input or Output tax line in the Taxes and Charges table is not getting applied automatically. Have to manually input all the fields data. This is very recent. Why so ?

2

We are also experiencing the same problem. This problem arrived only after update to 16.7.0. if you switch back to 16.6.2 it will start working again. I think it is probably an error or bug in recent update 16.7.0.
@Smit_Vora Can you please help updating it as the error is only on 16.7.0 and got introduced after update only.

3

Hello,

In v16.7.0 and v15.30.3, a new custom field is added to the Tax Category for control over automatic tax template selection.

The field name is is_india_compliance_default.

For automatic taxes based on tax category, taxes and charges template are selected by the India Compliance App.

So we have to select the correct default tax categories.

There are 4 types of transactions.

In State
Out State
RCM In State
RCM Out State

For each type, one default tax category needs to be set.

We have patched the fields based on the previous workflow.

Kindly check if these fields are set or not.

4

Does it mean that we need to select default in each tax category? What does it means by Correct Tax Categories? What can be default Tax Category for In State or Out State?

We didn’t understand the use of this custom field. what purpose this field serves? Everything was working fabulously before this field was introduced…

Why we need to do so if same thing is already been set in the Tax Rules…? we can simply select the tax categories while setting up the Tax Rules…
It is requested to kindly let us know the exact implications of this field and how to set the default tax categories?

5

India Compliance App resolve automatic taxes based on Tax Category.
Based on the condition of the tax category, the taxes and charges template is fetched.
But if a user has created a new tax category lets say “Custom Tax Category”, then this raises to conflict because In-State and the new tax category will have the same condition (is inter state and is rcm), causing incorrect taxes and charges template in the transaction, so for clear bifurcation between defaults and other tax categories, we have added this checkbox.