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    Home  >   FAQs   >  How to access Org account taxes for sales transaction modules?
    FAQs in this section
    What is the Chart of Accounts? What is the CoA in Vtiger CRM? What are the benefits of CoA? How to Install the CoA extension? What are the types of CRM accounts CoA allows you add? How to add an account to the CoA? What are the fields that have been added to CRM modules with the CoA? What are the modules to which Sales Account and Purchase Account fields are added with the CoA? What are the modules to which Sales Account field is added with the CoA? What are the modules to which Purchase Account field is added with the CoA? What are the Default Tax Modes added in Tax Management with the CoA? What is Org account taxes? What is Contact account taxes? What is Item account taxes? What are the Tax Modes added to sales transaction modules? What are the Tax Modes added to purchase transaction modules? What are CoA Tax Modes for sales transaction modules? What are Org account taxes for sales transaction modules? How to access Contact account taxes for sales transaction modules? How to access Item account taxes for sales transaction modules? What are CoA Tax Modes for purchase transaction modules? What are Vendor account taxes for purchase transaction modules? What are Contact account taxes for purchase transaction modules? What are Item account taxes for purchase transaction modules? How to access Vendor account taxes for purchase transaction modules? How to access Contact account taxes for purchase transaction modules? How to access Item account taxes for purchase transaction modules? What are Contact account taxes for sales transaction modules? What are Item account taxes for sales transaction modules? What is CoA? What are Inventory modules? What is an Item? What is a Purchase account? What is a Sales account? What are Tax Modes? What are Tax Types? Who is a Vendor? What are Sales transaction modules? What are Purchase transaction modules?

    How to access Org account taxes for sales transaction modules?

    Table of Contents
    Note: For instance, we have considered the Invoices module, you can go to any sales transaction module.

    Follow these steps to access Org account taxes:
    • Step 1: Setting up a Sales account
    • Step 2: Linking a Sales account to an Organization
    • Step 3: Automated tax updation with Org account taxes
    Step 1: Setting up a Sales account



    Follow these steps to add a Sales account:
    Note: For instance we have considered the Sales account Trade with tax types CGST and GST.
    1. Log into your CRM account.
    2. Click the User Menu.
    3. Click Settings.
    4. Look for Inventory.
    5. Click Chart of Accounts.
    6. You will be directed to the Chart Of Accounts page.
    7. Click + Add Account button.
    8. You will be directed to the Add New Account window.
    9. Add or select the below information:
    1. Account Name - Trade
    2. Account Code - 101
    3. Account Type - Sales
    4. Select Tax - CGST, GST
    1. Click Save.
    You have now successfully added Trade with tax types CGST and GST.
    Step 2: Linking a Sales account to an Organization



    Follow these steps to link a Sales account to an Organization:
    Note: For instance we are linking the Sales account Trade for the Organization Delta.
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Look for Lead & Contact Management.
    4. Select Organizations. 
    5. Select Delta.
    6. Under Organization Details in the Sales Account field, select Trade.
    You have now successfully linked Trade as Delta’s Sales account.
    Step 3: Automated tax updation with Org account taxes



    Follow these steps for automated tax updation with Org account taxes:
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Click Inventory.
    4. Look for Order Fulfillment.
    5. Select Invoices. 
    6. Select Lead.
    7. Under Invoice Details in the Organization Name field, select Delta.

     
    1. Under Item Details:
    1. Select an Item.
    2. Select the Tax Mode Org account taxes.
    3. Under Tax, CGST and GST taxes derived from Delta's Sales account Trade are auto filled.
    With CoA, Org account taxes has now successfully auto filled Delta’s Sales account Trade’s taxes for Lead.

     
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