Please follow these 5 Simple Steps below to setup Goods and Services Tax (GST) in your Unicart System.

 

Step 1 – Setting Up a New Geo Zone

Access: Settings > Localisations > Geo Zones

  1. Insert new Geo Zone by clicking the “Insert” button at the top right.
  2. Enter the following details:-
    • Geo Zone Name = Malaysia
    • Description = For GST

    Then, click “Add Geo Zone” button at the bottom and Enter the following details:-

    • Country = Malaysia
    • Zone = All Zones

    Finally, click the “Save & Close” button to save your new geo zone.

Step 2 – Setting Up a New Tax Rate

Access: Settings > Taxes > Tax Rates

  1. Insert new Tax Rate by clicking the “Insert” button at the top right.
  2. Enter the following details:-
    • Tax Name = GST @ 6% (This name will be displayed in the Invoice)
    • Tax Rate = 6
    • Type = Select Percentage
    • Customer Group = Tick Default and also all Customer Groups that you may have created ** Only tick this on April 1st, 2015
    • Geo Zone = Select the Geo Zone (Malaysia) which you had just created in Step 1

    Finally, click the “Save & Close” button to save your new tax rate.

Step 3 – Setting Up a New Tax Class

Access: Settings > Localisation > Taxes > Tax Classes

  1. Insert new Tax Class by clicking the “Insert” button at the top right.
  2. Enter the following details:-
    • Tax Class Title = GST 6%
    • Description = Start on 1/4/2015

    Then, click “Add Rule” button at the bottom and Enter the following details:-

    • Tax Rate = Select the Tax Rate (GST @ 6%) which you had just created in Step 2
    • Based On = Select Shipping Address
    • Priority = 1

    Finally, click the “Save & Close” button to save your new tax class.

Step 4 – Setting Up GST Invoice Template

Access: Settings > General > Option Tab

    1. Enter the following details:-
      • GST Invoice Template: Select Enable
      • Invoice title before payment: Sales Order (This title will be displayed in the Invoice)
      • Invoice title after payment: Tax Invoice (This title will be displayed in the Invoice)
      • GST ID Number: <Your GST ID Number>
      • GST Tax Class: Select the Tax Class (GST 6%) which you had just created in Step 3.

Then, click “Save” button to save your system settings.

Step 5 – How to Assign Tax Class to Products

Method 1: Update Product Tax Class One by One

Access: Products > Select Your Product > Data Tab

  1. In the Tax Class field, Select GST 6% which you had just created in Step 3.
  2. Click “Save & Close” button to update the new product settings.

Method 2: Update Product Tax Class in Bulk

Access: Settings > General > Option Tab

  1. In the GST Tax Class field, Select GST 6% which you had just created in Step 3.
  2. Click “Bulk Update To All Products” button to start updating the Tax Class to all products.

How to Setup GST in Shipping Methods?

It depends on your preferences whether you want to include or exclude the GST in each shipping method listed in your Unicart. You can follow the guide below to include GST in each shipping method.

Access: Settings > Shipping

  1. You can assign the Tax Class to the following Shipping Methods (Flat Rate, Per Item, Weight Based Shipping 2, Weight Based Shipping) by clicking on the shipping method name.
  2. In the Tax Class field, Select GST 6% which you had just created in Step 3 above and then click “Save & Close” button to update the shipping method settings.Flat Rate
    Per Item
    Weight Based Shipping 2

    Weight Based Shipping

What are Sales Order and Tax Invoice?

The invoice for order with “Pending” status is called “Sales Order”. You can change the title in “Invoice title before payment” field from the Step 4 above. Please make sure the boxes highlighted in red as shown below appeared after you have enabled the GST Invoice Template in Step 4 above.

When you marked the order as paid, the invoice name will be changed to “Tax Invoice”. You can change this title in “Invoice title after payment” field from the Step 4 above.