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Multi Business Entity Taxes 

The Multi Business Entity feature enables you to configure the taxes for each of your entities individually, thereby ensuring you comply with the regulations that apply to the locations you operate.

Prerequisites 

The following prerequisites apply prior to configuring taxes for your entities:

  • The organizational addresses must be updated at a site and entity level prior to configuring taxes.
  • The access to the configuration settings is defined by the user's access level. Ensure you provide adequate access levels for your users to undertake necessary tasks.
  • Configure all applicable currencies within your Chargebee site.

Configure Taxes 

You can configure taxes at a site level or entity level, let's review each of these options in detail:

Site Level 

At a site level, you can configure the taxes and also enable regions for which taxes are applicable. The settings configured here are applicable to the entities created within your Chargebee site unless explicitly defined at an entity level.

Follow the steps below to configure taxes at a site level:

  1. Log into your Chargebee site.

  2. Click Settings > Configure Chargebee.

  3. Click Taxes from the Billing section.

  4. Click Configure Tax.

  5. Configure the Catalog Price Type and click I've Reviewed the price types to proceed.

  6. Add the Regions where you have registered and are liable to collect tax.

In this example, we will review the addition of India as a region and configure applicable Goods and Services Tax (GST) rates.

  1. Click Click Add GST Rate.

  2. Add applicable Central GST, State GST, and Cess values into the applicable fields and click Submit.

  3. Click Add Tax reg no to add the GST number alloted to you.

  4. Enter the GST number in the Your tax reg number field and click Save.

  5. After the default GST number and rates are configured, you can choose to set up state-specific GST rates. To do this, click Add State tax.

  6. Select applicable state from the drop-down list.

  7. Add applicable details within the fields and click Submit.
    Note: Check the Override default tax rates checkbox to override the default GST rates configured in the previous steps.

Entity Level 

As an entity-level user, you cannot set up or complete the initial configuration of taxes. Review the screenshot below that displays the inability to to configure taxes.

Note

After the taxes are configured by the admin user at a site level, an entity-level user action is limited to making changes to the tax registration numbers only.

Follow the steps below to review the actions that can be undertaken by the entity level user:

  1. Click Settings > Configure Chargebee > Taxes.

  2. Select the applicable entity.

  3. Click the Edit icon or Change to update the GST registration number.

  4. Only the GST Number field can be edited.
    Note: The CGST, SGST, and Cess (optional) fields are disabled and can be edited by an admin user only.

  5. The entity-level user can revert to site-level settings. To do this, click Restore site settings.

  6. Review the list of changes within the pop-up window and click Confirm.

Note: You cannot revert back to previous entity-level changes and they must be configured manually after the site-level settings take effect.

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