Tax compliance
Tax done right on every document, and ready for your return
SimpleERP gets the tax right where it starts, on each invoice and bill, and gives you the registers and summaries to prepare your returns. Filing stays with you and your accountant.
In short
SimpleERP is tax compliance software for small businesses. It sets up VAT, GST or sales tax for your country, puts the right rate and your tax number on every document, and produces registers and a tax summary by rate. It does not file returns.
Illustration of tax invoice INV-2026-0213 to Northside Retail with tax 10% and the amount in words.
What SimpleERP does, and what it does not
A clear line helps you and your accountant plan the month. SimpleERP makes sure the tax on each document is right and adds up; the return itself is prepared and filed with your tax authority. It does not file returns or connect to government e-invoicing systems.
- Tax on every invoice, bill, credit note and debit note, at the rate on each line.
- The registers and summaries you check before you file your VAT, GST or sales tax return.
On every document
The right tax is decided when the document is made
When you create the business, SimpleERP seeds your country's tax: its name, its usual rates, the tax number label and the invoice title. Each product carries a default rate, so nobody picks the tax by hand on a busy counter.
- Tax numbers on your business, your branches and every party, checked against your country's format where one is known.
- Rates by line: standard, reduced, zero-rated and exempt where your country has them, with overseas and exempt customers billed without tax.
- Reclaimable or not: VAT and GST on purchases go to an input tax account; US sales tax on purchases is added to cost.
- Invoice numbering by fiscal year, assigned at save and never reused.
- Posted documents are frozen; a cancellation reverses the tax with everything else.
- Credit and debit notes carry the tax back, so returns and price changes reduce the tax as well as the amount.
Registers and summaries
The reports you check before you file
Every report below is built from posted documents, filters by period and branch where it applies, and exports to CSV for your accountant.
In India, SimpleERP applies CGST and SGST or IGST by place of supply, carries HSN or SAC codes on every line, and adds the HSN summary and GST registers for GSTR-1, GSTR-3B and GSTR-2B checks.
| Report | What it shows | Use it for |
|---|---|---|
| Sales register | Each invoice and credit note with the customer's tax number, taxable value and tax by rate | Checking the sales side of your return |
| Purchase register | Each supplier bill and debit note with the tax by rate | Checking the tax you reclaim |
| Tax summary | Output tax, input tax and net payable by rate for a month, quarter or year | The figures most VAT and GST returns ask for |
| Tax summary for US sales tax | Tax collected by rate, and taxable against non-taxable sales | Your state sales tax return |
Period end
Lock the period once the return is filed
After you file, set the lock date and the database refuses any posting on or before it, so the books cannot drift away from the return. A bill found after the lock is posted in the open period; ask your accountant how to report it.
- Lock date lists drafts that will fail to post before you confirm.
- Reversals of a locked period's entry are dated in the open period.
- CSV exports of every register go to your accountant as they are, with no reformatting.
- Audit log records who changed what, including the lock date.
Illustration of a profit and loss statement for Jan–Jun 2026 with net profit of 4,691, a tax summary and the lock date.
Honest limits
What SimpleERP does not do for tax
These stay with you, your accountant or your tax authority.
- Filing any tax return, or submitting it digitally to the tax authority.
- E-invoicing through a government system, such as clearance or real-time reporting mandates.
- Sales tax worked out from each customer's address across many jurisdictions: you add the rates you charge.
- Automatic matching against supplier data downloaded from a tax portal.
- Invoices in foreign currencies with exchange gains and losses.
FAQ
Questions, answered
Is SimpleERP enough for my tax compliance?
It handles the document side: the correct tax on every invoice and bill, and the registers and summaries for your returns. Filing and any e-invoicing mandate are done outside it. Confirm what applies to your business with your accountant.
Does SimpleERP send e-invoices to the tax authority?
No. If your country or turnover requires e-invoicing through a government system, you would need to submit invoices there or through another tool. Tell us if this matters to you.
Which taxes does SimpleERP set up?
The tax your country charges: VAT, GST or sales tax, with its usual rates seeded when you create the business. Where a country has no sales tax, invoices carry no tax line. You can add or change rates in settings at any time. See invoicing.
Can I see the tax I can reclaim?
Yes. The tax summary shows input tax by rate and period next to output tax, with the net payable. Check it against your suppliers' invoices before you claim.
Related
Keep reading
Invoicing & tax
Tax invoices with VAT, GST or sales tax on every line, numbered by fiscal year and posted in one step.
Read moreReports & dashboard
A morning dashboard and a catalogue of reports, each with filters, print and CSV export.
Read moreAccountants
Balanced books, documents that post themselves, tax registers and a lock date.
Read moreWholesale & distribution
Keyboard-first billing, stock across warehouses at average cost, party ledgers and receivables ageing.
Read more
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