- On the user’s menu panel go to Common Info folder then click Tax Groups From Common Info folder, click Tax Group
- If there are existing records, Search Tax Group screen will open
- If there is no existing record, the new Tax Group screen will open
- From Search Tax Group screen click New toolbar button
- Input record details ( Tax Group and Description ) on the header in Tax Group screen
Image Removed Image Added - Select a Tax Code on the grid
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. User can select as many codes as desired to group.
Image Added - Click Save Save toolbar button.
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| Label | Description |
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Tax Group | Tax group a name (ie. Allen County IN sales tax) |
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Description | A more detailed description of the name given to the group. |
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Tax Code | User selects the codes to associate with this tax group. User can select as many codes as desired to group. A list is created that is associated with the tax group. | Seperate on Invoice | Yes or No field. If yes, tax will show as its own item. If no, tax will be included with the item total. |
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