Page History
- On the user’s menu panel go to Common Info folder then click Tax Groups
- 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
- Select a Tax Code on the grid. User can select as many codes as desired to group.
- Select Category Exemptions for each tax codes
- Click Save toolbar button.
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| Label | Description |
|---|---|
| Tax Group | Tax group name (ie. Allen County IN sales tax) |
| Description | A more detailed description of the name given to the group. |
| 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. |
| Category Exemptions | This is used when there might be exemptions for certain categories of products in certain states. |
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