If there are existing records, Search Tax Groups screen will open
If there is no existing record, the new Tax Groups screen will open
From SearchTax Groups screen click New toolbar button
Input record details ( Tax Group and Description ) on the header in Tax Groups screen
Select a Tax Code on the grid User can select as many codes as desired to group.
Click Save toolbar button.
Label
Description
Tax Group
User gives tax group a name (ie. Allen County IN sales tax)
Description
User gives 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.
Seperate on Invoice
Yes or No? If yes, tax will show as its own item. If no, tax will be included with the item total.
User can select as many codes as desired to group. 