1. On the user’s menu panel go to Common Info menu then click Tax Groups 
  2. From Search Tax Group screen click New toolbar button
  3. Input record details ( Tax Group and Description ) on the header in Tax Group screen
  4. Select a Tax Code on the grid. User can select as many codes as desired to group. 

  5. Select Category Exemptions for each tax codes

     

    LabelDescription
    Tax GroupTax group name (ie. Allen County IN sales tax)
    DescriptionA more detailed description of the name given to the group.
    Tax CodeUser 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 ExemptionsThis is used when there might be exemptions for certain categories of products in certain states. 

  6. Click Save toolbar button.

  1. On the user’s menu panel go to Common Info folder then click Tax Groups 
    1. If there are existing records, Search Tax Group screen will open
    2. If there is no existing record, the new Tax Group screen will open
  2. From Search Tax Group screen click New toolbar button
  3. Input record details ( Tax Group and Description ) on the header in Tax Group screen
  4. Select a Tax Code on the grid. User can select as many codes as desired to group. 
  5. Select Category Exemptions for each tax codes
  6. Click Save toolbar button.

LabelDescription
Tax GroupTax group name (ie. Allen County IN sales tax)
DescriptionA more detailed description of the name given to the group.
Tax CodeUser 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 ExemptionsThis is used when there might be exemptions
  1. On the user’s menu panel go to Common Info folder then click Tax Groups 
    1. If there are existing records, Search Tax Group screen will open
    2. If there is no existing record, the new Tax Group screen will open
  2. From Search Tax Group screen click New toolbar button
  3. Input record details ( Tax Group and Description ) on the header in Tax Group screen
  4. Select a Tax Code on the grid. User can select as many codes as desired to group. 
  5. Click Save toolbar button.

  1. On the user’s menu panel go to Common Info folder then click Tax Groups 
    1. If there are existing records, Search Tax Group screen will open
    2. If there is no existing record, the new Tax Group screen will open
  2. From Search Tax Group screen click New toolbar button
  3. Input record details ( Tax Group and Description ) on the header in Tax Group screen
  4. Select a Tax Code on the grid. User can select as many codes as desired to group. 
  5. Click Save toolbar button.

  1. On the user’s menu panel go to Common Info folder then click Tax Groups 
    1. If there are existing records, Search Tax Group screen will open
    2. If there is no existing record, the new Tax Group screen will open
  2. From Search Tax Group screen click New toolbar button
  3. Input record details ( Tax Group and Description ) on the header in Tax Group screen
  4. Select a Tax Code on the grid. User can select as many codes as desired to group. 
     
  5. Click Save toolbar button.

     

  1. From Common Info folder, click Tax Group
    1. If there are existing records, Search Tax Group screen will open
    2. If there is no existing record, the new Tax Group screen will open
  2. From Search Tax Group screen click New toolbar button
  3. Input record details ( Tax Group and Description ) on the header in Tax Group screen
  4. Select a Tax Code on the grid

    (info)User can select as many codes as desired to group. 
  5. Click Save toolbar button.

 




  • No labels