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 SearchTax 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.
Click Save toolbar button.
Label
Description
Tax Group
Tax group a 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.
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.