Create a Sales Tax Group

A sales tax group defines the tax category applied to items at the point of sale. You assign a tax group to each item, and the tax detail entries on the group determine which rate applies in each jurisdiction.

 

To create a sales tax group:

1. Search for Tax Groups and select the relevant link.

2. Select New and enter a unique Code and Description for the tax group, for example TAXABLE or NONTAXABLE.

3. Select Related > Group > Details to open the tax detail entries for this group.

4. Select New to add a tax detail entry.

5. In the Tax Jurisdiction Code field, select the jurisdiction this entry applies to, such as a state, county, or city. See Define Tax Areas and Tax Jurisdictions.

6. In the Tax Below Maximum field, enter the tax percentage to apply to transactions in that jurisdiction.

7. Repeat steps 4–6 to add an entry for each jurisdiction where a different rate applies to this group.