Tax Groups allow you to charge a combined, single rate by grouping agencies—typically local, regional, or national. You can manage these groups at Settings/Accounting/Tax Groups or Accounting/Settings/Tax Groups depending on your permissions.
Note: You must define Tax Groups in order to charge or assign sales tax to your customers and orders.
Adding Tax Groups
1. Enter a Tax Group Name that easily identifies which taxes this group will pay.
Example: Salt Lake County Tax Group = UT State tax + SL County tax + Salt Lake City tax.
Note: This name won't be seen by customers.
2. Select Associated Tax Items from the dropdown menu or create a new one by selecting New Tax Item.
3. Select which of your Associated Locations will be able to use this Tax Group.
Note: This section will only show if you have access to more than one location. If you need to add multiple locations, contact supportdesk@corebridge.net to discuss upgrade options.
4. Click Save when you're finished.
