Tax Groups are used to group together one or more tax items, such as, state, county, and city taxes into one group. Each customer will be assigned to a single Tax Group during customer creation based on their location. The tax group total will be the combined tax that is visible on a customer's estimate and invoices.
Table of Contents
- Creating a New Tax Group
- Cloning a Tax Group
- Filtering and Pinning the Tax Group List
- Setting Tax Groups Inactive and Reactivate
Navigate to Settings / Accounting / Tax Groups.
Creating a New Tax Group
1. Click the Tax Group button to add a new tax group.
2. The Add Tax Group dialog will open. Enter the tax group details. Fields marked with a red asterisk are required.
a. Name – Enter a name that identifies the group of tax items. The tax group list is sorted alphabetically; consider this when choosing a naming convention.
b. Associated Tax Items – Select the tax item(s) that apply to this tax group. The tax group total will be the combined tax that is visible on a customer's estimate and invoices.
c. If Associated Locations (or similar) is available, select the selling location(s) for this group—that is, your business location(s) for this group.
3. Click Save.
Cloning a Tax Group
1. Navigate to Settings / Accounting / Tax Groups.
2. Find the tax group in the list and click the Actions button for that row.
3. Click Clone. An exact copy of the tax group will open in an Add Tax Group (or edit) dialog.
4. Change the tax group details as needed (Name, Associated Tax Items, and Associated Locations if available). Ensure required fields are completed.
5. Click Save.
Filtering and Pinning the Tax Group List
You can control which columns appear on the Tax Groups list and whether inactive tax groups are included by using the settings for the list.
1. Navigate to Settings / Accounting / Tax Groups.
2. Click the Settings icon (or list settings button) near the top of the Tax Groups list.
3. A settings dialog will open with the following options:
a. Column selection – Use the column selector to choose which columns are displayed on the screen (for example, Name, Total Rate, Tax Items). Select or clear columns to show or hide them in the list.
b. Show Inactive Records – Check this box to include inactive tax groups in the list. When unchecked, only active tax groups are shown. Use this when you need to view, reactivate, or manage inactive tax groups.
4. Apply your choices and close the settings dialog. The list will update to show the selected columns and, if enabled, inactive tax groups. Inactive groups may appear in italic or otherwise indicated in the list.
Setting Tax Groups Inactive and Reactivate
Set a tax group inactive
1. Navigate to Settings / Accounting / Tax Groups.
2. Find the tax group in the list and click the Actions button for that row.
3. Click Set Inactive.
Note: A tax group that is associated with tax items or is associated with a location may not be eligible to be set inactive. The Set Inactive option may be disabled in those cases.
4. To set multiple tax groups inactive, check the box for each tax group in the list, then select Set Inactive from the bulk actions (if available).
Reactivate a tax group
1. Open the Settings icon for the list and check Show Inactive Records so inactive tax groups are visible.
2. Find the inactive tax group in the list and click the Actions button for that row.
3. Click Set Active.