Manage sales tax groups

A sales tax group is made up of sales tax codes that apply to a particular location where you do business. A sales tax group can include one or more tax codes for state, city, or district requirements. For example, a sales tax group named Seattle might contain the state and local sales tax codes and tax rates that your company is required to collect on sales to customers in Seattle.

  1. On the Company menu, point to Sales Tax, and then click Manage Sales Tax Groups.

  2. Follow the instructions in the Manage Sales Tax Group dialog box.

  3. Do one or more of the following:

    • Add a tax group.

      How?

      1. Click Add.

      2. In the Tax Group dialog box, type the name of a tax group in the Selected Tax Group box.

      3. To select the tax codes that apply to this group, do one or more of the following:

        • To assign a tax code to the group, select a tax code name in the Available Tax Codes list, and then click Add.

        • To remove a tax code from the group, select a tax code name in the Selected Tax Codes list, and then click Remove.

      4. Click OK.

    • Edit a tax group.

      How?

      1. Select a tax group name.

      2. Click Edit.

      3. Follow the instructions in the Tax Group dialog box.

      4. Click OK.

    • Remove a tax group.

      You can remove a tax group if you have not entered transactions that refer to it.

      How?

      1. Select a tax group name.

      2. Click Remove.

  4. Click Close.

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