Creating a Tax Group

This article covers the editing of the details of a tax group.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Financial to expand the corresponding menu.
3. From the menu click System.
4. Upon the Financial Settings page displaying navigate to the Taxes tab
5. Click the Tax Groups sub-tab to view the list of available tax groups.
6. Click New.
7. Enter a new Name and Id in the respective fields.
8. Select the Type, Country and State from their respective selection lists.
9. Click the name of the tax rule to be included in the new group from the list of available options on the left, to add them to the selected items on the right.
10. Click Save, and then Close. A new tax group is added.

Note: No Tax Purchases and No Tax Sales are by default associated to New York/USA.