Setup Tax Groups

A Tax Group is the set of taxes, discounts or deposits that are applied to the cost and or purchase price of that item. You can have Federal Tax applied to one item and Local Tax and Federal Tax to another. Many dry goods and beer/liquor items vary in what taxes are applied.

 You must set up a tax or adjustment (discount or fee) in Taxes & Adjustments before assigning Taxes and Tax Groups. Taxes and Adjustments are the different Taxes, Deposit fees, Discounts that you need to set for your area.

1.     From Settings  (upper left corner)

2.     Choose Setup

3.     Select Tax Groups

4.     To edit Click Add.

5.     Enter the information as follows…

Field

Details

Group Code

Enter in Group Code for the tax group. A two digit code is required. E.G. PT, GP, GT

Description

Enter the Description for the Group

Select Taxes

Check off the taxes to include. Refer to Taxes and Adjustments to add new taxes.

 

6.     Click Save  .

7.     To apply this group to an item, from the Items window, select the tax group from the Tax Grp drop down box. If the purchase price includes a tax group, check this box, prices will be adjusted accordingly. See Entering Items