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 but Local Tax and Federal Tax to another. Many dry goods and beer/liquor items vary in what taxes are applied.

 You must set up the Taxes and Adjustments (discount or fees) applicable for your area in Taxes & Adjustments before assigning Tax Groups.

To Add, Delete or Edit Tax Groups:

1.     From Settings  (upper left corner).

2.     Choose Setup .

3.     Select Tax Groups .

4.     Select an existing Group to edit or click Delete . For new Group, click Add .

5.     Enter the details as below.

6.     Click Save  .

7.     To apply a Tax Group to an Item, select the appropriate tax group from the Tax Group drop-down box in the Items Window. If the purchase price includes a tax group, CHECK this box and prices will be adjusted accordingly. See Entering Items. 

Field

Details

Group Code

Enter in a two-digit Group Code for the tax group, e.g. PT, GP, GT.

Description

Enter the Description for the Group.

Select Taxes

CHECK each Tax Box to include. See Taxes and Adjustments to add new taxes.