Item tax group

The item tax group identifies items that use the same tax settings and rates.

On the Item page, on the Financial tab, you can select an Item tax group to avoid manually entering the tax on each document for this item.

Create a new group

After you create a group, you can assign an item to the group on the Item page from the Financial tab.

1. Select Create.
2. The Active switch is ON by default. If you switch to OFF, you cannot use this group.
3. Enter a unique name and ID for the group.
4. Enter a description.
5. Save.

Edit a group

You can edit the name and description for a group. You can also change a group’s active status.

Delete a group