Taxes are charged based on a Tax Group derived from the User’s
Tax Region and the Tax Class of the item
or service. Tax Regions are set on an Account
and inherited on the User. Tax Regions can be
overridden on the User.
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Repeat Add A Tax Region for each geographic area that share a
common set of taxes for goods and services.
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Repeat Add A Tax Item or Fee for each tax or fee that
needs to be assessed.
-
Repeat Add A Tax Group for each combination of
Tax Class, Tax Region, and
Tax Items needed. For an example, see Tax Groups
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Run until there are no errors.
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To view all Tax Groups defined, run .
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If there are tax exemptions to alter the amount of the Sale to be taxed, a
Tax
Rule can be created to be used on individual
Service or Package
Definitions.. See Tax Rules.
