Sales Tax Groups

The Sales Tax Groups page allows you to create sales tax groups. Sales tax groups are used to default in tax rates for items such as labor, materials, and other costs and can be tied directly to a property on the Edit Property page. Sales tax groups can be associated with sales tax rules, which designates which items are taxable.

To open the Sales Tax Groups page:

  1. Open the Administration Menu page.

  2. Under the WORK ORDER ADMIN heading, click Sales Tax Groups.

ClosedAdd a Sales Tax Group

To add a sales tax group:

  1. Select Sales Tax from the Administration menu.
  2. In the New Sales Tax Group field, enter name of the new sales tax group.

  3. In the Sales Tax Group Code field, enter sales tax group code.

    This value is an additional field that can be used to interface with external accounting systems.

  4. Click Add.

ClosedEdit a Sales Tax Group

Once a sales tax group has been added, it can be further defined or modified. To edit a sales tax group:

  1. Click the Sale Sales Tax Group Select link to select the sales tax group you want to edit.

  2. To change the name of the sales tax group, enter a value in the Rename field.

    All historical information will reflect the new value.

  3. To change the Sales Tax Group Code, enter a new value.

    All historical information will reflect the new value.

  4. To change the status, select a value frfrom the Status field.

  5. Click UPDATE.

ClosedAdd a Sales Tax Record

Once you have created a sales tax group, you can add sales tax records to it. It is possible to enter multiple sales tax records for multiple taxes or to accommodate known changes in the tax laws and percentages for given time periods. If there are overlapping time periods the total tax rate will be added up and used. This could apply if there are state, county, and city taxes. For example:

Sales Tax Record Description—Rate

IL-State Tax = 3%

Cook County Tax = 5%

Chicago City Tax = 1.25%

In this instance, the total material tax would be 9.25%

To add a sales tax record:

  1. Click the Sale Sales Tax Group Select link to select the sales tax group you want to add a sales tax record to.

  2. In the Add Sales Tax Record pane, in the Description field, enter a description of the sales tax record.

  3. Enter sales tax rate values in the Labor Rate(%), Material Rate(%), and Other Costs Rate(%) fields.

  4. Click ADD.

    The sales tax records are added to the sales tax group and appear in the yellow pane.

  5. Modify the values in the Effective Date and Expiration Date fields to specify the time frame when this tax is valid.
  6. Click UPDATE.

You can modify or delete sales tax records.

ClosedDelete a Sales Tax Group

Sales tax groups that have not been used can be deleted from the system. If a sales tax group has been associated with a property, it cannot be deleted. Sales tax groups that cannot be deleted can be inactivated to prevent users from accessing them.

To delete a sales tax group:

  1. Click the Sale Sales Tax Group Select link to select the sales tax group you want to delete.

  2. Click Delete.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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