Tax Groups

Use a SuiteTax tax group to combine several tax codes into one calculated rate. For example, if a store is subject to tax codes from four sources – city tax, transit tax, county tax, and state tax – you can combine all codes into a more manageable group.

For example, the group "Jurisdiction Name" has a total rate of 9%.

Tax Code

Rate

City

5%

Transit

1%

County

1%

State

2%

Tax Group

Rate

Jurisdiction Name

9%

When NSPOS SuiteTax applies a tax group to a purchase, each tax code from the group is included on the receipt in a list.

Receipt with tax group

To work with SuiteTax tax groups:

  1. Go to NSPOS > SuiteTax > Tax Groups.

  2. Click New Tax Group to create a new collection of tax codes.

    To update an existing tax group, click Edit.

  3. Enter a Name for the tax group.

    For example, enter a name that describes the tax area.

  4. Select the Nexus in which the grouped tax codes will apply.

    The term nexus describes a tax jurisdiction or geographic area that has its own tax regulations.

  5. Enter a Description of the tax group.

  6. To add Tax Codes to the group, start entering a Tax Code name and select it when you see it in the list.

  7. Click Add.

  8. Continue until all tax codes to be in the group are added.

  9. Click Save.

    Tip:

    To delete a tax code from the group, select the code and click Remove.

Tax Group
Note:

If a tax group should no longer be in effect, check the Inactive box and click Save. The group will not be used for transactions covered by the grouped tax codes.

Related Topics

General Notices