Select Maintenance > Taxes > Tax Group to access this function.

The Tax Group function enables you to assign one or more tax types to a single tax group, then assign the tax group to each applicable item in the database. Instead of assigning the same set of taxes to each item; you set up the tax group once, then apply it to each item, as needed. For example, if you create a ‘food tax’ for your database, you would also create a tax group in the Tax Group function, and assign the ‘food tax’ to that group. Later, when you want to assign a ‘food tax’ to an item in the system database, you assign the appropriate tax group to the item because that is the group to which the desired food tax belongs.

Tax Group tab

Use the Tax Group tab to define the basic information for a tax group, and assign one or more tax records to the tax group.

Group Bar: Identification

Name — Identifies the tax group. Type a maximum of 50 characters.

Group Bar: Taxes

Primary tax — Identifies the specific primary tax to add to the tax group. See “Understanding Tax Types” for more information about this tax. Related Options: Selecting a primary tax disables the ‘Primary flex tax’ option. Once you make a primary tax selection, you must select None from the ‘Primary tax’ drop-down list to re-enable ‘Primary flex tax.’

Primary flex tax — Identifies the specific primary flex tax to add to the tax group. Related Options: Selecting a ‘Primary flex tax’ disables the ‘Primary tax’ option. Once you make a primary flex tax selection, you must select None from the ‘Primary flex tax’ drop-down list to re-enable ‘Primary tax.’

Secondary tax — Indicates the specific secondary tax to add to the tax group. See “Understanding Tax Types” for more information about this tax. Related Options: Selecting a secondary tax disables the ‘Secondary flex tax’ option. Once you make a secondary tax selection, you must select None from the ‘Secondary tax’ drop-down list to re-enable ‘Secondary flex tax.’

Secondary flex tax — Indicates the specific secondary flex tax to add to the tax group. Related Options: Selecting a secondary flex tax disables the ‘Secondary tax’ option. Once you make a secondary flex tax selection, you must select None from the ‘Secondary flex tax’ drop-down list to re-enable ‘Secondary tax.’

Vendor tax — Indicates the specific vendor tax to add to the tax group. See “Understanding Tax Types” for more information about this tax.

Surcharge — Indicates the specific surcharge tax to add to the tax group.

Occupational tax — Indicates the specific occupational tax to add to the tax group. An occupational tax is a privilege or license tax applied to designated types of business, such as hotels, restaurants, and bars. The tax is levied prior to calculating surcharges, primary, and/or secondary taxes. The system then calculates any state and local taxes using the new subtotal. For example, the city of Omaha, Nebraska imposes an occupational tax of 2.5% of the total gross sales for food and beverages as an occupational tax. Documented Version: v14.1.