Skip to main content

Overview of Sales Tax Groups in ServiceTrade

ServiceTrade Support
  • Updated

Sales Tax Groups provide ServiceTrade customers with the ability to individually manage sales tax rates and move away from centrally managed tax rates. A sales tax group is a geographic area that is covered by a certain set of sales tax jurisdictions and has certain combined sales tax rates as a result.

For example, the sales tax group 'SEATTLE WA' might represent the ZIP codes in the city of Seattle, which are therefore subject to the sales tax for the state of Washington, King County, and the city of Seattle, which have a combined rate of X%. 

With Sales Tax Groups in ServiceTrade, you can map these combined sales tax rates to specific ZIP codes (and even ZIP+4). For example in St. Louis, 63101-1201 has a different combined tax rate than 63101-1809. 

This article will walk you through Sales Tax Group settings and options in ServiceTrade. 

Sales Tax Settings Options

Under your Account Settings, select the "+" to expand the "Sales Tax" accordion. There you will see the three options available. 

Screen_Shot_2022-03-03_at_11.12.49_AM.png

  1. Manual: This setting is if you would like to manually assign a sales tax rate to each quote and invoice that you create.
  2. Sales Tax Groups: Selecting this feature will allow you to manage sales tax rates via sales tax groups in ServiceTrade.

 

Additional Information in Sales Tax Settings

Screen_Shot_2022-03-03_at_11.12.49_AM.png

  1. Default location taxability: Previously this setting was available under the 'Account Preferences' section in Account Settings.
  2. Sales Tax Groups Documentation: Links to this article.
  3. Sales Tax Groups List: This page is where you go to create and update your Sales Tax Tables Groups.

Overview of the Sales Tax Groups List Pagemceclip4.png

From the Sales Tax Groups List Page (image above) you can take a variety of actions:

  1. Create a sales tax group manually. 
  2. Bulk import sales tax groups.
  3. Search by Tax Group Code, Name, State, and/or Postal Code for a specific set of sales tax groups. 
  4. Export your current sales tax groups to a spreadsheet.
  5. Edit or delete individual sales tax groups. 

For more information on creating, editing, and removing sales tax groups, see this article. 

For more information on bulk importing sales tax groups, see this article.

 

Related articles