***Sales tax groups is currently available by invitation only. To be included in our beta group, or to be an early adopter, complete this form.
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, and 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.
- Manual: This setting is if you would like to manually assign a sales tax rate to each quote and invoice that you create.
- Assigned by ServiceTrade: This is the "old way" of managing sales tax rates in ServiceTrade. This option will be retired soon.
- Sales Tax Tables: Selecting this feature will allow you to manage sales tax rates via sales tax groups in ServiceTrade.
During our beta period, the Sales Tax Tables setting must be turned on for you by ServiceTrade. To join our beta group, or to become an early adopter of Sales Tax Groups, fill out this short form.
Additional Information in Sales Tax Settings
- Default location taxability: Previously this setting was available under the 'Account Preferences' section in Account Settings.
- Sales Tax Tables Documentation: Links to this article.
- Sales Tax Tables List: This page is where you go to create and update your Sales Tax Tables Groups.
Overview of the Sales Tax Tables List Page
From the Sales Tax Tables List Page (image above) you can take a variety of actions:
- Create a sales tax group manually.
- Bulk import sales tax groups.
- Search by Tax Group Code, Name, State, and/or Postal Code for a specific set of sales tax groups.
- Export your current sales tax groups to a spreadsheet.
- 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.