For an overview of Sales Tax Groups in ServiceTrade, click here.
How can I tell who made changes to my sales tax groups?
There is a history button on the top right of the 'Create Sales Tax Group' page. This button will show you what the sales tax group changed from, what it changed to, and who did it. It will tell you how the count changed, but not which groups changed.
What if one zip code crosses multiple sales tax jurisdictions?
Sales Tax Groups can handle US ZIP+4 (27703-1234) which will allow you to customize your sales tax groups at the address level to handle these types of situations.
If zip code 27703 is partially in County A and partially in County B, you should create two sales tax groups. See the screenshots below for examples.
County A Example
County B Example
I live in an origin-based sales tax state, how do I create sales tax groups?
We have a support article that addresses this here.
How often do I need to update my sales tax rates?
You should update your sales tax rates as often as required by the jurisdictions in which you do business. Contact the tax authorities in those jurisdictions for more information about sales tax rate changes.
Do you integrate with third party companies like Avalara?
ServiceTrade does not currently include a built-in integration with Avalara, but our professional services team can help you create a custom integration to your existing Avalara account. Contact support to learn more.
What sales tax group import templates do you support?
We have our ServiceTrade provided template and the template from taxrates.com.
Can I import sales tax groups from my accounting system?
Yes. If your accounting system allows you to export sales tax groups, you can edit the data in Excel to fit into our standard import template and import them that way.