Creating, Editing, and Removing Sales Tax Groups

This article outlines how to create, edit, and remove sales tax groups in ServiceTrade. 

Creating Sales Tax Groups

Sales Tax Groups can be created in two ways:

• Manually creating them from the sales tax groups list page.
• Bulk importing them from the sales tax groups list page.

Manually Creating Sales Tax Groups

From the Sales Tax Groups List Page, select 'Create Tax Group'. The following information is required:

1. Tax Group Code: the tax group's code (maximum of 40 characters.)
   • Note: Tax Group Codes must be unique and not used for another tax group in your account.
2. Tax Group Name: the full name of the tax group (maximum of 100 characters.)
3. Tax Rate: the combined sales tax rate for the tax group, as a decimal number (for instance, 7.25 means a tax rate of 7.25%)
4. State/Province: the tax group's state or province. 
5. Applies to Postal Codes: List all the postal codes included in this tax group.
   • Formats accepted include:
     • US ZIP (ex. 27703)
     • US ZIP+4 (ex. 27703-0029)
     • Canadian Postal Code (ex. M5H 2N2).
     • Individual postal codes can be separated by commas or line breaks in this field. Once you save, they will be separated by line breaks. 

Note: If you wish to include US ZIP+4 in your groups, you have to list each one separately, and not as a range. For example 27703-1234, 27703-1235, 27703-1236 is correct. 27703-1234-1236 is incorrect. 

Bulk Importing Sales Tax Groups

For details on creating sales tax groups through bulk imports, check out our article on Bulk Importing Tax Groups. 

Editing & Removing Sales Tax Groups

• You can edit sales tax groups by selecting the pencil icon next to the group you wish to edit and then making the changes. 
• You can remove a sales tax group by selecting the trash can icon next to the group you wish to delete. 

Finally, you will be asked to confirm that you want to delete the group, as removing sales tax groups cannot be undone. Select 'OK' to remove the group.