Creating, Editing, and Removing Sales Tax Groups

Adam Graetz
Adam Graetz
  • Updated

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 Sales Tax Groups

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

  • 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.
  • Tax Group Name: the full name of the tax group (maximum of 100 characters.)
  • 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%)
  • State/Province: the tax group's state or province. 
  • 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.

ST-Office-SalesTax_CreateGroup_best.png

Zip+4 for City and Local Rates

When you Import Tax Groups from Avalara, it does not support the zip code level for cities/locals that have different rates at a more granular level. You will need to create those manually.

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. 

 

Location Sales Tax Group Assignment

When creating or editing a Location, you now can assign a Sales Tax Group based on location assignment rather than Zip Code. The selected Sales Tax Group will be used for all Invoices and Quotes created for this location.

This is useful for Jurisdictions in states such as Washington and Louisiana, whose tax rates are not always determined by Zip Code alone.

If the Location is set to TaxableSales Tax Groups is enabled, and you have created Sales Tax Groups, a new field called Location Tax Group will appear. Here, you can select a Sales Tax Group that you added. You can only select Sales Tax Groups that exist in the same state as the Location.

The Location Tax Group combines Tax Group Code and Tax Group Name (taken from the Sales Tax Groups page in ServiceTrade).

Note: The selected Sales Tax Group will override the Location's Zip Code Sales Tax Group assignment. 

image (5).png

 

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. 

ST-Office-SalesTaxGroup_Edit-Delete.png

 

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.

ST-Office-SalesTaxGroup_DeleteWarning.png

 

Jurisdiction Breakouts for Sales Tax Groups

In ServiceTrade, you can now create Tax Jurisdiction Breakouts for Sales Tax Groups. When selected, these Tax Jurisdiction breakouts will appear on customer-facing quotes and invoices.

This is useful in certain countries, states, or regions that require tax jurisdiction breakouts on quotes and invoices.

Creating a Jurisdiction Breakout in a Sales Tax Group

Follow the steps below to add a Sales Tax Group Jurisdiction Breakout to an existing or new Sales Tax Group.

  1. Click your Profile Picture, and select Account Settings.
  2. Click to expand the Sales Tax Menu.
  3. Click the Sales Tax Groups list link.
    Sales Tax Group List.png
  4. On the Sales Tax Groups List Menu, search and select the Sales Tax Group you want to add a Jurisdiction Breakout to.
  5. Check the Segment by jurisdiction tax rate box. This will open new fields.
  6. Enter the first Jurisdiction Name and its Jurisdiction Tax Rate.
  7. To enter additional jurisdiction tax rates, click + Add additional rate link. This will allow you to add more. Repeat Steps 6-7 as many times as needed.
    • Note: You can only have up to four jurisdictions.
      Edit Sales Tax Group.jpeg
  8. Click Save when done.

How Jurisdiction Breakouts Appear on ServiceTrade Quote and Invoice Pages

In ServiceTrade, when you select a Tax Group with Tax Jurisdiction Breakouts on a Quote or Invoice Page, you will see the breakouts on your Parts, Labor, and Items menu.

ST Page Jurisdictions.jpeg

Note: If you manually change the Tax @ field, the Jurisdictions Breakout will disappear.

How Jurisdiction Breakouts Appear on Customer-Facing Quotes and Invoices

When you select a Tax Group with Tax Jurisdiction Breakouts on a Quote or Invoice Page, your customer's will see the Jurisdiction Breakouts on the Invoice or Quote.

  • Invoice Appearance:
    Invoice Breakout.jpeg
  • Quote Appearance:
    Screenshot-2023-11-17-at-4-00-17-PM.jpeg

 

 

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