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 Taxrates.com 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. 

 

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

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