SedonaSetup                                Accounts Receivable Setup Tables/Options

Tax Groups

The Tax Group is linked to one or more Tax Tables and is assigned to a Customer’s Site.  By default, the tax-ability of items invoiced is determined by the Tax Group assigned to the Site record.  The Tax Group defaulting into an Invoice or Credit Memo may be overridden on an individual basis if necessary.

There a four separate setup forms [tabs] in the Tax Group setup, each of which will be described on the following pages.

Taxes [tab]

First create the Taxing Group; enter up to 25 characters into the Taxing Group field, then press the tab key on your keyboard to move to the Description field.  The Description will auto-fill with the same information entered into the Taxing Group field; you may modify this if desired.  Next link the appropriate Tax Table codes to the Taxing Group by checking the box to the left of each Tax Code (tax table) in the lower tier of the form.  When finished, click the Apply button to save.  Repeat these steps until all Tax Groups needed have been created.

FRM 24080

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