Item tax groups—Advanced Tax

This list supports the enhanced lists interface. Learn more about using enhanced lists.

Item tax groups enable you to apply different taxes to items. You associate items with item tax groups. Then, you can use tax schedule maps to apply different tax schedules to your item tax groups.

For example, assume that your company sells a product that's considered a luxury item and luxury items have a separate tax of 3%. You can create an item tax group for "Luxury Tax" and assign the appropriate items to that item tax group. You can then apply a tax schedule that adds an extra 3% tax to all the items in the Luxury Tax group.

This topic is applicable if you’re using Advanced Tax without the Taxes application.

You can view your list of item tax groups in Order Entry, Purchasing, Inventory Control, or Taxes.

Subscription
  • Inventory Control
  • Order Entry
  • Purchasing
User type
  • Employee
  • Business
  • Project Manager
  • Warehouse
Permissions

Inventory Control, Order Entry, or Purchasing:

  • Item tax groups: Add, Edit, Delete, List, View
Restrictions Employee, Project Manager, and Warehouse users can only List and View contact tax groups.

Add an item tax group

  1. From Inventory Control, Order Entry, or Purchasing, go to Setup > Items > Tax groups and select Create.
  2. In Name, enter the name for the item tax group.
    Names must be unique and are limited to 80 characters. Space, underscore, and dash are the only special characters allowed.
  3. If you enabled multiple tax jurisdictions on the Configure taxes page, select a Tax solution for the item tax group.
  4. Select Save.
  1. From Inventory Control, Order Entry, or Purchasing, go to Setup > Items > Tax groups and select Add.
  2. In Name, enter the name for the item tax group.
    Names must be unique and are limited to 80 characters. Space, underscore, and dash are the only special characters allowed.
  3. If you enabled multiple tax jurisdictions on the Configure taxes page, select a Tax solution for the item tax group.
  4. Select Save.

After you've created an item tax group, you can assign items to it in the General tab of the Item Information page.

Duplicate an item tax group

You cannot edit the name of an item tax group. However, you can duplicate an item tax group and then enter a different name.

Subscription

  • Inventory Control

  • Order Entry

  • Purchasing

Regional availability

All regions
User type Business
Permissions

Inventory Control, Order Entry, or Purchasing:

  • Item tax groups: Add, Edit, Delete, List, View
  1. From Inventory Control, Order Entry, or Purchasing, go to Setup > Items > Tax groups.
  2. Find the item tax group that you want to duplicate.
  3. Select More actions > View at the end of the row.
  4. Select Duplicate.
  5. Enter a new Name for the item tax group.
    Names must be unique and are limited to 80 characters. Space, underscore, and dash are the only special characters allowed.
  6. Select Save.
  1. From Inventory Control, Order Entry, or Purchasing, go to Setup > Items > Tax groups
  2. Find the item tax group that you want to duplicate.
  3. Select View.
  4. Select Duplicate.
  5. Enter a new Name for the item tax group.
    Names must be unique and are limited to 80 characters. Space, underscore, and dash are the only special characters allowed.
  6. Select Save.

Delete an item tax group

You can delete an item tax group that you no longer use. After a record is deleted, it cannot be recovered.

Subscription

  • Inventory Control

  • Order Entry

  • Purchasing

Regional availability

All regions
User type Business
Permissions

Inventory Control, Order Entry, or Purchasing:

  • Item tax groups: Add, Edit, Delete, List, View
  1. From Inventory Control, Order Entry, or Purchasing, go to Setup > Items > Tax groups.
  2. Find the item tax group that you want to delete.
  3. Select the checkbox for that item tax group.
  4. Select Delete.
  5. Select OK in the delete confirmation box.
  1. From Inventory Control, Order Entry, or Purchasing, go to Setup > Items > Tax groups.
  2. Find the item tax group that you want to delete.
  3. In the Delete column, select the checkbox for that item tax group.
  4. Select Delete.
  5. Select OK in the delete confirmation box.

Field descriptions

The following table describes each item in the Item tax group information page.

Item tax group information page field descriptions
Field Description

Name

Name of the item tax group. You cannot change the name after you have saved the tax schedule.

Tax solution

The tax solution to which the item tax group belongs. You can change the tax solution only if the Configure Taxes page is enabled for multiple tax jurisdictions.