Tax Groups

Tax Groups are useful for configuring taxes for areas where multiple taxes need to be collected. For example, you can configure a tax group for sales tax in Mustang, Oklahoma, which is made up of the following individual tax rates:

Once you have defined a tax group you can assign individual tax rates to the group. Click here for information about how to configure individual tax rates.

When configuring individual taxes, you can specify whether they are applied manually through Business Hub or automatically in both the website and Business Hub, based on the billing/shipping address rules. When the automatic option is selected, the group is listed as being applied within an order if any of the individual taxes are applicable. However, only the applicable taxes from the group will be applied.

A benefit of tax groups is that they allow you to quickly and easily apply a combination of taxes at once in a quote or an order. Tax groups also allow you to provide your customers with multiple breakdowns of the taxes applied, that would otherwise be shown as a combined tax rate in the Tax Invoice.

The Tax Groups page is where you define groups. Once tax groups are defined, you can specify the group that a tax belongs to on the configuration page of the tax.

In this article, you will learn how...

• To configure a new/current tax group
• To delete a current tax group
• To apply/remove tax group(s) in a quote/order in Business Hub
• To override tax group settings in a quote/order in Business Hub

Prerequisites

• You must have administrator access to use this feature

To configure a new/current tax group:

1. Log into your DecoNetwork Website.
2. Browse to Admin > Settings > Taxes.

   Select Tax Groups.

   

   

   The main work area lists your presently configured tax groups.

   The Sales Tax group is a default tax group that comes with the system. You can edit the name of this tax group but you cannot delete it.

   
3. Click Edit beside the tax group you want to edit or click Add Tax Group to define a new tax group.

   Each tax group shares a common configuration screen, be it a new tax group or editing an existing tax group:

   
4. Enter a Name for the tax group.
5. Click Save.

To delete a current tax group:

1. Log into your DecoNetwork Website.
2. Browse to Admin > Settings > Taxes.

   Select Tax Groups.

   

   

   The main work area lists your presently defined tax groups.

   
3. Click Delete beside the tax group you wish to remove.

   Note, you will not be able to delete the default tax group (Sales Tax) or any tax groups that have taxes assigned to them.

4. Click OK to confirm you really want to delete the tax group.
   

To apply/remove tax group(s) in a quote/order in Business Hub:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes or Business Hub > Orders.
   
3. Click on the Add New Quote/Add New Order button to create a new quote/order or click View beside a quote/order to open it.
4. Add/edit the customer details and products as required.
5. Make sure the checkboxes are ticked for the tax groups that you want to be applied.
   

   Notice that the taxes assigned to each group are listed after the group name.

6. Click Save & Email Order/Save Order.

To override tax group settings in a quote/order in Business Hub:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes or Business Hub > Orders.
   
3. Click on the Add New Quote/Add New Order button to create a new quote/order or click View beside a quote/order to open it.
4. Add/edit the customer details and products as required.
5. Click on the expand icon at the bottom-right of the tax group total field.
   

   The Tax Group breakdown table is displayed.

   
6. Tick the Override Taxes? checkbox.
   
7. Untick the checkboxes for the taxes you want to remove.
   
8. Click Save & Email Order/Save Order.