Set up a tax group

A tax group represents a group of inventory items or resources that are subject to identical tax terms. For example, you can set up a tax group for taxable items and another for nontaxable items. You must assign tax group codes to inventory items and general ledger accounts.

To set up a tax group

  1. Choose Lightbulb that opens the Tell Me feature., enter tax groups, and then choose the related link.

    The Tax Groups page opens.

  2. For each tax group that you want to set up, perform the following steps:

    1. On the action bar, choose New. A new row appears.
    2. In Code, specify a code to represent the tax group.
    3. In Description, specify a description for the tax group.

Set up tax overrides for purchase documents

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