Tax groups

What it is

Sets of taxes that are charged together on a fee.

Why it matters

Adds the right taxes to bills automatically, every time.

When to use it

Finance staff set up tax groups once, then attach them to fee items.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Tax groups.

What you see

Tax groups · click the picture to enlarge

• The list has these columns: Code, Name, Taxes today, Status, Total, Actions. Click a column name to sort by it.

Buttons on this screen

• New group — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

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