Contact Support


    Tax Grouping

    Setup a Grouping on a Tax in RMS.

    Decision Tree

    Tax Groupings provide a simple way to bundle similar taxes together on regional specific reports.

    • Information
    • Setup
    • Add Button

    Information

    Tax Groupings provide a simple way to bundle similar taxes together on regional specific reports.

    Groupings provide the ability to bundle similar items together for reporting purposes.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Taxes in RMS.
    2. Select the 'Edit' icon on an existing Tax.
    3. Select a Grouping.
    4. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Taxes in RMS.

    Select the  'Edit' icon on an existing Tax.

    Select a Grouping.

    Select 'Save/Exit' to store the changes made and leave the setup.

    This Tax Grouping will now be used on the regional specific reports.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Taxes in RMS.
    2. Select the 'Edit' icon on an existing Tax.
    3. Select a Grouping.
    4. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Taxes in RMS.

    Select the  'Edit' icon on an existing Tax.

    Select a Grouping.

    Select 'Save/Exit' to store the changes made and leave the setup.

    This Tax Grouping will now be used on the regional specific reports.


    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Contact Support