Create a Product Tax Group

A tax group is a collection of tax rates that is assigned to individual product and modifier records. The assigned tax group determines how the product/modifier is taxed at the Ordering application.

To create a new tax group:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Taxes.

  3. Select Product Tax Groups.

  4. Select New Tax Group.

  5. From the upper-right of the screen, select Save.

Nota

  • Associate tax groups with tax rates from the Tax Groups page of the Tax Rates editor.

  • Assign a tax group to a product from the General page of the Product List editor.

  • Assign a tax group to a modifier from the General page of the Modifier List editor.

Define General Settings for a Product Tax Group

To define general settings for a tax group:

Xenial Portal Data Management Ordering Settings Taxes Product Tax Groups

  1. Open the General section of the tax group record (if necessary).

  2. In the Name field, type a name for the tax group.

  3. In the Tax Code field, type a code for the tax group.

  4. Select the Active checkbox if the tax group is currently active at the site(s).

Nota

  • To view the list of associated tax rates, open the Tax Rates section.

  • Associate tax groups with tax rates from the Tax Groups page of the Tax Rates editor.