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. Configure the record as needed.

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.