When and how can I use group tax? How to create, edit and delete a group tax? How will it appear in the invoice?

If you have multiple taxes for a line item you can group your taxes and add them.

How do I create group tax?

• Go to Settings, under Invoice settings select Tax details option.

• Click on Add Tax

• From the ‘Select tax you want to add’ dialogue box, select Standard Tax option.

• In standard tax dialogue box, type tax name and tax %, click on Save.
Eg:
Tax 1@ 1%
Tax 2@ 3%
Tax 3@ 5%
Tax 4@ 11%

• Standard tax that you added appears in the list as follows.

• Click on Add Tax option and from dialog box, select Group Tax.

In the Group tax dialogue box, enter group tax name. From the list select the taxes you wish to group. Click on Save.

Eg: “Group Tax 1” and select check boxes – Tax 1, Tax 2, Tax 3 and Tax 4.

• You will get a message stating “Group tax has been added successfully.”

• Group tax will appear under the group tax list as follows.

How will group tax appear when it is selected in the invoice page?

When you select Group Tax in line item and your invoice. It will show as follows:

Subtotal (USD) 1,515.00
Group tax 1
Tax 1 (1)% 15.15
Tax 2 (3)% 45.45
Tax 3 (5)% 75.75
Tax 4 (11)% 166.65

After adding Group Tax Invoice total (USD) 1,818.00

Can group tax be edited?

Yes group tax can be edited. Follow these steps to edit group tax.

From group tax list, click on edit link for the respective tax you wish to edit.

The Group tax dialogue box opens up. Modify the content which you wish to edit. Click on Save button

How do I delete group tax?