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A Tax Group is a collection of taxable entities. This article describes how to manage Tax Group in Ginesys.  

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titleAdd Tax Group - It allows for creation of Tax Groups

Pre-requisites

  1. The users' role must have access to the Tax Group feature by enabling Add 

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  1. app operation for the feature in Admin - Security - User - Role through Inventory - Product Definition - Tax Definition.

Step-by-step guide

The process is divided in the following steps:

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titleAdd Tax Group - It allows for creation of Tax Groups
  1. Go to Inventory > Product Definition > Tax Definition > Tax Group.
  2. Tax Group window opens.
  3. Click on Add button.
  4. Add Tax Group window opens.
  5. Put in Tax Group (mandatory field) and Remarks.
  6. Click on Save button to save the Tax Group.
  7. You will get a message "Record Saved Successfully".

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titleEdit Tax Group - It allows modification and making tax group 'Extinct'

Pre-requisites

  1. The users' role must have access to the Tax Group feature by enabling Modify app operation for the feature in Admin - Security - User - Role through Inventory - Product Definition - Tax Definition.
  2. Tax Group must be created.

Step-by-step guide

The process is divided in the following steps:

  1. Go to Inventory > Product Definition > Tax Definition > Tax Group.
  2. Tax Group window opens.
  3. Click on Action > Edit (or double click on the row to edit)
  4. Edit Tax Group window opens and the records populate automatically in particular fields.
  5. Edit the require field. 
  6. Click on Save button to save the edited record. 
  7. You will get a message "Record Saved Successfully".
  8. If you click on This record is extinct, then the record will be deactivated.

To go back to the main page click on How To: Define Taxes in Inventory

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