Information

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

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

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Grouping Setup

Go to Setup > Lookup Tables > Grouping.

1. Select Add.
   
    
2. Select the Grouping Type Tax.
3. Enter the Grouping Heading.
4. Select Save/Exit.
   
    

Assign the Grouping

Go to Setup > Accounting > Taxes.

1. Select Edit next to an existing Tax.
   
    
2. Navigate to the Details tab.
3. Select the Tax Grouping.
4. Select Save\Exit.