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Tax Groupings

 

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.
    RMS Grouping lookup table screen listing existing groupings, with the Add button highlighted to create a new grouping record.
     
  2. Select the Grouping Type Tax.
  3. Enter the Grouping Heading.
  4. Select Save/Exit.
    RMS Grouping details window showing Grouping Type set to Tax and a Grouping Heading entered, with the Save/Exit button highlighted to save the new tax grouping.
     

Assign the Grouping

Go to Setup > Accounting > Taxes.

  1. Select Edit next to an existing Tax.
    RMS Taxes setup list displaying existing tax records with one tax highlighted and the Edit option selected to open its details.
     
  2. Navigate to the Details tab.
  3. Select the Tax Grouping.
  4. Select Save\Exit.
    RMS Tax details window on the Details tab showing a Tax Grouping drop-down with the desired grouping selected, and the Save/Exit button highlighted to store the grouping assignment for reporting.


     

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