Setting up Invoice Tax Groups

Tax Groups must be added to use the Invoice Management System.

Adding Tax Groups
Adding Tax Rates
Assigning Tax Groups

The Invoice Management System is only available for accounts in the United States.

Adding Tax Groups

Tax groups organize rates for a specific area, like a state.

1. On the web portal, go to Tools > Invoice Tax Group.
2. Click + Add New Tax Group.
3. Fill in the information. Required fields are marked with an asterisk (*).
   • Name* - The name of the tax group.  This is typically the state name (ex. Ohio, Wyoming, Idaho, etc.).
   • Description* - A short description of the tax group.
   • Country* - United States only.
4. Click Save to create the tax group.

Adding Tax Rates

Tax rates define sales tax for specific areas, such as cities or counties.

1. On Tools > Invoice Tax Group, click the Edit Pencil in the Actions column on a tax group.
2. Click + Add New Tax Detail.
3. Fill in the information.
   • Name* - The name of the tax rate.  This is typically the city name or postal code.
   • Rate (%)* - The value of the tax rate (ex. 7.5, 8).
   • Start & End Date* - The tax rate will be valid within these dates.
4. Click Save to add the tax rate.

Assigning Tax Groups

Tax groups can be assigned to customers and locations.

• When assigned to a Customer, all locations that belong to the customer will use that tax group.
• When assigned to a location, that location will use that tax group.  Assigning a tax group at the Location level will override Customer-level settings.

Assigning to Customer

1. On the web portal, go to Customers > Manage Customers.
2. Click the Edit Pencil on a customer.
3. Under General Information, choose an option from the Tax Group dropdown.
4. Save the page to confirm changes.

Assigning to Location

1. On the web portal, go to Customers > Manage Locations.
2. Click the Edit Pencil on a location.
3. Under General Information, choose an option from the Tax Group dropdown.
4. Save the page to confirm changes.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.