Build and Maintain Tax Groups

When to Use a Group

Use a group only when the accountant or jurisdiction requires named tax components to be applied together. A common pattern is equal state and central components. Do not use a group merely to avoid creating the correct single legal rate.

• Create every component in Tax Rates first.
• Give each component and the group an unambiguous name.
• Confirm whether components are additive and whether the sale is inclusive or exclusive at item level.

Create a Tax Group

1. Open Manage -> Tax -> Tax Groups.
2. Click New.
3. Enter a descriptive group Name, such as GST 18% (CGST 9 + SGST 9).
4. In Taxes, tick every component that belongs to the group.
5. Review each displayed Rate (%) and the expected combined percentage.
6. Click Save. The form requires at least one selected rate.
7. Confirm the group appears in the list.
8. Assign the approved choice to a test item and inspect the receipt breakdown.

Edit and Delete Safely

• Before changing membership, identify items and documents that depend on the group.
• If legislation changes, create the replacement rates and group before reassigning active items.
• Do not delete component rates while a group still references them.
• Keep old finalized receipts as historical records; test only new transactions after the effective date.

Verification Example

For a group made from CGST 9% and SGST 9%, confirm the intended combined rate is 18%. Run a controlled sale and check that the invoice presents the component labels expected by the accountant and that the total tax equals the approved calculation after discounts and rounding.

Empty or Missing Groups

An empty list simply means no groups have been created. If the Add Tax Group panel shows no selectable rows, return to Tax Rates and create the component rates first. If a group does not appear where expected, refresh the item form and confirm the Tax feature and correct branch context are active.