Tax Groups

Tax Groups

Tax Groups Overview


A tax group holds the specific tax rates that are applied to the products. An admin user of Control Center can create multiple groups per product tax option. When a product is sold, multiple tax rates may apply. As an admin user, you can easily select various tax rates by creating a tax group.

Ex. A "food products" product might have sales tax only, while tobacco products might have state and city tax rates. We can add the sales tax to the specific tax group (whether creating a new group or adding to an existing one as per taxation requirements). In the same way, the state and city tax rates will be added in a group, and this group will be assigned to the POS flag.

How Tax Groups will be configured under FTx Cloud POS: Tax Rates > Tax Groups > POS Flags > Departments > Products fall into the specific departments.

  1. Tax Rates: Configure the tax rates, and these rates will be location-specific.
  2. Tax Groups: Tax rates will be added to the tax group. Whatever tax rates (single or multiple) are applied to the product must be in the tax group.
  3. POS Flags: The tax group, age restriction, and excise tax, if applicable, will be assigned to the particular POS flag. One tax group can be assigned to multiple POS flags.
  4. Department: The POS flag will be assigned to a particular department so that the products in that department are classified into a specific tax group, age restriction, and excise tax, if applicable. It is possible that one POS flag can be assigned to multiple departments.
  5. Products/Items: Only one department will be assigned. The department will classify the products into specific tax groups, age restrictions, and other options.

1. Reaching the "Tax Groups" Module

To reach the "Tax Groups" module:  
  1. Step 1: Log into Control Center 
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Maintenance 
  4. Step 4: Choose Taxes
  5. Step 5: Choose Tax Groups

Figure 1.1 below will help you understand the navigation better.


Figure 1.1

2. Understanding the "Tax Groups" Main Page


Clicking "Tax Groups" from the drop-down selection will redirect you to the Tax Groups page. See Figure 2.1 below.

Figure 2.1

1. You will see the list of the existing tax groups in the grid view.
2. From the grid view, the Tax Rates column represents the tax rates that are assigned to the specific tax group. You can see more than one tax rate name in a single group as per taxation on products. The tax rate not assigned to the tax group will be N/A.
3. Edit Tax Group: This button helps the user modify the details of the tax group.
4. Delete Tax Group: This button helps users remove the tax group.
5. Add New: This button helps users add a new tax group.

3. Adding a New Tax Group

Follow the steps below to add a new tax group:
  1. Click the "Add New" button highlighted in Figure 2.1 to add a new tax group.
  2. The Create Tax Group screen will appear, as Figure 3.1 shows. 
Figure 3.1 
Fields: 
1: Name: Enter the name of the tax group. (The tax group name should be similar to taxes applied to selling the products, so it will be easy to identify the tax, e.g., sales tax, tobacco tax, etc.)
2: Description: Enter the description for the tax group, i.e., an explanation of the tax group.
3: Tax Rates: This section has a drop-down menu and an "Add Rate" button, as Figure 3.2 shows.  

Figure 3.2
1: The drop-down shows the list of tax rates created in Tax Rates from the drop-down selection.
2: Once you select the tax rate from the drop-down, click the "Add Rate" button to include it in this tax group.

Click the "Add Rate" button to list the tax rate below. See Figure 3.3. In the same way, you can add another tax rate to the group as required.

Figure 3.3
4: Manage Tax Rate Overrides
You can use this section to override the default Tax Groups for specific locations. This means you have added a few tax rates to this tax group. However, you can choose to apply different tax rates to the selected locations instead of the group's default tax rates. Please follow the steps below to do the same. 
  1. Click the "Add" button. 
Figure 3.4
  1. The Manage Location Overrides screen will appear.  
Figure 3.5
  1. 1: Select Locations: Click this button to open the list of locations and select the required locations. 
  2. 2: Tax Rates Drop-down: Click this drop-down to select the required tax rate. 
  3. 3: Add Rate Button: Click this button to add the selected tax rate to the tax group for the selected location(s). 
  4. 4: Tax Rates: This section will show your selected tax rates. 
  1. Once you make appropriate selections, the Manage Location Overrides screen will look like the one shown in Figure 3.6. Click the "Apply" button. 
Figure 3.6
  1. You can click the "Add" button highlighted in Figure 3.4 multiple times based on your requirement. The Manage Tax Rate Overrides screen will look like the one shown in Figure 3.7.
Figure 3.7
  1. The Tax Rates section displays the default tax rates for the Tax Group, while the Manage Tax Rate Overrides section provides details about custom tax rates specific to the selected locations. Please refer to Figure 3.8.
 Figure 3.8
5. Buttons: Once the tax group is configured, save the tax group. 
  1. Save & Close: Click on this button if you want to save the tax group details and close it.
  2. Save & New: Click on this button to save the tax group details and add a new tax group.
  3. Save: Click on this button to return to the tax group details page after saving the form.
  4. Cancel: The tax group will not be added (saved), and you will be redirected to the list of tax groups page.
Once the tax group details are saved, the new tax group record will be listed on the tax group page. See Figure 3.9 below.
  1. In the Tax Rates column, you can see the assigned tax rate(s). The transportation and corporation taxes are assigned to the newly added tax group.

Figure 3.9

3.1. Assigning a Tax Group to a POS Flag

You need to assign the tax group to the POS flag to set up the age restriction and excise tax details. Please take a look at Figure 3.1.1. Please look at the POS Flags article to learn about the POS Flags function.

  

Figure 3.1.1

4. Editing Tax Group Details

Follow the steps below to edit/update the tax group details:
  1. To edit and modify the tax group, click the Modify button highlighted in Figure 2.1 or click on the tax group name from the list.
  2. In both cases, you will be redirected to the tax group details page. See Figure 4.1 below.

Figure 4.1
  1. You can see the existing tax group details with assigned tax rates. You can enable/disable the tax rates from the list at any time and remove the selected tax rate from the list as needed.
  2. You will have an additional "Delete" button from the editing page of the tax group.
    1. Delete: By clicking on the "Delete" button, you can delete the tax group record and remove it from the system. If you click, a warning message will pop up on the screen to confirm the deletion.

5. Deleting a Tax Group

Follow the steps mentioned below to delete the tax group: 
  1. Click on the "Remove" button highlighted in Figure 2.1 to delete the tax group. You can delete the Tax Rate record from its editing page as well. See Figure 4.1.
  2. In both cases, a warning pop-up will ask to confirm the deletion. See Figure 5.1 below.

Figure 5.1

5.1 Deleting a Linked Tax Group

You cannot delete the tax group if the group has tax rates within it. If you try to delete it, you will see the notification message as shown in Figure 5.1.1.

To delete, remove all tax rates from the group and try again.


Figure 5.1.1

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