Create Tax Group

This page allows you to create a tax group by pooling together different entities of goods and services that can be grouped together, for instance, on the basis of a common rate of tax. Tax authorities; periodically declare lists of groups of entities as coming under a certain percentage of tax. For the purpose of calculation and administration of tax, it is convenient to group such items together in the system. This page enables you to do this.

Select the “Create Tax Group” link under the “Tax Rule Definition” business component.

The “Create Tax Group” page appears.

Enter the following fields in the group box:

Tax Type	Use the drop-down list box to select the required tax type to create a group Mandatory. Tax type refers to the type of tax for example, VAT, TDS. The first applicable tax type of the company appears as default.
Tax Community	Use the drop-down list to select the required community connected with the tax type, to create a tax group. Tax community is the government authority administering the tax laws. The first tax community in the list appears as default.
Tax Region	Use the drop-down list to select the required tax region to create tax group. Tax region refers to the place where the tax declaration is made. All the tax regions for the tax community are listed in the dropdown list box. The field displays blank as default value.
Tax Group	User defined group to which Items / TCDs / Usage Ids are mapped (Alphanumeric, 10). Mandatory. Tax group code should not already exist for the company. Enter the tax group code.
Description	Textual description pertaining to the tax group (Alphanumeric, 100). Mandatory. Enter the description for the tax group you require to create
Tax UOM	The unit of measurement of tax, if tax is charged on units (Alphanumeric, 15).

Enter the following fields in the Search Criteria group box to start the search:

Type	Use the drop-down list box to select the required type. The dropdown list box lists the types, Item, charge, discount, Tax, and usage ID to enable search criteria to be specified for any of the options.
UsageId. / Item Code / TCDCode From	The starting code in the range of the codes from which the details are to be retrieved for grouping to the tax group (Alphanumeric, 10). The system lists all the codes that are greater than or similar to the value entered here. If this field is left blank and the “To” field is entered, the system retrieves the codes starting from the first code till the code specified in the “To” field. Enter the code from which the search is to start.
To	The last code in the range till which the search results are required (Alphanumeric, 10).
Item / TCD Variant From	The code for the variant from which to start the search (Alphanumeric, 10).
To	The last code in the range till which the search results are required (Alphanumeric, 10).
Append Search Results	Select the checkbox If you require to append the records from the new search, to the existing records in the multiline,

Click the “Search” pushbutton to start the search.

The records appear in the “Mapping Details” multiline.

Select the checkbox against the records in the multiline you require to add to the group.
Enter the following fields in the group box to make all the selected records effective for the same period:

From Date

The date from which you require all the selected records to be effective as a group (Date Format).

To Date

The date till which you require all the selected records to remain effective as a group.

The system checks whether you have entered either From Date or To Date. If both the “from” date as well as the “to” date is entered, the system checks whether the “to” date is later, to validate the entry (Date Format).

Click “Default Effective Dates” pushbutton to apply the same period of effectiveness of the group to all the selected records.

The system displays the details of records to select from, in the following fields of the “Mapping Details” multiline:

Type	Type can be Item, charge, discount, tax, or usage ID.
Item T / C Code Usage Id.	Code of the item, tax, charge or usage ID.
Item / TCD Variant	The code of the variants of the above, if applicable.

Enter the following fields in the “Mapping Details” multiline:

From Date	The date from which you require the record to be part of the group (Date format).
To Date	The date till which the record should remain as part of the group (Date format).
Assessable Rate	The rate at which the item is assessable for tax (Alphanumeric, 20).
Desc.	Description of the record.
Commodity Code	The alphanumeric code used to identify particular products and classification of goods and services for better identification.

Note: The column "Commodity Code" would be visible only for the tax type - CST / VAT.

Check the box against the records you require to make into a distinct tax group.
Click “Create Tax Group” pushbutton to create the tax group.

The system also displays the following fields:

Created By	The login ID of the user who created the tax group
Created Date	The date on which the tax group was created.

To proceed, carry out the following

Select the “Edit Tax Group” link at the bottom of the page to edit or delete the tax groups created.
Select the “View Tax Group” link at the bottom of the page to view the tax group details.