Setting up tax groups

If you are integrated with AvaTax, tax groups are set up differently. See the Infor Distribution SX.e Integration Guide for AvaTax for specific information.

Initiate the setup of tax groups 1-5 in SA Company Setup. Each tax group relates to a specific rate, with Tax Group 1 reserved for the standard rate, which is used most of the time.

Next, associate the groups with taxing jurisdictions in tax master records, which is where you define the actual rates:

  • For Canadian tax groups, use settings in SA Goods and Services Taxes Setup.
  • For United States tax groups, use settings in SA Sales Use Taxes Setup.
  • For United Kingdom or Mexico tax groups, use settings in SA Value Added Taxes Setup.

Then, assign tax groups to each stock item in Product Warehouse Product Setup-Cost & Pricing-Taxing or to a product line in Product Line Setup.

  1. Select System Administrator > Setup > Company .
  2. In the grid, select the company you are logged into and drill down on the record.
  3. Click Edit.
  4. Select the Taxes view.
  5. In the Tax Group Names section, specify the descriptions for each tax group. Five fields are available. Tax Group Name 1 must be named and created first and should establish a base of taxing information. The first group of rates must always be the Standard rate applied to the majority of items or purchases.
  6. Specify a name for one or more of the remaining groups 2 through 5.
  7. Click Save.