Tax Groups

Overview

The Tax Groups page allows you to manage different tax configurations used within the system. These tax groups are applied to services and products to ensure accurate billing and compliance with tax regulations.

Search

Use the search bar to quickly find specific tax groups by name. Results update instantly as you type.

Add Tax Group

Click the Add Tax Group button to create a new tax configuration. This allows you to define tax percentages and control how taxes are applied.

Tax Group List

The page displays all configured tax groups in a structured table with the following details:

Name

Shows the name of the tax group used for identification.

Tax

Displays the tax percentage associated with the group.

Status

Indicates whether the tax group is currently active or inactive.

Active: Available for use in billing and transactions

Inactive: Disabled and not applied to new transactions

Actions

Provides options to manage each tax group:

Edit : Update the tax group details

Delete : Remove the tax group from the system

Add / Edit Tax Group

Overview

The Add / Edit Tax Group page allows you to create a new tax configuration or update an existing one. Tax groups define how tax is applied to services and products, ensuring accurate billing and compliance.

Name

Enter a clear and identifiable name for the tax group. This name will be used across the system when applying taxes.

Tax Amount (%)

Specify the tax percentage to be applied. This value is automatically used in calculations during billing and invoicing.

Set as Default

Enable this option to make the tax group the default selection. When set, this tax group will be automatically applied to new services and products unless changed manually.

Description

Provide additional details about the tax group. This can include notes about the tax type, usage, or any internal reference information.

Status

Active : The tax group is applied in billing and can be selected across the system

Inactive : The tax group is disabled and will not be used in new transactions

Actions

Submit : Save the tax group details and apply the configuration across the system.

Cancel : Exit the page without saving any changes.

Back Arrow (Top Right) : Return to the Tax Groups list page without applying updates.