Setup of Multiple Locations and the same set of Multiple Tax Rates for Each Location

This is a Basic Guide for a store that will have a Setup of Multiple Locations With the Same Rate For Items, and Different Rates Based On Location. This guide is assuming you only have 2 locations. Stores with more then two will need to take this in consideration when viewing the guide.

Note: This is a guide and not intended to be the way taxes “Have” to be set up.

The following is a basic suggested model and instructions on how to set up.

NewItem595.png

Note: The names used for the Tax Types, Locations, Tax Groups, and the amounts set in the Tax Rates, are all for demonstration purposes only. Feel free to use whatever names and rates applicable for your location.

  1. Create three Tax Groups. One for each Location and one for Non-Taxable sales.
  2. Create two Locations.
    Note: Check Out Setting Up Tax Codes, Tax Groups, and Tax Rates and Tax Types and Location/Tax Group Association for details on setting up tax codes.
  3. For the Location 1 enter in the appropriate Tax Rate.
  4. For the Location 2 enter in the appropriate Tax Rate.
  5. For the Non-Taxable Group enter in a rate of 0%
    NewItem594.png
  1. Click on the Tax Type tab, click on Add and add two new Tax Types. One for Taxable items and one for Non-Taxable items.
  2. For the Taxable Tax Type, set each location to have the Tax Group Association of the Taxable group.
  3. For the Non-Taxable Tax Type, set each location to have the Tax Group Association of the Non-Taxable group.
    NewItem593.png

Click the following link to see a list of articles for the next section:
Product Lines

  • setup/requiredsetupsteps/inventorymodule/taxcodes/multlocsameset.txt
  • Last modified: 2026/06/18 20:55
  • by 127.0.0.1