Pathway: Setup > Accounting > Tax Class
Tax Class Setup
Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax class items. Before creating a tax class, verify all taxes it will include have been added to the system in Setup > Accounting > Tax.
Permissions
The following permissions are required to view, add and edit tax class:
| Permission ID | Permission Name |
22 | Setup \ Accounting |
Create Tax Class
Simply put, a Tax Class is a container that groups together multiple taxes that can be applied to services. Once created, you can add taxes to the class and assign it to service codes, charge codes and surcharges.
Add Tax Class Items
Tax Class Items are the specific taxes created in Setup > Accounting > Tax that are assigned to a tax class, as shown here. A single tax item can be included in multiple Tax Classes.
Application of Use
The following areas are the locations a Tax Class can be applied for use.
