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Tax groups

From Tax Groups, you can create and view groups identified by their name, company, and country.

Navigation path:

Invoicing → Settings → Tax Groups

How to create a tax group​

1. Open Tax Groups​

From the Invoicing module, go to Settings → Tax Groups.

The list of registered groups appears.

Tax group list in MIDLA

The list displays:

  • Company
  • Country
  • Created By
  • Name
  • Preceding Subtotal

Use the Search field to find a record or the Group by option to organize the list.

2. Select Create Tax Groups​

In the upper-right corner, click Create Tax Groups.

The creation form opens.

Form for creating a tax group

3. Complete the details​

Complete the following fields:

  • Company: select the appropriate company.
  • Country: select the appropriate country.
  • Name: enter a name that identifies the tax group.
  • Preceding Subtotal: complete this field if applicable to your configuration.

The Name field, marked with an asterisk (*), is required.

4. Save the tax group​

Once you have completed the details, select one of the following options:

  • Create: saves the tax group.
  • Create and create another: saves the record and allows you to create a new one.
  • Cancel: cancels the creation.

Manage tax groups​

Each record in the list includes the following actions:

  • View: allows you to view the group details.
  • Edit: allows you to modify its details.
  • Delete: allows you to delete the record.

Result​

The tax group is registered in MIDLA with the details you entered.

You can view it under Invoicing → Settings → Tax Groups.