Once the tax prerequisites are completed, you must create a new tax service group by following the steps below.
Creating a New Tax Service Group
Getting Here: Click Configuration > Integrations > Tax Service Groups
- Click New.
The Create New Tax Service Group page displays.
- Enter a brief description in the Description field.
The Client Defined Identifier field populates with a default value based on the description entered.
- Enter a different unique Client Defined Identifier, if applicable.
The entered description and client defined identifier display on the Tax Service Groups page and provide an identification for this tax service group.
- Click Save.
A confirmation message displays confirming that the tax group was created successfully.
- Click Close.
The tax group has been created. Services can now be mapped to the newly created tax group.
Note: Aria allows you to edit a tax service group name at any time by clicking the name from the list of tax service groups.