{"id":1298,"date":"2015-01-07T14:45:53","date_gmt":"2015-01-07T14:45:53","guid":{"rendered":"https:\/\/www.handdy.com\/invoicing-help\/?p=1298"},"modified":"2021-04-13T12:45:49","modified_gmt":"2021-04-13T12:45:49","slug":"when-and-how-can-i-use-group-tax-how-to-create-edit-and-delete-a-group-tax-how-will-it-appear-in-the-invoice","status":"publish","type":"post","link":"https:\/\/www.handdy.com\/invoicing-help\/when-and-how-can-i-use-group-tax-how-to-create-edit-and-delete-a-group-tax-how-will-it-appear-in-the-invoice\/","title":{"rendered":"When and how can I use group tax?  How to create, edit and delete a group tax? How will it appear in the invoice?"},"content":{"rendered":"<p>If you have multiple taxes for a line item you can group your taxes and add them.<\/p>\n<div class=\"headg\">How do I create group tax?<\/div>\n<p>&nbsp;<\/p>\n<p>\u2022 Go to Settings, under Invoice settings select Tax details option.<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-1.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1299\" alt=\"TQ 3 SS 1\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-1.jpg\" width=\"564\" height=\"334\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-1.jpg 787w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-1-300x178.jpg 300w\" sizes=\"(max-width: 564px) 100vw, 564px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>\u2022 Click on Add Tax<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-2.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1300\" alt=\"TQ 3 SS 2\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-2.jpg\" width=\"564\" height=\"336\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-2.jpg 778w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-2-300x179.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-2-768x459.jpg 768w\" sizes=\"(max-width: 564px) 100vw, 564px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>\u2022 From the &#8216;Select tax you want to add&#8217; dialogue box, select Standard Tax option.<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-3.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1301\" alt=\"TQ 3 SS 3\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-3.jpg\" width=\"549\" height=\"324\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-3.jpg 780w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-3-300x178.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-3-768x455.jpg 768w\" sizes=\"(max-width: 549px) 100vw, 549px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>\u2022 In standard tax dialogue box, type tax name and tax %, click on Save.<br \/>\nEg:<br \/>\nTax 1@ 1%<br \/>\nTax 2@ 3%<br \/>\nTax 3@ 5%<br \/>\nTax 4@ 11%<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-41.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1303\" alt=\"TQ 3 SS 4\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-41.jpg\" width=\"552\" height=\"330\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-41.jpg 541w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-41-300x180.jpg 300w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>\u2022 Standard tax that you added appears in the list as follows.<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-5.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1304\" alt=\"TQ 3 SS 5\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-5.jpg\" width=\"554\" height=\"326\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-5.jpg 776w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-5-300x177.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-5-768x453.jpg 768w\" sizes=\"(max-width: 554px) 100vw, 554px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>\u2022 Click on Add Tax option and from dialog box, select Group Tax.<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-6.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1305\" alt=\"TQ 3 SS 6\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-6.jpg\" width=\"554\" height=\"324\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-6-300x176.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-6-768x451.jpg 768w\" sizes=\"(max-width: 554px) 100vw, 554px\" \/><\/a><\/p>\n<p>In the Group tax dialogue box, enter group tax name. From the list select the taxes you wish to group. Click on Save.<\/p>\n<p>Eg: &#8220;Group Tax 1&#8221; and select check boxes &#8211; Tax 1, Tax 2, Tax 3 and Tax 4.<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-7.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1306\" alt=\"TQ 3 SS 7\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-7.jpg\" width=\"562\" height=\"331\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-7.jpg 778w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-7-300x177.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-7-768x454.jpg 768w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>\u2022 You will get a message stating &#8220;Group tax has been added successfully.&#8221;<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-8.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1307\" alt=\"TQ 3 SS 8\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-8.jpg\" width=\"559\" height=\"296\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-8.jpg 784w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-8-300x159.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-8-768x408.jpg 768w\" sizes=\"(max-width: 559px) 100vw, 559px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>\u2022 Group tax will appear under the group tax list as follows.<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-9.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1308\" alt=\"TQ 3 SS 9\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-9.jpg\" width=\"562\" height=\"357\" \/><\/a><\/p>\n<div class=\"headg\"><\/div>\n<div class=\"headg\">How will group tax appear when it is selected in the invoice page?<\/div>\n<p>When you select Group Tax in line item and your invoice. It will show as follows:<\/p>\n<p>Subtotal (USD) 1,515.00<br \/>\nGroup tax 1<br \/>\nTax 1 (1)% 15.15<br \/>\nTax 2 (3)% 45.45<br \/>\nTax 3 (5)% 75.75<br \/>\nTax 4 (11)% 166.65<\/p>\n<p>After adding Group Tax Invoice total (USD) 1,818.00<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-10.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1309\" alt=\"TQ 3 SS 10\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-10.jpg\" width=\"558\" height=\"332\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-10.jpg 753w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-10-300x179.jpg 300w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<div class=\"headg\">Can group tax be edited?<\/div>\n<p>Yes group tax can be edited. Follow these steps to edit group tax.<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Go to Settings, under Invoice settings select Tax details option.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-11.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1317\" alt=\"TQ 3 SS 11\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-11.jpg\" width=\"580\" height=\"349\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>List of Taxes that you saved opens up.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-12.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1318\" alt=\"TQ 3 SS 12\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-12.jpg\" width=\"598\" height=\"373\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>From group tax list, click on edit link for the respective tax you wish to edit.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-131.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1337\" alt=\"TQ 3 SS 13\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-131.jpg\" width=\"778\" height=\"440\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>The Group tax dialogue box opens up. Modify the content which you wish to edit. Click on Save button<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-14.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1320\" alt=\"TQ 3 SS 14\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-14.jpg\" width=\"622\" height=\"361\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>You will get a message stating your Group tax has been updated successfully.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-15.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1321\" alt=\"TQ 3 SS 15\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-15.jpg\" width=\"624\" height=\"324\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-15.jpg 783w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-15-300x156.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-15-768x399.jpg 768w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>The updated group tax will appear in the list as follows.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-16.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1322\" alt=\"TQ 3 SS 16\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-16.jpg\" width=\"622\" height=\"374\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-16.jpg 774w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-16-300x181.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-16-768x463.jpg 768w\" sizes=\"(max-width: 622px) 100vw, 622px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<div class=\"headg\">How do I delete group tax?<\/div>\n<ul>\n<li>Go to Settings, under Invoice settings select Tax details option.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-17.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1331\" alt=\"TQ 3 SS 17\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-17.jpg\" width=\"625\" height=\"368\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>List of taxes saved will appear<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-18.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1330\" alt=\"TQ 3 SS 18\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-18.jpg\" width=\"627\" height=\"384\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>From Group tax list click on Delete link for the group tax you wish to delete<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-19.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1329\" alt=\"TQ 3 SS 19\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-19.jpg\" width=\"627\" height=\"378\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-19.jpg 769w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-19-300x181.jpg 300w\" sizes=\"(max-width: 627px) 100vw, 627px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>You will get a message stating your Tax has been deleted successfully<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-20.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1328\" alt=\"TQ 3 SS 20\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-20.jpg\" width=\"625\" height=\"322\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-20.jpg 786w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-20-300x155.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-20-768x396.jpg 768w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>The erased tax no longer appears in the group tax list<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-21.jpg\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1327\" alt=\"TQ 3 SS 21\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-21.jpg\" width=\"627\" height=\"347\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-21.jpg 783w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-21-300x166.jpg 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2015\/01\/TQ-3-SS-21-768x426.jpg 768w\" sizes=\"(max-width: 627px) 100vw, 627px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have multiple taxes for a line item you can group your taxes and add them. How do I create group tax? &nbsp; \u2022 Go to Settings, under Invoice settings select Tax details option. &nbsp; \u2022 Click on Add Tax &nbsp; &nbsp; \u2022 From the &#8216;Select tax you want to add&#8217; dialogue box, select [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[8],"tags":[],"views":946,"_links":{"self":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/1298"}],"collection":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/comments?post=1298"}],"version-history":[{"count":1,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/1298\/revisions"}],"predecessor-version":[{"id":1586,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/1298\/revisions\/1586"}],"wp:attachment":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/media?parent=1298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/categories?post=1298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/tags?post=1298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}