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This guide explains how to use Tax Groups, which is particularly useful for businesses operating across multiple states or managing mobile services.

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Configure a New Tax Group

  1. Go to your Shop Settings. Can be found here
  2. In the left-hand menu, select Taxes.
  3. You will see your existing tax settings. Click the button labeled Add Tax Group.
  4. A new entry card will appear at the bottom of the page where you can set up the new group.
  5. Create a label and a description for the new tax group (e.g., “Utah”).
  6. Define the rates for the necessary taxes:
    • Parts
    • Labor
    • State Tire Tax
    • Optional: Add a variable tax if needed.
  7. Click Save.

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Apply the New Tax Group to a Work Order

Once the new tax group is saved, it becomes an available option for all work orders.
  1. Open the desired work order.
  2. Click on Taxes (Default) in the Payment Summary section on the bottom right of the page.
  3. Select the newly created tax group (e.g., “Utah”) from the available options.
  4. Click Save.
  5. The total price on the work order will automatically update to reflect the rates defined in the new tax group settings.