You can use this form to create a new tax group or to edit the existing one.
The Tax Group (create) form
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The Tax Group Members on Date filed, by default is populated with the current business date. Select the date starting which the listed entities are considered this group's members. Notice that if you need to edit the existing group, to view when the group had been created and edited, click the History link above the form toolbar.
Group Members
Click Add to add a row to the table.
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In the Representative Member column select the group's representative member(Yes or No). Only one entity can be a group representative. A group cannot be saved if no representative member is selected.
The toolbar buttons
To save the tax group, click Save; to save the tax and close the form, click Save and close.
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For descriptions of other toolbar buttons, see Document Toolbar.
The Available links
The following links are available above the toolbar on this form:
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