A named set of tax components (its Taxes, such as CGST 9% and SGST 9%) that is applied together to a document line, plus the Tax Group Rules that decide which lines get it. When a line is added to an order, invoice, quote, opportunity, delivery order, credit note, service order, purchase order, requisition or bill, the platform looks at every active tax group whose Partner Account, Branch and Partner Account Group are empty or fit the document, collects their rules, sorts them by the group's Sequence Number (highest first) and writes the first matching rule's group onto the line. Every tax of that group is then calculated on the line's taxable value and stored in the line's tax slots. Rule specificity never counts: only the sequence decides between matching rules. Sequence Number is on no seeded form, so unless an administrator adds it every group has 0 and the winner among matching rules is not predictable. Groups live in the Sales and Procurement settings apps (Pricing & Tax), the Tax Center app and the tax settings app (GST Setup).
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | Limits the group to documents raised in that branch. Empty means every branch. The list shows the branches of the chosen Partner Account. Hidden on tenants that run a single location. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | Free text for administrators. Not used in any calculation. |
ExternalId | External | Text | | Identifier of the group in an external system, for imports and integrations. |
Id | Id | Guid | Yes | |
IsActive | Active | Boolean | | Only active groups are considered when a line's tax group is chosen automatically. A new group is inactive until this is turned on. Turning it off retires all the group's rules at once, but lines that already carry the group keep it, and a user can still pick an inactive group on a line by hand. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | | The group's name, shown in every Tax Group field on documents and lines. Must be unique across the tenant; a duplicate is refused with a message that the name already exists. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountGroupId | Partner Account Group | Lookup → AccountGroup | | Limits the group to documents whose Partner Account is an active member of this account group. Only account groups of type Tax count; a group of any other type matches no document. |
PartnerAccountId | Partner Account | Lookup → Account | | Limits the group to documents of that company (the document's Partner Account). Empty means every company. Hidden on tenants that run a single company. |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | Decides which rule wins when rules in several groups match the same line: rules of the group with the highest sequence are tried first. It is the only tie-breaker, so a catch-all rule in a high-sequence group beats an item-specific rule in a lower one. Defaults to 0 and is not on the seeded Tax Group forms; an administrator must add it to the layout to set it. |
TaxApplicability | Tax Applicability | PickList | | Apply All Taxes or Apply Any Tax. Stored for reference only: every tax in the group is always applied, whatever this says. Values: Apply All Taxes, Apply Any Tax. |
TaxCustomLogic | Tax Custom Logic | Text | | Stored text with no effect on any calculation. |
TaxGroupType | Tax Group Type | PickList | | Document Level or Line Level. Its only effect is a validation on the group's taxes: in a Document Level group every tax must use Posting Field Name Tax1. Which way a group is used is decided by the field that points at it (a line's Tax Group or a document header's Tax Group), not by this value. Values: Document Level, Line Level. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit In Page |
EditInList | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Branch for Partner Account | BranchId | |
| Partner Account | PartnerAccountId | |
