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How to add Tax ID

  • February 7, 2021
  • 4 replies
  • 642 views

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  • Jr Varsity II
  • 103 replies

Hi

Is there anyone know how to add in a new Tax ID?

Currently , we need one more new Tax ID , not sure where can we add in ? 

Is there any effect that we add in one more Tax ID?

Thank you

 

Best answer by Naveen Boga

Hi @erin,

We can add new tax id’s in Acumatica. I have created “Manual Tax ID” and attached few screenshots for your reference. 

Hope this helps!!.

 

 

 

 

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4 replies

Naveen Boga
Captain II
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  • Captain II
  • 3404 replies
  • Answer
  • February 7, 2021

Hi @erin,

We can add new tax id’s in Acumatica. I have created “Manual Tax ID” and attached few screenshots for your reference. 

Hope this helps!!.

 

 

 

 


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  • Author
  • Jr Varsity II
  • 103 replies
  • February 7, 2021

Hi Naveen B

Thank you for your reply with details and screenshot.

May i know what mean of “default out put group” as below red box?

 


Naveen Boga
Captain II
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  • Captain II
  • 3404 replies
  • February 7, 2021

@erin,

You can select the “Gropu Type” = OutPut and Reporting GroupType =”Default Output Group” this settin gis for a withholding tax (a tax that has Withholding selected in the Tax Type box on the Tax Settings tab).  

 

You can get more details in the below help document.

 

https://help-2020r1.acumatica.com/Wiki/(W(10))/ShowWiki.aspx?pageid=692e30c9-e0af-4aa3-b0f6-f3ba190d257a


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  • Jr Varsity I
  • 57 replies
  • December 24, 2024

You have to create group types by working on creating tax reporting setup first. 

Click on Group Details

This allows to connect the tax id with reporting groups with the tax agency. 

Once you setup the tax id and select the tax agency, the reporting group based on the above setup is visible.

 


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