# Create and edit tax groups

Combine active tax rates into a named group for invoice lines.

Canonical: https://demo.qixcount.com/help/taxes/create-tax-groups

Who can do this: Owners, or people with *Manage business settings, roles & permissions*

Where: Tax, then Sales tax

You'll need: Tax turned on in Features; at least one active tax rate

A tax group puts one or more rates under a single name. You select that name on an invoice line. You need *Manage business settings, roles & permissions*; owners have it.

## Create a group

1. Open **Tax**.
2. Select **Sales tax**.
3. Select **Add Tax Group**.
4. Enter **Group Name**.
5. Enter **Description** if useful.
6. Under **Tax Rates**, select at least one rate.
7. Review **Set as Default Tax Group**.
8. Leave **Active** selected.
9. Select **Create Tax Group**. You return to the Sales Tax page.

![Create Tax Group with rate checkboxes and default setting](https://demo.qixcount.com/images/help/taxes-create-group.webp)

If no rates are available, [create an active rate](https://demo.qixcount.com/help/taxes/set-up-tax-rates) first. Rates outside their effective dates are excluded from the choices.

## Edit a group

Select the group's pencil icon on the Sales Tax page. Change its name, selected rates or switches, then select **Update Tax Group**. Saving requires at least one selected rate. Clearing **Active** removes the group from the choices on new invoice forms.

To save an inactive group, create it first, then clear **Active** on its edit form and select **Update Tax Group**.

Editing only offers active rates within their effective dates. Saving replaces the group's rate selections, so previously attached inactive or expired rates are removed. Check the selections before saving.

## What happens next

The Sales Tax page displays the group's component rates and combined percentage. Setting a group as default clears the default setting on other groups. Check each invoice line's selection when [applying tax](https://demo.qixcount.com/help/taxes/apply-tax-on-invoices); new invoice lines start with **No Tax**.

The form lists rates in its displayed order and has no control for rearranging them. If you use compound rates, review the saved calculation before using the group on a document.

## Good to know

If **Sales tax** isn't in the sidebar, someone with settings access can turn on **Tax** in [Features](https://demo.qixcount.com/help/setup/features-and-presets).