How to Manage Tax Groups and Assign them to Properties

How to Manage Tax Groups and Assign them to Properties

What is a Tax Group?

A tax group is how you bundle taxes for a property. 

For an overview of how tax groups work, refer to the Admin tax guide here and follow along below for a step-by-step guide on how to create and manage tax groups and assign them to properties.


To create a new tax group, follow these steps: 

1. In the App Launcher, let's find Tax Groups by typing "tax gr"
2. Click on 'Tax Groups'

Click on Tax Groups
3. Click on 'New'

Click on New
4. Type "NYC Tax Exempt Group"

5. Click on 'Start Date'
This field is optional and only used if the taxes do not go live until a certain date (ex. new taxes beginning Jan 1, 2026)

Click on Start Date
6. Click on 'End Date'
This field is also optional and is only used if the tax group will end on a certain date because new taxes are being introduced.

Click on End Date
7. Click on 'Default'

Click on Default
8. Click on 'Exempt'
The standard tax group types are default and exempt. However, your organization may decide to add additional tax group types during onboarding, for example Exempt- Nonprofit vs. Exempt- Government. Any additional options will show here.

Click on Exempt
9. Click on 'Save'

Click on Save
10. Click on 'Related'

Click on Related
11. Click on 'New'

Click on New
12. Click on '*Property'

13. Click on the correct Property.

14. And, 'Save'

Click on Save
15. Click on 'Related', then 'New Property Tax Group'

Click on Related, then New Property Tax Group
16. Click on '*Property'

17. Select the property to assign this tax group to

Select the property to assign this tax group to
18. Click on 'Save'

Click on Save



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