Tax Group Settings Page
Helm’s Tax Group feature lets you define distinct tax rules tailored to different products, regions or customer segments - ensuring accurate tax calculation and compliance across your fulfilment operations
Add Tax Group
Create new tax groupings to which you can assign inventory items, orders or customers
Tax Group Name *
Enter a concise, descriptive name (eg, “Standard UK VAT”, “EU Zero‑Rated”) to identify this grouping at a glanceTax Group Description
Provide additional context for your team - explain when and why this tax group should be appliedGroup Status *
Toggle between Active (available for assignment) and Inactive (archived or retired)
Once these fields are completed, click Save to register your new tax group within Helm
Country Tax Rates
Within each Tax Group, you have the flexibility to define bespoke tax percentages or rules for every country or region you service - add as many entries as required and update them whenever your tax obligations change
Country & Region * | Tax Rate (%) |
e.g. United Kingdom | 20.00 |
e.g. Germany | 19.00 |
… | … |
Country & Region *
Select from the dropdown list all the jurisdictions where this tax group appliesTax Rate (%)
Input the percentage rate to be applied (eg, 20.00 for 20 %)
To add a new country rate, click Add Row, complete the fields and hit Save
Editing and Version Control
You can update any country’s tax rate or deactivate a rate by changing its status or deleting it
By carefully structuring your Tax Groups and Country Tax Rates, you empower Helm to calculate, apply and report taxes accurately - minimising compliance risk and streamlining your financial processes
