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How do I update a tax authority?

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To update an existing tax authority

Select the 'Edit' button next to the tax authority that you wish to update

The Edit Tax Authority screen is displayed and is made up of four sub menus as follows:

  • Tax Authority (which is the default Edit Tax Authority screen)
  • Categories
  • Assocs (abbreviation for associations ?)
  • GL Accounts
  • Product Rates
  • Parties

How do I delete / remove a tax authority?

Tax authorities cannot be deleted via the Tax Authority screens. If they need to be removed then it can be done via the Webtools and Entity Data maintenance.

NOTE: Be very careful removing tax authorities records unless you are completely certain that they have not been already used for transaction calculations.   TO DO