THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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- Press the 'New Tax Authority' button
- The Edit Tax Authority screen is displayed
- Select or enter the code for the country, state or region that is applicable for the 'Geo' field
- Select or enter the party id of the Tax Authority party that has been created in Party Manager
- Leave the 'Require Tax Id for Exemption' field at its default of 'Y' (NOTE TO CHECK: Am unsure of what this does....Does it not calculate tax if a Tax Id or VAT number for a customer is specified? Need to understand what functionality this is linked to)
- Leave 'Tax Id Format Pattern' blank (NOTE TO CHECK: I think this specifies the format of the tax id so that it can be somehow validated)
- Fill in the 'Include Tax in the price' - the default is 'N'. (NOTE: If prices need to include tax such as GST or VAT in the price then change this to 'Y')
- Press the 'Update' button
How do I update a tax authority?
To update an existing tax authority
Select the 'Edit' button next to the tax authority that you wish to update
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- NOTE: The above process creates the basic tax authority detail but there are further details that can be added via the other tax authority sub menus. There are six sub menus which make up the tax authority detail. These are 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 update a tax authority?
To update an existing tax authority
Select the 'Edit' button next to the tax authority that you wish to update
How do I delete / remove a tax authority?
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