Create Tax Authorities

To create a tax authority

  1. Select Define Matrix from the Finance menu.

    The Define Matrix: Cost Plus Codes page appears.

  2. Click the Taxes tab.

    The Define Matrix: Tax Authorities page appears.

  3. Click New.

    The Tax Authority Properties page appears.

  4. Complete the following fields:
    Tax Authority Code

    Defines the unique ID for the tax authority.

    Limits: 4 characters

    Description

    Defines the detailed description for the code.

    Limits: 40 characters

    Active

    Indicates if the tax authority is enabled.

    Phone Number

    Defines the phone number for tax authority.

    FAX

    Defines the tax authority's facsimile number.

    Vendor

    Defines the vendor name. Click the Browse icon to select a vendor.

    Attention

    Defines the name of the person responsible at the tax authority.

    Notes

    Specifies notes about the administrative code.

    Address

    Defines the address of the tax authority.

    City

    Defines the city where the tax authority is located.

    State

    Defines the tax authority's state. Click the Browse icon, select the state.

    ZIP

    Defines the tax authority's zip code. Click the Browse icon to select a zip code.

    Country ID

    Defines the tax authority's country ID. Click the Browse icon to select a country ID.

  5. Click Submit.