Export GEOCode Taxes

System Maintenance Menu -> Configure System Settings ->Accounting Tab -> Accounts Receivable -> Tax Codes -> ADVANCED button -> Export GEOCode Taxes

Once the GEOCodes have been created in Load Startup GEOCodes this utility can be used to export a single state at a time to a spreadsheet. The spreadsheet information including tax rates can be edited and saved to a tab-delimited text file that could be re-loaded back into SRM using Import GEOCode Taxes.

Additional GEOCodes can be imported with associated tax information

On the resulting spreadsheet if a new Tax Code is added, the rate must also be defined in the first record that uses the new Tax Code.
 No rates are required if the Tax Codes already exist in Tax Codes and the rates do not need to be changed.

Topic Keyword: DCTX30E (4198)