This utility can be used to automatically create the tax records
for Sites, Customers, Divisions, Classes, or Services, with the
exemption flags.
It creates the tax records from all existing tax codes setup in
Taxes, or from the tax codes defined by
GEOCode, providing the ability to set the appropriate exemption
flags.
This utility is only offered in the Taxes and
Exemptions screen for Sites, Customers, Divisions, Classes, and
Services, by entering an * (asterisk) in the Code field in
place of an actual tax code in the tax table.
Note: When tax records are added, they do not replace any
existing tax codes, nor do they change the exemptions on existing
tax codes.
To re-create all new taxes with exemptions for a site, customer,
division, class, or service, delete existing taxes and re-add them
using this utility.
The prompts include:
Note: Because any existing tax codes for this site, customer, division, class, or service are not changed, if your firm wants to add taxes with exemptions according to GEOCode, do not run the utility with the blank option, as this will add all taxes. Instead run it separately by Province/State.
This field does not apply to Services.
This field does not apply to Services.
This field does not apply to Classes.
This field does not apply to Services or Classes.
Once the tax records are created, the exemption flags can be modified on specific tax codes as required.
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