When the 'Enhanced Tax' processing as activated in the Company Taxing Parameters the Tax codes to apply to a location or address can be maintained for the different postal areas in the Tax Codes By Postal/Zip table.
This utility can be use to import the State tax rates and the combined County/City/Special tax rates for each ZIPCODE, and at the same time create a new Tax Code in Tax Codes using the ZIPCODE number as the new Tax Code.
Note: This import action is not useful to Canadian companies as the new Tax Codes are assigned the 5 character ZIP Code as the new Tax Code and Canadian Postal Codes exceed the 5 character max.
The process to import a CVS file include:
Uncheck this box if the tax records being imported should be added to the records already existing in the Tax Codes By Postal/Zip.
Check this box to clear out all existing records in the Tax Codes By Postal/Zip table, and also to remove any ZIPCode Tax records in the Tax Codes table where the "TAX CODE" matches a ZIPCODE in Tax Codes By Postal/Zip and the "From=To" value for that ZIP in Tax Codes By Postal/Zip.
Warning: This data cannot be recovered except by re-importing it.
Note: If there are any errors in the Import and the process aborts, this clear action will not be performed.
Move CVS File to the Server & Import:
After clicking ACCEPT the window to browse and locate the CVS file
on the Client machine is triggered as outlined Select a File to Upload utility and the file is
uploaded to the Server.
As soon as the file format is verified the Import action begins.
If no errors are found an Information Log is generated listing the new Tax Codes and rates.
If errors are found the import aborts and no records are added or cleared. Error conditions include:
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |