This utility is for use for Enhanced Taxing at startup to
generate the GEOCodes, with the ability to also create new related
county Tax Codes, each with the current
tax percent, and G/L account number.
It is useful because there are so many state/county/city
combinations used in the tax calculations.
It can be accessed by clicking on the ADVANCED button in the Tax Codes.
The prompts to set the defaults for the County detail records are:
e.g. AK-002-0000 where AK represents the state of Alaska
Uncheck this box to leave the By City box 'de-selected' for each county so that all cities in the county will be included under the same county GEOCode.
Specific counties can then be checked or unchecked as required before the GEOCodes are generated.
Check this box to create the new GEOCodes each with a new tax
code unique to each county in this state, that will default to
apply to all cities in that county.
The following three fields can be used to capture tax default setup
information:
Note: A G/L Control account cannot be used. Control accounts for A/R or for A/P are setup by currency in Default Accounts.
These defaults can be modified for specific counties as follows:
Check this box to generate a GEOCode for each city in this
county.
Uncheck this box to generate a GEOCode for the county that would
included all the cities in that county, unless the city was added
individually manually.
e.g. AK-002-0000 where AK is the stated code and 002 is the County ID#
Enter a unique code for the county tax, or leave this field blank to auto-generate the new tax codes comprised of the state code and the ID# as follows:
e.g. AK002 where AK is the state code and 002 is the County ID#
Click ACCEPT to generate a spreadsheet checklist listing the
GEOCodes with/without associated tax codes.
Confirmation Screen
Review the spreadsheet output and select one of the following
actions:
Select Return to Details to return to the GEOCode county paging screen for the state to make further changes before accepting.
Select Abort Changes to exit the program without generating any GEOCodes.
Once the GEOCodes have been created the Export GEOCode Taxes utility can be used to export a single state at a time to a spreadsheet that could be edited, saved to a tab-delimited text file, and re-loaded back into SRM using Import GEOCode Taxes.
The utility Import GEOCode Taxes can also
be used to import new tax information if it is in the format
defined by Export GEOCode Taxes.
When a file is selected it will be saved into the Common File
Directory defined in the Support
Applications Parameters.
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