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When you enter a customer address, Receivables first checks if this authority already exists for the appropriate date range. If it exists, Receivables uses the combined sales tax rate associated with this authority to calculate any tax amounts. If the authority does not exist, Receivables first checks if the locations and associated rates exist. If they exist, Receivables creates the authority and all of the sales tax rates. If the locations do not exist, Receivables creates the authority and the locations in the Tax Locations and Rates window.

You can also implement country specific validation of foreign customer address information using Flexible Address Formats. See: Flexible Addresses.

You can disable an existing tax authority either by unchecking the Enabled check box or entering an ending effective date, and then saving your work.

Prerequisites

   Define tax locations and rates

   To define a new or review an existing tax authority:

1. Navigate to the Tax Authorities window.

2. If you are reviewing an existing authority, query the authority to view.

If you are defining a new authority, enter the Authority location, or select from the list of values. Receivables displays an error message if you enter an authority that already exists.

3. Enter a range of Effective Dates for this authority. The default start date is today's date, but you can change it. If you do not enter an end date, this authority will be active indefinitely.

4. Save your work.

See Also

Tax Codes and Rates

Entering Customer Addresses

U.S. Sales Tax Report