You can create tax offices and add them to profiles to appear in a list of acceptable tax office locations. Staff can then select a tax office from the standard list when verifying guest tax offices.
- From the Administration menu, select Client Relations, select Geographic Management , and then select Tax Office.
- Click New to open the Manage Tax Office screen.
- Enter a Code to represent the new tax office.
- Enter a Description, such as the tax office location, to describe the new office.
- Click the Manage Translations link if you want to enter the description in additional languages.
- Enter a Sequence number to position the tax office code when it appears in a list of tax offices.
- Tax offices without a sequence number appear in alphabetical order following codes that have a sequence number.
- Click Save. Or, click Save and Continue to create another tax office.
Editing and Deleting Codes
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From the Tax Office main screen, select the Code and/or enter the code’s Description.
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Click Search.
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From your search results, locate the Tax Office code and click the vertical ellipsis.
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Select Edit or select Delete.
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If editing the code, make your changes to the Description field and/or Sequence number and click Save.
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If deleting the code, click Delete when the confirmation screen appears.