Managing Tax Office Codes

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.

1. From the Administration menu, select Client Relations, select Geographic Management , and then select Tax Office.
2. Click New to open the Manage Tax Office screen.
3. Enter a Code to represent the new tax office.
4. Enter a Description, such as the tax office location, to describe the new office.
5. Click the Manage Translations link if you want to enter the description in additional languages.
6. Enter a Sequence number to position the tax office code when it appears in a list of tax offices.
   1. Tax offices without a sequence number appear in alphabetical order following codes that have a sequence number.
7. Click Save. Or, click Save and Continue to create another tax office.

Editing and Deleting Codes

1. From the Tax Office main screen, select the Code and/or enter the code’s Description.

2. Click Search.

3. From your search results, locate the Tax Office code and click the vertical ellipsis.

4. Select Edit or select Delete.

5. If editing the code, make your changes to the Description field and/or Sequence number and click Save.

6. If deleting the code, click Delete when the confirmation screen appears.