Tax Configuration Workbook
Use the Tax Configuration Workbook to upload all common tax setups. For example, create standard state, county, and city sales tax rates within the US using this workbook.
Tax Configuration Workbook Worksheets
The Tax Configuration Workbook is a Microsoft Excel spreadsheet template with six common tax setup worksheets:
Worksheet |
Predefined Data Content |
Setup Options |
---|---|---|
Manage Tax Regimes |
Yes |
Option 1: Use the tax regimes that are already included for 28 countries. You can modify or delete any of the predefined tax regimes where needed. Option 2: Use tax partner content for the Tax Configuration Workbook. |
Manage Taxes |
Yes |
Option 1: Use the taxes that are already included for 28 countries. You can modify or delete any of the predefined taxes where needed. Option 2: Use tax partner content for the Tax Configuration Workbook. |
Manage Tax Zones |
No |
Prepare the tax zones with the appropriate corresponding geographies. |
Manage Rates |
No |
Option 1: Prepare the tax rates. Option 2: Use tax partner content for the Tax Configuration Workbook. |
Manage Tax Thresholds |
No |
Option 1: Prepare the tax thresholds or maximum taxes. Option 2: Use tax partner content for the Tax Configuration Workbook. |
Manage Tax Recovery Rates |
No |
Option 1: Prepare the tax recovery rates. Option 2: Use tax partner content for the Tax Configuration Workbook. |