Configuring 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.

Adding Tax Office Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Office.

2. Click New and enter the following details:

   1. Code: Enter a code to represent the new tax office.

   2. Description: Enter a description, such as the tax office location, to describe the new office.

      1. Manage Translations: Click to enter the description in additional languages (available when the Multi-language OPERA Control is active).

   3. Sequence: Enter a 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.

3. Click Save. Or, click Save and Continue to create another code.

Editing Tax Office Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Office.

2. Enter search criteria and click Search.

3. Select the Tax Office code, click the vertical ellipsis and select Edit.

4. Update configuration.

5. Click Save.

Deleting Tax Office Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Office.

2. Enter search criteria and click Search.

3. Select the Tax Office code, click the vertical ellipsis and select Delete.

4. Click Delete to confirm.