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Dec 5, 2023

Database Management | Max Tax Code to State



This article will discuss the Max Tax Code to State configuration within Database Management. The Max Tax Code to State configuration is used to link all customers in a state to 1 tax code.


Topics in this article include

 

Getting there


Here's how to get there
Expert: Program Menu > Database Management > Data Management Tools
Elite: Left Menu > Tools > Database Management > Database Management Tools


 

Data Management Tools

 

As a reminder, the Map Tax Code To State configuration is used to link all customers in a state to 1 tax code. If you report multiple tax codes for a state you would not use this.

 

1. Select Map Tax Code to State from the menu.
 

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2. Select the state from the drop-down menu.
 

3. Select the Tax Jurisdiction that you would like to link to that state. Please note the warnings listed below the drop-down menus.
 

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4. Click Go and the customer records will be updated. You will see a pop-up window when the process is completed.



 

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