Add Tax Jurisdictions


To add tax jurisdictions:

  1. If the Manage Tax Jurisdictions page is displayed, skip to step #5.

  2. If the Features List sidebar menu is not available, click the Feature List link at the top of the current page.

  3. Click the Store Management link in the Administer sidebar menu.
    The Store Management main menu will be displayed.  This page allows you to select the type of maintenance that you want to perform for the store.

  4. Click the Manage Tax Jurisdictions link in the Utilities section of the menu.
    The Manage Tax Jurisdictions page will be displayed.  The page contains a list of existing jurisdictions and functions that allow you to add, modify or delete items.

  5. Click the Add tax jurisdiction radio button.

  6. Click the OK button at the bottom of the page.
    The Add Tax Jurisdiction page will be displayed.

  7. If the tax jurisdiction is specifically for a retail or wholesale type customer, select the customer type from the Customer type drop-down list.
    If the tax jurisdiction is not linked to a particular customer type, leave All selected in this drop-down list.

  8. Select the country from the Must equal country drop-down list.
    This list will default to the United States.

  9. Select the state or province from the State drop-down list.
    This field is optional, but must be selected if the tax jurisdiction is for a particular state.

  10. If the tax jurisdiction is for a particular zip or postal code, enter the code in the Zip Code text box.
    This field is optional.

  11. Enter the tax rate for the jurisdiction in the Tax Rate (Percentage) text box.
    Enter the amount as whole numbers - the system will convert to a percentage.  For example, if the jurisdiction tax rate is 8.5%, enter 8.5 in the text box.

  12. Click the Save button at the bottom of the page.
    The system will save the new jurisdiction and redisplay the Manage Tax Jurisdictions page with the new item listed.

  13. If you are through maintaining tax jurisdiction information, click the Done button to return to the Storefront Management menu page,
    OR
    click the Features List link at the top of the page to return to the Main Information page.

 


Copyright � 1998 - 2010, Doubleknot, Inc. All Rights Reserved.

14510 Big Basin Way, Suite 106
Saratoga, California 95070
Telephone: (408) 971-9120
Email: [email protected]