Create Tax ID Screen

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This is a commonly used screen to set up Tax IDs for your customers. The fields are:

  • Tax Authority: Select the geographic region, and the system will automatically populate the tax-collecting agency for you.
  • From Date and Thru Date: Set the date range when the tax ID will be in effect. By default, the tax ID will be in effect from the current time onwards.
  • Tax ID: Enter your customer's tax ID number here.
  • Is Exempt: Set whether the customer is exempt from sales tax in this geographic region.


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