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| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>The Edit Tax Authority Associations screen.</title> |
| <para>An association is a way of specifying how tax authorities can be |
| linked to each other.</para> |
| <para>It can be used in the situation where the tax structure is |
| hierarchical (eg city tax, plus county tax plus state tax).</para> |
| <para>Using associations allows tax rates from multiple authorities to |
| be applied to a particular order at once.</para> |
| <section> |
| <title>How do I add a new association for a Tax Authority?</title> |
| <orderedlist> |
| <listitem> |
| <para>Enter or use the lookup to find the 'To Tax Auth Geo Id' |
| </para> |
| </listitem> |
| <listitem> |
| <para>Enter of use the lookup to find the 'To Tax Auth Party Id' |
| </para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'From Date' blank (NOTE: It will default to the |
| current date and time</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'Thru Date' blank</para> |
| </listitem> |
| <listitem> |
| <para>Select the 'Type' from the dropdown or leave blank</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Add' button</para> |
| </listitem> |
| <listitem> |
| <para>The new tax authority association is displayed at the bottom |
| of the screen.</para> |
| </listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I update an association for a Tax Authority?</title> |
| <orderedlist> |
| <listitem> |
| <para>Only two fields are available for update, these are the 'Thru |
| Date' and 'Type'</para> |
| </listitem> |
| <listitem> |
| <para>Enter the changes required</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Update' button next to the entry updated</para> |
| </listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I remove an association for a Tax Authority?</title> |
| <orderedlist> |
| <listitem> |
| <para>Press the 'Delete' button next to the entry that needs to be |
| deleted</para> |
| </listitem> |
| </orderedlist> |
| </section> |
| </section> |