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<title>The Find Tax Authorities screen.</title>
<para>The default screen displays a list of Tax Authorities that have been setup.</para>
<para>IMPORTANT: You will need to create a party in Party Manager for the tax authority before
you can add a new tax authority in the accounting / tax authorities screen.</para>
<para>Steps to create the party to be used for the tax authority are as follows:</para>
<para>
<orderedlist>
<listitem>
<para>Create New Party Group</para>
</listitem>
<listitem>
<para>Fill in basic details (eg name, address etc)</para>
</listitem>
<listitem>
<para>Once the party record is created then add the role of 'Tax Authority' to the
party</para>
</listitem>
</orderedlist>
</para>
<para>Only when the tax authority party record is created can you continue.</para>
<section>
<title>How do I create a new tax authority?</title>
<para>Press the 'New Tax Authority' button</para>
<para>
<orderedlist>
<listitem>
<para>Select or enter the code for the country, state or region that is
applicable for the 'Geo' field</para>
</listitem>
<listitem>
<para>Select or enter the party id of the Tax Authority party that has been
created in Party Manager</para>
</listitem>
<listitem>
<para>Leave the 'Require Tax Id for Exemption' field at its default of 'Y'(NOTE:
This triggers tax not to be charged if a valid Tax Id is found!)</para>
</listitem>
<listitem>
<para>Leave 'Tax Id Format Pattern' blank (NOTE: This specifies the format of
the Tax Id so that it can be validated)</para>
</listitem>
<listitem>
<para>Fill in the 'Include Tax in the price' - the default is 'N'. (NOTE: If
prices need to include tax such as GST or VAT in the price then change this
to 'Y')</para>
</listitem>
<listitem>
<para>Press the 'Update' button</para>
</listitem>
</orderedlist>
</para>
<para>NOTE: The above process creates the basic tax authority detail but there are further
details that can be added via the other tax authority sub menus</para>
</section>
<section>
<title>How do I update a tax authority?</title>
<para>
<orderedlist>
<listitem>
<para>Select the 'Edit' button next to the tax authority that you wish to
update</para>
</listitem>
<listitem>
<para>The 'Edit Tax Authority' screen is displayed</para>
</listitem>
<listitem>
<para>Update the details of the tax authority as required including any
submenus</para>
</listitem>
<listitem>
<para>Press the 'Update' button</para>
</listitem>
</orderedlist>
</para>
</section>
<section>
<title>How do I delete / remove a tax authority?</title>
<para>Tax authorities cannot be deleted via the Tax Authority screens. If they need to be
removed then it can be done via the Webtools and Entity Data maintenance.</para>
<para>NOTE: Be very careful removing tax authorities records unless you are completely
certain that they have not been already used for transaction calculations. </para>
</section>
</section>