This setting will allow you to add custom tax authorities to the drop-down list of our default authorities when adding or editing vouchers, refunds, and e-file forms.
Add Custom Authority
- Navigate to the Suite Settings.
- Click Vouchers & Invoices.
- Click Add to add a new authority.
- Click the State drop-down to select the state for the authority.
- Type into the City field to enter a city name.
- Type into the Online Payment URL field to add a default online payment URL for the authority.
- Click the Prefix State Code with City Name checkbox to prefix the city name with the state abbreviation (optional).
- Click the Activated checkbox to make the authority available to processors.
- Click Add to save the new authority.
Edit Custom Authority
- Click Edit to edit the authority information.
- Only the authority URL can be updated if the authority is in use.
- Click Delete to delete the authority.
- Authority cannot be deleted if it is 'In-Use'. Select option C if the option needs to be removed from available authorities.
- Click Deactivate to make the authority unavailable to processors.
- The same button will say Activate if the authority is deactivated.
Add Authority during processing
Once the authority has been added, this will now appear in any Authority drop-down that appears throughout the processing of a return.
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