How To: Adding a New Zip Code (02-18-03)

Overview

This tutorial describes how to add a new zip code with the Zipcode/Tax Code Cross Ref. selection.

Step-by-Step

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  1. Click the Add button at the bottom of the screen. The ‘Add New Record’ window opens.

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  1. In the ‘Zipcode’ field, enter the zip code, which can be up to nine characters.

  1. In the ‘Tax Table ID’ field, enter the tax table ID to assign to the entered zip code.

  1. Enter a description for this zip code in the ‘Description’ field. This could be the city, county or any other information that describes this zip code/tax code.

  1. Click the Add button and the zip code then appears on the main screen of this selection. The corresponding tax table ID, description, and tax rate display to the right.

  1. Repeat steps 1-5 until all zip codes are set up. You can assign multiple tax codes to the same zip code if, for example, a zip code has more than one tax municipality.

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  1. Click Export to download the report to your computer.
  2. IMPORTANT: Since the exported file is comma delimited, save it with a ‘.csv’ extension.