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
- Click the Add button at the bottom of the screen. The ‘Add New Record’ window opens.
- In the ‘Zipcode’ field, enter the zip code, which can be up to nine characters.
- In the ‘Tax Table ID’ field, enter the tax table ID to assign to the entered zip code.
- 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.
- 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.
- 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.
- Click Export to download the report to your computer.
IMPORTANT: Since the exported file is comma delimited, save it with a ‘.csv’ extension.