Import GEOCode Taxes

This utility can be used to pull in GEOCode and tax information from a tab-delimited text file.
Existing data can be exported using Export GEOCode Taxes, modified and saved as a tab-delimited text file, or new tax codes can be imported if the data matches the format used by Export GEOCode Taxes and the GEOCode exists.

The prompts are:

STATE

Enter the state code or select one from the Prov/State/Region Codes window.

TAX G/L/ACCOUNT

Enter the G/L posting account to capture tax from this state, or select it from the G/L Account Search window.
This information is used if a new tax code is created by the import.

ON COST

Check this box if any new tax codes created should be based on cost, as explained in Tax Codes.
Uncheck this box if any new tax codes created should not be based on cost.

Finished?

Click ACCEPT to proceed or CANCEL to abort.

UPLOAD THE FILE

This file load pop-up utility is triggered providing the ability to select a tab-delimited text file on the local workstation, moving it to the fileserver so it can be imported as outlined in Select a File to Upload.

CLERK CONFIRMATION

The Clerk Confirmation is triggered for security regardless of whether the option to Prompt for Clerk is set in the Company Security Parameters.

Errors:

The import will be aborted if errors are found and the spreadsheet will be re-generated for corrections.
Possible error messages include:

INVALID TAX1 CODE
INVALID TAX1 % (e.g. Alpha, more than 2 decimals, less than zero)
INVALID RENTAL EXEMPTION FOR TAX1 (e.g. not blank, N, or Y)
INVALID SALE EXEMPTION FOR TAX1 (e.g. not blank, N, or Y)
INVALID SERVICE EXEMPTION FOR TAX1 (e.g. not blank, N, or Y)
INVALID DAMAGE WAIVER EXEMPTION FOR TAX1 (e.g. not blank, N, or Y)
TAX CODE1 IS REPEATED ON THIS GEOCODE (on GEOCode more than once)
STATE MIS-MATCH (import file must contain the exact same state)
TAX CODE HAS DIFFERENT PERCENTAGES DEFINED
NEW TAX CODE WITHOUT A DEFINED TAX PERCENTAGE (must have percentage)
INVALID GEOCODE (never add.. must exist)

Proceed with Update:

If the import can be loaded successfully, the spreadsheet is re-generated for reference and the Import GEOCodes - Tax Adjustment Report is generated listing the changes that are being made.

Review the report and confirmation is required to Update GEOCode taxes based on spreadsheet.
Click YES to continue or NO to abort any changes.

Clerk Confirmation

The Clerk Confirmation is triggered the security option to Prompt for Clerk is set in the Company Security Parameters.

Audit Record

An audit record for category GEOCode Tax Import is maintained with the clerk that was signed in and date of the import that can be viewed in Audit Log.