Load Startup GEOCodes

This utility is for use for Enhanced Taxing at startup to generate the GEOCodes, with the ability to also create new related county Tax Codes, each with the current tax percent, and G/L account number.
It is useful because there are so many state/county/city combinations used in the tax calculations.

It can be accessed by clicking on the ADVANCED button in the Tax Codes.

The prompts to set the defaults for the County detail records are:

STATE

Select the 2 character state code from the drop-down list.
This becomes the first 2 characters of the new GEOCode.

e.g. AK-002-0000 where AK represents the state of Alaska

DEFAULT GEOCODE BY CITY

Check this box to set the default to By City for each county in the resulting paging screen, if a unique GEOCode should be generated for each city in the county.

Uncheck this box to leave the By City box 'de-selected' for each county so that all cities in the county will be included under the same county GEOCode.

Specific counties can then be checked or unchecked as required before the GEOCodes are generated.

CREATE TAX CODES

Uncheck this box to only create the GEOCodes for each county, and to prevent the new tax codes from being created as well.
The Tax code and information can later be defined using the Tax Codes By GEOCode utility.

Check this box to create the new GEOCodes each with a new tax code unique to each county in this state, that will default to apply to all cities in that county.
The following three fields can be used to capture tax default setup information:

DEFAULT COUNTY TAX%

Enter the standard default tax percent.
e.g. Enter 7% as 7.0000

DEFAULT TAX G/L ACCOUNT

Enter the G/L Account that will be credited with this tax when invoices are posted, or look up the tax G/L account in the G/L Account Search window.

Note: A G/L Control account cannot be used. Control accounts for A/R or for A/P are setup by currency in Default Accounts.

DEFAULT STATE TAX CODE

Optionally select the tax code from the drop-down list as setup in Tax Codes.
Leave this field blank if a State Tax does not apply.

County Detail Records:
Each county in this state is listed with the selected default values.
Counties that should not be assigned a GEOCode should be deleted from this list.

The GEOCode mask is AA-XXX-XXXX where the:

• County mask is AA-ID#-0000
• City mask is AA-ID#-0001 to AA-ID#-9999

These defaults can be modified for specific counties as follows:

COUNTY

The county description displays.

BY CITY

This column defaults according to the Default GEOCode by City selection prompt and can be changed as required for specific columns.

Check this box to generate a GEOCode for each city in this county.
Uncheck this box to generate a GEOCode for the county that would included all the cities in that county, unless the city was added individually manually.

ID#

Each county in the state is assigned a 3 digit ID number, that will be used as part of the new GEOCode.
This number can be over-typed if required, and becomes part of the GEOCode.

e.g. AK-002-0000 where AK is the stated code and 002 is the County ID#

COUNTY TAX

This field only applies if the Tax Codes are being created.

Enter a unique code for the county tax, or leave this field blank to auto-generate the new tax codes comprised of the state code and the ID# as follows:

e.g. AK002 where AK is the state code and 002 is the County ID#

TAX DESCRIPTION

The description of the new tax defaults from the County name, and can be over-typed as required.

TAX %

The percent defined as the default for this state displays to be used for the new County Tax, and can be over-typed for specific counties as required.

G/L ACCOUNT

The General Ledger tax account defined as the default for this state displays to be used for the new County Tax, and can be over-typed as required.
A window is provided to select from valid G/L accounts.

STATE TAX

The optional tax code defined as the default for this state displays, and can be over-typed as required, or the tax code can be selected from the drop-down list.
If this field is left blank, then only the County Tax will be associated with the new GEOCode.

CITIES

Window to view the list of cities in this State/County.
Delete any cities that should not be included in the new GEOCodes.

Finished?

Delete any County records from the list, for which a new GEOCode and tax codes should NOT be created.

Click ACCEPT to generate a spreadsheet checklist listing the GEOCodes with/without associated tax codes.

Confirmation Screen
Review the spreadsheet output and select one of the following actions:

• Select Process Details to create the GEOCodes as displayed on the spreadsheet.
  The Tax code and information can later be viewed and modified in the Tax Codes By GEOCode utility.

• Select Return to Details to return to the GEOCode county paging screen for the state to make further changes before accepting.

• Select Abort Changes to exit the program without generating any GEOCodes.

Once the GEOCodes have been created the Export GEOCode Taxes utility can be used to export a single state at a time to a spreadsheet that could be edited, saved to a tab-delimited text file, and re-loaded back into SRM using Import GEOCode Taxes.

The utility Import GEOCode Taxes can also be used to import new tax information if it is in the format defined by Export GEOCode Taxes.
When a file is selected it will be saved into the Common File Directory defined in the Support Applications Parameters.