States

You can create a custom state or jurisdiction in the States screen of the Manage States folder of the Administration area. The system has pre-populated states that cannot be modified.

An existing custom state's or jurisdiction's code cannot be modified however, the name can be. Only a custom state or jurisdiction that has no record in any dataset can be deleted. To import a new state or jurisdiction, complete the appropriate fields on the #CS# States sheet in the Import Categories template. For more information on importing, refer to the Importing Templates documentation.

Screen Entry Fields

Code and Name

•The State code is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters. The State Code can not be modified however, the Name can be edited after it is created.
•The State Name will display in the Navigator for the Data Input once you add it using the ...Add Jurisdiction icondata entry add jurisdiction icon
•The State Code and Name display in the header of reports.
•You can assign the State Type to group states together, and designate Mass State rates, and enter the Beginning Deferred and Ending Deferred Rates and State Tax Rates.

You have the ability to manage a State Code, Name, Type, Beginning Deferred Rate, Ending Deferred Rate, and State Rate.

To set up the State Rates:

1. Select the flower icon icon to Set rate for the specified State Type.

2. For Set Rate, select Set Rate for All States and select the State Type from the list.

3. Enter the Rate.

4. Click Set Rate.

 

manage states

 

Example: Set Beginning Deferred Rate.

manage states icon

 

Example: Set Rate

manage states set beg states