Opening tax entities

The Tax District window can also be accessed from 3-5 Jobs (Accounts Receivable). Next to the Sales Tax District list, click the detail button, then follow step 3.

To open a tax entity:

  1. Open 3-6 Receivable Clients.

  2. Next to the Tax District list, click the detail button.

    The Tax Districts window appears.

  3. Select a Tax Entity text box.

  4. Do one of the following to display or select the tax entity.

    1. Click the drop-down arrow to open the Tax Entities Lookup window. Double-click the selection that you want to copy into the Tax District window.

    2. If you know the Tax Entity you want to select, type it directly in the text box.

    3. If you want to enter a new Tax Entity, type it in the text box. You will be prompted with a message to create a new one and the Tax Entity window will display.