Steps Search for Tax Authorities

Navigate:ClosedTax > Levy Management > Setup > Tax Authorities > Search for Tax Authorities

OR

Tax > Levy Management > Tax Entity Maintenance > Tax Authorities > Search for Tax Authorities

ClosedNavigation Flowchart - Roll-Based Assessment

Here is a navigation flowchart of Levy Setup > Tax Authorities. The flowchart does not include obvious actions, such as Cancel or Close. It includes Common Actions only if applicable to process completion.

ClosedNavigation Flowchart - Event-Based Assessment

Here is a navigation flowchart of Levy Tax Entity Maintenance. The flowchart does not include obvious actions, such as Cancel or Close. It includes Common Actions only if applicable to process completion.

Description

Search for tax authorities. Then select one or multiple tax authorities to maintain on the Maintain Tax Authority screen.

SETUP: See Levy Management and Levy Management Setup for any applicable prerequisites, dependencies and setup information for this task.

Steps

  1. Select the correct Effective year.

  2. Enter search criteria to limit the list of tax authorities, as applicable.

    • Enter all or part of the tax authority Code or Description

    • Select the Type and/or Category of the tax authority

  1. Click Search to display the tax authorities matching the criteria.

  2. Select the tax authorities you want to edit.

  3. click Next to go to the Maintain Tax Authority screen,

    OR

    Click New to add a new tax authority.

    • Click Close to end the task.

Definitions Valuable Vocabulary

Tax Authority Type >ClosedTax authorities may be designated for business licenses, TAGs (taxing jurisdictions), trust tax, or special assessment projects.

Tax Authority Category >ClosedThe category of a tax authority is its type of jurisdiction, for example, county or city.