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Implementation checklist

Do these steps in order. They take a company from a clean install to processed tax rates and a first automatic tax area code.

1 · Prepare the environment

  1. Install TaxRateCentral. See Installation.
  2. Turn on Allow HttpClient Requests for the extension.
  3. Assign the permission sets.

2 · Configure the setup card

  1. Open the TaxRateCentral Setup Card.
  2. In a sandbox, choose Yes or No for the demo data.
  3. Fill in Tax Account (Sales), Tax Account (Purchases), and Reverse Charge (Purchases).
  4. Select the Tax Type.
  5. Turn on the update options that you want to use.
  6. Enter the EndPoint URL and your API Key. See Service connection.
  7. Turn on Enabled.

3 · Configure the tax groups

  1. Open the Tax Groups page.
  2. Make sure that at least one tax group exists.
  3. Turn on Taxable for each tax group that is taxable in most states.
  4. Add a state override on the Tax Group States page where a state has a different rule.

4 · Load the states and post codes

  1. Open the States page.
  2. Choose Load States, or enter the state codes manually.
  3. Turn on Tax Collected for each state where you collect sales tax.
  4. Open the Post Codes page.
  5. Choose Load Zip Codes, or enter the post codes manually.

5 · Process the rates

  1. Open the States page.
  2. Choose Process All.
  3. Open the Tax Areas list and make sure that the app created the tax areas.

6 · Schedule the monthly update

  1. Open the job queue entry for TaxRateCentral.
  2. Make sure that the schedule is correct.
  3. Set the status to Ready.

7 · Update the existing records

The app assigns a tax area code when a post code changes. Existing customers, ship-to addresses, and open documents keep their old tax area codes.

  1. Open each existing customer, ship-to address, or open document.
  2. On a customer or ship-to address, select the post code with the lookup on Post Code.
  3. On a document, enter a different Ship-to Post Code, and then enter the correct one.
  4. Make sure that the assigned Tax Area Code is correct.

See Tax area assignment.

8 · Test a first assignment

  1. Make sure that Update on Customer Event is on.
  2. Create a customer.
  3. Enter a post code and a city that you processed in step 5.
  4. Make sure that the app filled in the Tax Area Code.

TaxRateCentral is now ready to use.