Using the Tax Register Posting utility

The Tax Register Posting utility uses data that is collected during order invoicing to post tax data to the tax software.

Set up this utility to run on a regular basis. If possible, run it at least once each day to prevent data synchronization issues. For example, if a customer order invoice is processed and an exemption is created or rates are altered, but you have not run the utility, then the tax information would need to be fixed manually.

If this utility is not run, then the tax information that was previously sent to the tax system is not committed.

To set up the utility to run as a background process, follow these steps:

  1. In the Tax Register Posting utility form, clear the starting and ending dates of the register, so that all invoices are considered, regardless of process date.
  2. Select Actions > Background.
  3. Specify how often to run the utility. For more information, see the online help for the Background Queue form.
When the utility is run, the utility task (Taskname = TaxInterfacePostRegister) is displayed on the Active Background Tasks form.