Creating Vertex tax entity

  1. Select Financials > Payables > Tax Setup > Tax Entities.

    Or select Financials > Receivables > Tax Setup > Tax Entities.

  2. Click Create.
  3. Specify a Tax Entity and Description.
  4. Specify this information:
    Tax System
    Select Vertex O Series.
    Use Tax Code Account
    We recommend that you clear this check box so that all tax information is used at the Tax Entity level.
  5. For information about completing the other fields, see the Infor Financials Setup and Administration Guide.
  6. Click Save.