Assigning tax area IDs

Use this procedure to assign tax area IDs to customers, vendors, billing process levels, inventory location, and projects.

Tax area IDs are automatically assigned to new tax locations when you add a new record on either Tax Area IDs or Ship To. After you define and add the required information for a new record, the record is updated and a tax area ID is assigned.

  1. Select Financials > Receivables > Manage Customers > Customers.
  2. Click Create.
  3. Specify the required information for a new record.
  4. Click Save.
  5. The record is added and a tax area ID is assigned and displayed here:
    • On Customer, the tax area ID is displayed in the Tax Code field on the Processing tab.
    • On Customer Ship To, the tax area ID is displayed in the Tax Code field on the Billing tab.