Creating Vertex tax entity

  1. Select 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 Financials Setup and Administration Guide.
  6. Click Save.
  7. On the Vertex Options tab, specify this information:
    Send Address Or Tax Area ID
    Select a value:
    • Select Both to send both address and tax area ID. This is the standard functionality.
    • Select Address Only to send the address. This option is similar to specifying 00 in the Tax Code field so that only the address is used. This value is ignored.
    • Select Tax Area ID Only to send the tax code and tax area ID. Address is ignored. If this value is selected, you cannot specify 00 in the Tax Code field.
  8. Click Save.