Tax Audit

This lets you verify that the tax values assigned to customers are correct.

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TaxAudit

You should audit the taxes if you import customer information using the Order Import application. The settings you enter here are used as default settings you can override in the RateBill Request Wizard.

Clear Log	*Checked:* Empties the tax audit table before the tax audit is run. *Unchecked:* Does not empty the tax audit table before the audit is run. New entries are added to existing entries.
State Mode	Valid Entries: *StateNone:* Includes all states in the tax audit. *StateIncl:* Validates only those states listed in the Include States field. *StateExcl:* Does not verify the states listed in the Exclude States field.
Include States	List of states to be checked.
Exclude States	List of states you do not want checked.
Update Mode	Valid entries: *UpdateNone:* Suggests changes that should be made, but does not update any information *UpdateZero:* Corrects Tax States and Tax Jurisdictions only. *UpdateAll:* Corrects all invalid information.
Verify City	*Checked: Verifies that the city in the customer address is correct when compared to the zip code entered in the customer address. Unchecked*: Does not verify that the city and the Zip code are in agreement.
Verify State	*Checked:* Verifies that the state in the customer address is correct when compared to the zip code entered in the customer address. *Unchecked*: Does not verify that the state and the Zip code are in agreement.
Verify Tax JurisID	*Checked:* Verifies that the Tax Jurisdiction is correct when compared to the zip code entered in the customer address. *Unchecked*: Does not verify that the Tax Jurisdiction and the Zip code are in agreement.
Verify Tax State	*Checked:* Verifies that the Tax State is correct when compared to the zip code entered in the customer address. *Unchecked*: Does not verify that the Tax State and the Zip code are in agreement.

Documentation Index

Tax Audit