Defining the default tax authority

After the Canadian tax codes have been defined, enter the default tax authority that will be used by the default organization using Canadian taxation.

To define the default tax authority

  1. From Customers, select Set up tables > Country names to open the Country names window.
  2. If adding a new country:
    • Click New.
    • Enter the name of the Country.
    • Enter the country’s Mail Group.
    • Accept the default Address Format.

    If updating an existing country:

    • Click Edit.
  3. Enable the Use Taxation option.
  4. Click Save.
  5. (optional) To change the address format, click Address Layouts to open the Country Address Layouts window and set up the format.
  6. Close all windows, and restart iMIS for the changes to take effect.