This alert notifies you if there have been any new tax authorities or tax code records created or existing records changed in e-automate.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will notify you whenever a change has been made to the tax authority or tax code records within e-automate. This includes changes to existing records as well as creation of new records. The alert notifies you of changes made the day prior and will still send a report even if no change was made and will indicate no changes made. It is extremely important to monitor these records to ensure they are completely accurate as they control the tax percentage to be charged to your customers. The alert monitors the table within e-automate that is linked to these records for any changes and will send you the changes made in the alert output. From there, you are encouraged to validate the change was intentional.
Run Schedule: Daily at 5:30a.m.
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
This alert reviews tax authority records and tax code records in the system for any newly created records or any changes to existing records. Below is where to find each type of record that would be created or changed and found on this alert.
Tax Authority Records:
1. In e-automate go to tools from the top toolbar and select list and codes
2. From the list or code type dropdown options select tax authorities
3. The list of existing tax authorities will appear. To edit a tax authority, highlight the row you wish to edit and click the edit button or double click on the line item to open it. To create a new tax authority, click the new button.
4. If any of the fields on the tax authority were changed or a new one created, the alert will report it to you.
Tax Code Records:
1. In e-automate go to tools from the top toolbar and select list and codes
2. From the list or code type dropdown options select tax codes
3. The list of existing tax codes will appear. To edit a tax code, highlight the row you wish to edit and click the edit button or double click on the line item to open it. To create a new tax code, click the new button.
4. If any of the fields on the tax code were changed or a new one created, the alert will report it to you.
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Best Practices & Tips
Best Practices & Tips
See our best practices related to tax codes and tax authorities:
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Related Alerts
Related Alerts
ID658 - Contract Set as Not Taxable Overview & Sample
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