How do I add a ZIP code override in CCH® SureTax®?
- Article Type:
- How To
- Last Modified:
- 01/28/2021
Objectives
How do I add a ZIP code override in CCH® SureTax®?
Environment
- CCH® SureTax® Communications
- CCH® SureTax® Energy
- CCH® SureTax®
Procedure
To add a new ZIP code override, do the following:
- Select Menu > Overrides > Rule and Rate Overrides, click ZIP code and click
or click
in the upper right and select Override > ZIP code. The Add a ZIP Code Override dialog displays.
- Enter the ZIP code you want to override in the ZIP Code field.
- Enter the low and high Plus 4 numbers in the appropriate fields.
- Click Lookup beside the Override Geocode field. The Find Geocodes dialog displays.
- Select as many of the following items as you can. The more items you select, the more accurate the geocode will be.
- Country (US or Canada)
- State
- County
- City
- District
- Click Search. The geocodes that match your selections display in the grid.
- Select the correct geocode from the results.
- Click Save & Go Back. The Find Geocodes dialog closes and the Override Geocode field is populated with the correct geocode.
- Select the dates for the Effective date and End date fields.
- Enter the Override reason. This is an optional field.
- Click Save.
Additional Information
N/A
Solution Id | 000100144/000100144 |
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Direct Link |