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:

  1. Select Menu > Overrides > Rule and Rate Overrides, click ZIP code and click User-added image or click User-added image in the upper right and select Override > ZIP code. The Add a ZIP Code Override dialog displays.
  2. Enter the ZIP code you want to override in the ZIP Code field.
  3. Enter the low and high Plus 4 numbers in the appropriate fields.
  4. Click Lookup beside the Override Geocode field. The Find Geocodes dialog displays.
  5. 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
  6. Click Search. The geocodes that match your selections display in the grid.
  7. Select the correct geocode from the results.
  8. Click Save & Go Back. The Find Geocodes dialog closes and the Override Geocode field is populated with the correct geocode.
  9. Select the dates for the Effective date and End date fields.
  10. Enter the Override reason. This is an optional field.
  11. Click Save.

Additional Information

N/A

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