How do I add a customer in CCH® SureTax®?

  • Article Type:
  • How To
  • Last Modified:
  • 01/27/2021

Objectives

How do I add a customer in CCH® SureTax®?

Environment

  • CCH® SureTax® Communications
  • CCH® SureTax® Energy
  • CCH® SureTax®

Procedure

To add a new customer, do the following:

  1. Select Menu > Configuration > Customers and click User-added image or click User-added image in the upper right and select Customer. The Add a Customer dialog displays.
  2. Enter the customer's number in the Customer Number field.
  3. Enter the customer's name in the Customer Name field.
  4. Enter the following address information:
    • Address Line 1
    • Address Line 2
    • City
    • Country
    • State
    • ZIP / Postal Code
    • Plus 4
  5. Click Save.

Additional Information

N/A

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