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Administration

States

In
Administration
 >
Manage States
 >
States
 you can create user-defined states and jurisdictions. You can add a State Code, Name, State Types, Beginning Deferred Rate, Ending Deferred Rate, and State Rate.
To import a new state or jurisdiction, complete the appropriate fields on the
#CS# States
 worksheet in the Import Categories Template.

Code and Name

  • The State Codes is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.
  • You can edit the State/Jurisdiction name.
  • State names appear in
    Manage Units
     (
    Jurisdiction
    link), as well as some
    Dataset
    level configurations such as
    Journal Entry Profiles
     (i.e. state level Journal Entry).
  • You can delete custom state or jurisdiction codes/names that have no data entered for them in any dataset.
  • The State Code and Name appear in the header of reports.
  • You can assign the State Type to group states together, designate Mass Update Rates, enter the Beginning Deferred and Ending Deferred Rates and enter the State Tax Rates. State Types are used in
    Journal Entry Profiles
     and in
    Unit
     level
    Journal Entry
    configurations.
note
You cannot modify the system's pre-populated State and Jurisdiction Codes.

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision