Add locations

The beginning effective period range for a location is the tax period in which the location begins reporting balance data. This is not necessarily the tax period the location came into existence. For example, a location may have been in existence for several years, but in your initial setup of Sales and Use Tax Compliance, this location is processed in the application with a tax period within the current year. Therefore, you would select the tax period shown or a later period for the beginning effective period.

As a default, if a business location doesn't have any transactional data for the reporting period, a location with zero balances is generated and transferred to the applicable tax returns. The location will either be reported on an outlet schedule, or in the case where the system has a multiple location return for a jurisdiction (a return is generated per location), a return is generated. This satisfies the requirement where a location must be reported even if there are no transactions for the reporting period. To override this default, select the

Suppress Forced Zero Location

option.

The options for location schedule presentation are:

On the location that has the location code used as the reporting location code, enter the information needed for return presentations, such as account number and address. The information for the return is stored with the reporting location record. When the Business Location Code and Reporting Location differ, the sections for Location Information, Account Numbers, Business Information, Jurisdiction Information, and Owner Information are disabled and not available for entry.

When you need to assign a reporting location that differs from business location code, the location that serves as the reporting location already needs to exist as a record before you can assign it as a reporting location. In the example above, the location record for Business Location Code, Store #100, must exist before the remaining three internal locations can assign Store #100 as the reporting location.

Using Business Location Codes as a place determination during Balance Import is based on tax areas being mapped within Locations. The reporting location should always have its tax area mapped. A reporting location can be a business location that reports as self, or a business location that acts as the reporting location for several business location codes. During Balance Import the business location is checked first to determine the tax area and if it doesn't exist, the tax area for the reporting location is used.

The tax area for business locations that aggregate to a single reporting location should be left unmapped if they use the same tax area as the reporting location for tax calculations. If some or all business locations that aggregate to a single reporting location need to have tax calculations based on their own tax area, then the appropriate tax area should be mapped for each applicable business location.