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Settings

Add custom authorities

Add custom tax authorities for vouchers, refunds, and e-file forms, and manage their availability for processors during return processing.
This setting will let you add custom tax authorities to the dropdown list of our default authorities when adding or editing vouchers, refunds, and e-file forms.
Add a custom authority:
  1. Select the
    Navigation Widget
    .
  2. Go to the
    Product Settings
    .
  3. Select
    Vouchers & Invoices
    .
  4. Select
    Add
     to add a new authority.
  5. Select the
    State
     dropdown to select the state for the authority.
  6. Enter the city name in the
    City
     field.
  7. Enter a default online payment URL for the authority in the
    Online Payment URL
     field.
  8. Mark the
    Prefix State Code with City Name
     checkbox to prefix the city name with the state abbreviation (optional).
  9. Mark the
    Activated
     checkbox to make the authority available to processors.
  10. Select
    Add
     to save the new authority.
Edit a custom authority:
  1. Select
    Edit
     to edit the authority information.
    note
    Only the authority URL can be updated if the authority is in use.
  2. Select
    Delete
     to delete the authority.
    note
    An authority can't be deleted if it is 'In-Use'. Select option C if the option needs to be removed from available authorities.
  3. Select
    Deactivate
     to make the authority unavailable to processors.
    note
    The same button will say
    Activate
     if the authority is not active.
Add an authority during processing:
Once the authority has been added, it appears in any
Authority
 dropdown that appears throughout the processing of a return.

This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

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