Require office location
Office Location
is a required field in TaxCaddy, FileRoom, GoFileRoom, and API submissions. Office location is used to calculate sales tax. In FileRoom, office location is a required field when creating a new binder or editing an existing binder. In TaxCaddy, office location is a required field when adding a new client. note
Only the following special characters are allowed: & - _ ' ( )
You can't use the following special characters: ! , . ; " *
Required office location in FileRoom
In FileRoom, you will see
Office Location
as a required field when creating a new binder.
The
Edit Binder
window will also display Office Location
as a required field.
Required office location in TaxCaddy
In TaxCaddy, you will see
OFFICE LOCATION
as a required field when adding or importing new clients.note
Office Location
also becomes a required field when binder access restrictions are placed based on office location. 
Related Content
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About office locations
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