SmartFusion Modules > Billing > Tax Collection > Enter/Edit Tax Customer

Recent Changes -
6.208 - Changed label for Tax id to Tax id/SSN.
6.147 - Updated the 'Is warning' check box to be available in the Notes tab. 
6.9x - Additional name for demographics and mailing address has been added.
6.61 Added a new set of State Codes for Armed Forces to the State Drop Down List. 

Recent changes - 6.38 If on demand penalty and interest have been enabled and setup the information on the tax properties will reflect this.

Version 6.29 - Marking bankruptcies has been moved to the bill level.

Introduction

This form allows you to create/edit tax customers as well as view/edit tax information for that customer and other customers.

Search Criteria

  • Beginning account Number
  • Ending account Number
  • Beginning alpha sort
  • Ending alpha sort
  • Beginning account name
  • Ending account name
  • Tax id
  • Status
  • Customers
  • Show customers without properties

Tax Customers Detail

  • Account number
  • Name
  • Status
  • Alpha sort

Demographics Tab

  • Additional name
  • Physical address 1
  • Physical address 2
  • City/State/Zip
  • Foreign Zip
  • Web address 1
  • Cash only
  • Bad check
  • Phone
  • Alternate phone
  • Fax
  • Tax id

Mailing Information Tab

  • Name
  • Additional name
  • Address1
  • Address2
  • City/State/Zip
  • Foreign Zip

Contact Information Tab

  • Name
  • Title
  • Type
  • Email
  • Phone
  • Cell
  • Fax

Tax Properties Tab

Notes Tab

  • Title
  • Note
  • Additional Note
  • Date
  • Entered By
  • Is Warning - If there are notes flagged as warnings and 'Require user to view warnings' setting is set in the Billing system file then a warnings window will pop up.
  • Is System

References