When creating or updating tax exception groups, you can use the geocode search functionality to select and display any combination of geocodes and zip codes. Then, once selected, these can be inserted into the tax exception group maintenance selection parameters. For example, you can select geocodes for all counties within Colorado, or for a zip code within a specific city.
To select by a geocode:
From the Files > Tax, Duty & Exchange menu, select Tax Exception Group Maintenance to display the Tax Exception Group Maintenance screen.
From a populated Tax Exception Group Maintenance screen, use the Add Zip/Geocodes hot key to display the Geocode Search screen.
In the State field, enter the name of the state for which you want to select geocodes. This field cannot be left blank.
To select geocodes for a specific county, enter the name of the county in the County field. If you leave this field blank, the system selects all codes for all counties within the state given in the State field.
To select geocodes for a specific city, enter the name of the city in the City field. If you leave this field blank, the system selects all codes for all cities within the state given in the State field.
To select geocodes for a specific zip code, enter the name of the zip code in the Zip field. If you leave this field blank, the system selects all codes for all zip codes within the state given in the State field.
Press Alt-S to display the codes that match the defined parameters.
Press Esc to save the information and return to the Tax Exception Group Maintenance screen, where the selected codes display in the Zip Codes/Geocodes/States field.
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