Old Jurisdiction
1. Right click on the tax jurisdiction you want to change
2. Date Box will appear – Enter the expiration date of the old tax jurisdiction
3. End date you selected will be populated in the appropriate field
4. Replacement Jurisdiction will go to the next number in sequence and will also be automatically populated.
New Tax Jurisdiction
The Tax Jurisdiction box will update the following
1. Jurisdiction # - it will add update the new record with a new tax jurisdiction number
2. Description – Your Description will be carried over from the old tax jurisdiction being replaced
3. Max Tax Amount – will be carried over from the old tax jurisdiction
4. Active Date – The beginning date will be the day the new tax rate is to go into effect. The new date will be the next day.
Once the new one is completed. It will show the new Begin Date. The old jurisdiction will show the end date and new jurisdiction number in the replacement jurisdiction.
* Note - You can breakdown the tax jurisdiction by city, state, county tax. This will also show as a new format on your contract listing each individual tax.
**** ANY PREVIOUS CONTRACT WRITTEN WILL DISPLAY A MESSAGE, LETTING YOU KNOW THE TAX RATE HAS CHANGED. You will have the option to keep the old tax rate on the contract or use the new tax rate. The only time the message will not be displayed is when doing auto continuation