Adding Custom Tax Codes to a Tax Return

When the following conditions have been met, you can add tax codes to an open return:

• Custom tax codes have been created for the tax year and tax product of the open return.
• One or more custom tax codes for the tax year and tax product have not been assigned to the open tax return.

To add custom tax codes to a return, do the following:

1. Open Return Manager.
2. Open a return that has been set up for G/L Direct processing.

Note: See Setting up G/L Direct for information about activating returns for G/L Direct processing.

3. Click Tax Codes in the Account Maintenance group on the G/L Direct ribbon.
4. Click Add Custom Tax Code in the Tax Code group on the ribbon. Tax codes for the return's tax year and tax product that have not been assigned to the open return are listed in Schedule and Line order.

Note: If a custom specific tax code is added to a return's tax codes set, the next time the Add Custom Specific Tax Code window is opened, it will not appear in the grid.

5. Select one or more custom tax codes.

6. Click OK.