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9.10.1. Search for Tax Authority
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9.10.1. Search for Tax Authority

To search for a Tax Authority, select the "Search for Tax Authority" option. The following screen will appear:

Search for Tax Authority

When searching to retrieve Tax Authority information from the database, you are presented with the following options:

Search for

Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions.

Tip

Hitting the TAB key activates the search operation.

Search through

Specify which of the following criteria you want to include in the search:

Tax Authority Code

Select to search by Tax Authority code.

Tax Authority Name

Select to search by Tax Authority Name.

Street Address

Select to search by Tax Authority Street Address.

City

Select to search by Tax Authority City.

State

Select to search by Tax Authority State.

Postal Code

Select to search by Tax Authority Postal Code.

Country

Select to search by Tax Authority Country.

CRM Accounts

Display will show search results for Tax Authorities, using specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

EDIT

Enables you to edit highlighted Tax Authority. The edit screen is the same as that for creating a new Tax Authority—except that when editing, the fields will contain Tax Authority information. Double-clicking on a Tax Authority will also bring you to the editing screen.

VIEW

Highlight a Tax Authority and then select this button to reach a read-only view of the "Edit" screen.

Right-clicking on a Tax Authority in the Tax Authority list enables you to select from the following menu options:

View

Highlight a Tax Authority and then select this button to reach a read-only view of the "Edit" screen.

Edit

Enables you to edit highlighted Tax Authority. The edit screen is the same as that for creating a new Tax Authority—except that when editing, the fields will contain Tax Authority information. Double-clicking on a Tax Authority will also bring you to the editing screen.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

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