Contents of the Manage State Tax Information Screen

Use the fields and options to configure the Manage State Tax Information screen.

Table Window

Use the following fields to set up state tax codes for a taxable entity.
Field Description
Taxable Entity

Enter, or click to select, a taxable entity ID to link to a state code.

The Lookup displays only taxable entities of the currently logged-in company.

Taxable Entity Name

This field displays the name of the taxable entity.

State Code

Enter, or click to select, the state where the taxable entity is required to file taxes.

The Lookup of this field displays only states that have been made available in Costpoint. Refer to the States and Codes special topic to view valid states that you can enter or select in this field.

If you enter a value that does not match an existing state code, an error displays.

State Description

This field displays the name of the state.

State Tax ID

Enter the company's state tax identification number. In most cases, the value must be the Federal Tax ID number assigned to your company by the IRS.