Added new tax authorities, now I need to add them to a bunch of items

SOLVED

A Sage 2012 user has to collect Texas sales tax starting now. So, this user has thousands of items and about 40-50 item categories. I can add the tax authorities to the item categories, but what about the pre-existing items? Is there a utility to add the authority to all of them? If I leave the new authorities off the old items, it will put the tax authority on the order, but with the wrong tax class. If I add the new authorities to the old item, and make sure the tax class is correct, it will put the old items on new orders with the correct texas tax. But that means updating thousands of item records.  

Parents Reply
  • +1 in reply to Peter.Heinicke
    verified answer

    You don't have to include the ones that are already there, they will remain. Just include the new tax authorities for Texas. Otherwise, a macro could be created to do the work. I would probably build one that reads from a text file or Excel spreadsheet what Categories you want the new authorities added to. (Or that could read the authorities included on a given IC Category or range of Categories and add them to all applicable items.)

Children