How to use: Tax Code Maintenance

How to Use MMB - Tax Code Maintenance

Check the Videos section of our Resources page for quick how to videos. 

NOTE - ConnectWise Manage must be at version 2017.1 or higher to use the Tax Code Tool set.

STEP 1

In ConnectWise Manage, Set up new tax codes in the Tax Code Setup Table - Setup Tables > Invoicing > Tax Codes.

We suggest renaming the current tax codes then adding your new tax codes.  This will depend upon your locality and the amount of tax codes required.

STEP 2

In Mass Maintenance Booster, Search for the old tax codes presently used.

Companies or Agreements can be searched.

STEP 3

Select the companies to which you wish to apply the newly created tax codes. You may individually select or select all.

STEP 4

Repeat for each tax code needing to be updated, then repeat for Agreements.

STEP 5

That's it, you're done.