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.
Next, click on Update Selected Records.
STEP 4
Repeat for each tax code needing to be updated, then repeat for Agreements.
STEP 5
That’s it, you’re done.
