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How to use: Tax Code Maintenance

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How to Use MMB – Tax Code Maintenance

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NOTE – ConnectWise Manage must be at version 2020.1 or higher to use the Tax Code Tool set.

ConnectWise 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.

kb-taxcodetable

NewTaxcodes
Videos:
How to mark old tax codes inactive
How to update tax codes
How to determine if you’re using tax groups
How to create new tax codes

MMB STEP 1

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


MMB STEP 2

Select which records to be updated.  The list will contain Companies, Agreements and Sites.

Next, click on Update Selected Records.


MMB STEP 3

Select the new tax code to replace the old.

Select Now, to update instantly or Later, to schedule in the future.

Enter an email address (Optional for run now) to notify when the operational task has completed.

Click the Save button to initiate.


MMB STEP 5

Repeat for each tax code needing to be updated.


MMB STEP 6

That’s it, you’re done.

 

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