Skip to content

Create a tax jurisdiction

Goal

Create a new tax jurisdiction with the required parties and lines.

Who it is for

clerk

Preconditions

  • You are signed in to the correct tenant.
  • You have permission for this action.

Steps

  1. Open Tax jurisdictionsNew.
  2. Select the counterparty and document date/reference.
  3. Add lines (items, quantities, prices/costs, tax as needed).
  4. Review totals, then Save (and Post if your process posts immediately).

Result

A tax jurisdiction exists in draft or posted state per your action.

BlueMatrix Help — product documentation for tenants