Tax Info

In this topic, we continue our discussion of configuring the States table, located on the Tables Menu.

  1. Click the Tax Info tab.
  2. Select Enable Tax Info Display to cause the State Specific Information dialog box to be displayed in AIM when binding a quote.
  3. Select options located in the Available Fields pane to make the corresponding list available to users in the State Specific Information dialog box.
  4. Click:
    1. Save to save your changes.
    2. Save/Add to save your changes and retain the dialog box for use.
    3. Cancel to dismiss your changes without saving.

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