Edit a Multi-State Tax Allocation

In this topic we continue our discussion of multi-state NRRA taxes that we began in Multi-State Taxes NRRA.

When the home or interstate rules apply, you are still able to edit the tax allocation without the need to reverse the invoice and re-bind the submission, provided the invoice has not yet been transmitted via the TXSLOT tax reporting module.

  1. On the Accounting tab, right click the invoice to see the menu.
  2. Click Edit Allocations.

  1. In the Multi-State Allocation dialog box, edit the allocations.
  2. When editing is complete, click Save to save your changes.
 

If the invoice has already been transmitted to the TXSLOT, the Edit Allocations option will not be available. To make revisions you must reverse the invoice and re-invoice with the correct allocation.

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