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Tax authorities define the jurisdictions and rates that WorkSuite FULFILL™ applies to taxable line items. Each authority has a current rate and a history of effective-dated rates so past invoices recalculate correctly when audits or reprints are needed. Go to FULFILL™ → Sales → Tax Authorities in the sidebar. The page displays all tax authorities in a searchable, sortable grid.
Tax Authorities previously lived inline on the Settings page. The Settings page now links here for any tax-authority management.

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Grid Columns

ColumnDescription
CodeShort identifier for the authority (e.g., “OR-MULT”, “WA-KING”)
NameFull descriptive name shown on invoices and reports
Current RateThe rate currently in effect, expressed as a percentage
Effective DateWhen the current rate took effect
StatusActive or Inactive
The Current Rate and Effective Date come from the authority’s rate history — only entries with an effective date on or before today are considered current.

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Adding a Tax Authority

1

Click Add Tax Authority

Click the Add Tax Authority button in the ribbon.
2

Fill in the form

Enter the authority details:
  • Code (required) — short identifier used in lookups
  • Name (required) — the display name
  • Rate (%) (required) — a number between 0 and 100; supports up to three decimal places
  • Effective Date — when the rate should start applying; defaults to today
  • Active — toggle off if you want to create the authority without making it available for selection yet
3

Save

Click Save. The authority appears in the grid immediately with the rate you entered.

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Editing a Tax Authority

Click any row in the grid to open the edit form. You can update the code, name, rate, effective date, and active status. When you change the rate or effective date, WorkSuite appends a new entry to the authority’s rate history rather than overwriting the previous rate. This preserves historical accuracy — invoices issued under prior rates still reflect what the customer was actually charged.

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Effective Dates

The Effective Date picker supports three scheduling modes:
  • Today — the new rate takes effect immediately. The form shows “Effective today”.
  • Future — the new rate is scheduled to begin on the selected date. The form shows “Scheduled for [date]”.
  • Backdated — the rate is recorded as if it had been in effect from a prior date. The form shows “Backdated to [date]”.
Future-dated rates are common when a tax authority announces a rate change in advance. Schedule the new rate ahead of time and WorkSuite will start using it automatically on the effective date — no manual intervention required.

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Activating or Deactivating

Open an authority and toggle the Active switch, then click Save. Inactive authorities remain in the grid for historical reference but are not selectable when configuring tenants or customers.
Deactivating an authority does not retroactively change invoices that already used it. It only prevents future selection.

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Best Practices

  • Use clear, predictable codes (e.g., a state-county pattern like OR-MULT) so authorities are easy to find as the list grows
  • Always set the Effective Date to the date the authority actually publishes — never to “today” if the rate change was retroactive, since this can desynchronize WorkSuite from the customer’s books
  • Deactivate rather than delete obsolete authorities so historical orders still resolve correctly