Setting up Zip Codes Configuration (Tax Zones)
Initially you will have to map your zip codes into zone groups with an assigned name city, state, branch, and tax code. This might seem like an intimidating process, however once it is configured you will have the state, city, branch and tax fields pre-fill automatically.
To add and configure a new zone first go to Company Settings and locate Tax Zones section.
Note: if you are not able to see ‘Tax Zones’ contact ServiceBridge support at email@example.com and we will enable this feature for you.
To the right of Tax Zones section click on the ‘+ Add new’ button to add a new Tax Zone.
Enter in the following fields if applicable:
Tax Zone Name – how you refer to the locale
Branch – location where the business is conducted
Taxes - the taxes that apply to the zone area
Pricing group - pricing group that apply to zone area
Taxable Products - Is the product taxable?
Taxable Services - Is the service taxable?
Next, we want to select the zip codes that apply to this zone. The list includes all United States zip codes, which can be narrowed down by typing zip, city, or state in the Search field.
You can click the ‘+’ to add individual zip codes or you can click the + Add All button which will then add all the zip codes you have narrowed down to.
Once you have specified all the zip codes for the specific zone you can click Save. Note that you will always be able to edit this zone and add or remove zip codes as needed.