Changing sales and use tax rates for 2017 – NEW JOB AID

posted Dec 9, 2016, 4:33 PM by Peyri Herrera

Changing sales and use tax rates for 2017 can be done by the districts. Please refer to Changing Sales and Use Tax Rates v1.0.pdf to help with making these changes. This 2-page job aid explains how to update the sales and use tax rates for Purchasing and Accounts Payable using the Sales - Use Tax Authority page (Main Menu > Set Up Financials/Supply Chain > Common Definitions > Sales and Use Tax > Authorities). You will need to add a new effective-dated row for each Tax Authority that your district uses.

Screenshot of the Sales - Use Tax Authority page:
Sales-Use Tax Authority

If you cannot access this page, please submit a HEAT ticket to request access to make changes to the tax authority table. Please allow for enough lead time to get your access so you can have the new rates in place before January 1, 2017.

NOTE FOR PRELIMINARY DISTRICTS: When your districts were converted to PeopleSoft your tax authority table consisted of the entire state of California. Please update only those Authorities that you do business with.