You can create multiple tax jurisdictions at once using the mass create functionality for taxes that relate to specific TCA geographic hierarchies. E-Business Tax uses the parent geography type or tax zone associated with the tax regime and tax to create a tax jurisdiction for each record within the parent geography or tax zone type.

For example, create a county jurisdiction for every county in the parent geography type of State and parent geography name of California.

If you add new records to the parent geography type, you can re-run the mass create process for the same tax. E-Business Tax only creates jurisdictions for the new geography records.

After E-Business Tax mass creates tax jurisdictions, use the Update Mass Created Tax Jurisdictions page to review the jurisdictions created and to modify information for individual tax jurisdictions.

Prerequisites

Before you can mass create tax jurisdictions, you may need to complete one or more of these tasks:

• Set up taxes. (mandatory)

• Set the Allow Mass Creation of Jurisdictions option for the tax. (mandatory)

• Set up tax statuses and tax rates. (mandatory to set up jurisdiction-based rates)

• Enable multiple jurisdictions for the tax. (mandatory)

• Set up TCA master geography for the applicable parent geography and child records. (mandatory)

• Set up tax zones. (optional)

To mass create tax jurisdictions:

1. Navigate to the Mass Create Tax Jurisdiction page.

2. Enter the tax regime and tax that you are creating tax jurisdictions for. E-Business Tax displays the related geography information.

3. Create a naming convention for the tax jurisdictions. You can use the geography name or a combination of geography name and a tax short name of your choice.

   E-Business Tax identifies duplicate names during the mass create process. You can revise individual jurisdiction names on the Update Mass Created Tax Jurisdictions page.

4. If necessary, enter the tax authorities for these tax jurisdictions for submitting tax reports (Reporting) and submitting tax remittances (Collecting).

5. Enter the effective period for these tax jurisdictions.

6. After you mass create tax jurisdictions, use the Update Mass Created Tax Jurisdictions page to perform these tasks:

   • Review the list of tax jurisdictions created.

   • Revise tax jurisdiction names and effective dates.

   • Define tax rates for a tax jurisdiction. See: Setting Up Tax Rates for more information.

   • Enter tax account information for a tax jurisdiction. See: Setting Up Tax Accounts for more information.