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Create a tax authority

Modified: 7 Jun 2026 Viewpoint Estimating Administration Help
  1. Open the Tax Authority screen.
  2. In the Tax Authority field, enter a code of up to eight alphanumeric characters to identify the tax authority.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
  3. Press Tab.
  4. In the Name field, enter the name of the tax authority.
  5. Complete the fields as described on the Tax Authority Screen Field Reference.
  6. Click Save Authority.
Submit

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