- In the Tree Menu, click Setup | Taxes | Tax Instance.
The Advanced Administration Application displays the Tax Instance List form.
- Click in the Description text box, and type all or part of the text appearing in an instance description, or use Wild Card Characters.
- Click [Search]
The Advanced Administration Application displays all tax instances matching your query and their information.
- To sort the list by columns, click:
- The Tax Type hyperlink, or
- The Tax Engine hyperlink
- If there are too many instances to be viewed in a single page, use the browser scroll bar, at the right of the window, to move the display up and down.
- To view all of the information for an instance, use the browser scroll bar, at the bottom of the window, to move the display left and right.
- Click [Delete] beside a Tax Instance to remove it from the database, or
- Click [Edit] beside a Tax Instance.
The Advanced Administration Application displays the Edit Tax Instance form.
- Click in the displayed text boxes and drop-down menus, and make similar selections to those the New Tax Instance form.
- Click:
- [Save] to save the modified tax instance and leave the Edit Tax Instance form, or
- [Cancel] to leave the Edit Tax Instance form without making any changes.