States / Provinces

States / Provinces

Purpose

The States/Provinces screen is where states and provinces for your country of operation are maintained.

A state may have a local tax associated with it. The tax name and rate are also defined under the States/Provinces screen. Each state/province record may have a different local tax description and rate. 

Note: If you are operating in a country without any state or province, then there should just be one entry labeled N/A under this menu.

Accessing States/Provinces

System Setup > States/Provinces


Adding and Viewing a record 

On the State/Provinces screen, a list of previously added records will be displayed. To view an existing record, click on the state code name in red text. To add a new country, Click "Add States/Provinces".


On the new provinces/states screen enter in the following fields:
  1. Select a country from the drop down list (Mandatory)
  2. State Name (Mandatory)
  3. State Code (Mandatory)
  4. State Tax Name (Optional)
  5. State Tax Rate Rate. If you entered a state tax name, you should enter a state tax rate as well (Optional)
Click "Submit" to save changes.


After clicking "Submit", you will be taken back to the main States/Provinces screen, where you will see the newly added record.


Form Field Descriptions

Country
The country that the state belongs to.
State Code
The unique code for the state. This appears on a list when adding or maintaining location records. The state code also gets printed on the Rental Agreement.
State Name 
The name of the state.
State Tax Name
The assigned name for the state tax.
State Tax Rate
The tax rate for the state, entered as a percentage. Used for calculating the state tax value for the rental vehicle. 
Change Tax Rate
By clicking on the green tick, you will be able to change the following:
  1. Change the State Sales Tax Name
  2. Change the current Tax Rate
  3. Change the date when this tax rate will apply.

Update or Delete a State/Province record

The article below is a generic guide on how to update or delete a record:
Updating and Deleting a Record


Exporting / Copy to Clipboard

Click here for details on how to export or copy this list to the clipboard from RCM.
 


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