Add custom tax codes at the firm level

Firm-level custom tax codes apply to any client of the specified entity type
  1. Choose
    Setup
    , then
    Firm Information
    , followed by
    Firm Tax Codes
    .
  2. Select
    Add
    .
  3. Select the entity type and tax code from their dropdowns.
  4. Enter up to 2 alphanumeric characters in the
    Subcode
    field, and also enter a description for the new tax code.
  5. Select
    Enter
    to save the new tax code for the firm.