Add a tax jurisdiction while working in a document

Article • 4/27/2026 • 1 min read

You can add a tax jurisdiction while working in a sales order, quotation, purchase order, or invoice. You can also add sales tax code for the jurisdiction.

You can add jurisdictions while working in documents only if your company uses geographic based taxes.

To add a tax jurisdiction while working in a doc- ument

  1. Open a purchase order / sales order / quotation / invoice.

    For the documents / items that are taxable, the Jurisdiction field is enabled.

  2. On the Toolbar, click More Actions.

  3. Select More Actions > Actions > Jurisdiction.

  4. The Jurisdiction (JURIS) window displays the tax jurisdiction information for the document.

  5. To add sales tax codes to the jurisdiction:

  6. On the grid toolbar, click Copy > Add Tax Codes to Jurisdiction.

    The Copying Add Tax Codes to Jurisdiction window appears.

    1. Select the sales tax codes and click Select.

  7. On the Toolbar, click Save.