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· Setup and Maintenance
· Manage Legal Authorities
· Click on create
· Enter the Name, California Franchise Tax Board
· Enter the Tax Authority Type, Reporting
Select Create
· The Site Number is automatically assigned
· Select Country, United States
· Enter Address Line 1, 121 Spear Street, Suite 400
· Optionally enter Address Line 2, and Address Line 3
· Enter City
· Optionally click the One-Time Address check box
· The from Date displays today's date. Update if necessary
· Optionally enter a Mail Stop
· Enter State
· Enter or Select the postal code, 94105
· Enter County
· Optionally enter a Time Zone, US Pacific Time
· Optionally enter a To Date to indicate the last day the address can be used.
You can optionally enter Address Purpose details
· Select Add Row
· Select Purpose
· Select Purpose from Date which will default to today's date
· Select Purpose to Date
· Click on OK
· Save and Close
Legal Entity
· Setup and Maintenance
· Manage Legal Entity
· Accept the default Country, United States.
· Enter Name, InFusion USA West.
· Enter Legal Entity Identifier, US0033
· Optionally enter Start Date. When the start date is blank the legal entity is effective from the creation date.
· Optionally enter an End Date
· Optionally, if your legal entity should be registered to report payroll tax and social insurance, select the Payroll statutory unit check box.
· Optionally, if your legal entity has employees, select the Legal employer check box.
· Optionally, if this legal entity is not a payroll statutory unit, select an existing payroll statutory unit to report payroll tax and social instance on behalf of this legal entity.
· Enter the Registration Information
· Accept the default Identifying Jurisdiction, United States Income Tax
· Search and select a Legal Address, 500 Oracle Parkway, Redwood Shores, CA 94065
· Optionally enter a Place of Registration
· Enter the EIN or TIN
· Enter the Legal Reporting Unit Registration Number.
· Save and Close
Setup and Maintenance
· Define Legal Entries
· Manage Legal Entity
· Under Select Scope popup
· Select the Manage Legal Entity Radio Button
· In the *Legal Entity list, Select and Add
· Click Apply and Go to Task
· Select your created legal entity
· Save and Close
Legal Entity Registrations
· Setup and Maintenance
· Manage Legal Entity Registrations: Verify that the Legal Entity scope value is set correctly.
· Go to Task.
· Select Create.
· Enter Jurisdiction.
· Enter Registered Address.
· Enter Registered Name.
· Optionally enter Alternate Name, Registration Number, Place of Registration, Issuing Legal Authority, and Issuing Legal Authority Address, Start Date, and End Date.
· Save and Close.
Legal Reporting Unit
· Setup and Maintenance
· Define Legal Reporting Unit
· Manage Legal Reporting Unit. Verify that the Legal Entity scope value is set correctly.
· Go to Task
· Select Create
· Enter Territory, United States
· Enter Name
· Optionally enter a Start Date
· Enter Registration Information
· Search for and select Jurisdiction
· Enter Main Legal Reporting Unit information
· Select the value Yes or No for the Main Legal Reporting Unit. Set value to yes only if you are creating a new main (primary) legal reporting unit
· Enter the Main Effective Start Date, 1/1/11
· Save and Close
I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.