Country

Use this page to define the main characteristics of the countries you need to use in the software.

Several countries and corresponding legislations are delivered by default. If your country is not listed and you need a legislation for tax purposes, see How to set up a custom tax solution.

Create a country

1. Select Create.

2. Enter the following information:

   • ISO 3166-1 alpha-2 code
   • ISO 3166-1 alpha-3 code
   • Name

3. Select:

   • A Currency
   • A Continent
4. Check that the Label for region and Label for postal code are correct.
5. If the country is a EU member, select the EU member checkbox.
6. You can select the Legislation and add an image of the Flag.
7. Select a Tax solution for financial sites.
8. Select Save.

Edit or delete a country

1. Select the country from the Selection panel.
2. Make the changes as needed.
3. Select Save or Delete.

How to set up a custom tax solution

If your country or legislation is not delivered, you can create a customized tax solution.

First, on the Country page, add your country and select an existing tax solution. For example, you could select a legislation with the same currency.

Next, on the Tax solution page, select the tax solution you associated with your new country. You see it included in the Countries field.

Create a new Tax solution for your new country.

You can create tax categories, rates, tax determination rules, and so on.

When you've completed the tax solution set up, return to the country record on the Country page, and replace the Tax solution with the one you just created.

You're now ready to create the company in this country, which includes adding sites, contacts, locations, and other details as needed.

If you integrate with Sage Intacct, you need to add the new country to the Sage Intacct configuration page on the Defaults tab.