Sovos Docs

Add a customer's business location

Learn how to add a business location for a customer in Global Tax Determination.

  1. Go to Settings > Advanced Settings.
    The legacy settings open in a new tab.
  2. Click Manage.
  3. Select the organization in the side panel.
  4. Click the Customer tab, then click Create/Edit Business Locations.
  5. Select the customer in the side panel.
  6. In Step 1, enter the location code and location name.
    The location code and name identify the location in Global Tax Determination. The location code must match location code used in your ERP and can't contain spaces.
  7. The Active box is automatically selected for valid addresses. If this business location is no longer valid, clear this box.
  8. Select the location type that applies to this business location.
    You can select more than one location type for a single business location.
  9. In Step 2, enter the address of the business location.
  10. In Step 3, click Assign Geo Code..., then select the appropriate Geo Code from the list.
    The list of Geo Codes is generated based on the address you entered in the previous step.
  11. Click Save.
When the new location is saved, a success message appears.