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Workpapers CS is designed to determine taxation requirements based on client addresses. For the application to calculate taxation correctly, all addresses entered in the application should be accurate and valid. The address verification feature ensures this by looking up and verifying the validity of city, country, and ZIP code combinations.

General city, state, ZIP verification

To use the address verification feature, follow these steps.

1. For client addresses: In the Main tab of the Clients screen, click the button to open the Address Verification dialog.
2. For client addresses: In the Address Verification dialog, enter either a ZIP code or the city and state, separated by a comma. (For example, 75205; Dallas, Texas; or Dallas, TX are all valid formats.) The application uses the street address entered in the first Address field as part of the search.
3. Press the TAB key. If there is only one match for the City, County, or ZIP fields, the application enters the results in the fields. If there are multiple possible matches, the application automatically populates the fields in the Results section with drop-down lists of possible results.
4. For fields with more than one possible result, select the appropriate choice from the drop-down lists.
5. Click OK to save the location information and close the Address Verification dialog.

Address-level verification

In addition to general city, state, and ZIP code verification, the additional address verification feature enables you to verify specific addresses and to determine address-level taxes based on a work address and resident address. This is useful not only for verifying the mailing addresses for clients, but is also important for jurisdictions that use address-level tax determination.

• For client addresses: In the Main tab of the Clients screen, click the button to open the Address Verification dialog.
• For client addresses: In the Search field of the dialog, enter as much of the address as you know.
• Click the button to view options in the Address Difference Found dialog. The dialog displays two panes - the Existing pane and the Suggested pane. The Address Verification indicator displays the accuracy level of the information in the Suggested pane.

  	Address-level accuracy. The application found a match for the exact address.
  	Street-level accuracy. The application found a match for the street name, but not the street number.
  	City-level accuracy. The application found a match for the city and state only.
  	State-level accuracy. The application found a match for the state only.

• Click OK to view options in the Address Difference Found dialog. The dialog displays two panes - the Existing pane and the Suggested pane. The Address Verification indicator displays the accuracy level of the information in the Suggested pane.
• Choose an option to specify how you want to handle the address information found by the application.
  • Update the existing address with the suggested address. The application replaces the existing address information with the suggested address and determines the applicable taxes based on this address.
  • Use the suggested address to determine applicable taxes only. The application keeps the existing address information but uses the suggested address to determine the applicable taxes.
• Click OK. The application auto-fills the address fields in the Main tab.

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