United States Localization

1

Hello @lubos , in browsing this forum I think you are the right person to direct these questions to:

  1. Have you any knowledge of either a localization file for business in the US (I’m in California), and/or documentation on how to create a localization?
    (or do i just manually create the business and then THAT is my localization?)

  2. is there a system in place that accommodates dynamic tax rate changes (year to year change of county sales tax, etc.)

2

There are no localizations for the USA. Because of the thousands of different possible tax scenarios, you must create your own custom tax codes. See Create and use tax codes | Manager and Work with multi-component custom tax codes | Manager.

Likewise, there are no US report transformations, for the same reason.

There is no dynamic update method for tax rate changes. This subject in covered in the Guides above.