AssignGeoTAXInfo determines tax
jurisdictions that apply to a given location. There are several options for
determining tax rates for a location: use the optional Pitney Bowes Sales and Use Tax Rate file, use other software, such as Vertex or Taxware, or
develop a custom process.
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Using Pitney Bowes Sales and Use Tax Rate file:
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To include tax rate data in the output, set GeoTAXOutputRecordType
= B.
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To select the tax rate type, set TaxRate
to one of the following:
G - Return the General sales and use tax
rates.
A - Return the Automotive sales and
use tax rates.
C - Return the Construction
sales and use tax rates.
M - Return the
Medical sales and use tax rates.
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Using Vertex or Taxware Software:
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To include Tax Jurisdiction fields in the output, which includes the GeoTAXKey field that
contains the Vertex or Taxware code, set GeoTAXOutputRecordType
= T.
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To select the vendor information, set TaxKey
to one of the following:
T - Return the Taxware jurisdiction code for the
address.
Y - Return the Vertex
jurisdiction code for the address. Select this option if you obtained a
MatchMaster file from Vertex.
V - Return the
Vertex jurisdiction code for the address. Select this option if you
obtained a Vertex file from Pitney Bowes.
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Using a Custom Process:
If your organization has defined custom tax codes, you can use the
jurisdiction information returned by AssignGeoTAXInfo to look up the tax
jurisdictions in your custom tables. To do this, you need to configure
AssignGeoTAXInfo
to return the following fields:
- StateCode
- County.Code
- GNISCode or Place.Code
- SPDn.DistrictCode
To include these fields in the output:
-
To include Tax Jurisdiction fields in the output, set GeoTAXOutputRecordType
= T.
-
To include Special Purpose Districts fields in the output, set GeoTAXOutputRecordType
= S.