Determining Tax Rates with AssignGeoTAXInfo

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.

  • Using Pitney Bowes Sales and Use Tax Rate file:
    1. To include tax rate data in the output, set GeoTAXOutputRecordType = B.
    2. 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.

  • Using Vertex or Taxware Software:
    1. To include Tax Jurisdiction fields in the output, which includes the GeoTAXKey field that contains the Vertex or Taxware code, set GeoTAXOutputRecordType = T.
    2. 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.

  • 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:

    1. To include Tax Jurisdiction fields in the output, set GeoTAXOutputRecordType = T.
    2. To include Special Purpose Districts fields in the output, set GeoTAXOutputRecordType = S.