Output Data Options

Data options control the data returned by Assign GeoTAX Info.

Option Name Description
Output Data

Include data

Select one or more of the following to obtain the type of data you want returned. If you do not want all of the fields in a record type returned, you can specify the individual fields to return by specifying them in the Include extra fields field.

  • Auxiliary File
  • Census
  • Latitude/Longitude
  • Parsed Elements
  • Payroll System Tax Codes
  • Tax Jurisdiction
  • User-defined Boundary

For a description of the fields in each output group, see Output.

Note: If you select Payroll System Tax Codes, select Payroll Tax Districts under Tax district to obtain the best payroll system tax code match possible.

Tax district

Indicates the type of tax district information returned.

  • Insurance Premium Tax Districts
  • Payroll Tax Districts
  • Special Purpose Tax Districts

For a description of the fields in each output group, see Output.

Sales tax cross-reference key

If you use third-party tax compliance software from Vertex or Sovos, select which vendor you use. This controls the value returned in the GeoTAXKey output field. One of the following:

None
Do not return either the Sovos or Vertex jurisdiction codes (default).
Sovos
Return the Sovos jurisdiction code for the address.
Vertex
Return the Vertex jurisdiction code for the address. Select this option if you obtained a Vertex file from Precisely.
Note: If you select Sales tax cross-reference key, select Special Purpose Districts under Tax district to obtain the best Sales tax cross-reference key match possible.

Sales tax rate type

Indicates the sales and use tax rate type to return or none:

None
Do not return sales and use tax rates. (default)
General
Return the General sales and use tax rates.
Automotive
Return the Automotive sales and use tax rates.
Construction
Return the Construction sales and use tax rates.
Medical
Return the Medical sales and use tax rates.
Note: If you select Sales tax rate type, select Special Purpose Districts under Tax district to obtain the best match possible to the tax rate file.

Include extra fields

Indicates the individual output fields you want returned. In Management Console, list fields separated by a comma. In Enterprise Designer, list fields separated by a pipe (|) between each field. You can use this field instead of the Output Record Type to limit the output to those fields that are important to your current data needs.

For a list of the fields included in each data type, see Output.

Output format

Output Casing

Specifies the casing of these output fields: County.Name, CBSA.Name, MCD.Name, Place.Name, IPDn.DistrictName, PAYn.DistrictName, SPDn.DistrictName, and PTCn.PayrollDescription.

One of the following:

Mixed
Returns the output in mixed case (default). For example: Rensselaer.
Upper
Returns the output in upper case. For example: RENSSELAER.