Determining Tax Rates with Assign GeoTAX Info

Assign GeoTAX Info determines tax jurisdictions that apply to a given location. There are several options for determining tax rates for a location: use the optional Precisely Sales and Use Tax Rate file, use other software, such as Vertex or Sovos, or develop a custom process.
Note: As Spectrum Enterprise Tax transitions its administrative tasks to a web-based Management Console, labels for the options may use different wording than what you see in Enterprise Designer. There is no difference in behavior.
  • Using Precisely Sales and Use Tax Rate file:
    1. On the Assign GeoTAX Info page, select the Output tab.
    2. Under Include data, select the Tax Jurisdiction checkbox. This option returns several tax jurisdiction fields. For more information on these fields, see Tax Jurisdiction.
    3. Use the Tax district dropdown menu and select Special purpose districts. This option returns the SPDnDistrictCode field that you will need to return the correct tax rates. For more information, see Special Purpose Tax Districts.
    4. Use the Sales tax rate type dropdown menu and select either: General, Automotive, Construction or Medical. This option returns tax rates for the selected industry. For more information, see Sales and Use Tax Rates.
  • Using Vertex or Sovos Software:
    1. On the Assign GeoTAX Info page, select the Output tab.
    2. Under Include data, select the Tax Jurisdiction checkbox. This option returns several tax jurisdiction fields. The GeoTAXKey field contains the Vertex or Sovos code. For more information on these fields, see Tax Jurisdiction.
    3. Use the Tax district dropdown menu and select Special purpose districts. This option returns the SPDnDistrictCode field that you will need to return the correct GeoTAXKey. For more information, see Special Purpose Tax Districts.
    4. Use the Sales tax cross-reference key dropdown menu and select Vertex to have Assign GeoTAX Info return a Vertex key, or select Sovos to have Assign GeoTAX Info return a Sovos key.
  • Using a Custom Process:

    If your organization has defined custom tax codes, you can use the jurisdiction information returned by Assign GeoTAX Info to look up the tax jurisdictions in your custom tables. To do this, you need to configure Assign GeoTAX Info to return the following fields:

    • StateCode
    • County.Code
    • GNISCode or Place.Code
    • SPDn.DistrictCode

    To include these fields in the output:

    1. On the Assign GeoTAX Info page, select the Output tab.
    2. Under Include data, select the Tax Jurisdiction checkbox. This option returns several tax jurisdiction fields. For more information on these fields, see Tax Jurisdiction.
    3. Use the Tax district dropdown menu and select Special purpose districts. This option returns the SPDnDistrictCode field that you will need to use with your custom look up table. For more information, see Special Purpose Tax Districts.