Tax Jurisdiction Options

These options control how AssignGeoTaxInfoPlusGTR determines the tax jurisdiction for the address:

Parameter

Description

Option.FileSearchOrder

Specifies which state-supplied file to use. This option only takes effect if you specify Option.UseStateProvidedFile=Y. One of the following:

FLOnly
Use only the Florida-native formatted file. (default)
TSOnly
Use only the TS-158 formatted file.

Option.GeoTAXOutputRecordType

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 Option.OutputFields option.

  • C—Census
  • L—Latitude/Longitude
  • T—Tax Jurisdiction
  • U—User-defined boundary file
  • W—Payroll System Tax Codes
  • X—Auxiliary File
  • B—PB Software Sales and Use Tax Rate file

You can also specify one, and only one, of the following:

I
Insurance Premium Tax District (IPD)
R
Payroll Tax District (PAY)
S
Special Purpose Tax District (SPD)

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

Note: If you specify W, to obtain the best payroll system tax code match possible.

Option.OutputCasing

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:

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

Option.OutputFields

Indicates the individual output fields you want returned. 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 Response.

Option.TaxKey

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:

N
Do not return either the Sovos or Vertex jurisdiction codes (default).
T
Return the Sovos jurisdiction code for the address.
V
Return the Vertex jurisdiction code for the address. Select this option if you obtained a Vertex file from Precisely.
Note: The Special Purpose District data is needed to achieve the best results from this option.

Option.UseAuxiliaryFile

Specifies whether to attempt a match to a User Auxiliary file. User Auxiliary files are user-defined files that override results from the primary files in street-level matching.

Y
Use the User Auxiliary file for matching.
N
Do not use the User Auxiliary file for matching. (default)

Option.UseStateProvidedFile

Specifies whether to attempt a match to the state-supplied file. Use this option in combination with FileSearchOrder to specify a state-supplied file to use.

State-supplied files are provided by individual state governments. By matching to the state-supplied files, you can remain compliant with tax jurisdiction assignment requirements mandated by new federal and state laws, such as the Mobile Telecommunications Sourcing Act and the Florida state Communications Services Tax Simplification Law.

There are two supported file formats: the Florida-native format and the national TS-158 format (ANSI Transaction Set No. 158). The state of Florida provides address files in both the TS-158 and its own native format.

If this option is enabled, the address is first matched to the state supplied file. If a state match cannot be found, the primary files are used to attempt a match.

Y
Use the State-supplied file for matching.
N
Do not use the State-supplied file for matching. (default)
Note: You must install the appropriate State-supplied file to use these options. For instructions, see the Spectrum OnDemand Installation Guide.

Option.UseRelaxedSecondaryMatching

Specifies whether input addresses with secondary information are matched to records without secondary information. This option applies only to Florida-native files.

Y
Use relaxed secondary matching.
N
Do not use relaxed secondary matching. (default)

Option.TaxRate

Select the desired Sales tax rate type or none:
N
Do not return sales tax rates. (default)
G
Return the General sales tax rates.
A
Return the Automotive sales tax rates.
C
Return the Construction sales tax rates.
M
Return the Medical sales tax rates.