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 Precisely Sales and Use Tax Rate file, use other software, such as Vertex or Sovos, or develop a custom process.
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Using Precisely Sales and Use Tax Rate file:
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Using Vertex or Sovos Software:
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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.
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To include Special Purpose Districts fields in the output, set
GeoTAXOutputRecordType
= S.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.