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IDTX
IDTX

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[{TableOfContents }]
!!!TAX JURISDICTIONS
[{Image src='IDTX.JPG' width='360' align='right' link='attach/IDTX/IDTX.JPG'}]
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!!!DEFINE TAX JURISDICTIONS
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’Jurisdiction Name’ must be unique within a state in eP.
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’Jurisdiction Name’ must be unique within a state/province in the application.
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A starter script is provided to load all Canadian tax jurisdictions by Province.
High Line supplies a starter script to load all Canadian tax jurisdictions by Province.
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State or local taxation codes ([GEO Codes|GEO_CODE]) are maintained centrally within the jurisdiction definition. If a city or county tax jurisdiction boundary changes, it can affect many employees. However, by changing the GEO code within the jurisdiction definition, the change will be applied automatically to all employees in that locality.
State or local taxation codes (GEO Codes) are maintained centrally within the jurisdiction
definition. If a city or county tax jurisdiction boundary changes, it can affect many employees.
However, by changing the GEO code within the jurisdiction definition, the change will be
applied automatically to all employees in that locality.
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For example, Ohio needs to be defined by state, county and city tax jurisdiction but Texas only needs to be defined by state.
For example, Ohio needs to be defined by state, county and city tax jurisdiction but Texas only needs
to be defined by state.
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The FIPS code (Federal Information Processing Standard Code) is a U.S. Government code assigned to geographical locations and may be defined as required. This field is mandatory if your company is going to be filing 941s.
The FIPS code (Federal Information Processing Standard Code) is a U.S. Government
code assigned to geographical locations and may be defined as required. This field is
mandatory if your company is going to be filing 941s.
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A starter script is provided to load all the state GEO codes and a sample city and county GEO code for each state.
High Line supplies a starter script to load all the state GEO codes and a sample city
and county GEO code for each state.
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Tax Jurisdiction data is stored in the [P2K_CM_TAX_JURISDICTIONS] table.
‘Define Tax Jurisdictions’ Usage and Examples
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;[GEO Code | GEO_CODE]:This field holds the GEO code of the city, county or state used for taxation purposes.
Tax Jurisdiction data is stored in the P2K_CM_TAX_JURISDICTIONS table.
GEO Code
This field holds the GEO code of the city, county or state used for taxation purposes.
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%%zebra-table
| State | 01-000-0000 | or
| County | 01-073-0000 | or
| City | 01-073-2051 |
%%
;[GEO Type | GEO_TYPE]:This field indicates whether the GEO code being defined is a city, county or state. Please refer to the Master GEO Code List provided by Vertex Inc. for a list of GEO codes for all states, counties and cities.You must select a value from the [fixed lexicon|FIXED LEXICON] ([X_GEO_TYPE]) provided.
!!Particulars
;[Jurisdiction Name | JURISDICTION_NAME]:This field holds the name of the city or township, county or state or provincial jurisdiction.
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;[County | COUNTY_CODE]:This indicates the name of the county for the registration being defined, if applicable.
;[State/Province | STATE_PROVINCE_CODE]:This field holds the name of the state or province for the jurisdiction defined.
;[Postal Start | ZIP_POSTAL_START]:This field provides the start of the zip or postal code range used for verification purposes.
;[Postal End | ZIP_POSTAL_END]:This field provides the end of the zip or postal code range to be used for verification purposes.
;[Area Code | PHONE_AREA_CODE]:This field will provide an area code which will default in when you are entering phone numbers for specific geographic areas in other screens (e.g. [IDEN]).
;[FIPS Code | FIPS_CODE]:FIPS Code is the Federal Information Processing Standard code for the geographic locations. Please refer to the Master GEO Code List provided by Vertex Inc. for a list of [FIPS codes|FIPS_CODE].
;[Headtax Applicable | HEAD_TAX_APPLICABLE]:If this toggle is ON, head tax needs to be calculated for this city. If this toggle is OFF, head tax does NOT need to be calculated for this city.
!!Vertex Zip Ranges
In this section you may define a range of zip codes associated to a specific jurisdiction within a
GEO code.
After the zip codes are defined, if you enter a zip code in other forms (such as [IEPI] or [IDLN]) the system will automatically fill in the associated jurisdiction name. In the case where a zip code is used in more than one jurisdiction, the system will provide a list of jurisdictions for you to choose from.
;[Local Jurisdiction Name | LOCAL_JURISDICTION_NAME]:This field holds the name of the city or township, county or state jurisdiction.
;[Zip Code Start | ZIP_POSTAL_START]:This field provides the start of the zip range used for verification.
;[Zip Code End | ZIP_POSTAL_END]:This field provides the end of the zip code range that is to be used for verification.
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![Notes|Edit:Internal.IDTX]
[{InsertPage page='Internal.IDTX' default='Click to create a new notes page'}]
This page (revision-14) was last changed on 26-Nov-2021 10:22 by JMyersTop