This page (revision-52) was last changed on 26-Nov-2021 10:22 by mmcfarland

This page was created on 26-Nov-2021 10:22 by jmyers

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Version Date Modified Size Author Changes ... Change note
52 26-Nov-2021 10:22 23 KB mmcfarland to previous
51 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
50 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
49 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
48 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
47 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
46 26-Nov-2021 10:22 24 KB jescott to previous | to last
45 26-Nov-2021 10:22 24 KB jescott to previous | to last
44 26-Nov-2021 10:22 23 KB jmyers to previous | to last US TAX SERIES ==> US TAX SERIES(System_Preference)
43 26-Nov-2021 10:22 23 KB jmyers to previous | to last US TAX PORT NUM ==> US TAX PORT NUM(System_Preference)
42 26-Nov-2021 10:22 23 KB jmyers to previous | to last US TAX HOST NAME ==> US TAX HOST NAME(System_Preference)
41 26-Nov-2021 10:22 23 KB jmyers to previous | to last US STE LOG LEVEL ==> US STE LOG LEVEL(System_Preference)

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Incoming links Outgoing links
US Tax Screens
US Tax Screens

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Difference between version and

At line 121 changed one line
INSERT IMAGE 3.2.1
At line 125 changed one line
• Each IDTX entry is for a unique combination of State, County, City, Municipality, School
*Each IDTX entry is for a unique combination of State, County, City, Municipality, School
*There are 2 options to enter Tax Jurisdiction on IDTX screen
*#user can manually enter the Tax Jurisdiction combination on the right side of the IDTX screen
*#*i.e. enter each State, County, City, Municipality, School code
*#user can click the GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
*If the same GEO Code displays multiple entries on the left side, please note that these are not duplicate entries, these entries must be defined for different Municipalities or Schools, please refer to the right side to show the detail of this screen
*For IDLN, IEPI, IEAS, IPTR, IPPH screens that need the Jurisdiction Code, these screens will pop into ‘Tax Jurisdiction Editor Utility’ with GEO Code icon to enter Jurisdiction Information
At line 127 changed one line
• There are 2 options to enter Tax Jurisdiction on IDTX screen
__Option (1)__
*Enter manually on the right side of the IDTX screen
**i.e. State will default in, select a County, City, Municipality, School Code
*The new GEO Code will be automatically built with the selected State-County-City Code
*If the user is unsure of the County the City belongs to, they may select the City and the system will default the associated County.
At line 129 changed 2 lines
1) user can manually enter the Tax Jurisdiction combination on the right side of the IDTX screen
i. i.e. enter each State, County, City, Municipality, School code
INSERT IMAGE 3.2.2
At line 132 changed one line
2) user can click the GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
__Option (2)__
At line 134 changed one line
• If the same GEO Code displays multiple entries on the left side, please note that these are not duplicate entries, these entries must be defined for different Municipalities or Schools, please refer to the right side to show the detail of this screen
*Click GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
*On IDTX, select a State, then click the Add icon , then click the GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog box.
At line 136 changed one line
• For IDLN, IEPI, IEAS, IPTR, IPPH screens that need the Jurisdiction Code, these screens will pop into ‘Tax Jurisdiction Editor Utility’ with icon to enter Jurisdiction Information
INSERT IMAGE 3.2.3
At line 148 added one line
__Manually Converting Tax Jurisdictions__
At line 139 removed 33 lines
Option (1)
• Enter manually on the right side of the IDTX screen
o i.e. State will default in, select a County, City, Municipality, School Code
• The new GEO Code will be automatically built with the selected State-County-City Code
• If the user is unsure of the County the City belongs to, they may select the City and the system will default the associated County.
Option (2)
• Click GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
• On IDTX, select a State, then click , then click to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
Manually Converting Tax Jurisdictions
At line 175 changed 2 lines
1) Copy the GEO CODE into the Alt Geo Code field. This is needed so that when UPCALC is run using Vertex, UPCALC knows which Vertex GEO Code to use.
2) Using the fields on the right hand side, select the correct County and City. This will create the appropriate GNIS Geo Code. The name defined in the Jurisdiction field will be replaced with the City name.
#Copy the GEO CODE into the Alt Geo Code field. This is needed so that when UPCALC is run using Vertex, UPCALC knows which Vertex GEO Code to use.
#Using the fields on the right hand side, select the correct County and City. This will create the appropriate GNIS Geo Code. The name defined in the Jurisdiction field will be replaced with the City name.
At line 178 removed one line
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At line 162 added one line
INSERT IMAGE 4.1
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In the ‘Tax Jurisdiction Editor Dialog there are 2 sections to enter information, the user can enter information in either one:\\ \\
__1. Enter Selection or Jurisdiction Details__
;GEO Code:
*the user may click the GEO Code lookup icon and select from the list of existing GEO Codes
*after a GEO Code entry is selected from lookup the valid State, County, City, Municipality, School will be displayed
;ZIP Code:
*the user may click the lookup of the ZIP Code and select from the list
*or user may manually enter a ZIP code
*if a ZIP Code is selected from lookup, the valid State, County, City, Municipality, School will be displayed, e.g. ZIP 17815 for PA
*if a ZIP Code is manually entered and if this ZIP code is unique, then the valid combination will be displayed
;Location:
*the user may click the lookup for Location Code and select from the list
*after a Location Code is selected from lookup, this Location Code is used to go into IDLN to retrieve the Jurisdiction if it exists and display the State, County, City, Municipality, School of the IDLN Jurisdiction
At line 178 added 15 lines
After the selection of GEO Code, ZIP Code or Location Code is specified, the user can modify the Jurisdiction Details if these combinations are not correct or click OK.\\ \\
__2) Jurisdiction Details__
;State:
*the state will default in, however the user may select a different state from the list
;County:
*the user may click the lookup for County Code and select from the list.
;City:
*the user may click the lookup for City Code and select from the list.
*if the user does not know the County the City belongs to, the user may not provide the County information and just select a City, the County will default in according to the selected City
;Municipality:
*the user may click the lookup for Municipality Code and select from the list.
*only the State of Pennsylvania will display Municipalities
;School:
*the user may click the lookup for School and select from the list
*only Ohio and Pennsylvania States will display Schools to select from
At line 190 removed 37 lines
In the ‘Tax Jurisdiction Editor Dialog there are 2 sections to enter information, the user can enter information in either one:
1) Enter Selection or Jurisdiction Details
GEO Code - the user may click the GEO Code lookup icon and select from the list of existing GEO Codes
- after a GEO Code entry is selected from lookup the valid State, County, City, Municipality, School will be displayed
ZIP Code - the user may click the lookup of the ZIP Code and select from the list
- or user may manually enter a ZIP code
- if a ZIP Code is selected from lookup, the valid State, County, City, Municipality, School will be displayed, e.g. ZIP 17815 for PA
- if a ZIP Code is manually entered and if this ZIP code is unique, then the valid combination will be displayed
Location - the user may click the lookup for Location Code and select from the list
- after a Location Code is selected from lookup, this Location Code is used to go into IDLN to retrieve the Jurisdiction if it exists and display the State, County, City, Municipality, School of the IDLN Jurisdiction
After the selection of GEO Code, ZIP Code or Location Code is specified, the user can modify the Jurisdiction Details if these combinations are not correct or click OK
2) Jurisdiction Details
State - the state will default in, however the user may select a different state from the list
County - the user may click the lookup for County Code and select from the list.
City - the user may click the lookup for City Code and select from the list.
- if the user does not know the County the City belongs to, the user may not provide the County information and just select a City, the County will default in according to the selected City
Municipality - the user may click the lookup for Municipality Code and select from the list.
- only the State of Pennsylvania will display Municipalities
School - the user may click the lookup for School and select from the list
- only Ohio and Pennsylvania States will display Schools to select from
This page (revision-52) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop