Viewing GeoCodes

By specifying address parameters such as state/Canada, county/province, city, or ZIP/postal code on Tax Inquiry for Vertex (TX40), you can search for and find the GeoCode for any tax location in the United States or Canada.

You can also use TX40 to find the GeoCodes of existing Accounts Receivable customers, Billing ship-to locations, Accounts Payable vendors, Accounts Payable vendor locations, and Inventory Control locations by defining report parameters on the Record Lookup tab.

TX40 does not assign GeoCodes to tax locations. This program is only used to find GeoCodes. Assigning GeoCodes to new customers Updating and reporting on GeoCodes and addresses for existing customers

A Vertex API is used to perform the GeoCode search for TX40. The GeoCode search is only available for Vertex-defined tax companies that use one of these tax system codes on Company (TX00.1):

  • Quantum GeoCode

  • Quantum City State Zip or State Zip

  • O Series GeoCode

For Quantum, any portion of the GeoCode that is not found during the GeoCode search is represented by zeroes. For example, if an address parameter (such as the city) is not specified on TX40 when the search is conducted, the Vertex API represents the city digits of the GeoCode with zeroes.

This procedure gives instructions for viewing GeoCodes.

View GeoCodes

  1. Access Tax Inquiry for Vertex (TX40.1) .
  2. Specify your company number in the Company field.
  3. Select the GeoCode Lookup tab. Specify the address parameters for your GeoCode search.
  4. Specify this information:
    State or Canada

    Specify the two-letter abbreviation for the state you are searching for or CN for Canada.

    County or Province

    Specify the name of the county or province.

    Postal Code

    Specify the postal code.

  5. To view GeoCodes for existing customers, select the Record Lookup tab.
  6. Specify this information:
    Accounts Receivable Customer

    Specify an Accounts Receivable customer.

    Note: You can specify one of these: Accounts Receivable customer, Accounts Payable vendor, or Inventory Control location.
    Billing Ship To

    Specify a ship-to code for the customer.

    Note: You can specify a Billing ship-to code or a Billing and Revenue service location, but not both.
    Billing and Rev Service Location

    Service locations let you define address parameters and tax rules at a level lower than the customer. If you use the Vertex tax system, the service location address can be used in the invoice tax calculations.

    You define service locations using Service Location (BR16.1). You can set up multiple service locations for a customer. Each service location is taxable (you cannot define a location as exempt).

    Vendor Location

    Specify a vendor location that you defined using Vendor Location (AP10.2).

    Inventory Control Location

    Specify a valid inventory location that you defined using Location (IC02.1).

    Billing Process Level

    Specify a process level that you defined using Process Level (BL01.1).

  7. Select the Inquire form action. One of these takes place:

    • The GeoCode for the parameters you specified is displayed in the GeoCode field.

    • Multiple GeoCodes are displayed on the Mult GeoCode tab.

    • An error message is displayed.