Inquiring on multi-tax authority rates

Tax Inquiry for Vertex (TX40) lets you inquire on multi-tax authority rates. You can inquire on any tax rate by specifying one of these records:

  • Accounts Receivable customer

  • Billing ship to

  • Billing and Revenue service location

  • Accounts Payable vendor

  • Accounts Payable vendor location

  • Inventory Control location

TX40 performs the tax authority rate search through the use of a Vertex API. The API uses the parameters specified in TX40 to find your tax rate. The API multi-tax authority rate search is only enabled 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

When you use TX40 to search for tax rates and an appropriate record such as an Accounts Receivable customer, Accounts Payable vendor, Accounts Payable vendor location, Inventory Control location, Billing ship to, or Billing and Revenue service location is specified, the record's address information and GeoCode is displayed. In addition, Tax Rates Inquiry (TX40.2) is updated with the tax breakdown of the specific tax jurisdiction.

The tax breakdown includes these tax rates (shown in percentages if available):

  • District rate

  • City rate

  • County rate

  • State rate

  • Total tax rate

This procedure gives instructions for inquiring on multi-tax authority rates.

Inquire on multi-tax authority rates

  1. Access Tax Inquiry for Vertex (TX40.1).
  2. Specify your company number in the Company field.
  3. Select the Record Lookup tab.
  4. Specify the parameters for your tax rate search by using one of these field combinations:
    Accounts Receivable Customer

    Specify a range of customers in the Accounts Receivable Customer fields.

    Billing Ship To

    Specify a range of ship-to locations in the Billing Ship To fields.

    Note: You cannot fill in the Billing Ship To fields without specifying customers in the Accounts Receivable Customer fields. Ship to and Vendor Location are not sufficient parameters for a tax rate search.
    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).

    Note: You can specify ship-to locations or a service location range, but not both.
    Inventory Control Location

    Specify a range of Inventory Control locations in the Inventory Control Location fields.

    Accounts Payable Vendor

    Specify a range of vendors in the Accounts Payable Vendor fields.

    Vendor Location

    Specify a range of vendor locations in the Vendor Location fields.

    Note: You cannot fill in the Vendor Location fields without specifying vendors in the Accounts Payable Vendor fields. Ship To and Vendor Location are not sufficient parameters for a tax rate search.
  5. Select the Inquire form action.

    The address information and GeoCode for the record is displayed on the Record Lookup tab.

    If more than one GeoCode is found for the parameters specified, multiple GeoCodes are displayed on the Mult GeoCode tab.

    Tax Rates Inquiry (TX40.2) displays the district, city, county, state, and total tax rate used to calculate tax for the tax location. Only the tax rates that are used during tax calculation are displayed. For example, if you are looking up the tax rates for Salt Lake City, the county tax rate is not displayed because the city tax for Salt Lake City overrides the county tax.