TI Tax Jurisdiction Administration field descriptions

Fields are presented in alphabetical order within each section.

Addresses - Ship To

City: City of the location the shipment is being shipped to.
Country: This field is only used by the Sovos interface. Sovos Sales and Use Tax (SUT) interface calculates tax only in the United States and Canada. For SUT, the country is determined by the system based upon the zip code specified.
Geo Code: Geo code or Tax Area ID of the area the product is being shipped to.
Out of City: This option is only used by the Sovos GTD interface.
State: State of the location the shipment is being shipped to.
Zip Code: Zip code of the location the shipment is being shipped to.

Addresses - Ship From

City: City of the location the shipment is being shipped from.
Country: This field is only used by the Sovos interface. Sovos Sales and Use Tax (SUT) interface calculates tax only in the United States and Canada. For SUT, the country is determined by the system based upon the zip code specified.
Geo Code: Geo code or Tax Area ID of the area the product is being shipped from.
Out of City: This option is only used by the Sovos GTD interface.
State: State of the location the shipment is being shipped from.
Zip Code: Zip code of the location the shipment is being shipped from.

Addresses - Point of Origin

City: City of the point of origin for the shipment.
Country: This field is only used by the Sovos interface. Sovos Sales and Use Tax (SUT) interface calculates tax only in the United States and Canada. For SUT, the country is determined by the system based upon the zip code specified.
Geo Code: Geo code or Tax Area ID of the location of the point of origin for the shipment.
Out of City: This option is only used by the Sovos GTD interface.
State: State of the point of origin for the shipment.
Zip Code: Zip code of the point of origin for the shipment.

Addresses - Point of Acceptance

City: City of the point of acceptance for the shipment.
Geo Code: Geo code or Tax Area ID of the location the shipment is being accepted in.
Out of City: This option is only used by the Sovos GTD interface.
Country: This field is only used by the Sovos interface. Sovos Sales and Use Tax (SUT) interface calculates tax only in the United States and Canada. For SUT, the country is determined by the system based upon the zip code specified.
State: State of the point of acceptance for the shipment.
Zip Code: Zip code of the point of acceptance for the shipment.

Tax Basis

Amount

Amount of the shipment you want to calculate taxes and determine jurisdiction for. If you specify an amount in the Exempt field, that amount is subtracted from the amount in this field when determining taxes.

Auto Fill

If you clear this option, you must manually specify all address data. If you select this option, the fields in the Point of Acceptance (POA) section autofills based on your setting for the POA Tax Type field in SA Company Setup-Taxes and the value you specify in the corresponding field.

Note: For AvaTax, the field names are Point of Origin and Point of Acceptance. For Vertex Cloud, the field names are Administrative Origin [Point of Origin] and Administrative Destination [Point of Acceptance].

This table shows examples:


POA Tax Type setting	Auto fill action example
Ship To	In the Ship To section, when you specify a value in the City field, then press Tab, the value you specified autofills the corresponding City field in the Point of Acceptance section.
Ship From	In the Ship From section, when you specify a value in the City field, then press Tab, the value you specified autofills the corresponding City field in the Point of Acceptance section.
Call Center	In the Ship From section, when you specify a value in the City field, then press Tab, no autofill occurs in the corresponding City field in the Point of Acceptance section.
Blank	In the Ship From section, when you specify a value in the City field, then press Tab, no autofill occurs in the corresponding City field in the Point of Acceptance section.

If you select this option, the fields in the Point of Origin (POO) section autofill based on your setting for the POO Tax Type field in SA Company Setup-Taxes and the value you specify in the corresponding field.

Note: For AvaTax, the field names are Point of Origin and Point of Acceptance. For Vertex Cloud, the field names are Administrative Origin [Point of Origin] and Administrative Destination [Point of Acceptance].

This table shows examples:


POO Tax Type setting	Auto fill action example
Ship To	In the Ship To section, when you specify a value in the City field, then press Tab, the value you specified autofills the corresponding City field in the Point of Origin section.
Ship From	In the Ship From section, when you specify a value in the City field, then press Tab, the value you specified autofills the corresponding City field in the Point of Origin section.
Call Center	In the Ship From section, when you specify a value in the City field, then press Tab, no autofill occurs in the corresponding City field in the Point of Origin section.
Blank	In the Ship From section, when you specify a value in the City field, then press Tab, no autofill occurs in the corresponding City field in the Point of Origin section.

Canada

Indicate whether to calculate taxes for a Canadian location.

Exempt

Amount of the shipment that is exempt from taxes. The value you specify in this field is subtracted from the value in the Amount field when determining taxes.

Point of Transfer

Indicate whether taxes are based on the Origin or Destination of the shipment.

Product Code

Specify a product code to calculate taxes for a specific product code.

See the online Help or your third-party documentation for information about product codes and how they are used to calculate taxes.

Tax Type

Indicate whether to calculate Sales, Use, or Rental tax.

Taxes

City Tax

Shows the amount of city tax calculated for the parameters you specified.

County Tax

Shows the amount of county tax calculated for the parameters you specified.

District Tax

This field is currently not in use.

Error Code

Shows the status of the taxing call to the third-party application. Error codes can be informational or indicate that processing was stopped.

See your third-party documentation for information about their supported list of error codes.

Error

Indicates if the error code returned from the third-party application halted processing. If this value is selected, the error halted processing. If this value is not selected, the error code was informational only, but processing was completed.

Federal Tax

Shows the amount of federal tax calculated for the parameters you specified.

Secondary City Tax

Shows the amount of secondary tax for the specified city. Secondary taxes are taxes that are charged above and beyond the standard federal, state, and county taxes.

Secondary County Tax

Shows the amount of secondary tax for the specified county. Secondary taxes are taxes that are charged above and beyond the standard federal, state, and county taxes.

Secondary State Tax

Shows the amount of secondary tax for the specified state. Secondary taxes are taxes that are charged above and beyond the standard federal, state, and county taxes.