Precisely Sales and Use Tax Rate File  - GeoTAX_Premium - 7 - 7.7

GeoTAX Premium for Windows, UNIX/Linux, and z/OS

Product type
Software
Portfolio
Verify
Product family
Geo Addressing
Product
GeoTAX Premium
Version
7.7
Language
English
Product name
GeoTAX Premium
Title
GeoTAX Premium for Windows, UNIX/Linux, and z/OS
Copyright
2023
First publish date
1998
ft:lastEdition
2023-10-19
ft:lastPublication
2023-10-19T16:49:54.924301

This section describes the steps to build the Precisely Sales and Use Tax Rate file.

Note: To use this feature, you must be a licensed user of the Precisely Sales and Use Tax Rate product.

There are four different types of rates available: General, Automotive, Medical and Construction. For the selected tax type, the following sales and/or use tax rate data can be provided:

  • State

  • County

  • Municipality

  • Up to 10 Special Purpose Districts (SPDs)

  • Total Rate - the sum of the individual state, county, municipality and SPD rates

Complete the following steps to use the Precisely Sales and Use Tax Rate file.

Step 1: Load the Precisely Sales and Use Tax Rate file

On Windows:

  1. Click Start > Programs > Precisely > GeoTAX > Database Load Utility.

    The GeoTAX Database Load Utility dialog box opens.

  2. Select the PB Software tax rate file option.

  3. To complete the loading process, follow the instructions provided by the utility.

The program installs the Precisely Sales and Use Tax Rate file in the database location for GeoTAX.

On UNIX/Linux:

  1. Copy the Precisely Sales and Use Tax Rate file into the $G1GTX/data subdirectory.

  2. Change to the $G1GTX/bin subdirectory.

  3. Run the installation script installdb.

  4. Select the PB Software Tax Rate File option.

  5. To complete the loading process, follow the instructions provided by the script.

The load program creates the indexed sequential file GTTAXRT.

On z/OS:

Run LOADRATE:

  1. Obtain the SEQRTE file from Precisely.

  2. Modify the following variables:

    • yourhlq - your high-level qualifier

    • yourRTlib - Runtime Library in effect at your site

    • volume - VSAM DASD pack volser

    In addition, modify the ftp variables appropriate for your site.

  3. Insert a job card and submit.

The program produces a database file called GTTAXRT.

Step 2: Match to the PB Software Sales and Use Tax Rate file

To match to the Precisely Sales and Use Tax Rate file in batch processing, modify the TAXOUT parameter record. You can also tell GeoTAX to return sales/use tax data for up to 10 Special Purpose Tax Districts using the SPDOUT parameter record in your batch job.

For more information, see the TAXOUT (page 242) and SPDOUT (page 239) parameter records.