Precisely Vertex 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 Vertex cross-reference file used to match GeoTAX geocodes to Vertex geocodes.

Note: To use this feature, you must be a licensed user of Vertex ZIP+4 based products and the Special Purpose Districts through Precisely.

In cooperation with Vertex, Precisely is now building a cross-reference file for use with the new Vertex products. Vertex uses its own proprietary codes. GeoTAX codes need to be matched to Vertex codes in order to reference their tax tables correctly. The cross-reference file enables you to match census geocodes from GeoTAX to Vertex software applications.

Step 1: Load the Cross-Reference 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 Vertex cross reference file option.

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

The program installs the reference file in the database location for GeoTAX.

On UNIX/Linux:

  1. Run the installdb program.

  2. Select PB Software Vertex Cross Reference File.

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

The install program creates file GTMSTR2 in the GeoTAX database location.

On z/OS:

  1. Modify the JCL member GOTAXLD4 as appropriate.

  2. Insert a job card and submit.

Step 2: Match to the Precisely Vertex Files

When defining your batch job, you must specify a ‘V’ in position 56 of the PCOUT parameter record in order to return the 9-byte Vertex key. This key (also called the GeoTAX key) is the result of the conversion of the FIPS codes, GNIS codes, and Special Purpose District Codes out of GeoTAX to the proprietary Vertex codes used in their software. You can then use that data in your Vertex application to find the tax rate for each jurisdiction.

For more information on the PCOUT parameter record, see PCOUT .