Sovos Files - 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 Sovos files used to match GeoTAX geocodes to Sovos geocodes.

Note: To use this feature, you must be a licensed user of Sovos sales tax products and the Special Purpose District file through Precisely.

Sovos uses its own proprietary codes. GeoTAX codes need to be matched to Sovos codes in order to reference their tax tables correctly. The cross-reference file enables you to match census geocodes from GeoTAX to Sovos software applications.

Step 1: Load the Cross-Reference File

Note: Before loading the cross-reference file, choose which Sovos file you want to use: TWESEQ (Sovos Enterprise) or SUTSEQ (Sales and Use).

On Windows:

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

    The GeoTAX Database Load Utility dialog box opens.

     

  2. Select the Sovos 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. Change to the $G1GTX/bin subdirectory.

  2. Run the installation script installdb.

  3. Select Sovos Cross Reference File.

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

The install program creates files GTTAXW in the GeoTAX database location.

On z/OS:

  1. Modify the JCL member GOTAXLD3 as appropriate.

  2. Insert a job card and submit.

Step 2: Match to the Sovos file

When defining your batch job, you must specify a ‘T’ in position 56 of the PCOUT parameter record in order to return the 9-byte Sovos key. This key (also called the GeoTAX key) is used to convert the FIPS codes and GNIS codes out of GeoTAX to the proprietary Sovos codes used in their software. You can then use that data in your Sovos application to find the tax rate for each jurisdiction.

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