About GeoTAX Datasets - geotax_sdk - 2.2

GeoTAX SDK Developer Guide
Product type
Software
Portfolio
Locate
Product family
Geo Addressing
Product
GeoTAX SDK
Version
2.2
Language
English
Product name
GeoTAX SDK
Title
GeoTAX SDK Developer Guide
Copyright
2024
First publish date
2023
Last updated
2024-08-30
Published on
2024-08-30T02:47:25.239000

There are several different datasets to match against your input addresses or geographic coordinates.

Dataset Name and Description Required or Optional

GeoTAX Tax Premium Master Files

The primary files are the main dataset used by the GeoTAX. They identify all geographic components associated with a street address, such as the tax jurisdictions, latitude/longitude coordinates, census tract, and block group. These files, at over two gigabytes of data, are significantly larger than the postal file, but provide the greatest coding accuracy.

Note: The GeoTAX/Enterprise Tax Premium Dataset is a required dataset.

The primary files are available for download from the Precisely Data Experience site, data.precisely.com.

Required

Point Data Files GeoCoding MLD US AMER

Point data products include Master Location Data, Centrus Points, HERE Points, and TomTom Points. The point data provides point-level geocoding for the most accurate placement of addresses throughout the U.S. The Master Location Data provides the best available address point location for every mailable and deliverable address in the United States.

Optional

GeoTAX Auxiliary File

The GeoTAX Auxiliary file contains new addresses that have not yet been added to the primary files. It provides the most up-to-date address data possible.

Optional

Boundary Files

Boundary files provide additional data about locations of special tax districts: Special Purpose Tax Districts (SPD), Insurance Premium Tax Districts (IPD), Payroll Tax Districts (PAY).

  • The Special Purpose Districts file (SPD.txb) provides you with return data on special purpose tax districts. Special purpose tax districts include such districts as Regional Transit Areas and Metropolitan Football districts.
  • The Insurance Premium Districts file (IPD.txb) is used by the insurance industry to determine sales tax on insurance premiums written in some states. This file allows insurers to correctly determine the rate due on each insurance policy. Boundaries vary by state and are based on fire and police district and municipal boundaries.
  • The Payroll Tax Districts file (PAY.txb) can help your company comply with state legislation that requires employers to deduct taxes from employee paychecks for special districts, such as taxes for emergency municipal services districts.

Precisely provides you with the appropriate boundary file if you license any of the optional files.

Optional

Precisely Sales and Use Tax Rate File

You can optionally license the Precisely Sales and Use Tax Rate file to supply sales and/or use tax rate data for the general, automotive, construction or medical industries. Sales and use tax rates can be returned for each of the assigned tax jurisdictions as well as the total tax rate for the assigned locations.

Optional

Sales Tax Cross-Reference Files

Sales tax cross-reference files (SOVOS Correspondence File) allow you to use Spectrum Enterprise Tax to determine tax jurisdictions for a given address, then use third-party software to determine the sales tax rates for those jurisdictions. The cross-reference files combine the U.S. Government Federal Information Processing Standards (FIPS) codes with the proprietary geocodes used by tax software from third parties.

Important: When using a cross-reference file, the SPD file must also be loaded.
Precisely Vertex File
This file enables you to integrate the Spectrum Enterprise Tax with tax compliance software from Vertex, Inc. With this file, the Spectrum Enterprise Tax component AssignGeoTAXInfo can return the nine-digit Vertex jurisdiction code for an address. You can then match these codes to the Vertex tax tables, which tell you the tax rate for each jurisdiction. To use the Precisely Vertex file you must have the Vertex file from Precisely to build the cross reference.
Precisely Sovos Files
The Sovos files enable you to integrate Spectrum Enterprise Tax with tax compliance software from Sovos. With this file, the Spectrum Enterprise Tax component AssignGeoTAXInfo can return the Sovos jurisdiction code for an address. You can then match these codes to the Sovos tax tables, which tell you the tax rate for each jurisdiction. The Sovos files are supplied by Precisely and support both the SUT and TWE Sovos versions.

Optional