EBTax Third Party Tax Rate File Upload Solution Design & Process Overview

E-Business US Sales and Use Tax Import Program

    Use the E-Business US Sales and Use Tax Import Program to upload US sales and use tax updates from your tax service provider. The E-Business US Sales and Use Tax Import Program imports tax content for US sales tax rates at various jurisdiction levels.

For example, at thestate, county, city, and zip code or zip code range levels. The program also supports the import of incremental tax content.

    The system loads the data into the TCA Geography model and into all related E-Business Tax entities, including taxes, tax statuses, tax rates,tax jurisdictions, and accounts. The data the system loads into the TCA Geography model includes master geography data, such as state,county, city, zip or postal code, and their relationships and hierarchy. The system also creates the geography identifiers for alternate citynames apart from the geography types and geography nodes.

 Visio Document is attached at the end of this document.

To upload US sales and use tax data:

  1. Copy the data file from your external service provider (Taxware, LP – A First Data Company or Vertex, Inc.) to a Linux or UNIX directory.

    Note: E-Business Tax loads the data file into the interface table as part of the Request Set, so you do not need to load the data file manually.

  2. Navigate to the Schedule Request Set page.

  3. In the Request Set Name field, select E-Business US Sales and Use Tax Import Program.

  4. Select the E-Business Tax Content Upload File Load Program radio button.

  5. Enter the directory where you have placed the data file and the file name (for example, /home/user/zx/filename.dat).

  6. In the Tax Content Source field, select:

    • 1 - Vertex, Inc.

    • 2 - Taxware, LP – A First Data Company

  7. In the Tax Content Source Tax Regime Code field, select the tax regime code to which the data should be imported.

    Note: The data loaded can be shared by other tax regimes. The E-Business US Sales and Use Tax Import Program does not load some entities, such as geography, tax zones, and tax jurisdictions, to specific tax regimes.

  8. Enter the service request schedule parameters.

  9. Submit the request.

  10.  


 

   
   

EBS TAX Interface Table

 

 

TAX Data File

Column Name

Reqd (Y/N)

source

Data Comments; Validation

Column Name

GEOGRAPHY_ID

N

 

Populated by interface process during geography mapping

 

ZONE_GEOGRAPHY_ID

N

Derived

GEOGRAPHY_ID Value populated if Record_type = 6

 

RECORD_TYPE

Y

Derived

00=COUNTRY
01=STATE
03=COUNTY
06=CITY
07=CITY ALTERNATE NAME
08=ZIP CODE
09=SALES TAX RATE
11=USE TAX RATE

 

COUNTRY_CODE

Y

Constant

US

 

STATE_JURISDICTION_CODE

Y

Data File

 

State

COUNTY_JURISDICTION_CODE

N

Derived

COUNTY_JURISDICTION_CODE

 

CITY_JURISDICTION_CODE

N

Derived

CITY_JURISDICTION_CODE

 

COUNTRY_STATE_ABBREVIATION

N

Data File

 

State

GEOGRAPHY_NAME

N

Data File

If RECORD_TYPE =01
then "State" Column Value
=03 then "County" Column Value
=06 then "City" Column Value

State,
County,
City

EFFECTIVE_FROM

Y

Derived

Data provided during data file upload

 

EFFECTIVE_TO

N

Constant

Null

 

ZIP_BEGIN

N

Data File

 

Zip

ZIP_END

N

Data File

 

Zip

JURISDICTION_SERIAL_NUMBER

N

Constant

0 or 1 to indicate outside and inside city limits for this geography if it represents a city

 

MULTIPLE_PARENT_FLAG

N

Constant

Y or N indicates whether this geography has more than one parent

 

ATTRIBUTE1

N

Constant

Null

 

ATTRIBUTE2

N

Constant

Null

 

ATTRIBUTE3

N

Constant

Null

 

ATTRIBUTE4

N

Constant

Null

 

ATTRIBUTE5

N

Constant

Null

 

ATTRIBUTE6

N

Constant

Null

 

ATTRIBUTE7

N

Constant

Null

 

ATTRIBUTE8

N

Constant

Null

 

ATTRIBUTE9

N

Constant

Null

 

ATTRIBUTE10

N

Constant

Null

 

ATTRIBUTE11

N

Constant

Null

 

ATTRIBUTE12

N

Constant

Null

 

ATTRIBUTE13

N

Constant

Null

 

ATTRIBUTE14

N

Constant

Null

 

ATTRIBUTE15

N

Constant

Null

 

CREATED_BY

Y

Derived

Standard Who column

 

CREATION_DATE

Y

Constant

Sysdate

 

LAST_UPDATED_BY

Y

Derived

Standard Who column

 

LAST_UPDATE_DATE

Y

Constant

Sysdate

 

CREATION_VERSION

Y

Derived

Last uploaded version+1

 

LAST_UPDATION_VERSION

Y

Derived

Last uploaded version

 

STATUS

N

Constant

Null

 

ERROR_MESSAGE

N

Constant

Null

 

CHANGE_FLAG

N

Constant

Null

 

REQUEST_ID

N

Constant

Null

 

PROGRAM_ID

N

Constant

Null

 

PROGRAM_APPLICATION_ID

N

Constant

Null

 

GEO_DATA_PROVIDER

N

Constant

Null

 

RENTAL_TAX_RATE

N

Constant

Null

 

RENTAL_TAX_RATE_ACTIVE_FLAG

N

Constant

Null

 

RENTAL_TAX_AUTHORITY_LEVEL

N

Constant

Null

 

USE_TAX_RATE

N

Data File

 State Use Tax Rate if loading for state and COUNTY_JURISDICTION_CODE, CITY_JURISDICTION_CODE columns will be null

County Use Tax Rate if loading for County and CITY_JURISDICTION_CODE column will be null

City Use Tax Rate if loading for City

State Use Tax,
County Use Tax,
City Use Tax

USE_TAX_RATE_ACTIVE_FLAG

N

Constant

Y or N indicates whether this tax rate is active or not

 

USE_TAX_AUTHORITY_LEVEL

N

Constant

Null

 

LEASE_TAX_RATE

N

Constant

Null

 

LEASE_TAX_RATE_ACTIVE_FLAG

N

Constant

Null

 

LEASE_TAX_AUTHORITY_LEVEL

N

Constant

Null

 

SALES_TAX_RATE

N

Data File

 State Sales Tax Rate if loading for state and COUNTY_JURISDICTION_CODE, CITY_JURISDICTION_CODE column will be null

County Sales Tax Rate if loading for County and CITY_JURISDICTION_CODE columns will be null

City Sales Tax Rate if loading for City

State Sales Tax,
County Sales Tax,
City Use Tax

SALES_TAX_RATE_ACTIVE_FLAG

N

Constant

Y or N indicates whether this tax rate is active or not

 

SALES_TAX_AUTHORITY_LEVEL

N

Constant

Null

 

PRIMARY_FLAG

Y

Constant

Y for all records except records which has multi parent in which case for one record its "Y" and rest "N"

 

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