Tax rate simulator

The default view shows ZIP Code, City, County, and State combinations.
Each row has an expansion indicator for more details.

Enter address details in the
Ship From
and
Ship To
fields.
Run a tax calculation.
Select
View Geo Code
(active only after calculation).

1st Level: ZIP Code combinations
2nd Level: Rate codes (SU, CU, ST)
3rd Level: Tax authorities
4th Level: Plus-four geocodes (optional)

Select a row to expand it and view more details.
Only 1 row can be expanded at a time.

SU: Sales and Use
CU: Consumer Use
ST: Sales Tax

Use the
Show Geocodes
switch to view plus-four geocodes for a specific rate code.

Entering state and postcode: Shows all city and county combinations for that postcode.
Entering state, city, county, and postcode: Shows all combinations based on the entered postcode.
Entering state, county, and city: Shows all associated postcodes for the entered combination.

Enter tax information on the Tax Rate Simulator screen.
Select
Run Calculations
.
View the information in the Results section.
Results details
tab -  Displays the results of the parameters you entered.
XML
tab - Displays the information in XML format for the calculations. You can also search the
Input
and
Output
tabs.
Select
Download
to save your results.

Information about tax rate simulator fields

Company:
The format for each entry is
Company ID–Company Name
. For example, it might appear as
001 – ABC Corporation
.
Company Role:
The default value is
Seller
.
Select a company role.
When you select
Buyer
as a company role, this disables the
Customer Number
field.
Tax calculations can vary based on the
Company Role
.
Seller and Buyer roles show tax rates and amounts.
Customer Name or Number:
Enter the customer's name or assigned number.
Select
Search Customer
to open the window that lists all customer names and numbers.
The window closes when you select the customer row, then populates the information on the form.
Transaction type:
Select a transaction type
Supported Options
Goods
and
Default Services
.
Calculation type:
This read-only dropdown displays the fixed value
Forward
.
This indicates the type of calculation performed.

Geographical Address (default option):
Select your address choices.
Zip+4
and
AutoComplete Address
is only visible for U.S. addresses.
Latitude and Longitude Coordinates:
Latitude: Enter a value between -90 and 90.
Longitude: Enter a value between -180 and 180.

Currency:
The default currency value is
USD
.
Select a currency.
Product Code:
Enter a product code.
Select
Search Products
to open the
Products and Services
window.
Select a product from either the ONESOURCE content data or custom products data tabs.
Gross Amount:
The default value is
10,000.00
.
Enter a gross amount.
Invoice Date:
The default value is the current date.

Initiate the tax calculation

Select
Run Calculation
to initiate the tax calculation process.
Run Calculation
isn't available until you fill in all required fields.
The system displays the data in the results grid.

View the results section

Results Grid
tab:
Tax_type: Category of tax (default sorting column)
Authority_name: Name of the taxing authority
Zone_level: Jurisdictional level of the tax
Zone_name: Specific name of the tax jurisdiction
Tax_rate: Percentage rate of the tax
Tax_amount: Calculated amount of tax
XML
tab:
This tab shows the XML input and output of the calculation.