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Use the tax rate finder

Quickly generate a list of potential tax rates and fees associated with a valid address.
Find tax information quickly with the Tax Rate Finder's column level search. Enter information in the column search, and it filters the results.
You can filter various columns like Authority, Description, and Code. The filtering is case-insensitive and finds partial text matches. When you use multiple column filters, they work together with "AND" logic to narrow the results.
The search works the same way for
Search by Tax Authority
 and
Search by Address (Goods)
. When you filter, the Tax Rate Finder only retrieves matching records.
Use
Tax Rate Finder
 to view rates associated with an address:
  1. Select an
    Invoice Date
    .
    note
    • The invoice date for the transaction has specific dates for rates and fees. The date will show only the rates and fees for that day.
    • By default, it's today's date.
  2. Enter a full or partial address.
    note
    If you enter a
    US
     in
    Country
    , you can select
    Complete
     after entering a ZIP Code (
    Postcode
    ) or other address data (
    City
    ,
    County
    , or
    State
    ).
    Country
     is the ISO country code with 2 or 3 characters, not the full country name.
    • If a single match exists, the form is populated with the complete
      City
      ,
      County
      , and
      Postcode
      .
    • If multiple matches exist, you can select from a list of valid combinations.
    • If more than 250 addresses are valid, a message appears. Refine your search criteria and try again.
  3. Select a Result Format:
    1. Search by Address (Goods)
    2. Search by Tax Authority
  4. Select
    Search
    .
Your search results will appear in a grid with the following columns.
  • Authority
     and
    Description
    .
  • Code
    : Custom rate and tax data rate and their fee codes always begin with a number.
  • Fee
     and
    Rate
    .
    • The sum of all rates that have the description and rate code.
    • In the case of tiered rates, the percentage shows the sum of the rates.
  • Tier
    .
    • The rate or fee type.
      Y
       means tiers exist. Otherwise, it's blank.
    • If
      Y
      , the rate percent is the sum of the tiers, each of which may have different rates.
    • If the tier is graduated, the transaction amount may determine the tier rate. This could depend on the line item, product, or invoice amount.
    • To learn the applied rate, check the Authorities that make up the rate. Run a Workbench test scenario to see which rate applies.
  • Local Max Tax
    : Maximum combined sales tax that can be collected.
  • Amount Low
     and
    Amount High
    .
  • Tier Tax
     and
    Type
    .
    • The type of tier as
      Rate
       or
      Fee
      .

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax