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1. Code In first hex position means In second and third hex position means 0 No change in last line No change in address line 1 ZIP Code changed Street type changed 2 City changed Pre directional changed 3 City and ZIP Code changed Street type and pre directional changed 4 State changed Post directional changed 5 State and ZIP Code changed Street type and post directional changed 6 State and City changed Pre directional and post directional changed 7 State City and ZIP Code changed Street type pre directional and postdirectional changed 8 ZIP 4 changed Street name changed 9 ZIP and ZIP 4 changed Street name and street type changed Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 106 Match and Location Codes Code In first hex position means In second and third hex position means A City and ZIP 4 changed Street name and pre directional changed B City ZIP and ZIP 4 changed Street name street type and pre directional changed C State and ZIP 4 changed Street name and post directional changed D State ZIP and ZIP 4 changed Street name street type and post directional changed E State City and ZIP 4 changed Street name pre directional and postdirectional changed F State City ZIP and ZIP 4 changed Street name street type pre directional and Match Error Codes post directional changed The following table describes the values returned when
2. 21 Base parcel point The Centrus point data includes individual parcels that may be stacked These stacked parcels are individually identified by their unit or suite number and the Enterprise Tax Module is able to match to this unit number and return the correct APN If an input address is for a building or complex without a unit number the base parcel information returns and will not standardize to a unit number or return additional information such as an APN 22 Backfill address point The precise parcel centroid is unknown The address location assigned is based on two known parcel centroids 23 Virtual address point The precise parcel centroid is unknown The address location assigned is relative to a known parcel centroid and a street segment end point 24 Interpolated address point The precise parcel centroid is unknown The address location assigned is based on street segment end points ARn Ranged address geocode where n 1 The geocode is placed along a single street segment midway between the interpolated location of the first and second input house numbers in the range Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 112 Match and Location Codes Code Description 2 The geocode is placed along a single street segment midway between the interpolated location of the first and second input house numbers in the range and the side of the street is unknown The Census F
3. Tax Jurisdiction Tax jurisdiction data contains information about the place for the location A place is a geographic area defined on the basis of population criteria that vary by state or an area recognized as significant because it is located in an incorporated municipality Places are used to determine tax jurisdiction The following table lists the output fields that contain tax jurisdiction data To include tax jurisdiction data in the output select the Tax Jurisdiction check box under Output Data Table 32 Tax Jurisdiction Output Fields Max iras Field Name Field Description Length bytes GeoTAXKey 19 The value in this field varies depending on the option you specified in the Sales tax cross reference key option If you specified Taxware GeoTAXKey contains the proprietary codes used in Taxware tax compliance software You can use this code in your Taxware application to find out the tax rate for the jurisdiction Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 76 Reverse GeoTAX Info Lookup Max Field Name E Description Length bytes If you specified Vertex MatchMasterorPBS Vertex GeoTAXKey contains the proprietary Vertex jurisdiction code comprised of a two digit Vertex state code three digit FIPS county code and four digit Vertex city code You can use this code in your Vertex application to find out the tax rate for the jurisdiction GeoTAXKey MatchCode Return code
4. Casing Specifies the casing of these output fields County Name CBSA Name MCD Name Place Name IPDn DistrictName PAYn DistrictName SPDn DistrictName and PTCn PayrollDescription One of the following Mixed The output in mixed case default For example Rensselaer Upper The output in upper case For example RENSSELAER eee Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 25 Assign GeoTAX Info Output Result Indicators The following table lists the results returned from the address matching and geocoding process Table 7 Address Matching and Geocoding Status Output Fields Max Field Name E Description Length bytes Confidence Indicates the confidence in the output provided from 0 to 100 The higher the score the higher the confidence in the match Calculated based on the match results for individual output fields using the following algorithm Census MatchCode LatLong StreetMatchCode LatLong MatchCode The maximum confidence score is 100 so if this calculation results in a value greater than 100 the Confidence score is returned as 100 Assign GeoTAX Info uses the following values Census MatchCode A 85 G 85 8 85 U 85 9 65 5 45 null 2 0 Confidence SurfaceType Indicates the confidence surface type Setting a non zero buffer width enables confidence generation To determine a confidence level a confidence surface is first generated The confidence surface
5. Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 63 Calculate Distance Option Name Description Use signed If selected indicates that the input value is similar to latitude longitude 90000000 180000000 or 90 000000 180 000000 Return distance in Indicates the measurement units returned for distance calculation Miles Kilometers Feet Meters Output Calculate Distance always returns the Confidence field to indicate the confidence in the output provided If Calculate Distance fails to process the data it returns the fields Status Status Code and Status Descriptions These fields provide information on why Calculate Distance failed to process the data Some examples of failures are your license expired or you did not select any output record types and fields for Calculate Distance to return The following table provides the record level qualifiers and data outputs for Calculate Distance Table 23 Calculate Distance Output Fields Max Tem Field Name Field Description Length bytes Distance 3 Distance between the two input coordinates in the units of measurement that you specified Status 2 Reports the success or failure of the match attempt null Success F Failure Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 64 Calculate Distance Max A Field Name Field Description Length bytes Status Code 2 Reason for failure or error If Status F Status Code Fail
6. blankfilled 70 G1GTAUX OUTPUTODD EVEN O Odd 1 E Even 71 G1GTAUX OUTPUTASC DESC A 7 Ascending 1 D Descending 72 Reserved 73 74 G1GTAUX STATE CODE FIPS State Code 2 0 75 77 G1GTAUX COUNTYCODE FIPS County Code 3 0 78 83 G1GTAUX CENSUSTRACT 6 digit Census Tract number 6 0 84 G1GTAUX BLOCKGROUP 1 digit Block Group 1 85 92 Reserved 8 93 94 G1GTAUX STATE ABBV USPS state abbreviation 2 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 133 User Defined Data Files Position Field Name Description Length 95 119 G1GTAUX COUNTYNAME County name 25 120 124 G1GTAUX MCD CODE 5 digit MCD Code 5 0 125 164 G1GTAUX MCD NAME MCD Name 40 165 168 G1GTAUX MSA CODE 4 digit MSA Code 4 0 169 218 G1GTAUX MSA NAME MSA Name 50 219 223 G1GTAUX PLACE CODE 5 digit Place Code 5 0 224 263 G1GTAUX PLACENAME Place Name 40 264 265 G1GTAUX PLACECLASS CODE 2 digit Place Class Code 2 266 G1GTAUX PLACE INCFLAG U Unincorporated 1 Incorporated 267 273 G1GTAUX PLACE LASTANNEXED Place last annexed date in 7 the format MM YYYY 274 280 G1GTAUX PLACE LASTUPDATED Place last updated date in 7 the format MM YYYY 281 287 G1GTAUX PLACE LASTVERIFIED Place last verified date inthe 7 format MM YYYY 288 296 G1GTAUX PLACE GNIS GNIS Code 9 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 134 User Defined Data Files Position Field Name Description Length 297 500 Reserved 204 5
7. Management Console for the State supplied file field controls the default settings for three AssignGeoTAXInfo API options UseStateProvidedFile UseRelaxedSecondary and FileSearchOrder The following table show how each value in the State supplied file field affects these three options State supplied file value UseStateProvidedFile FileSearchOrder UseRelaxedSecondary None N N A N Florida native Y FSOnly N Florida native with relaxed secondary Y FSOnly Y matching Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 19 Assign GeoTAX Info State supplied file value UseStateProvidedFile FileSearchOrder UseRelaxedSecondary TS 158 Y TSOnly N Geocoding Options Geocoding is the process of determining the latitude longitude coordinates of a given address Address coordinates are used as the basis for determining the tax jurisdictions for an address Geocoding options control how Assign GeoTAX Info determines address latitude longitude coordinates Table 4 Assign GeoTAX Info Geocoding Options Option Name Description Database Select the database resource to use in the geocoding process Latitude Longitude placement The following options can be set for the geocode result Offset Indicates the offset distance in feet from the street center line The offset distance is used in street level geocoding to prevent the geocode from being in the middle of a street It compensates for the fact that street level geocodi
8. Max A Field Name Field Description Length bytes TaxRate UseTotal a The sum of the individual Municipal County State and SPD use tax rates Error Reporting The following table defines the error reporting output fields Table 39 Error Output Fields Max Field Name Eiold Description Length bytes GTX ErrorCode This field contains a return code if the GeoTAX engine experiences an abnormal termination Note This field contains the same set of codes returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform The first character indicates the file or set of files affected Blank Matcher terminated normally A User Auxiliary file problem CE coubsub txb file problem CI Confidence engine problem Boundary file User defined boundary file problem Address Matching engine problem Licensing problem State file problem GeoTAX Auxiliary file problem Combination of Street and state file problem N x C 0r omno zip gsb file problem Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 92 Reverse GeoTAX Info Lookup Max A Field Name Field Description Length bytes The second position is one of the following E Fatal issue program terminating F Expired database l Informational GTX ErrorDescription 51 If the GeoTAX engine experiences an abnormal termination this field contains a text description of the reason
9. Record is default coded based on valid state code No matching record found A description of the value returned in the GeoTAXKey MatchCode Exact match See description in GeoTAXKey MatchCode Partial match See description in GeoTAXKey MatchCode Alternate match See description in GeoTAXKey MatchCode Record is default coded See description in GeoTAXKey MatchCode Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 40 Assign GeoTAX Info Max Field Name E Description Length bytes NoMatch No matching record found GNISCode 19 Unique nine digit Geographic Names Information System GNIS code Note This field is always included in the output regardless of whether or not you choose to include census data in the output Place ClassCode Place class code Place class codes are used to determine the proper taxing jurisdictions Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place Code An identifier for a specific place A place is a geographic area defined on the basis of population criteria that vary by state Or an area recognized as significant because it is located in an incorporated municipality Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place IncorporatedFlag Indicates whether the address is
10. state and county The FIPS State Code and the FIPS County Code are both used by the Census Bureau to identify these geographic units The following table lists the output fields that contain census data To include census data in the output select the Census check box under Output Data Table 9 Census Data Output Fields Max is Field Name Field Description Length bytes Census Block 3 Census Block ID Census BlockGroup 2 Census Block Group code Census MatchCode 2 The level of match obtained against the databases Note This field is always included in the output regardless of whether or not you choose to include census data in the output A Auxiliary street match G State file address match S Street address match U GeoTAX Auxiliary file match 9 ZIP 4 Code level match 5 ZIP Code level match null Unsuccessful match 19 Census MatchLevel The level of match obtained against the databases Note This field is always included in the output regardless of whether or not you choose to include census data in the output Auxiliary Auxiliary street match Aux2 GeoTAX Auxiliary file match Street Street address match Gov State file address match Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 31 Assign GeoTAX Info Max A Field Name Field Description Length bytes ZIP 4 ZIP 4 Code level match ZIP ZIP Code level match null No match Census Tract Six digit tract number extracted fr
11. Description Length bytes M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn HealthRate 21 per IPD Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn HealthFlag oper IPD P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn LifeRate ZH Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn LifeFlag REGRIPE P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn OtherRate 21 perIPD Format is dependent on associated flag Possible Values 13 15 00 or 3 7 IPDn OtherFlag PEBPIPB P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn MinimumRate 21 per IPD Format is dependent on associated flag For example 13 15 00 or 3 7 6 per IPD IPDn MinimumFlag P Percentage 1 10 0575 5 75 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 84 Reverse GeoTAX Info Lookup Max Field Name E Description Length bytes F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 Payroll Tax Districts The following table lists the output fields that contain Payroll Tax District PAY data For more information on payroll tax districts s
12. Distances are measured in miles Kilometers Distances are measured in kilometers Feet Distances are measured in feet default Meters Distances are measured in meters Default buffer widths Specifies the buffer width to use for tax district boundary files The tax district boundary files are the Special Purpose District SPD file the Insurance Premium District IPD file the Payroll Tax District PAY file the Personal Property Tax District PTD file and Place and MCD files Specify the distance in the Tax district boundary field The distance units used are specified in the Distance units field The default buffer width that you specify here can be overridden on a record by record basis using the BufferWidth input field For more information on buffers see Buffering on page 14 User defined boundary file buffer width Specifies the buffer width to use for user defined boundary files Specify the distance in the units of measurement specified in the Distance units option For information on buffers see Buffering on page 14 The default buffer width that you specify here can be overridden on a record by record basis using the BufferWidth input field Note To use buffers the user defined boundary file must support buffers Output Data Options Data options control the data returned by Assign GeoTAX Info Table 5 Assign GeoTAX Info Data Options on page 24 lists the output data options Spectrum Technology Platform 10 0 SP1
13. E and F All centroids in this ZIP 2 cluster have the same Census Tract Location assigned to the ZIP 2 centroid N Created ZIP 2 cluster centroid as defined by methodology E F G and H Location assigned to the ZIP 2 centroid O ZIP Code is obsolete and not currently used by the USPS Historic location assigned V Over 95 of addresses in this ZIP Code are in a single Census Tract Location assigned to the ZIP Code centroid W Over 80 of addresses in this ZIP Code are in a single Census Tract Reasonable Census Tract accuracy Location assigned to the ZIP Code centroid X Less than 80 of addresses in this ZIP Code are in a single Census Tract Census ID is uncertain Location assigned to the ZIP Code centroid Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 117 Match and Location Codes Character position Code Description Y Rural or sparsely populated area Census code is uncertain Location based upon the USGS places file Z P O Box or General Delivery addresses Census code is uncertain Location based upon the Post Office location that delivers the mail to that address Geographic Centroid Location Codes Geographic centroid location codes indicate the quality of two location attributes the geographic location and area type Character Description 1st character Always G indicating a location derived from a geographic centroid 2nd character Geographic area type The f
14. Enterprise Tax Guide 121 Payroll Tax Correspondence File in just the Armstrong School District but not Dayton Assign GeoTAX Info returns the code 143XMA and its associated flag and description Note For a listing of output fields returned for payroll system tax codes see Payroll System Tax Code on page 38 The following table describes the PTC file layout Table 44 Payroll System Tax Code File Layout Position Length Name 1 9 required Key Value Lookup key into the file Must be one of the following 5 character jurisdiction ID from the Pay txb boundary file This file contains polygons for special areas such as school districts 9 character GNIS code 5 character county key made up of the State and County FIPS codes 2 character State FIPS code 10 2 optional State 12 30 optional County The payroll code and payroll description fields are paired Each pair has a corresponding flag field The flag field determines if GeoTAX returns data for the corresponding payroll code and description fields GeoTAX does not return the fields if the flag is N or blank This lets you create meaningful flags based on your business rules 42 15 Payroll code 1 57 40 Payroll description 1 97 15 Payroll code 2 112 40 Payroll description 2 152 15 Payroll code 3 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 122 Payroll Tax Correspondence File Position Length Name 167 40 Payroll
15. Enterprise Tax Guide 23 Assign GeoTAX Info Table 5 Assign GeoTAX Info Data Options Option Name Description Include data Select one or more of the following to obtain the type of data you want returned Assign GeoTAX Info groups the output fields into record types If you do not want all of the fields in a record type returned do not select the check box and list only those fields you want returned in Extra Output Fields Auxiliary File Census Latitude Longitude Payroll System Tax Codes Tax Jurisdiction User defined Boundary For a description of the fields in each output group see Output on page 26 Note If you select Payroll System Tax Codes select Payroll Tax Districts under Tax district to obtain the best payroll system tax code match possible Tax district Indicates the type of tax district information returned If you do not want all of the fields in a tax district returned do not select the check box and list only those fields you want returned in Extra output fields Insurance Premium Tax Districts Payroll Tax Districts Property Tax Districts Special Purpose Tax Districts For a description of the fields in each output group see Output on page 26 Sales tax cross reference key If you integrate Assign GeoTAX Info with third party tax compliance software from Vertex or Taxware select which vendor you use This controls the value returned in the GeoTAXKey output field One of the fol
16. For more information see Buffering on page 14 10 per IPD M IPDn BoundaryBuffer DistanceToBorder Indicates the distance from the address to the border of the district 4 per IPD IPDn BoundaryConfidence Provides the percentage overlap of the geocode to the IPD boundary polygon layer The returned percentage value describes the probability that the point falls in the IPD boundary area IPDn DistrictID 11 perIPD ipp p IPDn DistrictName 61 perIPD IPD name IPDn DistrictType peril IPD district type IPDn UpdateDate 7 per IPD bp update date MMYYYY IPDn VersionDate 7 per IPD bp compiled date MMYYYY IPDn Notes 21 periED Tax code descriptions For example 01 33 A B IPDn ChangeDate 7 per IPD IPD change date 7 per IPD IPDn EffectiveDate MMDDYY Identifies when district becomes active State supplied For example 010108 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 46 Assign GeoTAX Info Max A Field Name Field Description Length bytes 7 per IPD x IPDn ExpirationDate MMDDYY Identifies when district becomes inactive State supplied For example 063009 IPDn FireRate 21 per IPD Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn FireFlag 6 per IPD P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semi colon as a delimiter 3 7 3 or 7 IPDn CasualtyRate 24 periED Format is dependent on a
17. HOUSING AUTHORITY HEALTHCARE SERVICES DISTRICT HOSPITAL DISTRICT IMP IMPROVEMENT DISTRICT IRD LFW LIB INDIAN RESERVATION LFW CDC LIBRARY DISTRICT MSD MUSEUM DISTRICT MTA OSA PFD METRO TRANSPORTATION AUTHORITY OPEN SPACE AUTHORITY PUBLIC FACILITY DISTRICT POL POLICE DISTRICT PRD PSI RCT PARK AND RECREATION DISTRICT PUBLIC SAFETY IMPROVEMENT RACE TRACK Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 138 Type Codes Type Descriptions RDA REVENUE DEVELOPMENT AREA RMA ROAD MAINTENANCE AUTHORITY RTA REGIONAL TRANSPORTATION AUTHORITY SAD SPORTS DISTRICT SCD SCIENCE AND CULTURAL DISTRICT SUT SALES AND USE TAX TDD TRANSPORTATION DEVELOPMENT DISTRICT TED TOURISM COMMUNITY ENHANCEMENT DISTRICT UNI SCHOOL DISTRICT URA URBAN RENEWAL AUTHORITY WCD WATER COMMISSION DISTRICT ZOO ZOO DISTRICT Insurance Premium Districts IPD State Type Descriptions AL FIRE Fire District AL NT MUN Non Taxing Municipality AL PREM Premium Tax District AZ PRIV Private Fire District AZ PUB Public Fire Distrit Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 139 Type Codes State Type Descriptions DE FIRE Fire District FL FIRE Fire District FL POLICE Police District GA PREM Premium Tax District IL FIRE Fire District KY COUNTY County KY MUNI Municipali
18. It is blank if GeoTAX terminated normally The maximum length is 80 Note This field contains the same set of descriptions returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform SI T8158 FILES NOT FOUND SI T8158 FILES VINTAGE OR INCOMPLETE DB ERROR SI STATE FILES NOT FOUND SE STATE AND TS158 FILES NOT FOUND SE STATE NOT FOUND AND TS158 VINTAGE ERROR SI STATE FILES VINTAGE OR INCOMPLETE DB ERROR SE STATE VINTAGE ERROR AND TS158 NOT FOUND SE STATE AND TS158 FILES VINTAGE OR INCOMPLETE DB ERROR GI STREET FILES NOT FOUND XI STREET AND TS158 FILES NOT FOUND XI STREET NOT FOUND AND TS158 FILES VINTAGE ERROR XI STREET AND STATE FILES NOT FOUND XE STREET STATE AND TS158 FILES NOT FOUND XE STREET AND STATE NOT FOUND AND TS158 VINTAGE ERROR XI STREET NOT FOUND AND STATE VINTAGE ERROR XE STREET AND TS158 NOT FOUND AND STATE VINTAGE ERROR XE STREET NOT FOUND AND STATE AND TS158 VINTAGE ERROR GI STREET FILES VINTAGE OR INCOMPLETE DB ERROR XI STREET VINTAGE ERROR AND TS158 NOT FOUND XI STREET AND TS158 FILES VINTAGE OR INCOMPLETE DB ERROR XI STREET VINTAGE ERROR AND STATE NOT FOUND XE STREET VINTAGE ERROR AND STATE AND TS158 NOT FOUND XE STREET AND TS158 VINTAGE ERROR AND STATE NOT FOUND ees Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 93 Reverse GeoTAX Info Lookup Max Field Name E
19. Lookup Geocoding Options Reverse geocoding information lookup is the process of taking an input latitude longitude coordinate and returning jurisdictional tax information The geocoding options define the database to use for matching and specify the distance units and buffer distance to use when matching to a boundary file Table 25 Reverse GeoTAX Info Lookup Geocoding Options Option Name Description Database Select the database resource to use in the reverse geocoding lookup process Boundary matching The following options can be set when matching to a boundary file such as SPD IPD PAY Place and MCD or user defined Distance units Specifies the units in which to measure distance One of the following Feet Distances are measured in feet Default Kilometers Distances are measured in kilometers Meters Distances are measured in meters Miles Distances are measured in miles Default buffer widths Specifies the buffer width to use for tax district boundary files The tax district boundary files are the Special Purpose District SPD file the Insurance Premium District IPD file the Payroll Tax District PAY file the Personal Property Tax District PTD file Place and MCD files Specify the distance in the Tax district boundary field The distance units used are specificed in the Distance units field The default buffer width that you specify here can be overridden on a record by record basis using the BufferWidth
20. Max T Field Name Field Description Length bytes TaxRate RC Tax Rate return code denoting the level of match obtained agained the Pitney Bowes Software Sales and Use Tax Rate file E Exact match using all 5 fields P Partial match using 4 fields A Alternate match using 3 fields N Record is default coded based on valid state code Blank No matching PB Software Sales and Use Tax Rate record found Municipal SalesTaxRate 1 Municipality sales tax rate for the selected tax rate type County SalesTaxRate M County sales tax rate for the selected tax rate type State SalesTaxRate H State sales tax rate for the selected tax rate type SPDn SalesTaxRate peed Sales tax rate for up to 10 Special Purpose Districts SPD Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 55 Assign GeoTAX Info Max A Field Name Field Description Length bytes TaxRate SalesTotal 1 The sum ofthe individual Municipal County State and SPD sales tax rates Municipal UseTaxRate n Municipality use tax rate for the selected tax rate type County UseTaxRate i County use tax rate for the selected tax rate type State UseTaxRate State use tax rate for the selected tax rate type SPDn UseTaxRate boa Use tax rate for up to 10 Special Purpose Districts SPD TaxRate UseTotal n The sum of the individual Municipal County State and SPD use tax rates Error Reporting The following table defines the error reporting output fields Tabl
21. PERFORMANCE OF THIS SOFTWARE Except as contained in this notice the name of a copyright holder shall not be used in advertising or otherwise to promote the sale use or other dealings in this Software without prior written authorization of the copyright holder z H M M Nor Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 149 pitney bowes 3001 Summer Street Stamford CT 06926 0700 USA www pitneybowes com 2015 Pitney Bowes All Rights Reserved
22. STREET STATE AND TS158 VINTAGE ERROR LF INVALID FUNCTION PASSED TO GTDBLIO AI GENIO ERROR FILE G1GTAUX FUNC ST UI GENIO ERROR FILE G1GTAX2 FUNC ST XF The DB Vintage database has expired XF The SPD file Vintage SPD File has expired DI UNABLE TO VALIDATE BOUNDARY LICENSE DI UNABLE TO OPEN BOUNDARY FILE DI BOUNDARY FILE NOT FOUND FI UNABLE TO VALIDATE USER BOUNDARY LICENSE FI UNABLE TO OPEN USER BND FILE FI USER BND FILE NOT FOUND GTX WarnCode This field contains warning codes returned by the GeoTAX engine It is blank if no warnings were issued A value of WN indicates a database will expire next month Note This field contains the same set of codes returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 58 Assign GeoTAX Info Max A Field Name Field Description Length bytes GTX WarnDescription 91 A text description of any warnings returned by the GeoTAX engine Note This field contains the same set of descriptions returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform Status Reports the success or failure of the match attempt null Success F Failure Some examples of failures are your license expired or you did not select any output record
23. ZIP Codes CASS rules prohibit altering an input ZIP if it matches a unique ZIP Code value Rhh Matched to a ranged address Shh Matched to USPS data This is considered the best address match because it matched directly against the USPS list of addresses S is returned for a small number of addresses when the matched address has a blank ZIP 4 Thh Matched to a street segment record Street segment records do not contain ZIP Code information If you enter a ZIP Code the application returns the ZIP Code you entered If the input city and state has only one ZIP Code the application returns that ZIP Code Uhh Matched to USPS data but cannot resolve the ZIP 4 code without the firm name or other information Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 105 Match and Location Codes Code Description Xhhh Matched to an intersection of two streets for example Clay St amp Michigan Ave The first hex digit refers to the last line information the second hex digit refers to the first street in the intersection and the third hex digit refers to the second street in the intersection Note The USPS does not allow intersections as a valid deliverable address Yhhh Same as Xhhh but an alias name record was used for one or both streets Z No address given but verified the provided ZIP Code Hex digit decoding The following table contains the description of the hex digits for the Match Code values
24. address Examples include taxes collected for districts to pay for schools police or other services Payroll tax districts are created by state or local governments Payroll system tax codes Codes that represent specific jurisdictions that collect payroll tax Using payroll system tax codes has advantages over using the payroll tax district information returned by Assign GeoTAX Info Assign GeoTAX Info uses an additional database to determine payroll tax codes resulting in more accurate payroll tax determination Many payroll systems use specific codes to determine withholding amounts Since you can customize the payroll tax codes returned by Assign GeoTAX Info you can set up a process where Assign GeoTAX Info returns the exact payroll tax codes required by your payroll system instead of returning jurisdictional IDs that must then be translated into the codes used by your system Property tax districts Areas designated for the collection of taxes imposed on property owners to support local government facilities and services based on the property s location Examples include taxes collected for districts to pay for schools police or other services Property tax districts are created by local governments Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 11 Assign GeoTAX Info Special purpose tax districts Areas designated for the collection of taxes imposed on residents to support specialized services for reside
25. an error occurs or the application cannot find a match Table 41 Result Indicator Match Error Codes Code Description Ennn where nnn Indicates an error or no match This can occur when the address entered does not exist in the database or the address is badly formed and cannot be parsed correctly The last three digits of an error code indicate which parts of an address the application could not match to the database 000 No match made 001 Low level error 002 Could not find data file 003 Incorrect GSD file signature or version ID Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 107 Match and Location Codes Code Description 010 No city and state or ZIP Code found 011 Input ZIP not in the directory 012 Input city not in the directory 013 Input city not unique in the directory 014 Out of licensed area Only occurs if using Group 1 licensing technology 015 Record count is depleted and license has expired 020 No matching streets found in directory 021 No matching cross streets for an intersection match 022 No matching segments 023 Unresolved match 024 No matching segments Same as 022 025 Too many possible cross streets for intersection matching 026 No address found when attempting a multiline match 027 Invalid directional attempted 028 Record also matched EWS data therefore the application denied the match 029 No matching range single street segmen
26. are null 2 per PAY PAYn MunicipallncomeTax PAY municipality income tax The values for Pennsylvania are R Resident N Non resident Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 50 Assign GeoTAX Info Max A Field Name Field Description Length bytes B Both X None All other states are null PAYn SchoolDistrictEMS Tax 2 per RAY PAY school district emergency municipal services tax The Values for Pennsylvania are Y Levies the tax N Does not levy the tax All other states are null 2 per PAY PAYn SchoolDistrictlncomeTax PAY school district income tax The values for Pennsylvania are R Resident N Non resident B Both X N The values for Ohio are R Resident X None All other states are null Property Tax District The following table lists the output fields that contain Property Tax District PTD data For more information on property tax districts see Assign GeoTAX Info on page 11 To include this data in the output select the Property Tax District check box in the Output Tax District field Note Assign GeoTAX Info returns multiple districts for IPDs SPDs PTDs and PAYs Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 51 Assign GeoTAX Info Table 17 Property Tax District Output Fields Max rt Field Name Field Description Length bytes NumberPTDsFound 2 Number of PTDs returned 2 2 per PTD Ms F PTDn BoundaryBuffer BufferRelation Indicates where i
27. be modified P The point is in the polygon l The point is in the buffer area inside the polygon B The point is in the buffer area and outside of the polygon blank Polygon not found MCD DistanceToBorder 19 Returns the distance in feet between the matched address point to the polygon defined by the Cousub txb file StateCode 3 Input Latitude Longitude Two digit Federal Information Processing Standards FIPS state code extracted from the Census BlockCode Note This field is always included in the output regardless of whether or not you choose to include census data in the output Reverse GeoTAX Info Lookup always returns the input coordinates as part of the output The input latitude longitude fields are returned as input from the data Reverse GeoTAX Info Lookup does not change these input values samM M Sn HN Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 74 Reverse GeoTAX Info Lookup Table 30 Input Latitude Longitude Output Fields Max m Field Name Field Description Length bytes 12 InputLatitude Input latitude 12 InputLongitude Input longitude Payroll System Tax Code The following table lists the output fields that contain Payroll System Tax Code PTC data For more information on payroll tax districts see Re
28. by the input field BufferWidth B The address is outside the district but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth For more information see Buffering on page 14 SPDn BoundaryBuffer DistanceToBorder 10 per Indicates the distance from the address to the border of the district SPD The distance is in the units specified by the option Distance Units 4 per SPD SPDn BoundaryConfidence Provides the percentage overlap of the geocode to the SPD boundary polygon layer The returned percentage value describes the probability that the point falls in the SPD boundary area SPDn CompiledDate 7 per SPD spp compiled date SPDn_DistrictCode 4perSPD 3 digit district type code SPDn DistrictName 61 per SPD name SPD SPDn DistrictNumber oper SPD SPD district number SPDn EffectiveDate 7 per SPD SPD effective date SPDn UpdateDate per SPD SPD update date 7 per SPD SPDn VersionDate SPD version date Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 54 Assign GeoTAX Info Sales and Use Tax Rates The following table lists the output fields that contain the sales and use tax rate data To include this data in the output use the Sales tax rate type dropdown menu to select one of the following General Automotive Construction or Medical Table 19 Sales and Use Tax Rate Output Fields
29. distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The address is inside the polygon but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth B The address is outside the polygon but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth For more information see Buffering on page 14 UserBoundaryn DistanceToBorder 10 per Indicates the distance from the address to the border of the User polygon The distance is in the units specified by the option Boundary Distance Units UserBoundaryn SupplementalBoundaryID i per A supplemental ID as specified in the user defined boundary file ser Boundary Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 44 Assign GeoTAX Info Max Field Name E Description Length bytes 4 per User UserBoundaryn BoundaryConfidence Provides the percentage overlap of the geocode to the Boundary User defined boundary polygon layer The returned percentage value describes the probability that the point falls in the User defined boundary area Insurance Premium Tax District The following table lists the output fields that contain Insurance Premium Tax
30. g1 com Support web site Select the GeoTAX product page the utilities download and document links are provided on the Subcomponents panel Sort the records by ascending ZIP Code street name street type directional low house range and descending high house range to minimize the time required to street level match The auxiliary file has a block size of 8K key length of 47 bytes and record length of 800 bytes The sample file SEQAUx illustrates the layout of the file The following table describes the layout of the auxiliary file After you create a file with this layout install the file using the Enterprise Tax Module database load utility For instructions see the Spectrum Technology Platform Installation Guide Table 46 User Defined Auxiliary File Layout Position Field Name Description Length Input Key Area Must be Unique 1 5 G1GTAUX ZIP CODE ZIP Code 5 6 35 G1GTAUX STREETNAME Street name 30 36 39 G1GTAUX STREET TYPE Street type 4 40 41 G1GTAUX PRE DIR Predirectional 2 42 43 G1GTAUX POST DIR Postdirectional 2 44 47 G1GTAUX SEQ Sequence number from 4 0001 9999 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 132 User Defined Data Files Position Field Name Description Length Output Area 48 58 G1GTAUX OUTPUTRANGE FROM First number in the house 11 number range right adjusted blankfilled 59 69 G1GTAUX OUTPUTRANGE TO Last number in the house 11 number range right adjusted
31. geographic centroid Street centroid If an input street address cannot be found using the street number and name the Enterprise Tax Module then searches the input ZIP Code or city state for the closest match If the Enterprise Tax Module is able to locate the street it returns a geocode along the matched street segment rather than the geocode for the entered ZIP Code or ZIP 4 When using street locator geocoding if no exact matching house number is found a match code of either E029 no matching range single street segment found or E030 no matching range multiple street segment returns For example if you enter Main St and there are both an E Main St and a W Main St within the input ZIP Code then an E030 returns and the location code returned is reflective of the input ZIP Code The location code returned begins with a C when matched to a single street segment indicated by E029 The Enterprise Tax Module does not change the street name on the output address Geographic centroid If a definitive match cannot be made the next higher level geographic centroid will be returned Boundary matching The following options can be set when matching to a boundary file such as SPD IPD PAY Place and MCD or user defined Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 22 Assign GeoTAX Info Option Name Description Distance units Specifies the units in which to measure distance One of the following Miles
32. include tax jurisdiction data in the output Place Code An identifier for a specific place A place is a geographic area defined on the basis of population criteria that vary by state Or an area recognized as significant because it is located in an incorporated municipality Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place IncorporatedFlag Indicates whether the address is located in an incorporated or unincorporated place A place is a geographic area defined on the basis of population criteria that vary by state Or an area recognized as significant because it is located in an incorporated municipality Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Inc Incorporated place code Uninc Unincorporated place code Unknown Incorporation status unknown Place LastAnnexedDate Last annexed date in the format MM YYYY representing the month and year of the most recent boundary change or the most recent available boundary information Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place LastUpdatedDate 8 Last updated date in the format MM YYYY reflecting the month and year when TomTom updated the database to reflect attribute name change FIPS chan
33. input field For more information on buffers see Buffering on page 14 User defined boundary file buffer Specifies the buffer width to use for user defined boundary files Specify the distance in the units of measurement specified in the Distance units option For information on buffers see Buffering on page 14 The default buffer width that you specify here can be overridden on a record by record basis using the BufferWidth input field Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 69 Reverse GeoTAX Info Lookup Option Name Description Note To use buffers the user defined boundary file must support buffers Output Data Options Data options control the data returned by Reverse GeoTAX Info Lookup Table 26 Reverse GeoTAX Info Lookup Data Options on page 70 lists the output data options Table 26 Reverse GeoTAX Info Lookup Data Options Option Name Description Include data Select one or more of the following to obtain the type of data you want returned Reverse GeoTAX Info Lookup groups the output fields into record types If you do not want all of the fields in a record type returned do not select the check box and list only those fields you want returned in Extra Output Fields Auxiliary File Census Payroll System Tax Codes Tax Jurisdiction User defined Boundary For a description of the fields in each output group see Output on page 72 Note If you select Payroll System T
34. is present Enterprise Tax Module attempts to match against the first file Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 130 User Defined Data Files Enterprise Tax Module ignores any additional Landmark Auxiliary files for matching regardless if Enterprise Tax Module found a match to the first auxiliary file If a record within the Landmark Auxiliary files is invalid Enterprise Tax Module returns a message indicating the auxiliary file has an invalid record Enterprise Tax Module continues to process input addresses against the Landmark Auxiliary file but will not match to the invalid auxiliary file record 2 If the Landmark Auxiliary file is present Enterprise Tax Module first attempts to match to it If more than one type of auxiliary file is present the search order is Landmark Auxiliary file User Auxiliary file State supplied file GeoTAX Auxiliary file Note Enterprise Tax Module only matches your input address to your Landmark Auxiliary file if there is an exact match Therefore your input address list should be as clean as possible free of misspellings and incomplete addresses 3 If Enterprise Tax Module finds an exact record match to the Landmark Auxiliary file it standardizes the match to USPS regulations and returns the output of the auxiliary file match Note You cannot update the Landmark Auxiliary file while Enterprise Tax Module is running If you want to update the auxiliary file yo
35. located in an incorporated or unincorporated place A place is a geographic area defined on the basis of population criteria that vary by state Or an area recognized as significant because it is located in an incorporated municipality Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Inc Incorporated place code Uninc Unincorporated place code Unknown Incorporation status unknown Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 41 Assign GeoTAX Info Max Field Name E Description Length bytes Last annexed date in the format MM YYYY representing the month and year of the most recent boundary change or the most recent available boundary information Place LastAnnexedDate Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place LastUpdatedDate Last updated date in the format MM YYYY reflecting the month and year when TomTom updated the database to reflect attribute name change FIPS change etc or boundary edits to the Place Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place LastVerifiedDate Last verified date in the format MM YYYY representing the month and year that TomTom verified municipality change information N
36. matched address point to the polygon defined by the Place txb file Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 79 Reverse GeoTAX Info Lookup User Defined Boundary File The following table lists the output fields that contain data returned from user defined boundary files To include this data in the output select the User defined boundary file check box under Output Data Note Reverse GeoTAX Info Lookup can return up to 10 user defined areas for each input location Table 33 Output Fields for User Defined Boundary Files Max Field Name Eid Description Length bytes NumberUserBoundariesFound The number of user defined polygons found for the address 51 per User Boundary UserBoundaryn BoundaryDescription A description of the polygon 11 per User Boundary UserBoundaryn BoundaryID The ID of the polygon as specified in the user defined boundary file 2 per User Indicates where in the polygon the location resides in relation to UserBoundaryn BufferRelation Boundary the edge of the area One of the following P The geocode is inside the polygon at a distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The geocode is inside the polygon but is close to the edge This indicates that the address is in the buffer area specified either by the option Default B
37. on page 39 Partial Matches Achieved Addresses partially matched to a GeoTAX key For more information about GeoTAX key match levels see the description of the GeoTAXKey MatchCode output field under Tax Jurisdiction on page 39 Alternate Matches Achieved Addresses matched to a GeoTAX key using an alternate less accurate method For more information about GeoTAX key match levels see the description of the GeoTAXKey MatchCode output field under Tax Jurisdiction on page 39 Default Matches Achieved Addresses matched to a GeoTAX key only at the state level For more information about GeoTAX key match levels see the description of the GeoTAXKey MatchCode output field under Tax Jurisdiction on page 39 Tax District Matching This section describes the number of matches to specific types of tax districts The specific type of tax districts displayed in this section vary based the district type selected in the Tax district field Note If you specify a buffer width in the Tax district buffer field a single location could be counted in more than one district due to buffering For more information about buffering see Buffering on page 14 e Successful Payroll Tax File Matches Addresses that Assign GeoTAX Info determined a payroll tax code using the Payroll Tax District boundary file For more information on Payroll Tax Districts see Payroll Tax District on page 49 Unsuccessful Payroll Tax File Matches Addresses that Assign GeoTA
38. or by the input field BufferWidth For more information see Buffering on page 14 PTDn BoundaryBuffer DistanceToBorder 10 per Indicates the distance in feet from the location to the border of the PAD district PTDn DistrictlD 11 Per prp district ID PTD PTDn DistrictName 61 per PTD district name PTD PTDn DistrictType 2 per PTD PTD district type Only returned for Indiana R Reporting district B Billing district PTDn JurisdictionID 11 Per prp jurisdiction ID PTD 7 per PTD PTDn UpdateDate PTD update date Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 88 Reverse GeoTAX Info Lookup Special Purpose Tax Districts The following table lists the output fields that contain Special Purpose Tax Districts SPD data For more information on special purpose tax districts see Reverse GeoTAX Info Lookup To include this data in the output select Special Purpose Tax District in the Output Tax District field Note Reverse GeoTAX Info Lookup returns multiple districts for IPDs SPDs PTDs and PAYs Table 37 Special Purpose Tax District Output Fields Max Field Name Eid Description Length bytes NumberSPDsFound Number of Special Purpose Tax Districts found for the location 2 per SPD Indicates where in the district the location resides in relation to the edge of the district SPDn BoundaryBuffer BufferRelation One of the following P The location is inside the district at a distance from the edge
39. provides the smallest possible area wherein an address is likely to be located 0 Undefined nsm Qn Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 26 Assign GeoTAX Info Max Field Name E Description Length bytes The search failed the address was not found Intersection confidence surface generated Interpolated street segment Point level match State confidence surface generated County confidence surface generated City confidence surface generated Reserved o oco NO OC A WO NM A ZIP Code confidence surface generated e A ZIP 2 confidence surface generated A ZIP 4 confidence surface generated N Reserved o A street centroid confidence surface generated AddressMatch MatchCode The Match Code indicates the portions of the address that matched or did not match to the reference file For the list of match codes see Match Codes AddressMatch GenRC General Return Code indicating the type of match ZIP Code match ZIP 4 Code match User Auxiliary file match Street Centroid match Geographic Fallback match oO mo oOo o State supplied file match Intersection match Landmark Auxiliary file match Multiple match multi match Input Latitude Longitude coordinates match Addr
40. serves as a primary county division because although the place is coextensive with a minor civil division MCD the Census Bureau in agreement with State officials does not recognize the MCD for presenting census data because the MCD is a nonfunctioning entity applies to lowa and Ohio only For example the city of Dubuque lowa is coextensive with Julien township which does not function as a governmental unit and may not be well known even to local residents the city is assigned code C2 and the township Z8 This subclass is new for FIPS 55 3 Also see subclass C5 C3 Identifies a consolidated city that is an incorporated place that has consolidated its governmental functions with a county or MCD but continues to include other incorporated places that are legally part of the consolidated government For example the city of Columbus Georgia is consolidated with Muscogee County which continues to exist as a nonfunctioning legal entity in the State however the town of Bibb City continues to exist as a separate active incorporated place within the consolidated government and therefore Columbus is treated as a consolidated city At the time of publication there are seven consolidated cities in the United States Athens Clarke County Georgia Butte Silver Bow Montana Columbus Georgia Indianapolis Indiana Jacksonville Florida Milford Connecticut and Nashville Davidson Tennessee This subclass is new for FIPS 55
41. side of the street is important because streets are often the boundaries between municipalities or other adjoining jurisdictions that may have different tax rates Thus two addresses on the same street in the same city within the same ZIP Code could exist in different jurisdictions and have different tax rates After Assign GeoTAX Info knows the correct street segment it determines the actual physical location of the house based on known latitudes longitudes and other geographic data in the street segment database Assign GeoTAX Info returns the coordinates of the house along with other data Point level matching Point level matching locates the center of the actual building footprint or parcel This is the most accurate type of geocode If you are licensed for the point level data option you do not need to execute any additional initialization or setup for your system to begin using the point level data The Enterprise Tax Module automatically processes your address lists through the point level data When processing address lists the Enterprise Tax Module first searches for a match in the point level data If it cannot find an exact match in the point level data the Enterprise Tax Module continues searching for a better match in the street network data The Enterprise Tax Module returns the best match found with preference given to matches from the point level dataset Note Point data must be used in conjunction with a standard str
42. that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The location is inside the district but is close to the edge This indicates that the location is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth B The location is outside the district but is close to the edge This indicates that the location is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth For more information see Buffering on page 14 10 per Indicates the distance in feet from the address to the border of SPDn BoundaryBuffer DistanceToBorder SPD the district 7 per SPD SPDn CompiledDate SPD compiled date a Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 89 Reverse GeoTAX Info Lookup Max A Field Name Field Description Length bytes SPDn DistrictCode 4 per SPD 3 aiit district type code SPDn DistrictName 61 per SPD name SPD SPDn DistrictNumber 6 per SPD SPD district number SPDn EffectiveDate 7 per SPD SPD effective date SPDn UpdateDate fperspa SPD update date 7 per SPD SPDn VersionDate SPD version date Sales and Use Tax Rates The following table lists the output fields that contain the sales and use tax rate data To include this data in the output use the Sales tax rate type dropdown menu to select one of
43. the district IPDn BoundaryBuffer BufferRelation One of the following P Thelocation is inside the district at a distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The location is inside the district but is close to the edge This indicates that the location is in the buffer area specified Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 81 Reverse GeoTAX Info Lookup Max A Field Name Field Description Length bytes either by the option Default Buffer Width or by the input field BufferWidth B Thelocation is outside the district but is close to the edge This indicates that the location is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth For more information see Buffering on page 14 10 per IPD s i IPDn BoundaryBuffer DistanceToBorder Indicates the distance in feet from the location to the border of the district IPDn DistrictID 11 perIPD ipp ip IPDn DistrictName 61 perIPD IPD name IPDn DistrictType TperiPp IPD district type IPDn UpdateDate 7 per IPD bp update date MMYYYY IPDn VersionDate 7 per IPD bp compiled date MMYYYY IPDn Notes 21iperIPD Tax code descriptions For example 01 33 A B IPDn ChangeDate 7 per IPD IPD change date i 7 per IPD m IPDn EffectiveDate MMDDYY Identifies w
44. types and fields for Assign GeoTAX Info to return Status Code is If Assign GeoTAX Info could not process the address this field will show the reason Currently there is one possible value for this field Invalid Address Status Description 64 If Assign GeoTAX Info could not process the address this field will show a description of the failure One of the following TS158 FILES NOT FOUND TS158 FILES VINTAGE OR INCOMPLETE DB ERROR STATE FILES NOT FOUND STATE AND TS158 FILES NOT FOUND STATE NOT FOUND AND TS158 VINTAGE ERROR STATE FILES VINTAGE OR INCOMPLETE DB ERROR STATE VINTAGE ERROR AND TS158 NOT FOUND STATE AND TS158 FILES VINTAGE OR INCOMPLETE DB ERROR STREET FILES NOT FOUND STREET AND TS158 FILES NOT FOUND STREET NOT FOUND AND TS158 FILES VINTAGE ERROR STREET AND STATE FILES NOT FOUND STREET STATE AND TS158 FILES NOT FOUND STREET AND STATE NOT FOUND AND TS158 VINTAGE ERROR STREET NOT FOUND AND STATE VINTAGE ERROR STREET AND TS158 NOT FOUND AND STATE VINTAGE ERROR STREET NOT FOUND AND STATE AND TS158 VINTAGE ERROR STREET FILES VINTAGE OR INCOMPLETE DB ERROR STREET VINTAGE ERROR AND TS158 NOT FOUND Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 59 Field Name Assign GeoTAX Info E Description STREET AND TS158 FILES VINTAGE OR INCOMPLETE DB ERROR STREET VINTAGE ERROR AND STATE NOT FOUND STREET VINTAGE ERROR AND STATE AND TS158 NOT FOUND STREET AND TS158 VINTAGE ERROR AND STATE NOT FOUND ST
45. 00N180 00 OOW seconds Decimal degrees Latitude longitude in decimal degrees Include decimal point If not selected the return value is similar to 90000000 180000000 or 090000000N 180000000W If selected the return value is similar to 90 000000 180 000000 or 090 000000N180 000000W Use directional indicator If selected the return value is similar to N S E W 090000000N 180000000W or 090 000000N180 000000 Use signed If selected the return value is similar to latitude longitude 90000000 180000000 or 90 000000 180 000000 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 21 Assign GeoTAX Info Option Name Description Expanded Geocoding options The following options enable additional geocoding functionality Address point interpolation Address point interpolation uses a patented process that improves upon regular street segment interpolation by inserting point data into the interpolation process Note This feature is only for use with point level geocoding A match is first attempted using the loaded points data If an exact point match is found in the points data then searching ceases and the point match is returned If an exact point match was not found the Enterprise Tax Module attempts to find high and low boundary address points to use for address point interpolation Minimum geocode quality Do not fallback Returns the centroid level requested and will not attempt to geocode to a higher level
46. 01 Reports 7 When the Status field shows succeeded under Reports click AssignGeoTAXInfo The Summary Report displays Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 102 Appendix In this section Match and Location Codes Payroll Tax Correspondence File User Defined Data Files Type Codes Class Codes 104 119 125 136 142 a pee S nd Location l B gol i LI LUWLAGLIVU I In this section Match Codes Match Error Codes Location Codes 105 107 109 Match Codes Match and Location Codes The following table lists the Match Codes The Match Codes indicate the portions of the address that matched or did not match to the reference file If a match could not be made the Match Code begins with E and the remaining digits indicate why the address did not match The digits do not specifically refer to which address elements did not match but rather why the address did not match These fields are always included in the output from Assign GeoTAX Info Table 40 Match Codes Code Description Ahh Same as Shh but indicates match to an alias name record or an alternate record Chh Street address did not match but located a street segment based on the input ZIP Code or city DOO Matched to a small town with P O Box or General Delivery only Ghh Matched to an auxiliary file Hhh House number was changed Qhh Matched to USPS range records with unique
47. 01 800 G1GTAUX AUX AREA User defined data 300 Creating a User Defined Boundary File User defined boundary files define areas of interest to your organization such as sales territories or insurance rating territories Assign GeoTAX Info uses this data to determine if an address falls within an area of interest For example you can create a boundary file that defines your sales territories Assign GeoTAX Info can then determine the tax jurisdictions that apply to an address and the sales territory of that address Note User defined boundary files in Assign GeoTAX Info allow you to perform basic point in polygon spatial analysis Point In Polygon provides additional point in polygon features 1 Create an ESRI shapefile SHP or MapInfo data interchange format file MIF with the boundaries you want Your SHP or MIF file can have up to three columns of user defined data The first and second columns are 10 bytes long and the third column is 50 bytes long For information on SHP and MIF files see User Defined Centrus Databases 2 Use the Boundary File Conversion utility to convert your SHP or MIF file to a TXB file The Boundary File Conversion utility is available on the Geo TAX Utilities CD The GeoTAX Utilities CD can be downloaded from the www g1 com Support web site Select the GeoTAX product page the utilities download and document links are provided on the Subcomponents panel 3 Load the User Defined Boundary file using the ap
48. 3 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 143 Class Codes Class Code Description C4 Identifies an alternate authoritative common name of any member of the other subclasses of Class C The entity code of the legal name is referenced in the Other Name Code of the record and in the entry for the legal name the Other Name Code references the alternate For example the entity in California whose legal name is San Buenaventura subclass C1 is commonly known as Ventura which is coded C4 C5 Identifies an incorporated place that also serves as a primary county division that is it is not included in any adjacent primary county division of class T or Z For example Boston MA is legally a primary division of the county and recognized as an incorporated place and therefore is coded C5 Also see subclass C2 C6 Identifies an incorporated place that is coincident with or approximates an Alaska Native Village statistical area The Other Name Code references the Alaska Native Village statistical area see code E6 C7 Identifies an independent city At the time of publication independent cities exist in only four States Maryland Baltimore City Nevada Carson City Missouri St Louis City and Virginia 41 cities These cities also serve as county equivalents and all but Carson City also serve as primary county divisions C8 Identifies the portion of a consolidated city that is not wit
49. 5 digit ZIP Code centroid or a location based upon locale city See the 4th character for a precise indication of locational accuracy 7 Location based upon a ZIP 2 centroid These locations can represent a multiple block area in urban locations or a slightly larger area in rural settings 9 Location based upon a ZIP 4 centroid These are the most accurate centroids and normally place the location on the correct block face For a small number of records the location may be the middle of the entire street on which the ZIP 4 falls See the 4th character for a precise indication of locational accuracy 4th Character A Address matched to a single segment Location assigned in the middle of the matched street segment offset to the proper side of the street a Address matched to a single segment but the correct side of the street is unknown Location assigned in the middle of the matched street segment offset to the left side of the street as address ranges increase B Address matched to multiple segments all segments have the same Block Group Location assigned to the middle of the Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 115 Match and Location Codes Character position Code Description matched street segment with the most house number ranges within this ZIP 4 Location offset to the proper side of the street b Same as methodology B except the correct side of the street is unknown
50. Description Length bytes XI STREET AND STATE FILES VINTAGE OR INCOMPLETE DB ERROR XE STREET AND STATE VINTAGE ERROR AND TS158 NOT FOUND XE STREET STATE AND TS158 VINTAGE ERROR LF INVALID FUNCTION PASSED TO GTDBLIO AI GENIO ERROR FILE G1GTAUX FUNC ST UI GENIO ERROR FILE G1GTAX2 FUNC ST XF The DB Vintage database has expired XF The SPD file Vintage SPD File has expired DI UNABLE TO VALIDATE BOUNDARY LICENSE DI UNABLE TO OPEN BOUNDARY FILE DI BOUNDARY FILE NOT FOUND FI UNABLE TO VALIDATE USER BOUNDARY LICENSE FI UNABLE TO OPEN USER BND FILE FI USER BND FILE NOT FOUND GTX WarnCode This field contains warning codes returned by the GeoTAX engine It is blank if no warnings were issued A value of WN indicates a database will expire next month Note This field contains the same set of codes returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform 81 GTX WarnDescription A text description of any warnings returned by the GeoTAX engine Note This field contains the same set of descriptions returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 94 In this secti on Summary Reports 96 Reports Summary Reports Assign GeoTA
51. District IPD data For more information on insurance premium tax districts see Assign GeoTAX Info on page 11 To include IPD data in the output select Insurance Premium Tax District in the Output Tax District field Note Assign GeoTAX Info returns multiple districts for IPDs SPDs PTDs and PAYs Table 15 Insurance Premium Tax District Output Fields Max T Field Name Field Description Length bytes NumberlPDsFound 3 The number of Insurance Premium Tax Districts found for the address 2 per IPD Indicates where in the district the address resides in relation to the edge of the district IPDn BoundaryBuffer BufferRelation One of the following P The address is inside the district at a distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The address is inside the district but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 45 Assign GeoTAX Info Max A Field Name Field Description Length bytes B The address is outside the district but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth
52. FIPS State Code and the FIPS County Code are both used by the Census Bureau to identify these geographic units The following table lists the output fields that contain census data To include census data in the output select the Census check box under Output Data Table 29 Census Data Output Fields Max v Field Name Field Description Length bytes County Code 4 Three digit Federal Information Processing Standards FIPS county code extracted from the Census BlockCode Note This field is always included in the output regardless of whether or not you choose to include census data in the output 26 County Name Name of the county Note This field is always included in the output regardless of whether or not you choose to include census data in the output MCD Code p Minor Civil Division Census County Division MCD CCD Code MCD Name 41 Minor Civil Division Census County Division MCD CCD name Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 73 Field Name M Reverse GeoTAX Info Lookup E Description Length bytes MCD PointStatus An address can be compared to a Minor Civil Division MCD county subdivision file Cousub txt This output field returns the result for a comparison between the matched geocode location to the polygon defined by the Cousub txb file For more information on buffers see Buffering on page 14 Note The buffer distance for Cousub txb is internally set to zero and cannot
53. IPS Block ID is assigned from the left side however there is no assigned offset and the point is placed directly on the street 4 The input range spans multiple USPS segments The geocode is placed on the endpoint of the segment which corresponds to the first input house number closest to the end nearest the second input house number 7 Placeholder Used when the starting and ending points of the matched segment contain the same value and shape data is not available AXn Intersection geocode where n 3 Standard single point intersection computed from the center lines of street segments 8 Interpolated divided road intersection geocode Attempts to return a centroid for the intersection Street centroid location codes Street centroid location codes indicate the Census ID accuracy and the position of the geocode on the returned street segment A street centroid location code has the following characters Character Description 1st character Always C indicating a location derived from a street segment 2nd character Census ID accuracy based on the search area used to obtain matching street segment 3rd character Location of geocode on the returned street segment The following table contains the values and descriptions for the street centroid location codes Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 113 Match and Location Codes Character position Code Description 2nd Character B B
54. Location assigned in the middle of the matched street segment offset to the left side of the street as address ranges increase C Address matched to multiple segments with all segments having the same Census Tract Returns the Block Group representing the most households in this ZIP 4 Location assigned to t he middle of the matched street segment with the most house number ranges within this ZIP 4 Location offset to the proper side of the street C Same as methodology C except the correct side of the street is unknown Location assigned in the middle of the matched street segment offset to the left side of the street as address ranges increase D Address matched to multiple segments with all segments having the same County Returns the Block Group representing the most households in this ZIP 4 Location assigned to the middle of the matched street segment with the most house number ranges within this ZIP 4 Location offset to the proper side of the street d Same as methodology D except the correct side of the street is unknown Location assigned in the middle of the matched street segment offset to the left side of the street as address ranges increase E Street name matched no house ranges available All matched segments have the same Block Group Location placed on the segment closest to the center of the matched segments In most cases this is on the mid point of the entire street F Street name matche
55. ND SI T8158 FILES VINTAGE OR INCOMPLETE DB ERROR SI STATE FILES NOT FOUND SE STATE AND TS158 FILES NOT FOUND SE STATE NOT FOUND AND TS158 VINTAGE ERROR SI STATE FILES VINTAGE OR INCOMPLETE DB ERROR SE STATE VINTAGE ERROR AND TS158 NOT FOUND SE STATE AND TS158 FILES VINTAGE OR INCOMPLETE DB ERROR GI STREET FILES NOT FOUND XI STREET AND TS158 FILES NOT FOUND A D Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 57 Assign GeoTAX Info Max Field Name E Description Length bytes XI STREET NOT FOUND AND TS158 FILES VINTAGE ERROR XI STREET AND STATE FILES NOT FOUND XE STREET STATE AND TS158 FILES NOT FOUND XE STREET AND STATE NOT FOUND AND TS158 VINTAGE ERROR XI STREET NOT FOUND AND STATE VINTAGE ERROR XE STREET AND TS158 NOT FOUND AND STATE VINTAGE ERROR XE STREET NOT FOUND AND STATE AND TS158 VINTAGE ERROR GI STREET FILES VINTAGE OR INCOMPLETE DB ERROR XI STREET VINTAGE ERROR AND TS158 NOT FOUND XI STREET AND TS158 FILES VINTAGE OR INCOMPLETE DB ERROR XI STREET VINTAGE ERROR AND STATE NOT FOUND XE STREET VINTAGE ERROR AND STATE AND TS158 NOT FOUND XE STREET AND TS158 VINTAGE ERROR AND STATE NOT FOUND XI STREET AND STATE FILES VINTAGE OR INCOMPLETE DB ERROR XE STREET AND STATE VINTAGE ERROR AND TS158 NOT FOUND XE
56. REET AND STATE FILES VINTAGE OR INCOMPLETE DB ERROR STREET AND STATE VINTAGE ERROR AND TS158 NOT FOUND STREET STATE AND TS158 VINTAGE ERROR INVALID FUNCTION PASSED TO GTDBLIO GENIO ERROR FILE G1GTAUX FUNC ST GENIO ERROR FILE G1GTAX2 FUNC ST The DB Vintage database has expired The SPD file Vintage SPD File has expired UNABLE TO VALIDATE BOUNDARY LICENSE UNABLE TO OPEN BOUNDARY FILE BOUNDARY FILE NOT FOUND UNABLE TO VALIDATE USER BOUNDARY LICENSE UNABLE TO OPEN USER BND FILE USER BND FILE NOT FOUND Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 60 f f excl ee ees ieee ee alciiiaAtTea i 11 Va Seat CJ MX MJ I CI C In this section Calculate Distance Input Options Output Calculate Distance Calculate Distance Calculate Distance takes two sets of latitude longitude coordinates as input calculates the distance between the coordinates and returns the distance between the two points Calculate Distance is part of the Enterprise Tax Module Input Calculate Distance takes latitude and longitude information as input Note If you are using the API specify input using the DataTable class The fields described below are the valid column names in the DataTable class For information on the DataTable class see the API Fundamentals section of the Spectrum Technology Platform API Guide Table 21 Calculate Distance Input Dat
57. St this is how business mail is typically addressed to such a business location When this feature is enabled the address range is geocoded to the interpolated mid point of the range Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 18 Assign GeoTAX Info Option Name Description This option allows specifying the preferred way to match when both an address and firm name are provided The matching method can be set to match to the address rather than the firm name or vice versa If neither are specified the default matching method is to match to the address line only Firm name search Street Lookup Only Searches only street records default Prefer Street Name Searches for street name but if there isn t a match will use the firm name Prefer Firm Name Looks up the firm name but if there isn t a match will use the street name A multi match occurs when multiple equally scored matches are found in either the Points or Streets files and cannot be resolved to a single best candidate There are several choices for handling a multi match outcome Multi match Reject multi matches No matches are returned default Resolve multi matches Return the first match candidate in the list Return all multi matches The information for all the match candidates is returned Specifying Default State Supplied File Options If you use the Spectrum Technology Platform API note that the value you specify in the
58. TAX Auxiliary file The GeoTAX Auxiliary file contains new addresses that have not yet been added to the Master File Use user auxiliary file Specifies whether or not Assign GeoTAX Info should attempt a match to a User Auxiliary file User Auxiliary files are user defined files that the Enterprise Tax Module uses to override results from the master files in street level matching State supplied file Specifies a state supplied file to use for address matching State supplied files are provided by individual state governments By matching to the state supplied files you can remain compliant with tax jurisdiction assignment requirements mandated by new federal and state laws such as the Mobile Telecommunications Sourcing Act and the Florida state Communications Services Tax Simplification Law There are two supported file formats the Florida native format and the national TS 158 format ANSI Transaction Set No 158 The state of Florida provides address files in both the TS 158 and its own native format The state of Washington provides address data in the TS 158 format Assign GeoTAX Info attempts to match to the state supplied file first If a state match cannot be found it attempts a match to the master files You must install the appropriate state supplied file to use these options For instructions see the Spectrum Technology Platform Installation Guide None Do not use a state supplied file Florida native Use the Florida native sta
59. X Info Summary Report A pre configured report can be generated for a job This is supported for a job run through either the Assign GeoTAX Info or the Reverse GeoTAX Info Lookup stage The report summarizes general information about the job such as the settings number of records processed performance statistics and the database used It also contains detailed statistics about the results of the job The summary report contains the following sections for Assign GeoTAX Info and Reverse GeoTAX Info Lookup except where noted Job Summary This section contains information about the software and databases used for the job Software Version The version of the underlying software used by Assign GeoTAX Info Note that this is not the same as the Spectrum Technology Platform version number Input Mode The type of input data Address Input Indicates the data was generated from a job using the Assign GeoTAX Info stage Latitude Longitude Input Indicates the data was generated from a job using the Reverse GeoTAX Info Lookup stage Street Database Vendor The street database vendor used for matching Street Database Version The version of the Street portion of the Master File database For information on the Master File see Enterprise Tax Module on page 4 Cross Reference Database Version The version of the cross reference database used in this job Cross reference databases are used to determine jurisdiction c
60. X Info was unable to determine a payroll tax code using the Payroll Tax District boundary file For more information on Payroll Tax Districts see Payroll Tax District on page 49 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 100 Reports Locations in Special Purpose Districts Addresses that reside in at least one Special Purpose District For more information on Special Purpose Districts see Special Purpose Tax District on page 53 Locations in 1 Special Purpose District Addresses that reside in a single Special Purpose District Addresses included in this count have a value of 1 in the NumberSPDsFound output field Locations in 2 Special Purpose Districts Addresses that reside in two overlapping Special Purpose Districts Addresses included in this count have a value of 2 in the NumberSPDsFound output field Locations in 3 or 4 Special Purpose Districts Addresses that reside in three or four overlapping Special Purpose Districts Addresses included in this count have a value of 3 or 4 in the NumberSPDsFound output field Locations in 5 Special Purpose Districts Addresses that reside in five or more overlapping Special Purpose Districts Addresses included in this count have a value of 5 or greater in the NumberSPDsFound output field Locations in User Defined Districts Addresses that reside in at least one user defined district For more information on user defined districts see Use
61. a Field Name Description FirstLatitude Latitude of the first point for which you want distance returned FirstLatitude Directional First latitude directional N North S South FirstLongitude Longitude of the first point for which you want distance returned FirstLongitude Directional First longitude directional E East Ww West Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 62 Calculate Distance Field Name Description SecondLatitude Latitude of the second point for which you want distance returned SecondLatitude Directional Second latitude directional N North S South SecondLongitude Longitude of the second point for which you want distance returned SecondLongitude Directional Second longitude directional E East Ww West Options Table 22 Output Data and Format Options Option Name Description Input latitude longitude format Indicates the format of the input latitude longitude The options are Degrees minutes For example 90 00 00N180 00 00W seconds Decimal degrees Latitude longitude in decimal degrees Include decimal point If not selected indicates that the input value is similar to 90000000 180000000 or 090000000N180000000W If selected indicates that the input value is similar to 90 000000 180 000000 or 090 000000N180 000000W Use directional indicator If selected indicates that the input value is similar to N S E W 090000000N180000000W or 090 000000N180 000000
62. a value of T in the LatLong MatchCode output field ZIP Code Level Matches The count of geocodes that represent the center of the ZIP Code in which the address is located Addresses included in this count have a value of Z or 5 in the LatLong MatchCode output field City Centroid Level Matches The count of geocodes that represent the center of a city State Centroid Level Matches The count of geocodes that represent the center of a state Census Matching This section describes how precisely Assign GeoTAX Info determined an address location within the statistical areas defined by the U S Census Census Tracts Determined Addresses that Assign GeoTAX Info determined a census tract Addresses included in this count have a value in the Census Tract output field Census Tracts Not Determined Addresses that Assign GeoTAX Info was unable to determine a census tract Addresses included in this count have no value in the Census Tract output field State Codes Determined Addresses that Assign GeoTAX Info determined a state Addresses included in this count have a value in the StateCode output field State Codes Not Determined Addresses that Assign GeoTAX Info did not determine a state Addresses included in this count have no value in the StateCode output field County Codes Determined Addresses that Assign GeoTAX Info determined a county Addresses included in this count have a value in the County Code output field S
63. artments are not represented as discrete structure points Shopping malls industrial complexes and academic or medical center campuses where one building accepts mail for the entire complex are represented as one point When addresses are assigned to multiple buildings within one complex each addressed structure is represented by a point If the center of a structure falls outside of its polygon the center is manually repositioned to fall inside the polygon 07 Manually placed Address points are manually placed to coincide with the midpoint of an assessor s parcel s street frontage at a distance from the center line 08 Front door point Represents the designated primary entrance to a building If a building has multiple entrances and there is no designated primary entrance or the primary entrance cannot readily be Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 111 Match and Location Codes Code Description determined the primary entrance is chosen based on proximity to the main access street and availability of parking 09 Driveway offset point Represents a point located on the primary access road most commonly a driveway at a perpendicular distance of between 33 98 feet 10 30 meters from the main roadway 10 Street access point Represents the primary point of access from the street network This address point type is located where the driveway or other access road intersects the main roadway
64. ast date that the place data was verified by the data provider Addresses included in this count have a value in the Place LastVerifiedDate output field Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 99 Reports Place Last Updated Date Found Places that Assign GeoTAX Info determined the date that the place data was last updated by the data provider Addresses included in this count have a value in the Place LastUpdatedDate output field GeoTAX Key Matching This section describes how accurately Assign GeoTAX Info determined GeoTAX keys A GeoTAX key is used in conjunction with software from a third party to determine tax rates If you do not choose to return a GeoTAX key this section is blank GeoTAX Cross Reference Match Attempts Addresses that Assign GeoTAX Info attempted to match to an cross reference file These files are used to determine codes for use with third party tax software Unsuccessful GeoTAX Cross Reference Matches Addresses that Assign GeoTAX Info attempted to determine a code but was unable Successful GeoTAX Cross Reference Matches Addresses that Assign GeoTAX Info determined a code using a cross reference file Addresses included in this count have a value in the GeoTAXKey output field Exact Matches Achieved Addresses matched exactly to a GeoTAX key For more information about GeoTAX key match levels see the description of the GeoTAXKey MatchCode output field under Tax Jurisdiction
65. ax Codes select Payroll Tax Districts under Tax district to obtain the best payroll system tax code match possible Tax district Indicates the type of tax district information returned If you do not want all of the fields in a tax district returned do not select the check box and list only those fields you want returned in Extra output fields Insurance Premium Tax Districts Payroll Tax Districts Property Tax Districts Special Purpose Tax Districts For a description of the fields in each output group see Output on page 72 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 70 Reverse GeoTAX Info Lookup Option Name Description Sales tax cross reference key If you integrate Reverse GeoTAX Info Lookup with third party tax compliance software from Vertex or Taxware select which vendor you use This controls the value returned in the GeoTAXKey output field One of the following Taxware Return the Taxware jurisdiction code for the address Vertex MatchMaster Return the Vertex jurisdiction code for the address Select this option if you obtained a MatchMaster file from Vertex PBS Vertex Return the Vertex jurisdiction code for the address Select this option if you obtained a Vertex file from Pitney Bowes None Do not return either the Taxware or Vertex jurisdiction codes default Sales tax rate type Select the desired Sales tax rate type or None None Do not return sales tax rates default General R
66. b site www g1 com support Point Data Files Optional Pitney Bowes Point Data products include Master Location Data MLD Centrus Points iir tion Centrus NAVTEQ Points and Centrus TomTom Points The point data P provides point level geocoding for the most accurate placement of addresses throughout the U S The Master Location Data database provides the best available address point location for every mailable and deliverable address in the United States State Supplied Files Optional State Governments State supplied files are provided by individual state governments that the Enterprise Tax Module uses to override results from the master files The Enterprise Tax Module provides you with the ability to override at the state level match results based upon information supplied by the states By matching to the state supplied files you can remain compliant with tax jurisdiction assignment requirements mandated by new federal and state laws such as the Mobile Telecommunications Sourcing Act and the Florida state Communications Services Tax Simplification Law Currently there are two file formats supported in the Enterprise Tax Module the Florida native format and the national TS 158 format ANSI Transaction Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 5 Introduction Database Name amp Description Required or Optional Supplier Set No 158 The state of Florida provides address files in both the TS 158 and its own
67. cates the distance in feet from the location to the border of the PAY district PAYn DistrictlD 11 per pav district ID PAY PAY n DistrictName 61 per PAY district name PAY PAYn DistrictType A pEr RAY PAY district type PAYn ID 11 per pav jp PAY PAYn MunicipalEMSTax A PETEA PAY municipality emergency municipal services tax The values for Pennsylvania are Y Levies the tax N Does not levy the tax All other states are null PAYn MunicipallncomeTax 2 per PAY PAY municipality income tax The values for Pennsylvania are R Resident N Non resident B Both x None All other states are null 2 per PAY PAYn SchoolDistrictEMS Tax PAY school district emergency municipal services tax The Values for Pennsylvania are Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 86 Reverse GeoTAX Info Lookup Max ve Field Name E Description Length bytes Y Levies the tax N Does not levy the tax All other states are null 2 per PAY PAYn SchoolDistrictlncomeTax PAY school district income tax The values for Pennsylvania are R Resident N Non resident B Both X N The values for Ohio are R Resident X None All other states are null Property Tax District The following table lists the output fields that contain Property Tax District PTD data For more information on property tax districts see Reverse GeoTAX Info Lookup on page 67 To include this data in the output select the Property Tax District c
68. conflict between your agreement with Pitney Bowes Software Inc and the Attribution License will be resolved in favor of the Attribution License solely as it relates to your use of the GeoNames data ICU Notices Copyright 1995 2011 International Business Machines Corporation and others All rights reserved Permission is hereby granted free of charge to any person obtaining a copy of this software and associated documentation files the Software to deal in the Software without restriction including without limitation the rights to use copy modify merge publish distribute and or sell copies of the Software and to permit persons to whom the Software is furnished to do so provided that the above copyright notice s and this permission notice appear in all copies of the Software and that both the above copyright notice s and this permission notice appear in supporting documentation THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS INNO EVENT SHALL THE COPYRIGHT HOLDER OR HOLDERS INCLUDED IN THIS NOTICE BE LIABLE FOR ANY CLAIM OR ANY SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE DATA OR PROFITS WHETHER IN AN ACTION OF CONTRACT NEGLIGENCE OR OTHER TORTIOUS ACTION ARISING OUT OF OR IN CONNECTION WITH THE USE OR
69. d no house ranges available All matched segments have the same Census Tract Location placed on the segment closest to the center of the matched segments In most cases this is on the mid point of the entire street G Street name matched no house ranges available All matched segments have the same County Location placed on the Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 116 Match and Location Codes Character position Code Description segment closest to the center of the matched segments In most cases this is on the mid point of the entire street H Same as methodology G but some segments are not in the same County Used for less than 05 of the centroids l Created ZIP 2 cluster centroid as defined by methodologies A a B and b All centroids in this ZIP 2 cluster have the same Block Group Location assigned to the ZIP 2 centroid J Created ZIP 2 cluster centroid as defined by methodologies A a B b C and c All centroids in this ZIP 2 cluster have the same Census Tract Location assigned to the ZIP 2 centroid K Created ZIP 2 cluster centroid as defined by methodologies A a B b C c D and d Location assigned to the ZIP 2 centroid L Created ZIP 2 cluster centroid as defined by methodology E All centroids in this ZIP 2 cluster have the same Block Group Location assigned to the ZIP 2 centroid M Created ZIP 2 cluster centroid as defined by methodology
70. ddress level match using the GeoTAX Auxiliary Database Z ZIP Code centroid based on a five digit ZIP code null No latitude longitude determined If the General Return Code see Result Indicators is P point match then the following are possible values and have the following meaning 0 Latitude Longitude coordinates from User Dictionary 2 Latitude Longitude coordinates from Parcel Centroid 4 Latitude Longitude coordinates from Address Point 5 Latitude Longitude coordinates from Structure Centroid 7 Latitude Longitude coordinates from manually placed Point 8 Latitude Longitude coordinates from Front Door Point 9 Latitude Longitude coordinates from Driveway Offset Point A Latitude Longitude coordinates from Street Access Point Latitude Longitude coordinates from Base Parcel Point C Latitude longitude coordinates from Backfill Address Point D Latitude longitude coordinates from Virtual Address Point E Latitude longitude coordinates from Interpolated Address Point LatLong StreetMatchCode 2 Output street address return code H House number not found on street L Latitude longitude not determined on auxiliary match S Street not found in ZIP Code Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 29 Assign GeoTAX Info Max A Field Name Field Description Length bytes Z ZIP Code not found in street address database N Street level matching option not selected null The street was successfully matched Auxiliary Fil
71. denoting the level of match obtained against the Vertex or Taxware cross reference files E Exact match using five fields FIPS state code FIPS county code FIPS or GNIS place code ZIP Code and FIPS place name P Partial match using four fields FIPS state code FIPS county code FIPS or GNIS place code and ZIP Code A Alternate match using two fields ZIP Code FIPS place name N Record is default coded based on valid state code null No matching record found GeoTAXKey MatchLevel 12 A description of the value returned in the GeoTAXKey MatchCode field Exact Exact match See description in GeoTAXKey MatchCode Partial Partial match See description in GeoTAXKey MatchCode Alternate Alternate match See description in GeoTAXKey MatchCode DefaultCode Record is default coded See description in GeoTAXKey MatchCode NoMatch No matching record found GNISCode 10 Unique nine digit Geographic Names Information System GNIS code Note This field is always included in the output regardless of whether or not you choose to include census data in the output eee Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 77 Reverse GeoTAX Info Lookup Max Field Name E Description Length bytes Place ClassCode Place class code Place class codes are used to determine the proper taxing jurisdictions Note This field is always included in the output regardless of whether or not you choose to
72. description 3 207 15 Payroll code 4 222 40 Payroll description 4 262 15 Payroll code 5 277 40 Payroll description 5 317 15 Payroll code 6 332 40 Payroll description 6 372 1 Flag 1 373 1 Flag 2 374 1 Flag 3 375 1 Flag 4 376 1 Flag 5 377 1 Flag 6 2 Install the PTC file For instructions on installing the PTC file see the Spectrum Technology Platform Installation Guide Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 123 Payroll Tax Correspondence File PTC file updates are provided at intervals defined in your contract When you receive the PTC update files enter flags for the modified records and then run Enterprise Tax Module database load utility to merge the updated PTC file with your existing file For instructions see Installing Payroll Tax Correspondence Files in the Spectrum Technology Platform Installation Guide This process maintains the existing user defined flags you have already associated with the PTC data Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 124 a J f I CO Y 4 Ret V as e I In this section Creating a Landmark Auxiliary File Creating a User Defined Auxiliary File Creating a User Defined Boundary File 126 132 135 User Defined Data Files Creating a Landmark Auxiliary File The Landmark Auxiliary File provides you a way to specify customized address information in your input records The recommended
73. dress Point E Latitude longitude coordinates from Interpolated Address Point LatLong MatchL evel Hn A description of the value returned in the LatLong MatchCode field ZIP 2 ZIP 2 centroid ZIP 4 ZIP 4 centroid Block Block group centroid CityCentroid City centroid Intersection LandmarkAux LatLonInput Rooftop StateCentroid Tract Auxiliary ZIP Intersection match Match using the Landmark Auxiliary file Input Latitude Longitude coordinates was used Exact address match State centroid Census tract centroid Address level match using the GeoTAX Auxiliary Database ZIP Code centroid LatLong StreetMatchCode Spectrum Technology Platform 10 0 SP1 Output street address return code H House number not found on street L Latitude longitude not determined on auxiliary match Enterprise Tax Guide 36 Assign GeoTAX Info Max A Field Name Field Description Length bytes S Street not found in ZIP Code Z ZIP Code not found in street address database N Street level matching option not selected null The street was successfully matched LatLong StreetMatchLevel Street level match used to determine the latitude longitude FullMatch Successful match HouseNotFound House number not found on street LatLongNotFound Latitude longitude not determined on auxiliary match StreetNotFound Street not found in ZIP Code ZipNotFound ZIP Code not found in street address database NotUsed Street level matching
74. dresses that Assign GeoTAX Info was unable to determine latitude longitude Addresses included in this count have a value of null in the LatLong MatchCode output field GeoTAX Auxiliary level Matches The count of geocodes determined using the GeoTAX Auxiliary File Landmark Level Matches The count of geocodes determined using the Landmark Auxiliary File Point level Matches The count of geocodes that represent the actual location of the address using point level data This is the most accurate type of geocode Address Level Matches The count of geocodes made to the actual location of the address Addresses included in this count have a value of R in the LatLong MatchCode output field ZIP 4 Level Matches The count of geocodes made that represent the center of the ZIP 4 code in which the address is located Addresses included in this count have a value of 4 in the LatLong MatchCode output field Census Block Group Level Matches The count of geocodes that represent the center of the address s Census block group Addresses included in this count have a value of B in the LatLong MatchCode output field ZIP 2 Level Matches The count of geocodes that represent the center of the address s ZIP 2 code Addresses included in this count have a value of 2 in the LatLong MatchCode output field Census Tract Level Matches The count of geocodes that represent the center of the address s Census tract Addresses included in this count have
75. e The following table lists the output fields that contain auxiliary file data To include auxiliary file data in the output select the Auxiliary check box under Output Data The following table lists the output fields that contain tax jurisdiction data Table 8 Auxiliary File Output Fields l Max TEPE Field Name Field Description Length bytes AuxiliaryData AuxiliaryFile 301 Data retrieved as a result of an auxiliary match from the user defined area of the auxiliary file AuxiliaryData StateFile 2 Data retrieved as a result of a state match Data content and format vary depending on the state file used Census The census output fields contains census information from the U S Census including Minor Civil Divisions MCDs and Census County Division CCD names and codes MCDs are the primary political or administrative divisions of a county representing many kinds of legal entities with a variety of governmental and administrative functions CCDs are established in states where there are no legally established MCDs The Census Bureau recognizes MCDs in 28 states and has established CCDs in 21 states The District of Columbia has no primary divisions and the city of Washington DC is considered equivalent to an MCD for data presentation purposes Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 30 Assign GeoTAX Info Census data also contains the Federal Information Processing Standards FIPS codes for each
76. e Takes two latitude longitude coordinates as input and computes and returns the distance between the coordinates Reverse GeoTAX Info Lookup Takes an input latitude longitude coordinate and returns census and tax information about the location This service will not return an address for the location Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 4 Introduction Enterprise Tax Databases The Enterprise Tax Module provides you with several different databases along with the ability to include additional databases to match against your input addresses or geographic coordinates Table 1 Enterprise Tax Module Databases Database Name amp Description Required or Optional Supplier GeoTAX Enterprise Tax Premium Master Files Required Pitney Bowes The master files are the main data files used by the Enterprise Tax module es They identify all geographic components associated with a street address P such as the tax jurisdictions latitude longitude census tract and block group These files at over two gigabytes of data are significantly larger than the postal file but provides the greatest coding accuracy Note The GeoTAX Enterprise Tax Premium Database is a required data set and is the master file for the Enterprise Tax Premium Module software This data is not compatible with any previously released version of the Enterprise Tax Module The master files are available for download from the technical support we
77. e 20 Error Output Fields Max Field Name Fic Description Length bytes GTX ErrorCode This field contains a return code if the GeoTAX engine experiences an abnormal termination Note This field contains the same set of codes returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform The first character indicates the file or set of files affected Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 56 Assign GeoTAX Info Field Name E Description Length bytes Blank Matcher terminated normally A User Auxiliary file problem CE coubsub txb file problem CI Confidence engine problem D Boundary file F User defined boundary file problem G Address Matching engine problem L Licensing problem S State file problem U GeoTAX Auxiliary file problem X Combination of Street and state file problem Z zip gsb file problem The second position is one of the following E Fatal issue program terminating F Expired database l Informational GTX ErrorDescription 91 If the GeoTAX engine experiences an abnormal termination this field contains a text description of the reason It is blank if GeoTAX terminated normally Note This field contains the same set of descriptions returned by the standalone GeoTAX software and is intended for users who have migrated from GeoTAX to Spectrum Technology Platform SI T8158 FILES NOT FOU
78. e use of interpolation and offset For companies that deliver goods or services to locations that don t have a recognizable address the Enterprise Tax Module can accept latitude longitude coordinates as input to return the tax jurisdictions and corresponding GeoTAX Key values Examples of this type of location include bill boards street lights communications towers or new housing developments The Enterprise Tax Module uses a database of tax jurisdictions provided by TomTom This data which is collected through an ongoing research program and updated regularly provides current jurisdictional boundary information down to the municipal and special tax district levels In addition to determining the tax jurisdiction for an address or location with the optional Pitney Bowes Software Sales and Use Tax Rate file the Enterprise Tax Module can return sales and use tax rates for each of the assigned tax jurisdictions as well as the total tax rate for the assigned locations There is also the option to use other software such as Vertex or Taxware to cross reference and supply tax rate data Note The Enterprise Tax Module processes only U S addresses Enterprise Tax Components The Enterprise Tax Module consists of the following components Assign GeoTAX Info Takes an input address and returns census latitude longitude and tax information about the address Assign GeoTAX Info utilizes Pitney Bowes s GeoTAX technology Calculate Distanc
79. ecify the size of polygon buffers using the BufferWidth input field to set it on a record by record basis and the Default Buffer Width option to set a default polygon buffer width for the job Input The following table provides information on the format of Assign GeoTAX Info input Table 2 Assign GeoTAX Info Input Data Field Name Format Description AddressLine1 String First address line 100 AddressLine2 String Second address line 100 AddressLine3 String Third address line 100 AddressLine4 String Fourth address line 100 BufferWidth String 10 Specifies the width of the polygon buffers to use for Boundary File processing The buffer width is used to determine if a point is close to the edge of a polygon The output field BufferRelation indicates whether or not the point is within the polygon s buffer area For more information see Buffering on page 14 This field overrides the value specified in the Default buffer width option If you do not specify a buffer width in this input field the default is used Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 15 Assign GeoTAX Info Field Name Format Description CandidatelD String 1 For a multi match outcome indicates which match result should be returned valid values are 1 9 City String 50 City name Country String var The country where the address resides The data you enter in this field has no impact on processing It is
80. ection of taxes imposed on employers to support state or local government facilities and services based on the employee s and or employer s address Examples include taxes collected for districts to pay for schools police or other services Payroll tax districts are created by state or local governments Payroll system tax codes Codes that represent specific jurisdictions that collect payroll tax Using payroll system tax codes has advantages over using the payroll tax district information returned by Reverse GeoTAX Info Lookup Reverse GeoTAX Info Lookup uses an additional database to determine payroll tax codes resulting in more accurate payroll tax determination Many payroll systems use specific codes to determine withholding amounts Since you can customize the payroll tax codes returned by Reverse GeoTAX Info Lookup you can set up a process where Reverse GeoTAX Info Lookup returns the exact payroll tax codes required by your payroll system instead of returning jurisdictional IDs that must then be translated into the codes used by your system Property tax districts Areas designated for the collection of taxes imposed on property owners to support local government facilities and services based on the property s location Examples include taxes collected for districts to pay for schools police or other services Property tax districts are created by local governments Special purpose tax districts Areas designated for the co
81. ee Reverse GeoTAX Info Lookup To include this data in the output select Payroll Tax District in the Output Tax District field Note Reverse GeoTAX Info Lookup returns multiple districts for IPDs SPDs PTDs and PAYs Table 35 Payroll Tax District Output Fields Max Field Name E Description Length bytes NumberPAYsFound Number of payroll tax districts found for the location 2 per RAY Indicates where in the district the location resides in relation to the edge of the district PAYn BoundaryBuffer BufferRelation One of the following P The location is inside the district at a distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The location is inside the district but is close to the edge This indicates that the location is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth B The location is outside the district but is close to the edge This indicates that the location is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 85 Reverse GeoTAX Info Lookup Max A Field Name Description Field Length bytes For more information see Buffering on page 14 PAYn BoundaryBuffer DistanceToBorder IO per Indi
82. eet data set Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 13 Assign GeoTAX Info Buffering Use buffering to define areas that are close to the edges of a polygon line or point K Buffered Polygon zone Buffered Line corridor Buffered Point circle For example if you work for an insurance company you may want to know if a potential customer s house is within 500 feet of a flood plain so that you can suggest that they buy flood insurance even though they are not actually within the flood plain The following illustration shows this scenario using a buffered polygon The dotted line indicates the boundary of the flood plain and the shaded area shows a 500 foot buffer zone around the boundary The buffer area extends on both sides of the boundary inside and outside When you use buffering the output field BufferRelation indicates whether or not the point is in the buffered zone and whether the point is inside or outside of the polygon as shown in the following illustrations Se Soe The point is inside the polygon and not The point is inside the polygon and in The point is outside the polygon but in in the buffer area the buffer area the buffer area Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 14 The output field BufferRelation will contain P Assign GeoTAX Info The output field BufferRelation will The output field BufferRelation will contain I contain B Sp
83. escribes how accurately Assign GeoTAX Info determined an address place The place information is used to determine tax jurisdictions Place Codes Determined Addresses that Assign GeoTAX Info determined a place code Addresses included in this count have a value in the Place Code output field Place Codes Not Determined Addresses that Assign GeoTAX Info was unable to determine a place code Addresses included in this count have no value in the Place Code output field Place Names Determined Addresses that Assign GeoTAX Info determined a place name Addresses included in this count have a value in the Place Name output field Place Class Codes Determined Addresses that Assign GeoTAX Info determined a place code Addresses included in this count have a value in the Place ClassCode output field Incorporated Places Addresses that reside in an incorporated municipality Addresses included in this count have a value of Inc in the Place IncorporatedFlag output field Unincorporated Places Addresses that reside in a place that is not an incorporated municipality Addresses included in this count have a value of Uninc in the Place IncorporatedFlag output field Place Last Annexed Date Found Places that Assign GeoTAX Info determined the last date of annexation Addresses included in this count have a value in the Place LastAnnexedDate output field Place Last Verified Date Found Places that Assign GeoTAX Info determined the l
84. ess point match o0 voO z r Street address match Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 27 Assign GeoTAX Info Max Field Name E Description Length bytes X Aborted processing or expired database Blank Did not match 20 Indicates the file from which the match was obtained One of the following AddressMatch DataTypeName USPS TIGER TOMTOM Streets NAVTEQ Streets TOMTOM POINT CENTRUS POINT NAVTEQ POINT MASTER LOCATION Master Location Data STATE FILE USER AUXILIARY LANDMARK AUXILIARY AddressMatch NumCandidates When there are multiple equally scored matches returns the number of multiple match candidates found AddressMatch LocationCode The Location Code indicates the methodology used to complete the geocode and may also provide some information about the quality of the geocode For the list of location codes see Location Codes LatLong MatchCode Latitude Longitude General Return Code Denotes the level for which the geocode was determined 2 ZIP 2 centroid 4 ZIP 4 Code centroid B Block group centroid C City centroid Intersection Match using the Landmark Auxiliary file 0 Latitude longitude was input Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 28 Assign GeoTAX Info Max A Field Name Field Description Length bytes R Address level based on street address S State centroid T Census tract centroid U A
85. eturn the General sales tax rates Automotive Return the Automotive sales tax rates Construction Return the Construction sales tax rates Medical Return the Medical sales tax rates Include extra fields Indicates the individual output fields you want returned List fields with a pipe between each field You can use this field instead of the Output Record Type to limit the output to those fields that are important to your current data needs For a list of the fields included in each data type see Output on page 72 Output Format Output format options control how Reverse GeoTAX Info Lookup formats output data The following table lists the output format options J A MmH Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 71 Reverse GeoTAX Info Lookup Table 27 Reverse GeoTAX Info Lookup Output Format Options Option Name Description Casing Specifies the casing of these output fields County Name MCD Name Place Name IPDn DistrictName PAYn DistrictName SPDn DistrictName and PTCn PayrollDescription One of the following Mixed The output in mixed case default For example Boulder Upper The output in upper case For example BOULDER Output Auxiliary File The following table list
86. fault Relaxed Allows a loose match and generates the most match candidates which increases the processing time and results in more multiple matches Use this mode if you are not confident that your input is clean free of misspellings and incomplete addresses This is the only mode that does not respect the street parity when making an address match The search area options allow for searching the address finance area or an expanded area specified by distance Finance area Searches the entire finance area for a match A finance area is a region defined by the U S Postal Service and typically consists of a set of contiguous ZIP Codes default Search within Searches the area specified by the radius in miles The search radius area can be extended up to a 99 mile radius from the centroid of the input ZIP Code to assist in finding a match when the input address contains limited or inaccurate city or ZIP Code information The expanded area is confined to within the state s borders Looks for the correct first letter of a street address if the first letter is missing or incorrect The Enterprise Tax Module searches through the alphabet looking for possible correct first letters to complete the street address Note This feature is disabled by default and cannot be enabled in Exact mode Matches to a house range input Some business locations are identified by address ranges For example a shopping plaza could be addressed as 10 12 Front
87. gardless of whether or not you choose to include tax jurisdiction data in the output Place Confidence Provides the percentage overlap of the geocode to the Place polygon layer The returned percentage value describes the probability that the point falls in the specified Place Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output User Defined Boundary File The following table lists the output fields that contain data returned from user defined boundary files To include this data in the output select the User defined boundary file check box under Output Data Note Assign GeoTAX Info can return up to 10 user defined areas for each input address Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 43 Assign GeoTAX Info Table 14 Output Fields for User Defined Boundary Files Max ee Field Name Field Description Length bytes NumberUserBoundariesFound 2 The number of user defined polygons found for the address im 51 per UserBoundaryn BoundaryDescription User A description of the polygon Boundary UserBoundaryn BoundaryID ee The ID of the polygon as specified in the user defined boundary file Boundary 2 per User F UserBoundaryn BufferRelation B Indicates where in the polygon the address resides in relation to oundary the edge of the area One of the following P The address is inside the polygon at a
88. ge etc or boundary edits to the Place Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 78 Reverse GeoTAX Info Lookup Max Field Name E Description Length bytes Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place LastVerifiedDate Last verified date in the format MM YYYY representing the month and year that TomTom verified municipality change information Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place Name 41 The name of the place for the location A place is a geographic area defined on the basis of population criteria that vary by state Or an area recognized as significant because it is located in an incorporated municipality Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place PointStatus Returns the result for a comparison between the matched geocode location to the polygon defined by the Place txb file For more information on buffers see Buffering on page 14 P The point is in the polygon l The point is in the buffer area inside the polygon B The point is in the buffer area and outside of the polygon blank Polygon not found 10 Place DistanceToBorder Returns the distance in feet between the
89. heck box in the Output Tax District field Note Reverse GeoTAX Info Lookup returns multiple districts for IPDs SPDs PTDs and PAYs Table 36 Property Tax District Output Fields Max Tm Field Name Field Description Length bytes NumberPTDsFound The number of Property Tax Districts found for the location mm w URUPQ Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 87 Reverse GeoTAX Info Lookup Max A Field Name Field Description Length bytes 2 per PTD i ae i i PTDn BoundaryBuffer BufferRelation Indicates where in the district the location resides in relation to the edge of the district One of the following P The location is inside the district at a distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth The location is inside the district but is close to the edge This indicates that the location is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth B The location is outside the district but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width
90. hen district becomes active State supplied For example 010108 7 per IPD IPDn ExpirationDate MMDDYY Identifies when district becomes inactive State supplied Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 82 Reverse GeoTAX Info Lookup Max A Field Name Field Description Length bytes For example 063009 IPDn FireRate 21iper IRD Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn FireFlag PESMED P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semi colon as a delimiter 3 7 3 or 7 IPDn CasualtyRate 21 per IPD Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn CasualtyFlag 6 per IPD p Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn VehicleRate ape Re Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn VehicleFlag SPERO P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn MarineRate ZTperiPp Format is dependent on associated flag For example 13 15 00 or 3 7 6 per IPD IPDn MarineFlag P Percentage 1 10 0575 5 75 F Flat Fee dollar amount Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 83 Reverse GeoTAX Info Lookup Max A Field Name Field
91. hin another incorporated place see subclass C3 The Census Bureau identifies these nonfunctioning entities by taking the name of the consolidated city and appending in parentheses the word remainder For example Columbus remainder identifies the portion of the Columbus Georgia consolidated city that is not also in Bibb City This code is new for FIPS 55 3 C9 Identifies an inactive or nonfunctioning incorporated place Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 144 Class Codes Class U Unincorporated Places Except Those Associated with Facilities Type Descriptions U1 Identifies a census designated place CDP with a name identical to the authoritative common name that describes essentially the same population Also see code M2 U2 Identifies a CDP with a name not identical to an authoritative common name of essentially the same area If there is an alternate authoritative common name it is referenced in the Other Name Code field For example Suitland Silver Hill Maryland is the name of a locally delineated CDP recognized by the Census Bureau which is a combination of two communities Suitland and Silver Hill and therefore because it is not the authoritative name of the area is coded U2 Sierra Vista Southeast Arizona is a CDP that includes the built up area adjoining the city of Sierra Vista on the southeast but is not an authoritative name for that area and therefore is coded U2 Also see c
92. idth is specified either by the option Default Buffer Width or by the input field BufferWidth l The address is inside the district but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth B The address is outside the district but is close to the edge This indicates that the address is in the buffer area specified Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 49 Assign GeoTAX Info Max A Field Name Field Description Length bytes either by the option Default Buffer Width or by the input field BufferWidth For more information see Buffering on page 14 PAYn BoundaryBuffer DistanceToBorder TU per Indicates the distance from the address to the border of the district PAY The distance is in the units specified by the option Distance Units 4 per PAY gt PAYn BoundaryConfidence Provides the percentage overlap of the geocode to the PAY boundary polygon layer The returned percentage value describes the probability that the point falls in the PAY boundary area PAYn DistrictlD 11 per pav district ID PAY PAY n DistrictName 61 per PAY district name PAY PAYn DistrictType Zjper Pay PAY district type PAYn ID 11 per pav ip PAY PAYn MunicipalEMSTax 2 PEPAY PAY municipality emergency municipal services tax The values for Pennsylvania are Y Levies the tax N Does not levy the tax All other states
93. ield Description Length bytes CSA Code a Combined Statistical Area CSA code CSA Name e Combined Statistical Area CSA name State Abbreviation 3 Two character state abbreviation Note This field is always included in the output regardless of whether or not you choose to include census data in the output StateCode Two digit Federal Information Processing Standards FIPS state code extracted from the Census BlockCode Note This field is always included in the output regardless of whether or not you choose to include census data in the output Latitude Longitude The following table lists the output fields that contain latitude and longitude data Latitude Longitude data contains the coordinates for the address and additional information about how Assign GeoTAX Info determined the latitude and longitude To include latitude longitude data in the output select the Latitude Longitude check box under Output Data Table 10 Latitude Longitude Output Fields Max Field Name EL Description Length bytes Latitude Seven digit number in degrees and calculated to four decimal places in the format you specified Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 34 Assign GeoTAX Info Max A Field Name Field Description Length bytes Latitude Directional 2 Latitude directional N North S South LatLong Returned latitude longitude in the format you specified up to 22 alphanumeric characters 2 LatL
94. is example the first record in the PTC file contains tax codes for a municipality called Harbor Creek Township and a school district called Harbor Creek School District There is a separate code that represents points that are in both the Harbor Creek Township and the Harbor Creek School District The second record in the PTC file contains codes for Dayton a school district called Armstrong and points located in both Dayton and the Armstrong School District This example returns the payroll system tax codes for the individual taxing jurisdictions for a given address not the codes that represent the combined jurisdictions For addresses located in both the Harbor Creek Township and Harbor Creek School District Assign GeoTAX Info returns the following PTC1 PayrollDescriptionZHARBORCREEK TWP PTC1 PayrollCode 123ABC PTC1 PayrollFlag D PTC2 PayrollDescription HARBOR CREEK SD PTC2 PayrollCode 456DEF PTC2 PayrollFlag D For addresses located in both Dayton and the Armstrong School District Assign GeoTAX Info returns the following PTC1 PayrollDescription DAYTON BORO PTC1 PayrollCode 592UID PTC1 PayrollFlag Y PTC2 PayrollDescriptionZARMSTRONG SD PTC2 PayrollCode 143XMA PTC2 PayrollFlag Y For addresses located in just Dayton but not the Armstrong School District Assign GeoTAX Info returns the code 592UID and its associated flag and description For addresses located Spectrum Technology Platform 10 0 SP1
95. llection of taxes imposed on residents to support specialized services for residents of the district based on the resident s address Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 67 Reverse GeoTAX Info Lookup Examples include services such as sewer service transit service or water resources Special purpose tax districts are created by legislative action court action or public referendums This optional information requires the use of boundary files which require an additional license Contact your Pitney Bowes sales representative for more information Using the optional Pitney Bowes Sales and Use Tax Rate file Reverse GeoTAX Info Lookup includes tax rate data for a location including Tax rate type General Automotive Medical Construction Sales and or use tax rates for State County Municipality Up to 10 SPDs Total Rate the sum of the individual state county municipality and SPD rates Required input format The required format for the input coordinates is as follows Table 24 Required Input Latitude Longitude Format Field Name Format InputLatitude 00 000000 or without the decimal point 00000000 InputLongitude 000 000000 or without the decimal point 000000000 or 00 000000 or without the decimal point 00000000 Reverse GeoTAX Info Lookup is part of the Enterprise Tax Module Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 68 Reverse GeoTAX Info
96. lock Group accuracy most accurate Based on input ZIP Code T Census Tract accuracy Based on input ZIP Code C Unclassified Census accuracy Normally accurate to at least the County level Based on input ZIP Code F Unknown Census accuracy Based on Finance area P Unknown Census accuracy Based on input City 3rd Character C Segment centroid L Segment low range endpoint H Segment high range endpoint ZIP 4 Location Codes ZIP 4 centroid location codes indicate the quality of two location attributes Census ID accuracy and positional accuracy A ZIP 4 centroid location code has the following characters Character Description 1st character Always a Z indicating a location derived from a ZIP centroid 2nd character Census ID accuracy 3rd character Location type 4th character How the location and Census ID was defined Provided for completeness but may not be useful for most applications Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 114 Match and Location Codes The following table contains the values and descriptions for the ZIP 4 location codes Character position Code Description 2nd Character B Block Group accuracy most accurate T Census Tract accuracy C Unclassified Census accuracy Normally accurate to at least the County level Based on input ZIP Code 3rd Character 5 Location of the Post Office that delivers mail to the address a
97. lowing Taxware Return the Taxware jurisdiction code for the address Vertex MatchMaster Return the Vertex jurisdiction code for the address Select this option if you obtained a MatchMaster file from Vertex PBS Vertex Return the Vertex jurisdiction code for the address Select this option if you obtained a Vertex file from Pitney Bowes None Do not return either the Taxware or Vertex jurisdiction codes default Tax rate type Indicates the sales and use tax rate type to return or None None Do not return sales and use tax rates default Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 24 Assign GeoTAX Info Option Name Description General Return the General sales and use tax rates Automotive Return the Automotive sales and use tax rates Construction Return the Construction sales and use tax rates Medical Return the Medical sales and use tax rates Include extra fields Indicates the individual output fields you want returned List fields with a pipe between each field You can use this field instead of the Output Record Type to limit the output to those fields that are important to your current data needs For a list of the fields included in each data type see Output on page 26 Output Format Output format options control how Assign GeoTAX Info formats output data The following table lists the output format options Table 6 Assign GeoTAX Info Output Format Options Option Name Description
98. miums 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 District PAY 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 The Personal Property Tax District file PTD txb provides your company with a complete solution for accurate automated asset collection and jurisdiction assignment Pitney Bowes provides you with the appropriate boundary file on separate media if you license any of the optional files Note The Enterprise Tax Module only uses one boundary file at a time For more information see the configuration options in Assign GeoTAX Info on page 11 User Defined Boundary File Optional User created A user defined boundary file usr txb is a file that you create to represent polygons that you want to match against such as sales territories insurance rating territories or any geographic areas that are of interest to you Note For more information see Creating a User Defined Boundary File on page 135 Pitney Bowes Sales and Use Tax Rate File Optional Pitney Bowes You can optionally license the Pitney Bowes Sales and Use Tax Rate file to supply sales and or use tax rate data for the general aut
99. n Length bytes R Reporting district Billing district 11 per PTD PTDn JurisdictionID PTD jurisdiction ID 7 per PTD PTDn UpdateDate PTD update date Special Purpose Tax District The following table lists the output fields that contain Special Purpose Tax District SPD data For more information on special purpose tax districts see Assign GeoTAX Info on page 11 To include this data in the output select Special Purpose Tax District in the Output Tax District field Note Assign GeoTAX Info returns multiple districts for IPDs SPDs PTDs and PAYs Table 18 Special Purpose Tax District Output Fields Max TM Field Name Field Description Length bytes NumberSPDsFound E Number of SPDs returned 2 per SPD Indicates where in the district the address resides in relation to the edge of the district SPDn BoundaryBuffer BufferRelation One of the following P The address is inside the district at a distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The address is inside the district but is close to the edge This indicates that the address is in the buffer area specified Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 53 Assign GeoTAX Info Max A Field Name Field Description Length bytes either by the option Default Buffer Width or
100. n the district the address resides in relation to the edge of the district One of the following P The address is inside the district at a distance from the edge that is greater than the specified buffer width Buffer width is specified either by the option Default Buffer Width or by the input field BufferWidth l The address is inside the district but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth B The address is outside the district but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth For more information see Buffering on page 14 PTDn BoundaryBuffer DistanceToBorder a per Indicates the distance from the address to the border of the district PTD The distance is in the units specified by the option Distance Units 4 per PTD F PTDn BoundaryConfidence Provides the percentage overlap of the geocode to the PTD boundary polygon layer The returned percentage value describes the probability that the point falls in the PTD boundary area PTDn DistrictID 11 per prp district ID PTD PTDn DistrictName 61 per PTD district name PTD 2 per PTD PTDn DistrictType PTD district type Only returned for Indiana Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 52 Assign GeoTAX Info Max Field Name E Descriptio
101. native format Note This database option may not be available to all Enterprise Tax users Individual states may restrict the use of state supplied address files to licensed communications carriers or other business entities registered with the individual state The Enterprise Tax Module first attempts to match to the state database If the Enterprise Tax Module cannot find a state match it attempts a match to the GeoTAX Auxiliary file if loaded then to the master files GeoTAX Auxiliary File Optional Pitney Bowes monthly The GeoTAX Auxiliary file contains new addresses that have not yet been HN subscription added to the Master File It provides the most up to date address data possible Landmark Auxiliary File Optional User defined The Landmark Auxiliary File is a user defined file that allows you to specify customized address information in your input records The recommended primary use of this file to match to your company s non address locations such as well heads transmission towers or any other descriptive location The latitude longitude that is part of the input needed to build this file allows companies to automatically keep track of any jurisdictional changes that affect these unique locations Matching to this file requires that the input record information match exactly to the Landmark file contents This also applies to street records if you choose to enter them in the Landmark file Note For more information
102. ndent on associated flag For example 13 15 00 or 3 7 IPDn OtherFlag 6 perIFD P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 21 per IPD IPDn MinimumRate Format is dependent on associated flag Possible Values 13 15 00 or 3 7 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 48 Assign GeoTAX Info Max Field Name E Description Length bytes IPDn MinimumFlag 6 per IPD P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 Payroll Tax District The following table lists the output fields that contain Payroll Tax District PAY data For more information on payroll tax districts see Assign GeoTAX Info on page 11 To include this data in the output select Payroll Tax District in the Output Tax District field Note Assign GeoTAX Info returns multiple districts for IPDs SPDs PTDs and PAYs Table 16 Payroll Tax District Output Fields Max TN Field Name Field Description Length bytes NumberPAYsFound Number of PAYs returned 2 per PAY Indicates where in the district the address resides in relation to the edge of the district PAYn BoundaryBuffer BufferRelation One of the following P The address is inside the district at a distance from the edge that is greater than the specified buffer width Buffer w
103. ng returns a latitude and longitude point in the center of the street where the address is located Since the building represented by an address is not on the street itself you do not want the geocode for an address to be a point on the street Instead you want the geocode to represent the location of the building which sits next to the street For example an offset of 50 feet means that the geocode will represent a point 50 feet back from the center of the street The distance is calculated perpendicular to the portion of the street segment for the address Offset is also used to prevent addresses across the street from each other from being given the same point The following diagram shows an offset point in relation to the original point Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 20 Assign GeoTAX Info Option Name Description Offset MD OriginalPoint V 5 Squeeze geocode Specifies if Assign GeoTAX Info should squeeze the street end points when determining the geocode of an address in street level matching The squeeze value is 5 2 5 from each endpoint The following diagram compares the end points of a street segment to the squeezed end points of a street segment oloo oo99 Squeezed Street Segment End Street Segment End Latitude Longitude format Indicates the desired format for returned latitude longitude Options include Degrees minutes For example 90 00
104. nt If house numbers are present in the record the house number range must be valid according to USPS rules documented in Publication 28 The numeric fields such as ZIP Codes must contain all numbers Latitude and longitude values must be in millionths of decimal degrees Records cannot contain PO Box addresses Default values Enterprise Tax Module uses the following defaults if you do not include the values in the Landmark Auxiliary file House number parity B both odds and evens Segment direction F forward or A ascending these are interchangeable Side of street U unknown Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 127 User Defined Data Files Landmark Auxiliary file layout Table 45 Landmark Auxiliary File Layout Field Description Raad Requied Reques Length Position Exact For For vic Street Laurek Segrat Match Match ZIP Code 5 digit ZIP Code x X X 2 Tg Street name Name of the street or landmark X X X 30 6 35 Street type Street type Also called street suffix See the X 4 36 39 abbreviation USPS Publication 28 for a complete list of supported street types Predirectional USPS street name predirectional abbreviation X 2 40 41 Supported values are N E S W NE NW SE and SW Postdirectional USPS street name postdirectional abbreviations Supported values are N E S W NE NW SE and SW Reserved Reserved 4 44 47 Low house number Low house n
105. nts of the district based on the resident s address Examples include services such as sewer service transit service or water resources Special purpose tax districts are created by legislative action court action or public referendums This optional information requires the use of boundary files which require an additional license Contact your Pitney Bowes sales representative for more information Sales and Use Tax Rates Using the optional Pitney Bowes Sales and Use Tax Rate file Assign GeoTAX Info can return sales and use tax rates for each of the assigned tax jurisdictions as well as the total tax rate for the assigned locations Assign GeoTAX Info is part of the Enterprise Tax Module Determining Tax Rates with Assign GeoTAX Info Assign GeoTAX Info determines tax jurisdictions that apply to a given location There are several options for determining tax rates for a location use the optional Pitney Bowes Sales and Use Tax Rate file use other software such as Vertex or Taxware or develop a custom process Using Pitney Bowes Sales and Use Tax Rate file a On the Options panel click the Output icon b In the Sales tax rate type field select either General Automotive Construction Or Medical This option returns tax rates for the selected industry For more information see Sales and Use Tax Rates on page 55 Using Vertex or Taxware Software a On the Options panel click the Output icon b Under Include data select
106. number High house number A Street record contains a range of one or more addresses on a street To be a valid street record the record must have the following fields ZIP Code Street name Street type abbreviation if part of the address Pre directional abbreviation if part of the address Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 126 User Defined Data Files Post directional abbreviation if part of the address Low house number within the street segment High house number within the street segment Beginning longitude of the street segment Beginning latitude of the street segment In addition a Street record may NOT have the following fields Secondary address information such as unit numbers Mailstops Private mail boxes PMBs During processing ignores any record that does not comply with the preceding requirements Landmark Auxiliary file organization You must comply with the following organizational rules when creating your Landmark Auxiliary file Use semicolons in the first column to indicate a row is a comment not a data record Enterprise Tax Module ignores rows that begin with a semicolon Order the records within the file by descending ZIP Code then descending street name for optimal performance All records must represent one or both sides of a street All records must represent segments that are straight lines Records cannot represent a non straight segme
107. number of address matches made using point level data Address Level Matches The number of addresses matches made to an approximate location on a street segment Street Intersection Level Matches The number of address matches made to a street intersection Street Centroid Level Matches The number of address matches that were made along the matched street segment ZIP 4 Level Matches The number of address matches made to an area defined by a ZIP 4 Code ZIP Level Matches The number of address matches made to an area defined by a 5 digit ZIP Code Fallback Geographic Matches The number of address matches that were made to a city or state centroid Latitude Longitude Matching Note This section of the summary is not provided for jobs using the Reverse GeoTAX Info Lookup stage This section lists the counts and percentages of the types of geocodes determined by Assign GeoTAX Info This section describes how precisely Assign GeoTAX Info determined latitude longitude coordinates of an address These counts are based on match codes For more information on match codes see Latitude Longitude on page 34 Total Lat Long Matches Addresses that Assign GeoTAX Info determined latitude longitude coordinates Addresses included in this count have any value other than null in the LatLong MatchCode output field Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 97 Reports Total Lat Long Unmatched Ad
108. ode M2 U3 Identifies a an alternate authoritative common name of a population essentially described by a specific CDP with a different name the Other Name Code references the CDP or b a community wholly or substantially within the boundaries of a CDP with a different name the Part of Code references the CDP For example Silver Hill and Suitland are coded U3 and cross referenced to the CDP of Suitland Silver Hill see code U2 U4 Identifies a populated place wholly or substantially within the boundaries of an incorporated place with a different name the Part of Code identifies the incorporated place For example Harlem and Greenwich Village which are part of New York city and Hollywood which is part of Los Angeles California are coded U4 U5 Dropped Only one place the CDP of Arlington Virginia was in this subclass in FIPS PUB 95 2 it has been recoded as U1 as a place and as Z3 as a subclass in FIPS 55 3 as a county subdivision U6 Identifies a populated place located wholly or substantially outside the boundaries of any incorporated place or CDP with an authoritative common name recognized by the U S Geological Survey Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 145 Class Codes Type Descriptions U8 Identifies a populated place located wholly or substantially outside the boundaries of an incorporated place or CDP but whose name has not been verified as authoritative by the U S Ge
109. odes for use with third party tax software For information on the Cross Reference databases see Enterprise Tax Module on page 4 Address Matching Summary Note This section of the summary is not provided for jobs using the Reverse GeoTAX Info Lookup stage This section describes the input address match counts Total Match Attempts Address matches attempted in this job Total Records Matched Input addresses that were matched to known locations Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 96 Reports Total Unmatched Records Input addresses that could not be matched to known addresses Address Matching Levels Note This section of the summary is not provided for jobs using the Reverse GeoTAX Info Lookup stage This section lists the counts and percentages of the types of address matches performed by Assign GeoTAX Info User Defined Auxiliary File Matches The number of address matches made to the user defined auxiliary file For information on a user defined auxiliary file see Enterprise Tax Module on page 4 GeoTAX Auxiliary File Matches The number of address matches made to the GeoTAX Auxiliary file For information on the GeoTAX Auxiliary file see Enterprise Tax Module on page 4 State File Matches The number of address matches made to a state supplied files Landmark Auxiliary Matches The number of address matches made to the Landmark Auxiliary file Point Level Matches The
110. ollowing table contains the values and descriptions for the geographic centroid location codes Character position Code Description 2nd Character M Municipality city C County S State o eamgu Hf Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 118 Lila i um In this section Using a Payroll Tax Correspondence File 120 Payroll Tax Correspondence File Using a Payroll Tax Correspondence File Payroll system tax codes are proprietary codes used by some payroll tax applications to represent specific jurisdictions or combinations of jurisdictions If you have licensed this option you can use a payroll tax correspondence PTC file to determine the payroll system tax codes for a given address To use a payroll system tax code database customize the PTC file and then install the file 1 Customize the PTC file After you receive your initial PTC file modify it using a text editor of your choice Specifically you need to modify the following Description A meaningful description of the code that represents business rules within your organization Flags Flags indicate the payroll codes you want Assign GeoTAX Info to re
111. ological Survey U9 Identifies a CDP that is coincident with or approximates the area of an Alaska Native Village statistical area The Other Name Code references the Alaska Native Village statistical area see code E2 This code is new for FIPS 55 3 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 146 Notices Copyright 2015 Pitney Bowes Software Inc All rights reserved MapInfo and Group 1 Software are trademarks of Pitney Bowes Software Inc All other marks and trademarks are property of their respective holders USPS Notices Pitney Bowes Inc holds a non exclusive license to publish and sell ZIP 49 databases on optical and magnetic media The following trademarks are owned by the United States Postal Service CASS CASS Certified DPV eLOT FASTforward First Class Mail Intelligent Mail Laca NCoaH K PAVE PLANET Code Postal Service POSTNET Post Office RDI Suite United States Postal Service Standard Mail United States Post Office USPS ZIP Code and ZIP 4 This list is not exhaustive of the trademarks belonging to the Postal Service Pitney Bowes Inc is a non exclusive licensee of USPS for NCOAH processing Prices for Pitney Bowes Software s products options and services are not established controlled or approved by USPS or United States Government When utilizing RDI data to determine parcel shipping costs the business decision on which parcel delivery company to use i
112. om the Census BlockCode County Code E Three digit Federal Information Processing Standards FIPS county code extracted from the Census BlockCode Note This field is always included in the output regardless of whether or not you choose to include census data in the output 26 County Name Name of the county Note This field is always included in the output regardless of whether or not you choose to include census data in the output MCD Code E Minor Civil Division Census County Division MCD CCD Code MCD Name 4 Minor Civil Division Census County Division MCD CCD name 2 MCD PointStatus An address can be compared to a Minor Civil Division MCD county subdivision file Cousub txt This output field returns the result for a comparison between the matched address point to the polygon defined by the Cousub txb file For more information on buffers see Buffering on page 14 Note The buffer distance for Cousub txb is internally set to zero and cannot be modified P The point is in the polygon l The point is in the buffer area inside the polygon B The point is in the buffer area and outside of the polygon Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 32 M Assign GeoTAX Info Field Name E Description Length bytes MCD DistanceToBorder 19 MCD Confidence CBSA Code CBSA Name 76 CBSA MetroFlag blank Polygon not found Returns the distance in feet between the matched address poin
113. omotive 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 Sales Tax Cross Reference Files Optional Pitney Bowes Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 7 Introduction Database Name amp Description Required or Optional Supplier Sales tax cross reference files allow you to use the Enterprise Tax Module 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 Note When using a cross reference file the SPD file must also be loaded Vertex Files The Vertex files enable you to integrate the Enterprise Tax Module with tax compliance software from Vertex Inc With this file the Enterprise Tax Module 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 Vertex file you must have either the MatchMaster file from Vertex or the PBS Vertex file from Pitney Bowes to build the cross reference Taxware Files The Taxware files enable you to integrate the Enterprise Tax Module wi
114. ong MatchCode Latitude Longitude General Return Code Denotes the level for which the geocode was determined 2 ZIP 2 centroid ZIP 4 Code centroid Block group centroid Qo wD e City centroid Intersection Match using the Landmark Auxiliary file Latitude longitude was input Address level based on street address State centroid Census tract centroid Cc a3002320r Address level match using the GeoTAX Auxiliary Database Z ZIP Code centroid based on a five digit ZIP code null No latitude longitude determined If the General Return Code see Result Indicators is P point match then the following are possible values and have the following meaning 0 Latitude Longitude coordinates from User Dictionary 2 Latitude Longitude coordinates from Parcel Centroid 4 Latitude Longitude coordinates from Address Point 5 Latitude Longitude coordinates from Structure Centroid 7 Latitude Longitude coordinates from manually placed Point Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 35 Assign GeoTAX Info Max A Field Name Field Description Length bytes 8 Latitude Longitude coordinates from Front Door Point 9 Latitude Longitude coordinates from Driveway Offset Point A Latitude Longitude coordinates from Street Access Point Latitude Longitude coordinates from Base Parcel Point C Latitude longitude coordinates from Backfill Address Point D Latitude longitude coordinates from Virtual Ad
115. option not selected Longitude Seven digit number in degrees and calculated to four decimal places in the format specified Longitude Directional 2 Longitude directional E East Ww West Input Address Assign GeoTAX Info always returns the input address as part of the output The input address fields are returned as input from the data Assign GeoTAX Info does not change these input values Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 37 Assign GeoTAX Info Table 11 Input Address Output Fields Max m Field Name Field Description Length bytes 101 AddressLine1 Input address line 1 101 AddressLine2 Input address line 2 AddressLine3 101 Input address line 3 101 AddressLine4 Input address line 4 51 i City Input address city 25 Country Input address country 101 FirmName Input address firm name PostalCode 10 Input address postal code StateProvince pl Input address state Payroll System Tax Code The following table lists the output fields that contain Payroll System Tax Code PTC data For more information on payroll tax districts see Assign GeoTAX Info on page 11 To include this data in the output select Payroll System Tax Codes in the Output Record Type field Note Assign GeoTAX Info returns up to six payroll tax codes per address Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 38 Assign GeoTAX Info Table 12 Payroll System Tax Code O
116. ords P Point level data location R Location represents a ranged address S Location on a street range X Location on an intersection of two streets Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 109 Match and Location Codes Characters Description 3rd and 4th characters Digit indicating other qualities about the location Table 42 Location Codes Code Description ACn Interpolated address point location Aln The correct segment is inferred from the candidate records at match time ASn House range address geocode This is the most accurate street interpolated geocode available where n 0 Best location 1 Street side is unknown The Census FIPS Block ID is assigned from the left side however there is no assigned offset and the point is placed directly on the street 2 Indicates one or both of the following The address is interpolated onto a TIGER segment that did not initially contain address ranges The original segment name changed to match the USPS spelling This specifically refers to street type predirectional and postdirectional Note Only the second case is valid for non TIGER data because segment range interpolation is only completed for TIGER data 3 Both 1 and 2 7 Placeholder Used when starting and ending points of segments contain the same value and shape data is not available AGn Indicates a geocode match to a GeoTAX Auxiliary or Landmark Auxiliar
117. ote This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place Name m The name of the place where the address is located A place is a geographic area defined on the basis of population criteria that vary by state Or an area recognized as significant because it is located in an incorporated municipality Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place PointStatus Returns the result for a comparison between the matched address point to the polygon defined by the Place txb file For more information on buffers see Buffering on page 14 Note The buffer distance for Place txb is internally set to zero and cannot be modified P The point is in the polygon l The point is in the buffer area inside the polygon Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 42 Assign GeoTAX Info Max A Field Name Field Description Length bytes B The point is in the buffer area and outside of the polygon blank Polygon not found Note This field is always included in the output regardless of whether or not you choose to include tax jurisdiction data in the output Place DistanceToBorder 19 Returns the distance between the matched address point to the polygon defined by the Place txb file Note This field is always included in the output re
118. pectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 98 Reports County Codes Not Determined Addresses that Assign GeoTAX Info did not determine a county Addresses included in this count have no value in the County Code output field Census Block Group Determined Addresses that Assign GeoTAX Info determined a block group Addresses included in this count have a value in the Census BlockCode output field Census Block Groups Not Determined Addresses that Assign GeoTAX Info was unable to determine a block group Addresses included in this count have no value in the Census BlockCode output field CBSA Codes Determined Addresses that Assign GeoTAX Info determined a core based statistical area CBSA Addresses included in this count have a value in the CBSA Code output field CBSA Codes Not Determined Addresses that Assign GeoTAX Info did not determine a core based statistical area CBSA Addresses included in this count have no value in the CBSA Code output field MCD CCD Codes Determined Addresses that Assign GeoTAX Info determined a Minor Civil Division Census County Division code Addresses included in this count have a value in the MCD Code output field MCD CCD Codes Not Determined Addresses that Assign GeoTAX Info was unable to determine a Minor Civil Division Census County Division code Addresses included in this count have no value in the MCD Code output field Tax Jurisdiction Matching This section d
119. pitney bowes Spectrum Technology Platform Version 10 0 SP1 Enterprise Tax Guide Table of Contents 1 Introduction Enterprise Tax Module 4 2 Assign GeoTAX Info Assign GeoTAX Info 11 Determining Tax Rates with Assign GeoTAX Info 12 Address Matching 13 Buffering 14 Input 15 Matching Options 16 Geocoding Options 20 Output Data Options 23 Output 26 5 Calculate Distance Calculate Distance 62 Input 62 Options 63 Output 64 4 Reverse GeoTAX Info Lookup Reverse GeoTAX Info Lookup 67 Geocoding Options 69 Output Data Options 70 Output 72 5 Reports Summary Reports Appendix Appendix A Match and Location Codes Appendix B Payroll Tax Correspondence File Appendix C User Defined Data Files Appendix D Type Codes Appendix E Class Codes 96 104 119 125 136 142 Introduction In this section Enterprise Tax Module 4 Introduction Enterprise Tax Module The Enterprise Tax Module ETM determines the tax jurisdiction for an address The Enterprise Tax Module takes an address standardizes it and then matches the address to an exact physical location returning latitude longitude coordinates with the correct place code for the address This solution greatly reduces the inaccuracies associated with 9 digit and 5 digit ZIP Code based matching The Enterprise Tax Module can also calculate latitude longitude coordinates for individual address locations including th
120. primary use of this file is to match to your company s non address locations such as well heads transmission towers or any other descriptive location The latitude latitude that is part of the input needed to build this file allows companies to automatically keep track of any jurisdictional changes that affect these unique locations Matching to this file requires that the input record information match exactly to the Landmark file contents This also applies to street records if you choose to enter them in the Landmark file Landmark Auxiliary file requirements The Landmark Auxiliary file requirements include The file must be a fixed width text file On Windows and UNIX the text file must be ASCII The file must have a gax extension on Windows and UNIX The file must have less than 500 000 records The file must follow the column field order and lengths specified in Landmark File Layout Record types You can include two types of records in your Landmark Auxiliary file Landmark and Street Records A Landmark record represent a single site To be a valid landmark record the record must have the following fields ZIP Code Name of the landmark placed in the street name field Beginning latitude of the landmark Beginning longitutde of the landmark In addition a Landmark record may NOT have the following fields Street type abbreviation Pre directional abbreviation Post directional abbreviation Low house
121. propriate database load procedure based on your platform The filename that should be entered for the User Defined Boundary file is usr txb Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 135 rN T LIT vpe V LX 1 In this section Type Codes 137 Type Codes Type Codes The returned type code is referenced from an installed tax district file and indicates the type of tax district or tax jurisdiction for the address location This appendix provides the definitions for the following tax district files type codes Special Purpose Districts SPD Insurance Premium Districts IPD Payroll Tax Districts PAY Property Tax Districts PTD Special Purpose District SPD Type Descriptions AMB AMBULANCE DISTRICT ASC SALES AND USE TAX ATA ADVANCED TRANSPORTATION AUTHORITY ATD AIRPORT TAX DISTRICT BSD BASEBALL STADIUM DISTRICT CAD COUNTY ASSISTANCE DISTRICT CCD CRIME CONTROL DISTRICT CFA COUNTY FINANCE AUTHORITY CMB COMBINED DISTRICT CTY CITY TRANSACTIONS DVD DEVELOPMENT DISTRICT EDZ ECONOMIC DEVELOPMENT ZONE ESD EMERGENCY SERVICES DISTRICT Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 137 Type Type Codes Descriptions FCD FIRE CONTROL DISTRICT FPA FPD FSD FLOOD PROTECTION AUTHORITY FIRE PROTECTION DISTRICT FOOTBALL STADIUM DISTRICT HBZ HOSPITAL BENEFIT ZONE HSA HSD HSP
122. r Defined Boundary File on page 43 Locations in 1 User District Addresses that reside in one user defined district Addresses included in this count have a value of 1 in the NumberUserBoundariesFound output field Locations in 2 User Districts Addresses that reside in two overlapping user defined districts Addresses included in this count have a value of 2 in the NumberUserBoundariesFound output field Locations in 3 User Districts Addresses that reside in three or more overlapping user defined districts Addresses included in this count have a value of 3 in the NumberUserBoundariesFound output field Generating a Summary Report The following procedure describes to to add a report to a job 1 In Enterprise Designer on the bottom left side of the window under Palette click Reports A list of available reports appears anything Double click the report Select the stages that you want to contribute to the report a Click the Parameters tab Drag the Assign GeoTAX Info icon onto the canvas You do not need to connect the icon to If you want an output format other than PDF such as html or txt perform the following steps b Clear the Use default reporting options check box and select the desired output format Click OK On the toolbar click the Run Current Flow arrow button The 1 window displays Execution Details Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 1
123. risdiction data in the output select the Tax Jurisdiction check box under Output Data Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 39 Table 13 Tax Jurisdiction Output Fields Max Field Length bytes Field Name Assign GeoTAX Info Description GeoTAXKey 10 The value in this field varies depending on the option you specified in the Sales tax cross reference key option If you specified Taxware GeoTAXKey contains the proprietary codes used in Taxware tax compliance software You can use this code in your Taxware application to find out the tax rate for the jurisdiction If you specified Vertex MatchMasterorPBS Vertex GeoTAXKey contains the proprietary Vertex jurisdiction code comprised of a two digit Vertex state code three digit FIPS county code and four digit Vertex city code You can use this code in your Vertex application to find out the tax rate for the jurisdiction GeoTAXKey MatchCode Return code denoting the level of match obtained against the Vertex or Taxware cross reference files E null GeoTAXKey MatchLevel Ds field Exact Partial Alternate DefaultCode Exact match using five fields FIPS state code FIPS county code FIPS or GNIS place code ZIP Code and FIPS place name Partial match using four fields FIPS state code FIPS county code FIPS or GNIS place code and ZIP Code Alternate match using two fields ZIP Code FIPS place name
124. s not made by the USPS or United States Government Data Provider and Related Notices Data Products contained on this media and used within Pitney Bowes Software applications are protected by various trademarks and by one or more of the following copyrights Copyright United States Postal Service All rights reserved 2014 TomTom All rights reserved TomTom and the TomTom logo are registered trademarks of TomTom N V O 1987 2014 HERE All rights reserved Fuente INEGI Instituto Nacional de Estad stica y Geograf a Based upon electronic data 9 National Land Survey Sweden O Copyright United States Census Bureau Copyright Nova Marketing Group Inc Portions of this program are 9 Copyright 1993 2007 by Nova Marketing Group Inc All Rights Reserved Copyright Second Decimal LLC Copyright Canada Post Corporation This CD ROM contains data from a compilation in which Canada Post Corporation is the copyright owner 2007 Claritas Inc The Geocode Address World data set contains data licensed from the GeoNames Project www geonames org provided under the Creative Commons Attribution License Attribution Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 148 Copyright License located at http creativecommons org licenses by 3 0 legalcode Your use of the GeoNames data described in the Spectrum Technology Platform User Manual is governed by the terms of the Attribution License and any
125. s the output fields that contain auxiliary file data To include auxiliary file data in the output select the Auxiliary check box under Output Data The following table lists the output fields that contain tax jurisdiction data Table 28 Auxiliary File Output Fields Max TET Field Name Field Description Length bytes AuxiliaryData AuxiliaryFile 301 Data retrieved as a result of an auxiliary match from the user defined area of the auxiliary file 201 Data retrieved as a result of a state match Data content and format vary depending on the state file used AuxiliaryData StateFile Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 72 Reverse GeoTAX Info Lookup Census The census output fields contains census information from the U S Census including Minor Civil Divisions MCDs and Census County Division CCD names and codes MCDs are the primary political or administrative divisions of a county representing many kinds of legal entities with a variety of governmental and administrative functions CCDs are established in states where there are no legally established MCDs The Census Bureau recognizes MCDs in 28 states and has established CCDs in 21 states The District of Columbia has no primary divisions and the city of Washington DC is considered equivalent to an MCD for data presentation purposes Census data also contains the Federal Information Processing Standards FIPS codes for each state and county The
126. see Creating a Landmark Auxiliary File on page 126 User Auxiliary File Optional User defined User Auxiliary files are user defined files that the Enterprise Tax Module uses to override results from the master files in street level matching If you have data that is more current than that in the master files you can enter the new data into the auxiliary file and use it for your address matching The Enterprise Tax Module returns matches made with a code that signifies the answer came from the auxiliary file You can also return user defined data from the auxiliary file with the match Note For more information see Creating a User Defined Auxiliary File Boundary Files Optional Pitney Bowes Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 6 Introduction Database Name amp Description Required or Optional Supplier Boundary files provide additional data about locations of special tax districts Special Purpose Tax Districts SPD Insurance Premium Tax Districts IPDs Payroll Tax Districts PAYs Personal Property Tax Districts PTDs and User Defined Boundary USR The Special Purpose District 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 District file IPD txb is used by the insurance industry to determine sales tax on insurance pre
127. simply passed through to output Note Assign GeoTAX Info only supports US addresses FirmName String var Company or firm name PostalCode String 9 Nine digit ZIP Code StateProvince String 50 The state where the address resides The data you enter in this field has no impact on processing It is simply passed through to output UserBufferWidth Long 10 Specifies the width of the polygon buffers to use for User Defined Boundary File processing The buffer width is used to determine if a point is close to the edge of a polygon The output field BufferRelation indicates whether or not the point is within the polygon s buffer area For more information see Buffering on page 14 This field overrides the value specified in the Default buffer width option If you do not specify a buffer width in this input field the default is used Matching Options Matching options control the address search methodology and match results handling returned by Assign GeoTAX Info Table 3 Assign GeoTAX Info Matching Options on page 17 lists the address search and matching options Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 16 Assign GeoTAX Info Table 3 Assign GeoTAX Info Matching Options Option Name Description Optional files The following options enable the database resource s to use in the search process Use GeoTAX Auxiliary file Specifies whether or not Assign GeoTAX Info should attempt a match to the Geo
128. ssociated flag For example 13 15 00 or 3 7 IPDn CasualtyFlag 6 per IPD p Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn VehicleRate 24 perIpD Format is dependent on associated flag Possible Values 13 15 00 or 3 7 IPDn VehicleFlag GperiPD P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 21 per IPD IPDn MarineRate Format is dependent on associated flag For example 13 15 00 or 3 7 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 47 Assign GeoTAX Info Max A Field Name Field Description Length bytes IPDn MarineFlag S PENIED P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn HealthRate 21 per IPD Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn HealthFlag o PERIRID P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn LifeRate 21 per IPD Format is dependent on associated flag For example 13 15 00 or 3 7 IPDn LifeFlag 6 per PD P Percentage 1 10 0575 5 75 F Flat Fee dollar amount M Multiple Percentages has a semicolon as a delimiter 3 7 3 or 7 IPDn OtherRate 21 periPD Format is depe
129. t to the polygon defined by the Cousub txb file Provides the percentage overlap of the geocode to the MCD polygon layer The returned percentage value describes the probability that the point falls in the MCD Core Based Statistical Area CBSA code Core Based Statistical Area CBSA name Indicates if the CBSA is a Metropolitan Statistical Area or a Micropolitan Statistical Area Y Metropolitan Statistical Area A Core Based Statistical Area associated with at least one urbanized area that has a population of at least 50 000 The Metropolitan Statistical Area comprises the central county or counties containing the core plus adjacent outlying counties having a high degree of social and economic integration with the central county as measured through commuting N Micropolitan Statistical Area A Core Based Statistical Area associated with at least one urban cluster that has a population of at least 10 000 but less than 50 000 The Micropolitan Statistical Area comprises the central county or counties containing the core plus adjacent outlying counties having a high degree of social and economic integration with the central county as measured through commuting CBSAD Code Core Based Statistical Area Division CBSAD code 73 CBSAD Name Core Based Statistical Area Division CBSAD name Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 33 Assign GeoTAX Info Max A Field Name F
130. t found 030 No matching range multiple street segments found Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 108 Match and Location Codes Location Codes The Location Codes indicate the methodology used to compute the geocode and may also provide some information about the quality of the geocode A Location Code of E indicates a location code is not available This usually occurs when you have requested ZIP Code centroids of a high quality and one is not available for that match It can occur infrequently when the Enterprise Tax Module does not have a 5 digit centroid location An E location code type may also be returned when the input address cannot be standardized and there is no input ZIP Code In this case do not assume the ZIP Code returned with the nonstandardized address is the correct ZIP Code because the Enterprise Tax Module did not standardize the address therefore the Enterprise Tax Module does not return geocoding or Census Block information Address Location Codes Address location codes detail the known qualities about the geocode An address location code has the following characters Characters Description et charactor Always an A indicating an address location 2nd character May be one of the following C Interpolated address point location G GeoTAX Auxiliary fiel or Landmark Auxiliary file data location l Application infers the correct segment from the candidate rec
131. tate supplied file GeoTAX Auxiliary file Points file if licensed Streets file Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 9 cr FS J NTO L EEN In this section Assign GeoTAX Info 11 Determining Tax Rates with Assign GeoTAX Info 12 Address Matching 13 Buffering 14 Input 15 Matching Options 16 Geocoding Options 20 Output Data Options 23 Output 26 Assign GeoTAX Info Assign GeoTAX Info Assign GeoTAX Info identifies the tax districts that apply to a given address Specifically Assign GeoTAX Info returns this information about an address Latitude longitude coordinates FIPS state codes and county codes County names MCD CCD codes and names CBSA CSA codes and names Place codes and names Incorporated or unincorporated status codes Cross reference tax keys Result indicators Optionally the relationship of an address to user defined polygons Assign GeoTAX Info optionally includes enhanced tax jurisdiction information for an address including Insurance premium districts Areas designated for the collection of taxes imposed on insurance policy premiums based on the policy holder s address Insurance premium districts are created by state governments Payroll tax districts Areas designated for the collection of taxes imposed on employers to support state or local government facilities and services based on the employee s and or employer s
132. tate supplied file or a Sales tax cross reference file select a radio button option then enter the path and filename of your database in the textfield or use the button to navigate to your database 5 For the required GeoTAX Master files and all other databases enter the path and filename of your database in the textfield or use the button to navigate to your database 6 Click OK to complete the database load process Database Search Order Enterprise Tax Module is able to process addresses using multiple databases at the same time This allows you to find the best possible match from a variety of data sources and types of data point as well as street segment data Enterprise Tax Module processes these multiple data sources using a default search order When Enterprise Tax Module matches an address exactly it stops searching rather than continuing the search in additional databases This saves on processing time When an exact match is not found Enterprise Tax Module continues searching all of the available data sources for candidate address matches The candidates are then scored and the highest scoring match from all of the data sources is returned as the match If multiple candidates receive an identical score when matched to either the Points or Streets files you have the option to set what results should be returned The default search order for Enterprise Tax Module is Landmark Auxiliary file User Auxiliary file S
133. tatistical Area code 5 165 169 CBSA name Core Based Statistical Area name 49 170 218 Reserved Reserved 5 219 223 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 129 User Defined Data Files Field Description Raad Requied Reques Length Position Exact For For Match Street Laure Sgret Match Match City Name City name Overrides the city state preferred 40 224 263 city name upon a return Reserved Reserved 237 264 500 User defined data User defined data 300 501 800 User defined unique record identifier 10 801 810 Record ID Number Side of street Side of the street for the address 1 811 L Left side R Right side B Both sides U Unknown side default This is from the viewpoint of the segment s starting coordinate Beginning longitude Beginning longitude of the street segmentin X X 11 812 822 millionths of degrees Beginning latitude Beginning latitude of the street segment in X X 10 823 832 millionths of degrees Ending longitude Ending longitude of the street segment in 11 833 843 millionths of degrees Ending latitude Ending latitude of the street segment in 10 844 853 millionths of degrees Matching to the Landmark Auxiliary file Enterprise Tax Module performs the following steps when matching an input address to a Landmark Auxiliary file 1 Enterprise Tax Module determines if there is a Landmark Auxiliary file present If more than one Landmark Auxiliary file
134. te supplied file TS 158 Use the TS 158 state supplied file Florida native with Use the Florida native state supplied file and allow relaxed secondary the system to match input addresses with secondary matching information to records without secondary information Note If you use the Spectrum Technology Platform API see Specifying Default State Supplied File Options on page 19 for information on how these values affect the default values for related API options Address Searching and Matching Options The following options can be enabled for use in the address search and match processes Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 17 Option Name Assign GeoTAX Info Description Match Modes Search area preference Check for First Letter Missing Wrong Allow Ranged Address Numbers Match modes determine the leniency used to make a match between your input and the reference database Select a match mode based on the quality of your input and your desired output For example if you have an input database that is prone to errors you may want to select the relaxed match mode Exact Requires a very tight match This restrictive mode generates the fewest match candidates which decreases the processing time When using this mode ensure that your input is very clean free of misspellings and incomplete addresses Close Requires a close match and generates a moderate number of match candidates de
135. th tax compliance software from Taxware With this file the Enterprise Tax Module component AssignGeoTAXInfo can return the Taxware jurisdiction code for an address You can then match these codes to the Taxware tax tables which tell you the tax rate for each jurisdiction The Taxware files are supplied by Pitney Bowes and support both the SUT and TWE Taxware versions Payroll Tax Cross Reference Files Optional Pitney Bowes Payroll tax cross reference files allow you to use third party software to determine the payroll tax rates 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 The Payroll System Tax Code file is a customized file that you build to return the payroll tax codes used by your payroll system Note For more information see Using a Payroll Tax Correspondence File on page 120 Adding a Database Resource Note All ETM databases and cross reference files must be downloaded to the same directory To add a database 1 Under Tools click the Database Resources icon 2 Click the Add button Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 8 Introduction The Add Database Resource window displays Using this window you have the option of adding one or more databases at a time 3 Enter a name in the Name textfield to reference the database s selected 4 If you are adding a S
136. the following General Automotive Construction or Medical Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 90 Reverse GeoTAX Info Lookup Table 38 Sales and Use Tax Rate Output Fields Max am Field Name Field Description Length bytes TaxRate RC 2 Tax Rate return code denoting the level of match obtained agained the Pitney Bowes Software Sales and Use Tax Rate file E Exact match using all 5 fields P Partial match using 4 fields A Alternate match using 3 fields N Record is default coded based on valid state code Blank No matching PB Software Sales and Use Tax Rate record found Municipal SalesTaxRate Municipality sales tax rate for the selected tax rate type County SalesTaxRate H County sales tax rate for the selected tax rate type State SalesTaxRate H State sales tax rate for the selected tax rate type SPDn SalesTaxRate ed Sales tax rate for up to 10 Special Purpose Districts SPD TaxRate Sales Total H The sum ofthe individual Municipal County State and SPD sales tax rates Municipal UseTaxRate Municipality use tax rate for the selected tax rate type County UseTaxRate u County use tax rate for the selected tax rate type State UseTaxRate State use tax rate for the selected tax rate type SPDn UseTaxRate Mead Use tax rate for up to 10 Special Purpose Districts SPD Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 91 Reverse GeoTAX Info Lookup
137. the Tax Jurisdiction check box This option returns several tax jurisdiction fields The GeoTAXKey field contains the Vertex or Taxware code For more information on these fields see Tax Jurisdiction on page 39 c In the Sales tax cross reference key field select vertex MatchMaster or PBS Vertex to have Assign GeoTAX Info return a Vertex key or select Taxware to have Assign GeoTAX Info return a Taxware key Using a Custom Process If your organization has defined custom tax codes you can use the jurisdiction information returned by Assign GeoTAX Info to look up the tax jurisdictions in your custom tables To do this you need to configure Assign GeoTAX Info to return the following fields StateCode County Code GNISCode or Place Code SPDn DistrictCode Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 12 Assign GeoTAX Info To include these fields in the output a On the Options panel click the Output icon b Inthe Tax district field select Special Purpose Districts This option returns the SPDnbDistrictCode field that you will need to look up tax rates as well as the fields noted above For more information see Special Purpose Tax District on page 53 Address Matching Assign GeoTAX Info takes a house address and matches it to the correct street segment Using the house number it determines the side of the street on which the house resides usually based on an odd even division Knowing the correct
138. turn Possible flag values are N No do not return this payroll tax code Continue searching the PTC file for other matching records A blank flag has the same effect as N D Done Return this payroll system tax code and stop searching the PTC file for other matching records Any other value Any other value indicates to return the code Typically the letter Y for yes is used Use other flags if you like For example if there is an area with two codes one for a work location and the other for the worker s residence you could use flags of W and R so that the output field PTCn PayrollFlag returned by Assign GeoTAXInfo indicates the type of location The following table shows how to use flags Note Each record in the PTC file can contain up to six payroll system tax codes and their associated descriptions and flags In the following example the first three codes are on the first record and the second three are on the second See Table 44 Payroll System Tax Code File Layout on page 122 for the layout of the PTC file Table 43 Example PTC File Record Description Payrolll System Tax Code Flag 1 HARBORCREEK TWP 123ABC D HARBOR CREEK SD 456DEF D Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 120 Payroll Tax Correspondence File Record Description Payrolll System Tax Code Flag HARBORCREEK TWP M SD 789GHI N 2 DAYTON BORO 592UID ARMSTRONG SD 143XMA DAYTON BORO M SD 592JKT N In th
139. ty KY USD Urban Services District LA PREM Premium Tax District MN FIRE Fire District ND FIRE Fire District NJ FIRE Fire District NY FIRE Fire District SC FIRE Fire District SC NT MUN Non Taxing Municipality SC PREM Premium Tax District TX PROP Windstorm Surcharge on Property Line Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 140 Type Codes Payroll Tax Districts PAY Type Descriptions JED Joint Economic Development District MTA Mass Transit Authority MUN Municipality UNI School District Property Tax Districts PTD Type Descriptions B Billing R Reporting X Reporting and Billing Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 141 L C asco s J n e In this secti Class Codes 143 Class Codes Class Codes This appendix lists definitions for the FIPS Class Codes Class C Incorporated Places Class Code Description C1 C2 Identifies an active incorporated place that is not also recognized as an Alaska Native Village Statistical area and does not also serve as a primary county division that is it is included in and is part of a primary county division For example the city of Hammond Indiana is within and part of North township the city of Austin Texas is within and part of several census county divisions in several counties Hammond and Austin are coded C1 Identifies an incorporated place that also
140. u need to terminate Enterprise Tax Module before attempting to replace or edit the file Record type matching rules When attempting a match against the Landmark Auxiliary file Geo TAX abides by the following rules Landmark record match The input data must contain both a ZIP Code and address line and they must exactly match the values on the auxiliary record The input address cannot have any other data such as a house number unit number or Private Mail Box PMB Note Enterprise Tax Module only matches the ZIP Code against the auxiliary file Geo TAX does not verify that the ZIP Code of the input address record is correct for the city and state You should validate this information in your input address before processing against the auxiliary file Street record match The input house number must fall within or be equal to the low and high house number values of the auxiliary record The input house number must agree with the parity of the auxiliary record The input ZIP Code must exactly match the ZIP Code of the auxiliary record Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 131 User Defined Data Files Creating a User Defined Auxiliary File To enter data in a user defined auxiliary file you can use your own editor or data entry program If you are running on Windows you can use the Auxiliary File Editor available on the Geo TAX Utilities CD The GeoTAX Utilities CD can be downloaded from the www
141. uffer Width or by the input field BufferWidth B The geocode is outside the polygon but is close to the edge This indicates that the address is in the buffer area specified either by the option Default Buffer Width or by the input field BufferWidth For more information see Buffering on page 14 Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 80 Reverse GeoTAX Info Lookup Max Field Name E Description Length bytes 10 per User Boundary UserBoundaryn DistanceToBorder Indicates the distance in feet from the input location to the border of the polygon 11 per User Boundary UserBoundaryn SupplementalBoundaryID A supplemental ID as specified in the user defined boundary file Insurance Premium Tax Districts The following table lists the output fields that contain Insurance Premium Tax Districts IPD data For more information on insurance premium tax districts see Reverse GeoTAX Info Lookup on page 67 To include IPD data in the output select Insurance Premium Tax District in the Output Tax District field Note Reverse GeoTAX Info Lookup returns multiple districts for IPDs SPDs PTDs and PAYs Table 34 Insurance Premium Tax District Output Fields Max ys Field Name Field Description Length bytes NumberlPDsFound 3 The number of Insurance Premium Tax Districts found for the location 2 per IPD Indicates where in the district the location resides in relation to the edge of
142. umber of the address range X 11 48 58 High house number High house number of the address range X 11 59 69 House number parity Parity of the house number in the range 1 70 E Even O Odd B Both For even and odd house number parity records this specifies on which side of the street the house lays For records containing both even and odd house numbers the odd house numbers are on the specified side of the street and the even house numbers are on the other side This is a factor when using street offset Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 128 User Defined Data Files Field Description Raad Requied Reques Length Position Exact For For Tis Street Laure Segrat Match Match Segment direction Direction the house numbers progress along 1 71 the segment from the viewpoint of the segments starting coordinate F Forward default or A Ascending R Reverse or D Descending Reserved Reserved 1 72 FIPS state US government FIPS state code 2 73 74 FIPS county US government FIPS county code 3 75 77 Census tract US Census tract number 6 78 83 Census block group US Census block group number 1 84 Census block ID US Census block ID number 3 85 87 Reserved Reserved 5 88 92 State abbreviation USPS state abbreviation 2 93 95 County name Name of the county 25 95 119 MCD code Minor Civil Division code 5 120 124 MCD name Minor Civil Division name 40 125 164 CBSA code Core Based S
143. ure 64 Status Description Description of the problem If Status F Status Description Unable to compute distance Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 65 y ES 2 E LL c i C0 i T E cc J Ne V n P l B T C AOK BN V LOIU ONO A LJ In this section Reverse GeoTAX Info Lookup 67 Geocoding Options 69 Output Data Options 70 Output 72 Reverse GeoTAX Info Lookup Reverse GeoTAX Info Lookup Reverse GeoTAX InfoLookup allows latitude longitude coordinates to be supplied as input and identifies the tax districts that apply to the given coordinate Specifically Reverse GeoTAX Info Lookup can return the following information about a location FIPS state codes and county codes State and county names MCD codes and names Place codes and names Boundary file districts Cross reference tax keys The relationship of the input coordinates to user defined polygons Sales and use tax rates if licensed for the Pitney Bowes Software Sales and Use Tax Rate File Reverse GeoTAX Info Lookup optionally includes enhanced tax jurisdiction information for a location including Insurance premium districts Areas designated for the collection of taxes imposed on insurance policy premiums based on the policy holder s address Insurance premium districts are created by state governments Payroll tax districts Areas designated for the coll
144. utput Fields Max am Field Name Field Description Length bytes NumberPTCsFound 2 The number of payroll tax codes found for this address PTCn MatchCode L PELTIC Indicates the level of match obtained for the address In order from most specific match to least the possible match codes are P The address was matched to a specific Payroll District ID This is the most specific match G The address was matched to a GNIS Code The address was matched to a county s FIPS code S The address was matched to a state s FIPS code This is the least specific match PTCn PayrollCode 16 per A code that represents a taxing authority in a payroll application PTC This is a user defined code The specific codes are determined by the payroll application that utilizes the data returned by Assign GeoTAX Info w 41 per rd PTCn PayrollDescription PTC A description of the purpose of this payroll code PTCn PayrollFlag C PEKETO A user defined flag from the PTC database StateCounty af The state abbreviation and county name Tax Jurisdiction Tax jurisdiction data contains information about the place for the location A place is a geographic area defined on the basis of population criteria that vary by state or an area recognized as significant because it is located in an incorporated municipality Places are used to determine tax jurisdiction The following table lists the output fields that contain tax jurisdiction data To include tax ju
145. verse GeoTAX Info Lookup To include this data in the output select Payroll System Tax Codes in the Output Record Type field Note Reverse GeoTAX Info Lookup returns up to six payroll tax codes per input location Table 31 Payroll System Tax Code Output Fields Max Tm Field Name Field Description Length bytes NumberPTCsFound 2 The number of payroll system tax codes found for this location 2 per PTC PTCn MatchCode Indicates the level of match obtained for the location In order from most specific match to least the possible match codes are P The address was matched to a specific Payroll District ID This is the most specific match G The address was matched to a GNIS Code The address was matched to a county s FIPS code S The address was matched to a state s FIPS code This is the least specific match Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 75 Reverse GeoTAX Info Lookup Max A Field Name Field Description Length bytes PTCn PayrollCode 16 per A code that represents a taxing authority in a payroll application PTC This is a user defined code The specific codes are determined by the payroll application that utilizes the data returned by Reverse GeoTAX Info Lookup RE 41 per e PTCn PayrollDescription PTC A description of the purpose of this payroll code PTCn PayrollFlag v ges Ts A user defined flag from the PTC database StateCounty ad The state abbreviation and county name
146. y file where n 0 The geocode represents the center of a parcel or building 1 The geocode is an interpolated address along a segment Spectrum Technology Platform 10 0 SP1 Enterprise Tax Guide 110 Match and Location Codes Code Description 2 The geocode is an interpolated address along a segment and the side of the street cannot be determined from the data provided in the auxiliary file record 3 The geocode is the midpoint of the street segment APnn Indicates a point level geocode match representing the center of a parcel or building where nn 02 Parcel centroid Indicates the center of an assessor s parcel tract or lot polygon When the center of an irregularly shaped parcel falls outside of its polygon the centroid is manually repositioned to fall inside the polygon as closely as possible to the actual center pa Address point Represents field collected GPS points with field collected address data 08 Structure centroid Indicates the center of a building footprint polygon where the building receives mail or has telephone service Usually a residential address consists of a single building For houses with outbuildings detached garages shed barns etc only the residences have a structure point Condominiums and duplexes have multiple points for each building Larger buildings such as apartment complexes typically receive mail at one address for each building and therefore individual ap

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