Using allocations in transactions
Overview
The CereTax platform supports two types of allocations:
- Product (psCode) allocations
- Location (geocode) allocations
Product allocations can be used to tax each component in a bundled product appropriately and location allocations can be used to allocate the sale or purchase of products and services across multiple locations. Both types of allocations can be configured within the CereTax portal using our rules engine or can be passed directly through the API when creating sale, purchase, or telco transactions.
Product Allocations
If your business sells products and services that are bundled or grouped together and sold for a single price, product allocations can be used to tax each individual component of that bundle appropriately. Examples of this can include a Telecommunications company bundling wireless service, text messaging, and data into a single plan and price, or a retail business selling a gift basket made up of different product types, like food, clothing, gift cards, etc.
Product allocations are passed in transaction requests using the psCodeAllocation object under the lineItems.allocation object. Each psCodeAllocation will consist of 1 or more allocation components. When submitting a product allocation in a transaction request, each allocation component must have the following fields defined:
| field | description | example |
|---|---|---|
| allocationLabel | a custom label to describe the specific allocation component | Wireless service |
| psCode | the psCode that will be used to calculate tax for the allocation component | 65010100 |
| allocationPercent | the percent of the line amount that should be used for the allocation component | 0.7 |
Example(s)
Allocating a single line item across multiple product/service types
For this example, we'll use the use case of a Telecommunications company bundling wireless, data, and text messaging into a single price and leveraging a product allocation to tax each component appropriately.
In the request example below, we have a $100 line and 70% of it is being allocated to wireless service, 20% is being allocation to data service, and 10% is being allocated to text messaging.
In the response example below, we can see that all tax details roll up to the single line item and each tax detail is tagged with the allocationLabel it corresponds with.
{
"configuration": {
"status": "Active",
"contentYear": "2023",
"contentMonth": "12",
"complianceYear": "2023",
"complianceMonth": "12",
"decimals": 2,
"calculationType": "S",
"profileId": "telco"
},
"invoice": {
"invoiceDate": "2023-12-01",
"invoiceNumber": "89991",
"invoiceTotalAmount": 100,
"customerAccount": "100001",
"businessType": "12",
"customerType": "02",
"sellerType": "01",
"lineItems": [
{
"lineId": "1",
"itemNumber": "00151181",
"itemDescription": "Bundled wireless plan",
"dateOfTransaction": "2023-12-01",
"revenue": 100,
"units": {
"quantity": 1,
"type": "03"
},
"allocation": {
"psCodeAllocation": [
{
"allocationLabel": "Wireless service",
"psCode": "65010100",
"allocationPercent": 0.7
},
{
"allocationLabel": "Data service",
"psCode": "65050100",
"allocationPercent": 0.2
},
{
"allocationLabel": "Text messaging service",
"psCode": "65060700",
"allocationPercent": 0.1
}
]
},
"situs": {
"taxSitusRule": "S",
"customerAddress": {
"serviceAddress": {
"addressLine1": "1230 Main Street",
"city": "Hillsborough",
"state": "NC",
"postalCode": "27278"
},
"billingAddress": {
"addressLine1": "1230 Main Street",
"city": "Hillsborough",
"state": "NC",
"postalCode": "27278"
}
}
}
}
]
}
}
{
"invoice": {
"invoiceNumber": "89991",
"invoiceDate": "2023-12-01",
"customerAccount": "100001",
"totalTaxInvoice": 17.77,
"lineItems": [
{
"lineId": "1",
"totalTaxLine": 17.77,
"taxes": [
{
"totalTax": 0.01,
"tax": 0.01,
"tierId": 0,
"description": "FEDERAL COST RECOVERY FEE",
"taxAuthorityId": 43843,
"taxAuthorityName": "UNITED STATES OF AMERICA",
"taxable": true,
"taxLevel": "1",
"taxLevelDesc": "FEDERAL",
"taxType": "102",
"taxTypeDesc": "FEDERAL TRS FUND",
"taxTypeClass": "123",
"taxTypeClassDesc": "TELECOMMUNICATIONS",
"reportingCode": "",
"percentTaxable": 0.371,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.00025,
"calculationBaseAmt": 35.39,
"originalCalcBase": 25.97,
"taxOnTax": 0,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 44.03,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "3",
"passThroughTypeDesc": "OPTIONAL",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 1.3,
"tax": 1.13,
"tierId": 0,
"description": "FEDERAL COST RECOVERY FEE",
"taxAuthorityId": 43843,
"taxAuthorityName": "UNITED STATES OF AMERICA",
"taxable": true,
"taxLevel": "1",
"taxLevelDesc": "FEDERAL",
"taxType": "102",
"taxTypeDesc": "FEDERAL TRS FUND",
"taxTypeClass": "146",
"taxTypeClassDesc": "IP CAPTIONED TELEPHONE SERVICE",
"reportingCode": "",
"percentTaxable": 1,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.01615,
"calculationBaseAmt": 80.71,
"originalCalcBase": 70,
"taxOnTax": 0.17,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 0,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "3",
"passThroughTypeDesc": "OPTIONAL",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 9.41,
"tax": 8.96,
"tierId": 0,
"description": "FEDERAL UNIVERSAL SERVICE FUND",
"taxAuthorityId": 43843,
"taxAuthorityName": "UNITED STATES OF AMERICA",
"taxable": true,
"taxLevel": "1",
"taxLevelDesc": "FEDERAL",
"taxType": "103",
"taxTypeDesc": "FEDERAL UNIVERSAL SERVICE FUND",
"taxTypeClass": "123",
"taxTypeClassDesc": "TELECOMMUNICATIONS",
"reportingCode": "",
"percentTaxable": 0.371,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.345,
"calculationBaseAmt": 27.28,
"originalCalcBase": 25.97,
"taxOnTax": 0.45,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 44.03,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "3",
"passThroughTypeDesc": "OPTIONAL",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0.01,
"tax": 0.01,
"tierId": 0,
"description": "FEDERAL NANPA FUND",
"taxAuthorityId": 43843,
"taxAuthorityName": "UNITED STATES OF AMERICA",
"taxable": true,
"taxLevel": "1",
"taxLevelDesc": "FEDERAL",
"taxType": "107",
"taxTypeDesc": "NANPA FUND",
"taxTypeClass": "123",
"taxTypeClassDesc": "TELECOMMUNICATIONS",
"reportingCode": "",
"percentTaxable": 1,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.0001047,
"calculationBaseAmt": 70,
"originalCalcBase": 70,
"taxOnTax": 0,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 0,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "3",
"passThroughTypeDesc": "OPTIONAL",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0.01,
"tax": 0.01,
"tierId": 0,
"description": "FCC REGULATORY FEE",
"taxAuthorityId": 43843,
"taxAuthorityName": "UNITED STATES OF AMERICA",
"taxable": true,
"taxLevel": "1",
"taxLevelDesc": "FEDERAL",
"taxType": "210",
"taxTypeDesc": "FEDERAL COMMUNICATIONS COMMISSION REGULATORY FEE",
"taxTypeClass": "130",
"taxTypeClassDesc": "WIRELESS",
"reportingCode": "",
"percentTaxable": 1,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.0133333,
"calculationBaseAmt": 1,
"originalCalcBase": 1,
"taxOnTax": 0,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 0,
"exemptAmount": 0,
"unitType": "03",
"unitTypeDesc": "ACCESS LINE",
"passThroughType": "3",
"passThroughTypeDesc": "OPTIONAL",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 2.85,
"tax": 2.8,
"tierId": 0,
"description": "STATE SALES TAX",
"taxAuthorityId": 162,
"taxAuthorityName": "STATE OF GEORGIA",
"taxable": true,
"taxLevel": "2",
"taxLevelDesc": "STATE/PROVINCE",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 1,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.04,
"calculationBaseAmt": 71.31,
"originalCalcBase": 70,
"taxOnTax": 0.05,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 0,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0.53,
"tax": 0.53,
"tierId": 0,
"description": "DISTRICT SALES TAX",
"taxAuthorityId": 9023,
"taxAuthorityName": "FULTON COUNTY",
"taxable": true,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 1,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.0075,
"calculationBaseAmt": 71.31,
"originalCalcBase": 70,
"taxOnTax": 0.01,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "119",
"taxTypeRefDesc": "TRANSIT AUTHORITY",
"nonTaxableAmount": 0,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 2.14,
"tax": 2.1,
"tierId": 0,
"description": "COUNTY SALES TAX",
"taxAuthorityId": 9023,
"taxAuthorityName": "FULTON COUNTY",
"taxable": true,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 1,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.03,
"calculationBaseAmt": 71.31,
"originalCalcBase": 70,
"taxOnTax": 0.04,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 0,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 1.5,
"tax": 1.5,
"tierId": 0,
"description": "ENHANCED 911 FUND",
"taxAuthorityId": 38827,
"taxAuthorityName": "ALPHARETTA",
"taxable": true,
"taxLevel": "4",
"taxLevelDesc": "CITY/TOWN/VILLAGE",
"taxType": "136",
"taxTypeDesc": "E911 FEE",
"taxTypeClass": "123",
"taxTypeClassDesc": "TELECOMMUNICATIONS",
"reportingCode": "",
"percentTaxable": 1,
"psCode": "65010100",
"allocationPercent": 0.7,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 1.5,
"calculationBaseAmt": 1,
"originalCalcBase": 1,
"taxOnTax": 0,
"allocationLabels": [
"Wireless service"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 0,
"exemptAmount": 0,
"unitType": "03",
"unitTypeDesc": "ACCESS LINE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
}
],
"validateAddresses": [
{
"addressLine1": "3440 Preston Ridge Rd #430",
"addressLine2": "",
"addressLine3": "",
"addressLine4": "",
"city": "Alpharetta",
"country": "",
"county": "",
"plus4": "3817",
"postalCode": "30005",
"state": "GA",
"validateAddress": true,
"geocode": 0,
"locationCode": "",
"latitude": 34.0723,
"longitude": -84.263344,
"plusCode": "866Q3PCP+WM",
"phoneNumber": "",
"addressType": "ServiceAddress",
"isShipFromPlaceOfBusiness": false
}
],
"valid": true,
"errorMessages": [],
"itemNumber": "00151181",
"itemDescription": "Bundled wireless plan",
"revenue": 100,
"adjustedRevenue": 0
}
]
},
"status": {
"currentStatus": "Active"
},
"ksuid": "2ZP781ova0t2ygcMSfIOfO4pW5p",
"systemTraceAuditNumber": "2ZP781ova0t2ygcMSfIOfO4pW5p"
}
Location Allocations
If your business sells products and services that are bundled or grouped together and sold for a single price, product allocations can be used to tax each individual component of that bundle appropriately. Examples of this can include a Telecommunications company bundling wireless service, text messaging, and data into a single plan and price, or a retail business selling a gift basket made up of different product types, like food, clothing, gift cards, etc.
Location allocations are passed in transaction requests using the geocodeAllocation object under the lineItems.allocation object. Each geocodeAllocation will consist of 1 or more allocation components. When submitting a location allocation in a transaction request, each allocation component must have the following fields defined:
| field | description | example |
|---|---|---|
| allocationLabel | a custom label to describe the specific allocation component | Georgia |
| postalCode | the postalCode that will be used to calculate tax for the allocation component | 30005 |
| allocationPercent | the percent of the line amount that should be used for the allocation component | 0.5 |
Example(s)
Multiple points of use
For this example, we'll use the use case of a business selling software to another business that wants to allocate the purchase of their software licenses across five corporate locations.
In the request example below, we have a $10,000 line and that is being allocated evenly across five locations in Georgia, North Carolina, Washington, Pennsylvania, and Texas.
Although a shipToAddress (billToAddress) is stated in the request, we can see in the response example below that the transaction is sourced to the locations in the geocodeAllocation instead. And just like the product allocation example, all tax details roll up to the single line item and each tax detail is tagged with the allocationLabel it corresponds with.
{
"configuration": {
"status": "Active",
"contentYear": "2023",
"contentMonth": "12",
"complianceYear": "2023",
"complianceMonth": "12",
"decimals": 2,
"calculationType": "S",
"profileId": "sale"
},
"invoice": {
"invoiceDate": "2023-12-01",
"invoiceNumber": "89991",
"invoiceTotalAmount": 100,
"customerAccount": "100001",
"businessType": "01",
"customerType": "02",
"sellerType": "01",
"lineItems": [
{
"lineId": "1",
"itemNumber": "00151181",
"itemDescription": "Software licenses",
"dateOfTransaction": "2023-12-01",
"psCode": "18030100",
"revenue": 10000,
"units": {
"quantity": 1,
"type": "01"
},
"allocation": {
"geocodeAllocation": [
{
"allocationLabel": "Gerogia",
"postalCode": "30005",
"allocationPercent": 0.2
},
{
"allocationLabel": "North Carolina",
"postalCode": "27278",
"allocationPercent": 0.2
},
{
"allocationLabel": "Washington",
"postalCode": "98001",
"allocationPercent": 0.2
},
{
"allocationLabel": "Pennsylvania",
"postalCode": "15213",
"allocationPercent": 0.2
},
{
"allocationLabel": "Texas",
"postalCode": "73301",
"allocationPercent": 0.2
}
]
},
"situs": {
"taxSitusRule": "T",
"shipToAddress": {
"addressLine1": "1230 Main Street",
"city": "Hillsborough",
"state": "NC",
"postalCode": "27278"
}
}
}
]
}
}
{
"invoice": {
"invoiceNumber": "89991",
"invoiceDate": "2023-12-01",
"customerAccount": "100001",
"totalTaxInvoice": 381.75,
"lineItems": [
{
"lineId": "1",
"totalTaxLine": 381.75,
"taxes": [
{
"totalTax": 0,
"tax": 0,
"tierId": 0,
"description": "STATE SALES TAX",
"taxAuthorityId": 162,
"taxAuthorityName": "STATE OF GEORGIA",
"taxable": false,
"taxLevel": "2",
"taxLevelDesc": "STATE/PROVINCE",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.04,
"calculationBaseAmt": 0,
"originalCalcBase": 0,
"taxOnTax": 0,
"allocationLabels": [
"Gerogia"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 2000,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0,
"tax": 0,
"tierId": 0,
"description": "DISTRICT SALES TAX",
"taxAuthorityId": 9023,
"taxAuthorityName": "FULTON COUNTY",
"taxable": false,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.0075,
"calculationBaseAmt": 0,
"originalCalcBase": 0,
"taxOnTax": 0,
"allocationLabels": [
"Gerogia"
],
"taxTypeRef": "119",
"taxTypeRefDesc": "TRANSIT AUTHORITY",
"nonTaxableAmount": 2000,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0,
"tax": 0,
"tierId": 0,
"description": "COUNTY SALES TAX",
"taxAuthorityId": 9023,
"taxAuthorityName": "FULTON COUNTY",
"taxable": false,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US1312101696000",
"country": "UNITED STATES OF AMERICA",
"county": "FULTON",
"local": "ALPHARETTA",
"state": "GEORGIA",
"district": ""
},
"rate": 0.03,
"calculationBaseAmt": 0,
"originalCalcBase": 0,
"taxOnTax": 0,
"allocationLabels": [
"Gerogia"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 2000,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0,
"tax": 0,
"tierId": 0,
"description": "STATE SALES TAX",
"taxAuthorityId": 395,
"taxAuthorityName": "STATE OF NORTH CAROLINA",
"taxable": false,
"taxLevel": "2",
"taxLevelDesc": "STATE/PROVINCE",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US3713500000002",
"country": "UNITED STATES OF AMERICA",
"county": "ORANGE",
"local": "",
"state": "NORTH CAROLINA",
"district": ""
},
"rate": 0.0475,
"calculationBaseAmt": 0,
"originalCalcBase": 0,
"taxOnTax": 0,
"allocationLabels": [
"North Carolina"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 2000,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0,
"tax": 0,
"tierId": 0,
"description": "COUNTY SALES TAX",
"taxAuthorityId": 10321,
"taxAuthorityName": "ORANGE COUNTY",
"taxable": false,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US3713500000002",
"country": "UNITED STATES OF AMERICA",
"county": "ORANGE",
"local": "",
"state": "NORTH CAROLINA",
"district": ""
},
"rate": 0.005,
"calculationBaseAmt": 0,
"originalCalcBase": 0,
"taxOnTax": 0,
"allocationLabels": [
"North Carolina"
],
"taxTypeRef": "119",
"taxTypeRefDesc": "TRANSIT AUTHORITY",
"nonTaxableAmount": 2000,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 0,
"tax": 0,
"tierId": 0,
"description": "COUNTY SALES TAX",
"taxAuthorityId": 10321,
"taxAuthorityName": "ORANGE COUNTY",
"taxable": false,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US3713500000002",
"country": "UNITED STATES OF AMERICA",
"county": "ORANGE",
"local": "",
"state": "NORTH CAROLINA",
"district": ""
},
"rate": 0.0225,
"calculationBaseAmt": 0,
"originalCalcBase": 0,
"taxOnTax": 0,
"allocationLabels": [
"North Carolina"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 2000,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 97.5,
"tax": 97.5,
"tierId": 0,
"description": "STATE SALES TAX",
"taxAuthorityId": 165,
"taxAuthorityName": "STATE OF WASHINGTON",
"taxable": true,
"taxLevel": "2",
"taxLevelDesc": "STATE/PROVINCE",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US5303303180002",
"country": "UNITED STATES OF AMERICA",
"county": "KING",
"local": "AUBURN",
"state": "WASHINGTON",
"district": ""
},
"rate": 0.065,
"calculationBaseAmt": 1500,
"originalCalcBase": 1500,
"taxOnTax": 0,
"allocationLabels": [
"Washington"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 500,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 55.5,
"tax": 55.5,
"tierId": 0,
"description": "COUNTY SALES TAX",
"taxAuthorityId": 11333,
"taxAuthorityName": "KING COUNTY",
"taxable": true,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US5303303180002",
"country": "UNITED STATES OF AMERICA",
"county": "KING",
"local": "AUBURN",
"state": "WASHINGTON",
"district": ""
},
"rate": 0.037,
"calculationBaseAmt": 1500,
"originalCalcBase": 1500,
"taxOnTax": 0,
"allocationLabels": [
"Washington"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 500,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 90,
"tax": 90,
"tierId": 0,
"description": "STATE SALES TAX",
"taxAuthorityId": 398,
"taxAuthorityName": "STATE OF PENNSYLVANIA",
"taxable": true,
"taxLevel": "2",
"taxLevelDesc": "STATE/PROVINCE",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US4200361000000",
"country": "UNITED STATES OF AMERICA",
"county": "ALLEGHENY",
"local": "PITTSBURGH",
"state": "PENNSYLVANIA",
"district": ""
},
"rate": 0.06,
"calculationBaseAmt": 1500,
"originalCalcBase": 1500,
"taxOnTax": 0,
"allocationLabels": [
"Pennsylvania"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 500,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 15,
"tax": 15,
"tierId": 0,
"description": "COUNTY SALES TAX",
"taxAuthorityId": 10609,
"taxAuthorityName": "ALLEGHENY COUNTY",
"taxable": true,
"taxLevel": "3",
"taxLevelDesc": "COUNTY",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US4200361000000",
"country": "UNITED STATES OF AMERICA",
"county": "ALLEGHENY",
"local": "PITTSBURGH",
"state": "PENNSYLVANIA",
"district": ""
},
"rate": 0.01,
"calculationBaseAmt": 1500,
"originalCalcBase": 1500,
"taxOnTax": 0,
"allocationLabels": [
"Pennsylvania"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 500,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 93.75,
"tax": 93.75,
"tierId": 0,
"description": "STATE SALES TAX",
"taxAuthorityId": 402,
"taxAuthorityName": "STATE OF TEXAS",
"taxable": true,
"taxLevel": "2",
"taxLevelDesc": "STATE/PROVINCE",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US4845305000003",
"country": "UNITED STATES OF AMERICA",
"county": "TRAVIS",
"local": "AUSTIN",
"state": "TEXAS",
"district": ""
},
"rate": 0.0625,
"calculationBaseAmt": 1500,
"originalCalcBase": 1500,
"taxOnTax": 0,
"allocationLabels": [
"Texas"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 500,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 15,
"tax": 15,
"tierId": 0,
"description": "CITY SALES TAX",
"taxAuthorityId": 37119,
"taxAuthorityName": "AUSTIN",
"taxable": true,
"taxLevel": "4",
"taxLevelDesc": "CITY/TOWN/VILLAGE",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US4845305000003",
"country": "UNITED STATES OF AMERICA",
"county": "TRAVIS",
"local": "AUSTIN",
"state": "TEXAS",
"district": ""
},
"rate": 0.01,
"calculationBaseAmt": 1500,
"originalCalcBase": 1500,
"taxOnTax": 0,
"allocationLabels": [
"Texas"
],
"taxTypeRef": "000",
"taxTypeRefDesc": "DEFAULT",
"nonTaxableAmount": 500,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
},
{
"totalTax": 15,
"tax": 15,
"tierId": 0,
"description": "DISTRICT SALES TAX",
"taxAuthorityId": 37781,
"taxAuthorityName": "AUSTIN METROPOLITAN TRANSIT AUTHORITY",
"taxable": true,
"taxLevel": "5",
"taxLevelDesc": "DISTRICT",
"taxType": "130",
"taxTypeDesc": "SALES TAX",
"taxTypeClass": "101",
"taxTypeClassDesc": "GENERAL MERCHANDISE",
"reportingCode": "",
"percentTaxable": 0.75,
"psCode": "18030100",
"allocationPercent": 0.2,
"geocode": {
"geocode": "US4845305000003",
"country": "UNITED STATES OF AMERICA",
"county": "TRAVIS",
"local": "AUSTIN",
"state": "TEXAS",
"district": ""
},
"rate": 0.01,
"calculationBaseAmt": 1500,
"originalCalcBase": 1500,
"taxOnTax": 0,
"allocationLabels": [
"Texas"
],
"taxTypeRef": "119",
"taxTypeRefDesc": "TRANSIT AUTHORITY",
"nonTaxableAmount": 500,
"exemptAmount": 0,
"unitType": "01",
"unitTypeDesc": "PRICE",
"passThroughType": "1",
"passThroughTypeDesc": "REQUIRED",
"transactionChargesCalculationBaseAmt": 0,
"transactionChargesTax": 0
}
],
"validateAddresses": [],
"valid": true,
"errorMessages": [],
"itemNumber": "00151181",
"itemDescription": "Software licenses",
"revenue": 10000,
"adjustedRevenue": 0
}
]
},
"status": {
"currentStatus": "Active"
},
"ksuid": "2ZPFuihYLr3gfHEdE6NM03zgoPX",
"systemTraceAuditNumber": "2ZPFuihYLr3gfHEdE6NM03zgoPX"
}
Updated 11 months ago