Tax Questions

[keats76]

OK, I'll be going live soon and I need to make sure I have the taxes covered (at least close to covered .

Could someone kindly answer any or all of the following:
1) What is the correct format for the zip code filter on the tax rules? I tried entering a range in the format "28202-28235", but that doesn't seem to work. I think that was the correct format, but I could be mistaken.

2) A number of threads reference a CertiTax provider. Does the code for this integration exist at the present time? If not, is there an ETA?

3) Would any generous soul out there be willing to share an export of their TaxRule table (based on zip code ranges in the USA) with me? I'd be more than willing to send you a six pack for the trouble

Thanks!
Mike

[keats76]

I guess my main holdup now is the postalcodefilter field ...

For example, I have Mecklenburg County in NC with Zip codes: 28201 - 28237 at a tax rate of 7.5%

The field in the database is: "28201,28237" ... does AC7 see this as a range of zip codes, or simply two seperate zip codes?

How can I make the system see the range 28201 to 28237?

Thanks!
Mike

[keats76]

Yuck ... it doesn't look like the range option for the filter works very well.

It "appears" that you can enter in a list of comma separated zip codes (e.g. "28201, 28202, 28203 ...") and that will match what you need, or you can enter in wildcards (e.g. "28201, 2820*"), but the problem with the latter scenario is that the wildcard matches all the way to the number 9. What happens if I have a smaller range, how do I limit my list from say 28201 to 28205?

I'd imagine this would have to be possible right? Please tell me I'm just missing something.

Thanks!

[keats76]

I ended up generating comma separated lists of all the zip codes ... it was a pain

Thankfully I remembered how to play around with good ole VBA macros and Excel so it didn't take as long as it could have.

Oh well, if anyone ever figures out how to use the wildcards properly, please fill me in as I'd like to know!

Thanks
Mike

P.S. -- I'm interested in using CertiTax as well (to handle those crazy states like Ohio), so I'd like to know if anyone has a provider interface working with their services. Thnx!

[compunerdy]

I don't have to worry about other states but Washington requires us to collect based on the customers zip. What would be the easiest way to go about setting this up?

[keats76]

Run the attached sql inserts against your database ... this will populate the Tax Rules for Washington state. A word of warning though, the tax rates are a little out of date, so you'll want to double check them for accuracy. In fact, if you notice any changes I'd appreciate it if you let me know .

Once the Tax Rules have been imported, don't forget to assign them to the Tax Code in question

From the Admin Menu:
Configure -> Taxes -> Tax Codes
Then click on the tax rules link for the Tax Code in question

You should see all of your newly added rules for Washington state ... check the ones that apply to your tax code (probably all of them) and then you're good to go!!!

[nickc]

Don't forget - this change is not in effect until July 1, 2008.

DOR has a rate sheet (with current rates) by ZIP+4 here:
http://gis.dor.wa.gov/downloads/add_dat ... 2008Q2.zip

-Nick

[nickc]

Oof. This gets uglier. After importing the DOR rate sheet into Able, there are many zip codes that have more than one rate, due to transit taxes and such (e.g. 98012 has 4). Guess I'll be going with the highest rate per zip...

[calvis]

Where I live 98053 should have multiple rates as well. This could get messy, but the easy way to deal with it is to use the higher rate.

[compunerdy]

Thanks!! I will push these changes after July 1