TM 00101 AFC User Manual Telecom

TM_00101_AFC%20User%20Manual_Telecom

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AvaTax for Communications
Telecom User Manual
Release:
9.19.1807.1
Document: TM_00101_0055
Date:
06/25/2018

Avalara for Communications - Contact Information
Address Avalara, Inc.
512 South Mangum Street, Suite 100
Durham, North Carolina, 27701
Toll Free 800-525-8175
Corporate Web Site http://communications.avalara.com/
Comms Platform Site https://communications.avalara.net
Email communicationsupport@avalara.com

All trade names referenced herein are either trademarks or registered trademarks of their respective companies.
© Avalara, Inc. 2018. CONFIDENTIAL

Document Revision History
The Revision History log lists the date and description of the most recent revisions or versions of the
document.
Date

Version

Description

03/25/2016

0028

04/25/2016

0029

05/25/2016

0030

06/24/2016

0031

07/25/2016

0032

08/25/2016
09/23/2016

0033
0034

10/25/2016

0035

11/23/2016

0036

12/22/2016

0037

01/27/2017

0038

02/24/2017

0039

03/24/2017

0040

Avalara branding updates to reflect the transition to the new company and
product names have been incorporated into this document. Please see
Appendix H – Avalara Product Names for specific changes in product
references and descriptions.
Updated with table of Tax Categories in Section 2.4; new tax type 457 in
Section 4.3.5 Tax Types. Additional release number and version updates
throughout Section 8.
New tax type 458 in Section 4.3.5 Tax Types; updated support site screenshots
in Section 8.4.1 Download the Monthly update. Reformatted Section 7.8 API
Listing table. Additional release number and version updates throughout
Section 8.
Added new tax types 459 – 462 in Section 4.3.5 Tax Types; 9 new
transaction/service pairs in Section 2.1 Transaction and Service Types;
Updates in Section 5.5.7 Customsort.exe to command line and arguments;
Release number, version and header file updates throughout Section 8.
Added new tax type 463 in Section 4.3.5 Tax Types; Release number, version
and header file updates throughout Section 8.
Release number and version updates on cover and in Section 8.2
Added new tax types, 464 – 468 in Section 4.3.5 Tax Types. Added new
transaction/service pair 14/15 in Section 2.2. Added new country, Senegal, in
Section 2.3.9. Release number, version and header file updates on the cover
and throughout Section 8.
Updated descriptions in Section 3.1.4.1 Federal Exempt and Section 3.2
Incorp. Release number, version and header file updates on the cover and
throughout Section 8.
Added new tax type 469 in Section 4.3.5 Tax Types. All references to ‘reverse’
tax calculations in the AFC engine have been updated and renamed to reflect
the current naming convention which is ‘tax inclusive’ calculations. As a
result, 16 APIs in Section 7.8.1 API Listings have been updated and renamed.
Added safe harbor APIs in Section 7.8.107 EZTaxClearSafeHarborOverride and
Section 7.8.108 EZtaxSetSafeHarborTAMOverride. Release number, version
and header file updates on the cover and throughout Section 8.
Added new tax types 470 and 473-475 in Section 4.3.5 Tax Types. Updates in
Section 3.6.2 Determining the Taxing Jurisdiction for Cellular and Section 3.6.3
Determining the Taxing Jurisdiction for VoIP. Added new Section 3.6.4
Determining the Taxing Jurisdiction within Canada. Release number, version
and header file updates on the cover and throughout Section 8.
Release number, version and header file updates on the cover and
throughout Section 8. Also updated copyright year.
Removed references to the Locations field throughout document as well as
transaction/service pairs 7/23 and 7/88 in Section 2.2 Valid
Transaction/Service Pairings. Release number, version and header file
updates on the cover and throughout Section 8.
Updated table under Section 7.8 API Listings, updated Section 7.8.78
EZTaxPrivateLine and added Section 7.8.79 EZTAXPrivateLineAdj. Release

All trade names referenced herein are either trademarks or registered trademarks of their respective companies.
© Avalara, Inc. 2018. CONFIDENTIAL

Date

Version

04/25/2017

0041

05/25/2017

0042

06/27/2017

0043

07/27/2017

0044

08/25/2017

0045

09/25/2017

0046

10/25/2017

0047

11/22/2017

0048

12/21/2017

0049

01/25/2018

0050

02/23/2018

0051

3/27/2018

0052

4/25/2018

0053

Description
number, version and header file updates on the cover and throughout Section
8.
Added new transaction/service pair 10/655 in Section 2.2 Valid
Transaction/Service Pairings. Added new tax type 469 in Section 4.3.5 Tax
Types. Updates to Section 4.7 Exclusions, Section 6.3 Federal or State
Exclusion and Section 7.8.97 EZtaxSetStateExclusions. Release number,
version and header file updates on the cover and throughout Section 8.
Release number, version and header file updates on the cover and
throughout Section 8.
Added Section 3.5.7 Support for India. Added 12 new tax types, 66 and 477 –
487 in Section 4.3.5 Tax Types. All references to ‘Customer Mode’ in the AFC
engine have been updated and renamed to reflect the current naming
convention which is ‘Invoice Mode.’ As a result, 2 APIs in Section 7.8 API
Listings have been updated and renamed. Added two new APIs, Section
7.8.65 EZTaxJTTypeEx and Section 7.8.89 EZTaxPTTypeEx. Release number,
version and header file updates on the cover and throughout Section 8.
Added note related to timestamp/invoice date passed in Section 6.2.4.1
Invoice Date. Removed deprecated API, EZTaxJTType and added 6 new
prorated adjustment APIs in Section 7.8 API Listings. Release number, version
and header file updates on the cover and throughout Section 8.
Updated tax type 482 (name only). Release number, version and header file
updates on the cover and throughout Section 8.
Updated name and description for tax type 220, added 2 new tax types 488
and 489 in Section 4.3.5 Tax Types. Added new APIS, EZTaxGetCountry ID and
EZTaxGetStateID in Section 7.8 API Listings. Release number, version and
header file updates on the cover and throughout Section 8.
Added new tax type 490 in Section 4.3.5 Tax Types. Updated references to
support site web site address in Section 8.4 Monthly Update Procedures.
Updated Avalara contact information (address and support site). Removed
Appendix H – Avalara Product Names. Release number, version and header
file updates on the cover and throughout Section 8.
Added new tax type 491 and 492 in Section 4.3.5 Tax Types. Release number,
version and header file updates on the cover and throughout Section 8.
Added 6 new countries to the table in Section 2.3.9 Telephony Transaction
and Service Types. Release number, version and header file updates on the
cover and throughout Section 8.
Added new Section 2.2.1 Additional Transaction/Service Pairings Supported in
Telecom. Release number, version and header file updates on the cover and
throughout Section 8.
Updated the definition for surcharge in the table of Section 4.3.2 Returned
Tax Information. Release number, version and header file updates on the
cover and throughout Section 8.
Updated description for transaction/service pair 24/59 and added new
transaction/service pair 25/660 in Section 2.2 Valid Transaction/Service
Pairings. Added new transaction/service pair 24/491 in Section 2.2.1
Additional Transaction/Service Pairings Supported in Telecom. Added new tax
type 493 in Section 4.3.5 Tax Types. Release number, version and header file
updates on the cover and throughout Section 8.
Added new tax types (494 through 517) in Section 4.3.5 Tax Types. Release
number, version and header file updates on the cover and throughout Section
8.

All trade names referenced herein are either trademarks or registered trademarks of their respective companies.
© Avalara, Inc. 2018. CONFIDENTIAL

Date

Version

Description

5/25/2018

0054

6/25/2018

0055

Updated description in section 2.2.1 Additional Transaction/Service Pairs to
indicate U.S. use only. Updates to transaction specifications throughout
Section 3. Release number, version and header file updates on the cover and
in Section 8.
New tax types (518 through 520) in section 4.3.5 Tax Types. Release number,
version and header file updates on the cover and throughout Section 8.

All trade names referenced herein are either trademarks or registered trademarks of their respective companies.
© Avalara, Inc. 2018. CONFIDENTIAL

Table of Contents
Introduction ....................................................................................................................................... 1
Installation .................................................................................................................................. 1
Getting Started............................................................................................................................ 1
The AFC Manual .......................................................................................................................... 1
Mapping ................................................................................................................................ 1
Transactions .......................................................................................................................... 2
VPN Transaction and Service Types ....................................................................................... 2
Tax Calculations ..................................................................................................................... 2
Utilities .................................................................................................................................. 2
The Advantage of Using Functions ........................................................................................ 2
General Product Information ................................................................................................ 4
Mapping............................................................................................................................................. 6
Transaction and Service Types .................................................................................................... 6
Valid Transaction/Service Pairings .............................................................................................. 6
Additional Transaction/Service Pairings Supported in Telecom .......................................... 29
File transervdescsau.txt ....................................................................................................... 35
Transaction Mapping Guidelines............................................................................................... 36
Long Distance Transaction and Service Types ..................................................................... 36
Wireless Transaction and Service Types .............................................................................. 37
Enhanced Service Transaction and Service Types ............................................................... 38
Internet Transaction and Service Types .............................................................................. 38
Local Service Transaction and Service Types ....................................................................... 39
Sales Transaction and Service Types ................................................................................... 42
Shipping Transaction and Service Types .............................................................................. 43
Natural Gas Transaction and Service Types ......................................................................... 43
Telephony Transaction and Service Types ........................................................................... 43
Cable Television Transaction and Service Types .................................................................. 46
Satellite Television Transaction and Service Types .............................................................. 46
Voice over Internet Protocol (VoIP) Transaction and Service Types .................................... 47
A F C T e l e c o m U s e r M a n u a l |i
Copyright  2018 Avalara, Inc.

Payphone Transaction and Service Types............................................................................ 50
Software Transaction and Service Types ............................................................................. 51
Timesharing Transaction and Service Types ........................................................................ 51
Satellite Phone Transaction and Service Types.................................................................... 51
VPN Transaction and Service Types ..................................................................................... 51
Tax Categories ........................................................................................................................... 52
Transactions..................................................................................................................................... 52
Customer Information............................................................................................................... 53
Business Class Indicator....................................................................................................... 54
Customer Number (Primary Output Key) ............................................................................ 55
Customer Type .................................................................................................................... 55
Exemption Levels ................................................................................................................. 55
Incorp ........................................................................................................................................ 55
Invoice Number ................................................................................................................... 56
JCode Exemption Levels ...................................................................................................... 56
Lifeline Flag .......................................................................................................................... 57
Service Class Indicator ......................................................................................................... 57
Service Level Number .......................................................................................................... 57
Tax Type Exemptions ........................................................................................................... 57
Optional Fields ..................................................................................................................... 58
Company Information ............................................................................................................... 60
Company Identifier .............................................................................................................. 60
Facilities Based Flag ............................................................................................................. 60
Franchise Flag ...................................................................................................................... 60
Regulated / Unregulated Flag .............................................................................................. 60
Transaction Data ....................................................................................................................... 61
Charge ................................................................................................................................. 61
Date ..................................................................................................................................... 61
Lines .................................................................................................................................... 62
Minutes ............................................................................................................................... 62
Sale Type ............................................................................................................................. 62
A F C T e l e c o m U s e r M a n u a l | ii
Copyright  2018 Avalara, Inc.

Service Type ........................................................................................................................ 62
Transaction Type ................................................................................................................. 62
Taxing Jurisdiction Identification Information ........................................................................... 63
The JCode Jurisdiction Identification ................................................................................... 63
NPANXX ............................................................................................................................... 66
Zip Codes ............................................................................................................................. 66
Zip Plus 4 ............................................................................................................................. 67
Canadian Postal Codes ........................................................................................................ 67
FIPS Codes ........................................................................................................................... 67
Support for India ................................................................................................................. 69
Jurisdiction Identification Details .............................................................................................. 70
Determining the Taxing Jurisdiction for Wireline ................................................................ 70
Determining the Taxing Jurisdiction for Cellular.................................................................. 74
Determining the Taxing Jurisdiction for VoIP ...................................................................... 74
Determining the Taxing Jurisdiction within Canada ............................................................ 74
AFC Calculations............................................................................................................................... 75
Meeting the Requirements of Specific Tax Issues ..................................................................... 75
Tax Type Exemptions ........................................................................................................... 76
Tax Adjustments .................................................................................................................. 77
Tax Overrides....................................................................................................................... 78
Tax Rate Brackets ................................................................................................................ 84
Surcharges ........................................................................................................................... 85
Prorated Taxes..................................................................................................................... 85
Discount Adjustment ........................................................................................................... 85
Tier at Transactions ............................................................................................................. 88
Tax on Tax Until no Effect .................................................................................................... 89
Historical Tax Rates ............................................................................................................. 89
Taxed Taxes ......................................................................................................................... 89
Tax Logging ............................................................................................................................... 90
Returned Taxes ......................................................................................................................... 90
Taxes Table .......................................................................................................................... 91
A F C T e l e c o m U s e r M a n u a l | iii
Copyright  2018 Avalara, Inc.

Returned Tax Information ................................................................................................... 91
Returned Tax Information Using Invoice Mode ................................................................... 91
Tax Grouping ....................................................................................................................... 93
Tax Types ............................................................................................................................. 95
Nexus ................................................................................................................................. 116
Exclusions .......................................................................................................................... 116
Utilities........................................................................................................................................... 118
Utility Selection ....................................................................................................................... 119
Reporting Utilities .............................................................................................................. 119
File Management Utilities ................................................................................................. 120
Specifying a Log File at Run Time ............................................................................................ 120
Log.sum File ............................................................................................................................ 121
General Tips When Using Utilities ........................................................................................... 121
AFC Utilities ............................................................................................................................. 122
asciilog.exe ........................................................................................................................ 124
batchsplit.exe .................................................................................................................... 125
commerge.exe................................................................................................................... 126
comptnum.exe .................................................................................................................. 127
comrpt.exe ........................................................................................................................ 129
csf20.exe ........................................................................................................................... 130
customsort.exe .................................................................................................................. 131
ezcomprep.exe .................................................................................................................. 132
ezlog_ns.exe ...................................................................................................................... 134
ezlogcust.exe ..................................................................................................................... 136
ezlogcustios.exe ................................................................................................................ 138
ezlogcustpts.exe ................................................................................................................ 140
ezlogcustptslnl.exe ............................................................................................................ 142
EZTax_20.exe..................................................................................................................... 144
EZTaxappend.exe............................................................................................................... 144
EZTaxappendf.exe ............................................................................................................. 145
log no tax transactions ...................................................................................................... 146
A F C T e l e c o m U s e r M a n u a l | iv
Copyright  2018 Avalara, Inc.

srtcdf20.exe ....................................................................................................................... 149
srtcdf20p.exe..................................................................................................................... 151
srtcomcust20.exe .............................................................................................................. 153
srtcomma20.exe ................................................................................................................ 154
srtcomma20l.exe ............................................................................................................... 157
srtcomma20ld.exe ............................................................................................................. 160
srtcommadetail.exe ........................................................................................................... 163
srtrev20l.exe...................................................................................................................... 165
upsize_log.exe ................................................................................................................... 170
BATCH FILE PROCESSING................................................................................................................ 171
Batch Processing Description .................................................................................................. 171
AFC CDS Input File Specifications ............................................................................................ 173
Taxing Jurisdiction Identification Information ................................................................... 174
Customer Information ....................................................................................................... 176
Company Information ....................................................................................................... 179
Transaction Information .................................................................................................... 180
Federal or State Exclusion ....................................................................................................... 182
Accumulating the Log.............................................................................................................. 182
EZTax_20 Utility Specification ................................................................................................. 183
Deprecated CDF20 File Structure ............................................................................................ 185
The C/C++ API ................................................................................................................................ 187
Language Interfaces for AFC ................................................................................................... 187
Configuration .......................................................................................................................... 188
Filelocs.txt File ................................................................................................................... 188
Filelocs.sta File................................................................................................................... 189
General Overview of AFC API Integration ............................................................................... 190
Detailed Discussion of AFC API Integration ............................................................................. 191
Tax Adjustments ................................................................................................................ 191
Obtaining Jurisdiction and Address Information From JCodes and PCodes ...................... 191
Obtaining Jurisdiction and Address Information From JCodes and PCodes ...................... 191
Obtaining Tax Information From Transactions .................................................................. 192
A F C T e l e c o m U s e r M a n u a l |v
Copyright  2018 Avalara, Inc.

Preparing the AFC Application Programmer Interface (API) Interface .................................... 194
AFC API Function Calls ............................................................................................................. 194
Retrieving Taxes ................................................................................................................ 195
Multi-Threading................................................................................................................. 197
Multiple Sessions ............................................................................................................... 198
Session Management ........................................................................................................ 199
Session Pooling .................................................................................................................. 200
Sample Coding ........................................................................................................................ 201
Using EZTaxGetRates to Build an Override ........................................................................ 201
API Listings .............................................................................................................................. 202
EZTaxAdjDebitJEx............................................................................................................... 210
EZTaxAdjDebitNEx ............................................................................................................. 211
EZTaxAdjDebitPEx .............................................................................................................. 212
EZTaxAdjDebitTaxInclusiveJCode (EZTaxAdjDebitRevJCode deprecated).......................... 213
EZTaxAdjDebitTaxInclusiveNPAN (EZTaxAdjDebitRevNPAN deprecated) .......................... 214
EZTaxAdjDebitTaxInclusivePCode (EZTaxAdjDebitRevPCode deprecated) ........................ 215
EZTaxAdjDebitTaxInclusiveZip (EZTaxAdjDebitRevZip deprecated) ................................... 216
EZTaxAdjDebitZEx .............................................................................................................. 218
EZTaxAdjJCodeEx ............................................................................................................... 219
EZTaxAdjNPANEx ............................................................................................................... 220
EZTaxAdjPCodeEx .............................................................................................................. 221
EZTaxAdjProRateJCode (EZTaxAdjProRateJCodeEx deprecated) ....................................... 222
EZTaxAdjProRateNPAN (EZTaxAdjProRateNPANEx deprecated) ....................................... 223
EZTaxAdjProRatePCode (EZTaxAdjProRatePCodeEx deprecated) ..................................... 224
EZTaxAdjProRateThisJCode (EZTaxAdjProRateThisJCodeEx deprecated) .......................... 225
EZTaxAdjProRateThisPCode (EZTaxAdjProRateThisPCodeEx deprecated)........................ 227
EZTaxAdjProRateZip (EZTaxAdjProRateZipEx deprecated) ................................................ 229
EZTaxAdjTaxInclusiveJCode (EZTaxAdjRevJCode deprecated) ........................................... 230
EZTaxAdjTaxInclusiveNPAN (EZTaxAdjRevNPAN deprecated) ........................................... 231
EZTaxAdjTaxInclusivePCode (EZTaxAdjRevPCode deprecated) ......................................... 232
EZTaxAdjTaxInclusiveZip (EZTaxAdjRevZip deprecated) .................................................... 233
A F C T e l e c o m U s e r M a n u a l | vi
Copyright  2018 Avalara, Inc.

EZTaxAdjTPPEx .................................................................................................................. 235
EZTaxAdjZipEx.................................................................................................................... 237
EZTaxCalcJurisdiction......................................................................................................... 238
EZTaxClearExclusion .......................................................................................................... 239
EZTaxClearTSR ................................................................................................................... 240
EZTaxClose......................................................................................................................... 241
EZTaxCountryToPCode ...................................................................................................... 242
EZTaxDbVersion................................................................................................................. 243
EZTaxDebitJEx .................................................................................................................... 244
EZTaxDebitNEx .................................................................................................................. 245
EZTaxDebitPEx ................................................................................................................... 246
EZTaxDebitTaxInclusiveJCode (EZTaxDebitRevJCode deprecated) .................................... 247
EZTaxDebitTaxInclusiveNPAN (EZTaxDebitRevNPAN deprecated) .................................... 249
EZTaxDebitTaxInclusivePCode (EZTaxDebitRevPCode deprecated) .................................. 250
EZTaxDebitTaxInclusiveZip (EZTaxDebitRevZip deprecated) ............................................. 251
EZTaxDllVersion ................................................................................................................. 253
EZTaxExit ........................................................................................................................... 254
EZTaxExitSessionEx ............................................................................................................ 255
EZTaxFlushToLogEx............................................................................................................ 256
EZTaxFreeRates ................................................................................................................. 257
EZTaxFtoPCodeEx .............................................................................................................. 258
EZTaxGetAddressEx ........................................................................................................... 259
EZTaxGetCustomLog.......................................................................................................... 260
EZTaxGetCountryID ........................................................................................................... 261
EZTaxGetCustomLogCount ................................................................................................ 262
EZTaxGetHandle ................................................................................................................ 263
EZTaxGetJurisdiction ......................................................................................................... 264
EZTaxGetLogName ............................................................................................................ 265
EZTaxGetLogV914.............................................................................................................. 266
EZTaxGetLogV914Count .................................................................................................... 267
EZTaxGetRates................................................................................................................... 268
A F C T e l e c o m U s e r M a n u a l | vii
Copyright  2018 Avalara, Inc.

EZTaxGetSession................................................................................................................ 269
EZTaxGetStateID ................................................................................................................ 270
EZTaxGetTaxCatV98 .......................................................................................................... 271
EZTaxGetTaxDescription .................................................................................................... 272
EZTaxGetTSR...................................................................................................................... 273
EZTaxGroupResults ............................................................................................................ 274
EZTaxInitDirEx .................................................................................................................... 275
EZTaxInitEx ........................................................................................................................ 276
EZTaxInitExMT ................................................................................................................... 277
EZTaxInitV914 .................................................................................................................... 278
EZTaxInitV98 ...................................................................................................................... 279
EZTaxJCodeEx .................................................................................................................... 280
EZTaxJtoPCodeEx ............................................................................................................... 281
EZTaxJTTypeEx (EZTaxJTType deprecated) ........................................................................ 282
EZTaxJurisdiction ............................................................................................................... 283
EZTaxMaxTaxCount ........................................................................................................... 284
EZTaxNextAddressEx ......................................................................................................... 285
EZTaxNextCustomerEx....................................................................................................... 286
EZTaxNPANEx .................................................................................................................... 287
EZTaxNtoJCodeEx .............................................................................................................. 288
EZTaxNTTypeEx ................................................................................................................. 289
EZTaxOldOvrJCode ............................................................................................................ 290
EZTaxOvrJCodeEx .............................................................................................................. 291
EZTaxOvrNPANEx............................................................................................................... 292
EZTaxOvrPCodeEx.............................................................................................................. 293
EZTaxOvrZipEx ................................................................................................................... 294
EZTaxPCodeEx ................................................................................................................... 295
EZTaxPrivateLine ............................................................................................................... 296
EZTaxPrivateLineAdj .......................................................................................................... 297
EZTaxProRateJCodeEx ....................................................................................................... 298
EZTaxProRateNPANEx........................................................................................................ 299
A F C T e l e c o m U s e r M a n u a l | viii
Copyright  2018 Avalara, Inc.

EZTaxProRatePCodeEx....................................................................................................... 300
EZTaxProRateThisJCodeEx ................................................................................................. 301
EZTaxProRateThisPCodeEx ................................................................................................ 302
EZTaxProRateZipEx ............................................................................................................ 303
EZTaxPtoFipsEx .................................................................................................................. 304
EZTaxPtoJCodeEx ............................................................................................................... 305
EZTaxPTTypeEx .................................................................................................................. 306
EZTaxRestoreEx ................................................................................................................. 307
EZTaxTaxInclusiveJCode (EZTaxRevJCode deprecated) ..................................................... 308
EZTaxTaxInclusiveNPAN (EZTaxRevNPAN deprecated)...................................................... 309
EZTaxTaxInclusivePCode (EZTaxRevPCode deprecated) .................................................... 310
EZTaxTaxInclusiveZip (EZTaxRevZip deprecated) ............................................................... 311
EZTaxSessionDbVersion ..................................................................................................... 313
EZTaxSetInvoiceModeEx.................................................................................................... 314
EZTaxSetInvoiceModeV98 ................................................................................................. 315
EZTaxSetNexus .................................................................................................................. 316
EZTaxSetStateExclusion ................................................................................................. 317
EZTaxSetStateNexus ...................................................................................................... 318
EZTaxSetWorkingDir ...................................................................................................... 319
EZTaxThisJCodeEx .......................................................................................................... 320
EZTaxThisPCodeEx ......................................................................................................... 321
EZTaxTPPEx.................................................................................................................... 322
EZTaxWriteToLogEx ....................................................................................................... 323
EZTaxWriteToLogV914 .................................................................................................. 324
EZTaxZipEx ..................................................................................................................... 325
EZTaxZtoJCodeEx ........................................................................................................... 326
EZTaxZtoPCodeEx .......................................................................................................... 327
EZTaxClearSafeHarborOverride ..................................................................................... 328
EZTaxSetSafeHarborTAMOverride................................................................................. 329
Appendices A - G ............................................................................................................................ 330
Appendix A EZTaxStruct.h ....................................................................................................... 331
A F C T e l e c o m U s e r M a n u a l | ix
Copyright  2018 Avalara, Inc.

Appendix B EZTaxDefine.h ...................................................................................................... 345
Appendix C EZTaxProto.h ........................................................................................................ 395
Appendix G Monthly Update Procedure ................................................................................. 400
Download the Monthly Update ......................................................................................... 400
Important Files in Update .................................................................................................. 403
Monthly Maintenance ....................................................................................................... 403
Help Guide .............................................................................................................................. 405
Troubleshooting ................................................................................................................ 405
FAQ’s ................................................................................................................................. 406

A F C T e l e c o m U s e r M a n u a l |x
Copyright  2018 Avalara, Inc.

Introduction
Installation
Refer to the AvaTax for Communications (AFC) Installation Manual for complete instructions regarding the
installation of AFC on your specific platform.

Getting Started
There are several AFC integration methods available, each allowing for its use based on the client’s needs.
•

AFC SaaS Standard: This method is provided for lower transaction-count customers, allowing for
the use of AFC to obtain tax calculations without having to maintain the program on their
systems.

•

On-Site Options:
 AFC's API interface: provides the user complete control over access to tax calculations
and the data returned, along with the flexibility supported by the report utilities.

•

AFC SaaS Pro: AFC SaaS Pro is an XML web service used to calculate taxes. Applications send a
single transaction to the AFC SaaS web service over the Internet. The taxes are calculated and
immediately returned to the client application. Users have the capability of sending and receiving
transactions 24 hours a day, 7 days a week. This service is ideal for adding the ability to tax
purchases made from online stores and AFC SaaS Pro customers are provided with reports for tax
compliance filing.

The AFC Manual
The AFC Manual has been configured to provide an easy and logical progression for learning AFC and its
features, as well as a quick reference (fully linked on the electronic version of the manual). From the
initial step of mapping to the final creation of reports based on the processed information, the conceptual
simplicity of AFC is fully explained.

Mapping
Prior to performing tax calculations, client transactions and services must be matched, or “mapped,” to
the Valid Transaction and Service Pairings defined in AFC. Refer to Section 2 Mapping for the full
explanation of how this is accomplished.

A F C T e l e c o m U s e r M a n u a l | 1 of 401
Copyright  2018 Avalara, Inc.

Transactions
Once the transactions and services have been mapped, transaction records can be passed to AFC.
Section 3 Transactions explains what AFC expects for each part (or field) contained in a transaction record
and provides the definitions and reasons for selecting one of the valid options to use.

VPN Transaction and Service Types
Refer to Table 2-14 for a list of combined transaction and service types that are used with VPN
transaction types.

Tax Calculations
The AFC Engine accepts the transaction record(s) and performs the tax calculations based upon the
information within the record.

Utilities
Once the taxation has been performed, Utilities can be used to provide the tax information in selected
formats that meet specific requirements and perform file management functions. The many options
available are detailed in the Utilities section of this document

The Advantage of Using Functions
Section 7 provides specific details of the expanded capabilities provided to users that integrate AFC to the
billing system using functions. Refer to the figure shown below. The billing system passes information to
AFC, as calls are being rated for billing. AFC calculates all required taxes and returns the tax information
to the billing system per transaction. In addition, AFC stores all tax data generated in its databases and
provides reports that facilitate tax filing and provide insight to the rating, billing and taxing processes.

A F C T e l e c o m U s e r M a n u a l | 2 of 401
Copyright  2018 Avalara, Inc.

Figure 1-1 AFC Operation Diagram

Adjustment information is returned to the billing system and is utilized to update tax data for report
generation and compliance filing. AFC also provides facilities that allow users to insert tax overrides and
exempt a transaction from taxes at federal, state, county and local authority levels. AFC also provides the
capability to limit exemptions to a specific jurisdiction and to exempt specific taxes.
Using the AFC API is the most efficient method available for interfacing with the AFC system. Due to the
superior performance of AFC, there is very little performance difference between a system running
without taxation and one running with taxation generation by AFC.
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General Product Information
Telecom Types


Business Classifications – Allows for specification of business as CLEC or ILEC.



Service Classifications – Allows for specification of business as Primary Long Distance or Local
Primary.



Franchise – Allows for the indication that company provides services sold pursuant to a franchise
agreement between the carrier and jurisdiction.



Facilities – Allows for specification of the carrier delivering the service as facilities based.

Customer Attributes



Company Identifier – Allows the AFC user to indicate a specific company that may be included in
their customer record and outputted to the tax log to identify company tax log records.
Lifeline – Allows for a customer to be designated as a Lifeline participant.

Enhanced Flexibility for Users
User reporting and organizational activities have been enhanced with the addition of user defined fields.
This empowers the user to include additional user specific information within transaction records,
thereby enhancing reports and data files once processed by the AFC Engine. Note that the Batch
Processing utility takes full advantage of the additional transaction fields.

Enhanced Capabilities for Processing Specialized Taxes
AFC maintains tax rate histories and applies them according to the transaction date. This allows for tax
calculations to process transactions that require dated tax information.


Billable Flag – Allows for the identification of a compliance only tax or fee that is used for filing
and not passed on to the user. It is noted as a non-billable item in the tax log.



Compliance Flag – Allows for the identification of a tax or fee that is a tax compliant item and that
the tax or fee should be sent to the log. The reporting utilities can identify and generate
compliance and billing reports. All existing taxes currently in AFC are compliance taxes or fees. A
charge with the compliance set to false in logic is billable but the charge would not be place into
the log for compliance or reported in compliance reports. This flag provides EZdata users with
the ability to pass non-tax charges to the customer through AFC.

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

Rate at Final - Allows for a specialized application of tax brackets. Each bracket specifies the tax
rate for the “Total Tax” range that it spans. The culmination of all of the brackets results in a tax
rate “look-up” table for total transaction amounts.



Tier At Transaction - This logic flag indicates that tax will be calculated using graduated tax
brackets on a transaction basis instead of a customer invoice basis.



Tax On Tax Until No Effect - Configuration settings in EZTax.cfg determine one of two methods to
calculate Tax on Tax. If the configuration setting is left unchanged, AFC will perform a single
iteration of the tax on tax calculation.

Additional Functions to Support New Capabilities
An expanded library of functions has been created, the greatest impact of which falls on the Adjustment
and Pro-Rated activities.


Adjustment Functions – Additional functions are available to allow for adjustments of debit and
pro-rated transactions.



Pro-Rated Allowable Functions – Allow for a pro-rated percentage to be used to calculate the
taxable amount on rate tax and calculate the percentage of the line and fixed amounts. AFC
identifies taxes that are not allowed to be assessed on a percentage basis internally, and the
entire tax amount is calculated.



The Get Rates function has been added to retrieve all possible taxes when given a location by
PCode. The structure of the returned tax information is compatible with the new override
structure, so that specific changes can be applied to the existing tax data to create override
entries.

New Version Tracking
A version number has been embedded into the AFC database to ensure database compatibility between
the AFC software and the AFC database. The AFC Engine compares version numbers on session
initialization. If incompatible version numbers are detected, a message is written to the status file and
AFC system will not return a valid session handle.
Additional Tax Types
AFC now supports over 450 Tax Types to allow for highly specific tax type designation.
Increased Accuracy
The Tax Amount and Time calculations have been modified to increase accuracy and further reduce
rounding errors.

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Mapping
The AFC software provides an extensive selection of Transaction and Service Types to meet your taxation
requirements with a single taxation package. The correct matching, or “mapping,” of your company
products and services to the Valid Transaction and Service Pairings defined in AFC is an essential process
that must be completed accurately for taxation to be calculated and applied properly to all transactions.
If an incorrect pairing is passed to the AFC engine then no tax is usually returned.
Avalara support is available to assist should any questions arise in determining the correct Transaction
and Service pair to use.

Transaction and Service Types
AFC stipulates a unique pair of numbers for each Transaction and Service Type. The first number defines
the Transaction Type and the second number defines the Service Type. Transaction Types and Service
Types are combined (or “paired”) to uniquely describe a Valid Transaction / Service Pair for a transaction.

Valid Transaction/Service Pairings
Table 2-1 provides a complete listing of identifiers used to define valid Transaction / Service Pairings.
Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

NAME

0

0

No Tax/No Tax

1

1

Interstate/Toll

1

2

Interstate/Toll-Free

1

3

Interstate/WATS

1

4

Interstate/Private Line

DESCRIPTION
Usage of this mapping combination will ensure that no
federal, state or local taxes are returned.
Interstate toll calls, MRC (monthly recurring charges),
and other related service-type charges and features.
(Call originates and terminates in different states.)
Interstate and international toll-free calls, MRCs, and
other related service type charges and features. (Same
as Interstate Toll call above, however the owner of the
toll-free number pays all the applicable long distance
charges.)
Interstate and international WATS service charge, MRC,
and other related service type charges and features.
(Same as Interstate Toll call above, but often sold as a
set-pricing scheme for a designated long distance calling
area.)
Interstate or international private line service charge,
MRC, and other related service type charges and
features. (Charges are for a service in which the service
originates at the customer's premises and connects only
to a designated termination location. No switching or
access to other third party lines. The private line will
cross over a state or country border.)
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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
1

12

1

14

1

16

1

27

1

54

1

562

1

635

2

1

2

2

2

3

2

4

2

5

2

14

NAME

DESCRIPTION

Interstate/International International calls that originate in the US, terminate
Toll
outside the US, and are billed to a US address.
Late charge imposed on customers of interstate or
Interstate/Late Charge
international LD services.
Interstate or international 900 service charge, MRC and
other related service type charges and features. (Same
Interstate/900
as Interstate Toll call above, but the caller of the 900
number pays for the applicable long distance charges.)
Interstate or international data service charge, MRC, and
other related service type charges and features. (This
combination is appropriate for transmissions that carry
data exclusively. Use Private Line if any component is
Interstate/Data
voice. This is a recommended mapping for data
transmissions carried over DSL, ATM, T-1, frame relay
lines and other non-voice services. This is not for
Internet Access provided over DSL lines.)
Interstate/Directory
Charges for Directory Assistance calls that cross state
Assistance
boundaries.
Local loop charge that is not part of a local exchange
Interstate/Local Loop service and is sold in conjunction with an interstate
private line.
Interstate/ Toll Free
Monthly recurring charge for access to a toll free
Number
number. This represents the interstate portion.
Intrastate toll call, MRCs, and other related service types
Intrastate/Toll
charges and features. (Call originates and terminates
within the same state.)
Intrastate toll-free calls, MRC, and other related service
type charges and features. (Same as Intrastate Toll call
Intrastate/Toll-Free
above, however the owner of the toll-free number pays
all the applicable long distance charges.)
Intrastate WATS service charge, MRC, and other related
service type charges and features. (Same as Intrastate
Intrastate/WATS
Toll call above, but often sold as a set-pricing scheme for
a designated long distance calling area.)
Intrastate private line service charge, MRC, and other
related service type charges and features. (Charges are
for a service in which the service originates at the
Intrastate/Private Line customer's premises and connects only to a designated
termination location. No switching or access to other
third party lines. The private line will be entirely within a
state and not cross a state border.)
The basic flat rate for intrastate local exchange service.
This transaction/service types will include any applicable
Intrastate/Local Exchange long distance access line charges, or other local servicerelated fees and charges. (Does not include local feature
charges.)
Late charge imposed on customers of intrastate LD
Intrastate/Late Charge
services.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

NAME

2

16

Intrastate/900

2

27

Intrastate/Data

2

54

Intrastate/Directory
Assistance

2

630

Intrastate/Private Line
(10% Rule)

2

631

Intrastate/Data
(10% Rule)

2

635

Intrastate/Toll Free
Number
Other/Access Charge

3

6
Other/Local Loop

3

9

Other/Directory Ads

3

14

Other/Late Charge

DESCRIPTION
Intrastate 900 service charge, MRC and other related
service type charges and features. (Same as Intrastate
Toll call above, but the caller of the 900 number pays for
the applicable long distance charges.)
Intrastate data service charge, MRC, and other related
service type charges and features. (This combination is
appropriate for transmissions that carry data exclusively.
Use Private Line if any component is voice. This is a
recommended mapping for data transmissions carried
over DSL, ATM, T-1, frame relay lines and other non-voice
services. This is not for Internet Access provided over
DSL lines.)
Charges for Directory Assistance calls that are contained
wholly in one state.
Intrastate private line service charge, MRC, and other
related service type charges and features. (Charges are
for a service in which the service originates at the
customer's premises and connects only to a designated
termination location. The private line will be entirely
within a state and not cross a state border.) Traffic on
this type of line is considered mixed use and interstate
traffic exceeds 10 percent; thus the revenues are treated
as interstate for Universal Service contribution purposes.
Intrastate data service charge, MRC, and other related
service type charges and features. (This combination is
appropriate for transmissions that carry data exclusively.
Use Private Line if any component is voice. This is a
recommended mapping for data transmissions carried
over DSL, ATM, T-1, frame relay lines and other non-voice
services. This is not for Internet Access provided over
DSL lines.) Traffic on this type of line is considered mixed
use and interstate traffic exceeds 10 percent; thus the
revenues are treated as interstate for Universal Service
contribution purposes.
Monthly recurring charge for access to a toll free
number. This represents the intrastate portion.
Access for a service that is not already defined as a
transaction/service type. Catch-all local access charge
category.
Local loop charge that is not part of a local exchange
service and does not fall within any other
transaction/service type category. (Local exchange
providers who are billing local loop charges for local
exchange services should map this charge under
transaction/service type 7-5 [Local Local Exchange].)
Directory advertisement charges.
Category for late charges that were originally taxed using
one of the “Other” (3) transaction categories.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
3

34

3

37

3

38

3

46

3

47

3

57

3

96

3

97

3

570

3

575

3

576

3

589

3

593

3

594

NAME

DESCRIPTION

Charges for connecting conference participants utilizing a
conferencing bridge. This transaction should be used
Other/Conference Bridge
when transactions are interstate or cannot be separated
from intrastate services.
Other/Equipment Rental Charges for Rental of Equipment.
Monthly recurring charges for inside wiring maintenance
Other/Wire Maintenance
between customer phone and the local carrier's demarc
Plan
box.
This combination should be used for the charge assessed
Other/PICC
by either a LEC or LD company for maintaining record of
an end user’s choice of LD carrier.
This combination should be used for the charge assessed
by a LEC for maintaining record that end users choose
not to declare an LD carrier. This combination will only
Other/No Pick PICC
return the necessary State Taxes. It is important to
distinguish this transaction from 3/46 because No Pick
PICC’s are not subject to FUSF.
Charge for the manipulation of user’s data. This is not to
Other/Data Processing
be confused with the transmission of data.
This combination should be used for the charge assessed
by a LEC for maintaining record that end users choose
not to declare an LD carrier. This combination will only
return the necessary State Taxes. It is important to
Other/No Pick PICC Bundle
distinguish this transaction from 3/97 because No Pick
PICC’s are not subject to FUSF. This service type should
be used when passing bundled local service as defined in
IRS Notice 2006-50, as it will not return FET.
This combination should be used for the charge assessed
by either a LEC or LD company for maintaining record of
an end users choice of LD carrier. It will return the
Other/PICC Bundle
proper Federal taxes, such as USF, in addition to
necessary State Taxes, such as Sales Tax. This service
type should be used when passing bundled local service
as defined in IRS Notice 2006-50, as it will not return FET
Other/Directory Listing Directory listing charges.
Charges for connecting intrastate conference participants
Other/Conference Bridge- utilizing a conferencing bridge. This transaction should
be used when intrastate services do not include dial in or
Intrastate
dial out services.
Per-minute and per-participant charges for dial-in service
Other/Conference Bridge- provided in conjunction with connecting conference
participants utilizing a conferencing bridge when all
Intrastate w Dial In
participants are located within one state.
Other/Conference Bridge- Charges for connecting interstate conference participants
Interstate
utilizing a conferencing bridge.
Other/Info Svcs-Private A service providing information to private customers by
Physical Trans
physical means such as paper.
Other/Info Svcs-Private A service providing information to private customers by
Electronic Trans
electronic means.
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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
3

597

3

598

3

599

3

600

3

602

3

603

3

608

3

614

3

632

3

638

3

639

3

644

4

7

4

8

4

11

4

14

NAME

DESCRIPTION

A service providing the passive receipt of information
Other/Info Svcs-Publicother than financial account or securities trading data to
Electronic Trans
the public by electronic means.
Other/Info Svcs-Public A service providing information to the public by physical
Physical Trans
means such as paper.
Other/E-mail Hosting
A service providing e-mail hosting to customers.
Service
Other/Real Property Rental Rental of Real Property Space
Other/ServicesA service rendered for a fee in one of the learned
Professional
professions.
Access to a computer through a remote terminal that
Other/Online services allows retrieval of stored data created by the service
provider.
Per-minute and per-participant charges for dial-in service
Other/Conference Bridge provided in conjunction with connecting conference
participants utilizing a conferencing bridge when all
Interstate w Dial-In
participants are located in different states.
Other/Telecom Equipment
Charge for renting telecommunications equipment.
Rental
An optional contract to cover repairs including parts and
labor. This type of service contract is sold at the same
Other/Service Contracts
time the product being covered by the service contract is
sold.
Other/Security Monitoring A fee paid for the service of monitoring the security of
Services
real or tangible personal property.
Other/Streaming Internet The purchase of video via the internet. The purchaser
Video
does not retain possession of the video.
A service providing the passive receipt of financial
Other/Info Svcs-Pub Elec
account or securities trading data on to the public by
Trans (Fin & Securities)
electronic means.
One-time charge for the actual provisioning of manual
service to a phone system or account. All manual repair
Non-Recurring/Service services should fall into this category. (This designation
should not be used for administrative fees or service
change fees.)

Non-Recurring/Install

One-time charge for the installation, administration,
modification, or termination of a telecommunication
service account or service. (Use for install fee, change
order fees, add-service fees, and termination
account/service fees. Not for repair/service fees.)

One-time charge for the activation of a local exchange
service account. (Local only.)
Category for late charges that were originally taxed using
Non-Recurring/Late Charge
one of the “Non-Recurring” (4) transaction categories.
Non-Recurring/Activation

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
5

6

5

7

5

8

5

10

5

11

5

29

5

58

6

6

6

10

6

11

6

13

7

4

NAME

DESCRIPTION

Charges for internet access services, MRC, and other
related service type charges and features. (Both perInternet/Access Charge
minute and flat fee amounts for internet access services
will be mapped to this transaction/service type.)
One-time charge for manual, physical service to an
internet system or account, such as a truck roll to the
Internet/Service
customer premise. All manual repair services should fall
into this category. This designation should not be used
for administrative fees or service change fees.
One-time charge for the installation, administration,
modification, or termination of an internet service
Internet/Install
account or service. This should be used for install fee,
change order fees, add-service fees, and termination
account/service fees, but not for repair/service fees.)
Used for internet access sales that are not a monthly
Internet/Usage
recurring charge, but are sold to customers on a per
usage basis.
One-time charge for the activation of an internet service
Internet/Activation
account. It is mutually exclusive of the other internet
charges.
Charges for internet web hosting, MRC, and other related
Internet/Web Hosting
service type charges and features.
A telecommunications line purchased, used, or sold by a
Internet/Access Line
provider of Internet access to provide Internet access as
long as the charges are distinguishable from other uses.
Basic monthly flat-rate charges for paging services.
Paging/Access Charge
(Mutually exclusive of the other paging charges.)
Paging charges for usage. Charges are in addition to any
Paging/Usage
services covered in the monthly access charge. (Mutually
exclusive of the other paging charges.)
One-time charges for activating a paging account.
Paging/Activation
(Mutually exclusive of the other paging charges.)
Charges for paging equipment repair and service.
Paging/Equipment Repair
(Mutually exclusive of the other paging charges.)
Local private line service charge, MRC, and other related
service type charges and features. (Charges are for a
service in which the service originates at the customer's
premises and connects only to a designated termination
location. No switching or access to other third party
Local/Private Line
lines. The private line will originate and terminate
entirely within a single city. If the private line is charged
on a basis of time and distance per call or used to make
tolls calls outside of the local calling areas for a set
periodic/flat fee charge, then the private line should be
mapped as a toll, toll free, or WATS type of service.)

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

7

5

7

14

7

20

7

21

7

24

7

27

7

30

7

40

NAME

DESCRIPTION

Charges for monthly recurring charge, usage, local loop,
local flat rates and other similar charges for local telecom
Local/Local Exchange service. This will also include dial tone and any applicable
long distance access line charges, or other local serviceServices
related fees and charges. (Does not include local feature
charges. See below)
Category for late charges that were originally taxed using
Local/Late Charge
one of the Local (7) transaction categories.
Charge for recovering the cost of connecting the
customer premise to the local phone network, often
referred to as the Federal Subscriber Line Charge (SLC) or
Local/FCC Subscriber Line the End User Common Line (EUCL) Charge. The FCC has
established per-line caps for primary and secondary line
Fee
charges. This charge is not a tax or a governmental
assessment, but an authorized charge for the recovery of
cost for providing local exchange service.
Fixed, monthly charge through which local telephone
Local/Number Portability companies may recover some of the costs associated
with providing local number portability service. This is
Recovery
not the LNP Administrative Fee.
Designates the number of lines a local service customer is
using. (Taxable amount is irrelevant for this
Local/Lines
transaction/service type. Tax is calculated based on the
number of lines designated in the lines field.)
Designates the number of PBX trunks a local service
customer is using. (Taxable amount is irrelevant for this
Local/PBX/Trunk
transaction/service type. Tax is calculated based on the
number of lines designated in the lines field. Used in
conjunction with 7/41 and 7/566.)
Local data service charge, MRC, and other related service
type charges and features. (This combination is
appropriate for transmissions that carry data exclusively.
Use Private Line if any component is voice. This is a
Local/Data
recommended mapping for data transmissions carried
over DSL, ATM, T-1, frame relay lines and other non-voice
services. This is not for Internet Access provided over DSL
lines.)
Charges and fee for additional feature charges of local
Local/Local Feature
exchange services. (Includes services such as call waiting,
Charges
caller ID, call blocking, call forwarding, etc.)
Designates the number of Centrex / Direct Inward Dialing
extensions a local service customer is using. (Taxable
amount is irrelevant for this transaction/service type. Tax
Local/Centrex / DID
is calculated based on the number of extensions
Extension
designated in the lines field. Used in conjunction with
7/42 and 7/587.)

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

7

41

7

42

7

43

7

45

7

84

7

85

7

86

NAME

DESCRIPTION

Designates the number of PBX extensions a local service
customer is using. (Taxable amount is irrelevant for this
Local/PBX Extension
transaction/service type. Tax is calculated based on the
number of extensions designated in the lines field. Used
in conjunction with 7/24 and 7/566.)
Designates the number of Centrex trunks a local service
customer is using. (Taxable amount is irrelevant for this
Local/Centrex Trunk
transaction/service type. Tax is calculated based on the
number of trunks designated in the lines field. Used in
conjunction with 7/40 and 7/587.)
Mapping category for transactions on a per invoice basis.
(Tax is based per invoice per account per billing cycle.
Local/Invoice
Taxable amount or numbers of lines are irrelevant for this
transaction/service type.)
Designates the number of High Capacity Trunks a
customer is using. High Capacity Trunks are usually
defined as T1 or greater. (Taxable amount is irrelevant
Local/High Capacity Trunk
for this transaction/service type. Tax is calculated based
on the number of High Capacity trunks designated in the
lines field. Used in conjuction with 7/580 and 7/582.)
Category for late charges that were originally taxed using
one of the “Local” (7) transaction categories associated
Local/Late Charge Bundle with bundled transactions. This service type should be
used when passing bundled local service as defined in IRS
Notice 2006-50, as it will not return FET.
Charges for monthly recurring charge, usage, local loop,
local flat rates and other similar charges for local telecom
service. This will also include dial tone and any applicable
Local/Local Exchange long distance access line charges, or other local servicerelated fees and charges. (Does not include local feature
Bundle
charges. See below). This service type should be used
when passing bundled local service as defined in IRS
Notice 2006-50, as it will not return FET.
Charge for recovering the cost of connecting the
customer premise to the local phone network, often
referred to as the Federal Subscriber Line Charge (SLC) or
the End User Common Line (EUCL) Charge. The FCC has
established per-line caps for primary and secondary line
Local/FCC Subscriber Line
charges. This charge is not a tax or a governmental
Fee Bundle
assessment, but an authorized charge for the recovery of
cost for providing local exchange service. This service
type should be used when passing bundled local service
as defined in IRS Notice 2006-50, as it will not return
Federal Excise Tax (FET).

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

7

87

7

89

7

90

7

91

7

92

7

93

NAME

DESCRIPTION

Fixed, monthly charge through which local telephone
companies may recover some of the costs associated
Local/Number Portability with providing local number portability service. This is
not the LNP Administrative Fee. This service type should
Recovery Bundle
be used when passing bundled local service as defined in
IRS Notice 2006-50, as it will not return FET.
Designates the number of lines a local service customer is
using. (Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
Local/Lines Bundle
number of lines designated in the lines field.). This
service type should be used when passing bundled local
service as defined in IRS Notice 2006-50, as it will not
return FET.
Designates the number of PBX trunks a local service
customer is using. (Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
Local/PBX Trunk Bundle number of lines designated in the lines field. Used in
conjunction with 7/92 and 7/567.) This service type
should be used when passing bundled local service as
defined in IRS Notice 2006-50, as it will not return FET.
Charges and fee for additional feature charges of local
exchange services. (Includes services such as call waiting,
Local/Local Feature Charge
caller ID, call blocking, call forwarding, etc.) This service
Bundle
type should be used when passing bundled local service
as defined in IRS Notice 2006-50, as it will not return FET.
Designates the number of Centrex / Direct Inward Dialing
extensions a local service customer is using. (Taxable
amount is irrelevant for this transaction/service type. Tax
Local/Centrex Extension is calculated based on the number of extensions
designated in the lines field. Used in conjunction with
Bundle
7/93 and 7/588.) This service type should be used when
passing bundled local service as defined in IRS Notice
2006-50, as it will not return FET.
Designates the number of PBX extensions a local service
customer is using. (Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
Local/PBX Extension
number of extensions designated in the lines field. Used
Bundle
in conjunction with 7/89 and 7/567.) This service type
should be used when passing bundled local service as
defined in IRS Notice 2006-50, as it will not return FET.
Designates the number of Centrex trunks a local service
customer is using. (Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
Local/Centrex Trunk
number of trunks designated in the lines field. Used in
Bundle
conjunction with 7/91 and 7/588.) This service type
should be used when passing bundled local service as
defined in IRS Notice 2006-50, as it will not return FET.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

7

94

7

95

7

566

NAME

DESCRIPTION

Mapping category for transactions on a per invoice basis.
(Tax is based per invoice per account per billing cycle.
Taxable amount or numbers of lines are irrelevant for this
Local/Invoice Bundle
transaction/service type.) This service type should be
used when passing bundled local service as defined in IRS
Notice 2006-50, as it will not return FET.
Designates the number of High Capacity Trunks a
customer is using. High Capacity Trunks are usually
Local/High Capacity Trunk defined as T1 or greater. (Taxable amount is irrelevant
for this transaction/service type. Tax is calculated based
Bundle
on the number of High Capacity trunks designated in the
lines field. Used in conjuction with 7/581 and 7/583.)

Local/PBX Outbound
Channel

Designates the number of voice grade communications
channels leaving a subscriber's premises through a PBX
connecting the subscriber's premises to the public
switched network.
(Taxable amount is irrelevant for this transaction/service
type. Tax is calculated based on the number of
extensions designated in the lines field. Used in
conjunction with 7/24 and 7/41.)
Designates the number of voice grade communications
channels leaving a subscriber's premises through a PBX
connecting the subscriber's premises to the public
switched network.

7

567

Local/PBX Outbound
Channel Bundle

7

580

Local/High Capacity
Extension

7

581

Local/High Capacity
Extension Bundle

(Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
number of extensions designated in the lines field.
Used in conjunction with 7/89 and 7/92.) This service
type should be used when passing bundled local service
as defined in IRS Notice 2006-50, as it will not return
FET.
Designates the number of extensions a local customer is
using on a High Capacity Trunk. High Capacity Trunks are
usually defined as T1 or greater. (Taxable amount is
irrelevant for this transaction/service type. Tax is
calculated based on the number of High Capacity
Extensions designated in the lines field. Used in
Conjunction with 7/45 and 7/582.)
Designates the number of extensions a local service
customer is using on a High Capacity Trunk. (Taxable
amount is irrelevant for this transaction/service type. Tax
is calculated based on the number of extensions
designated in the lines field. Used in conjunction with
7/95 and 7/583.) This service type should be used when
passing bundled local service as defined in IRS Notice
2006-50, as it will not return FET.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

7

582

7

583

7

587

7

588

7

612

7

613

NAME

DESCRIPTION

Designates the number of outbound channels a local
service customer is using on a High Capacity Trunk.
(Taxable amount is irrelevant for this transaction/service
Local/High Capacity
type. Tax is calculated based on the number of outbound
Outbound Channel
channels designated in the lines field. Used in
conjunction with 7/45 and 7/580.)
Designates the number of outbound channels a local
service customer is using on a High Capacity Trunk.
(Taxable amount is irrelevant for this transaction/service
Local/High Capacity
type. Tax is calculated based on the number of
Outbound Channel Bundle extensions designated in the lines field. Used in
conjunction with 7/95 and 7/581.) This service type
should be used when passing bundled local service as
defined in IRS Notice 2006-50, as it will not return FET.
Designates the number of outbound channels a local
service customer is using on a Centrex Trunk. (Taxable
Local/Centrex Outbound amount is irrelevant for this transaction/service type. Tax
is calculated based on the number of outbound channels
Channel
designated in the lines field. Used in conjunction with
7/40 and 7/42)
Designates the number of outbound channels a local
service customer is using on a Centrex Trunk. (Taxable
amount is irrelevant for this transaction/service type. Tax
Local/Centrex Outbound is calculated based on the number of extensions
designated in the lines field. Used in conjunction with
Channel Bundle
7/91 and 7/93) This service type should be used when
passing bundled local service as defined in IRS Notice
2006-50, as it will not return FET.
Charge for recovering the cost of connecting a multi-line
customer premise to the local phone network, often
referred to as the Federal Subscriber Line Charge (SLC) or
Local/FCC Subscriber Line the End User Common Line (EUCL) Charge. The FCC has
established per-line caps for primary and secondary line
Fee Multi Line
charges. This charge is not a tax or a governmental
assessment, but an authorized charge for the recovery of
cost for providing local exchange for multi-line service.
Charge for recovering the cost of connecting a multi-line
customer premise to the local phone network, often
referred to as the Federal Subscriber Line Charge (SLC) or
the End User Common Line (EUCL) Charge. The FCC has
established per-line caps for primary and secondary line
Local/FCC Subscriber Line
charges. This charge is not a tax or a governmental
Fee Multi Line Bundle
assessment, but an authorized charge for the recovery of
cost for providing local exchange multi-line service. This
service type should be used when passing bundled local
service as defined in IRS Notice 2006-50, as it will not
return Federal Excise Tax (FET).

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

NAME

7

623

Local/Centrex Invoice

7

625

Local/Customer Premise
Equip Rental

7

641

Local/FCC Subscriber Line
Charge Centrex

7

642

Local/FCC Subscriber Line
Charge Centrex Bundle

8

10

Fax/Usage

9

6

Voice Mail/Access Charge

9

10

Voice Mail/Usage

9

11

Voice Mail/Activation

9

14

Voice Mail/Late Charge

10
10

15
31

Sales/Product
Sales/Use

10

32

Sales/Debit

10

63

Sales/Restocking Fee –
Rental

DESCRIPTION
Mapping category for transactions on a per invoice basis.
(Tax is based on per invoice per account per billing cycle.
Taxable amount or numbers of lines are irrelevant for this
transaction/service type.)
Rental of equipment located at a subscriber's premises
that enable customers to access local communications
services as defined by the IRS as it will return FET.
Charge for recovering the cost of connecting the Centrex
customer premise to the local phone network, often
referred to as the Federal Subscriber Line Charge (SLC) or
the End User Common Line (EUCL) Charge. The FCC has
established per-line caps for primary and secondary line
charges. This charge is not a tax or a governmental
assessment, but an authorized charge for the recovery of
cost for providing local exchange service. This
transaction is intended only for taxation of the Subscriber
Line Fee (not the actual fees for Centrex services or the
line counts on Centrex systems).
Charge for recovering the cost of connecting the Centrex
customer premise to the local phone network, often
referred to as the Federal Subscriber Line Charge (SLC) or
the End User Common Line (EUCL) Charge. The FCC has
established per-line caps for primary and secondary line
charges. This charge is not a tax or a governmental
assessment, but an authorized charge for the recovery of
cost for providing local exchange service. This
transaction is intended only for taxation of the Subscriber
Line Fee (not the actual fees for Centrex services or the
line counts on Centrex systems). This service type should
be used when passing bundled local service as defined in
IRS Notice 2006-50, as it will not return Federal Excise
Tax (FET).
Charges for fax services, MRCs, or other related servicetype fee and charges.
Basic monthly flat-rate charges for voice mail services.
Voice mail charges for usage. Charges are in addition to
any services provided in the monthly access charge.
One-time charge for activating a voice mail account.
Category for late charges that were originally taxed using
one of the Voice Mail (9) transaction categories..
General sales tax rates.
General use tax rates.
Calculation of sales tax on a debit charge (prepaid
charge) that is determined by state law to be a point of
sale transaction.
Fee charged to reimburse the cost of restocking a rented
item. The returned item cannot be modified in any form.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
10

64

10

65

10

103

10

565

10

568

10

569

10

643

10

655

11

17

11

18

12

6

12

19

13

6

13

10

13

11

13

14

13

30

13

33

NAME

DESCRIPTION

Fee charged to reimburse the cost of restocking a
purchased item. The returned item cannot be modified
in any form.
A credit that is less than the full amount of the original
Sales/Partial Credit
purchase. The reason for the credit reduction must me
due to a restocking or handling type fee.
This transaction/service pair returns Sales Tax and FUSF.
Avalara does not recommend using this combination for
any type of telecom service. However, if you feel you
Sales/Sales Tax and FUSF
provide a service that is only subject to Sales Tax and
FUSF, then you can use this transaction/service
combination.
The Point-of-Sale (POS) purchase of prepaid, pay-as-youSales/Debit-Wireless go wireless services sold by the phone carrier or a party
controlled by the phone carrier.
Sales/Central Office
Sale of tangible property to a telecommunications
Equipment-Sales
provider for the provision of phone service.
Sales/Central Office
Use of tangible property to a telecommunications
Equipment-Use
provider for the provision of phone service.
The Point-of-Sale (POS) purchase of prepaid, pay-as-youSales/Debit-Wireless
go wireless services sold by a party other than the phone
(Indirect Non-Carrier Sale)
carrier or a party controlled by the phone carrier.
Purchase of cell phone equipment restricted to a
Sales/Locked Cell Phone
particular cell phone network by a locking code.
Shipping charge for FOB origin transactions. (Shipping
Shipping/FOB Origin
charges only.)
Shipping charge for FOB destination transactions.
Shipping/FOB Destination
(Shipping charges only.)
Basic flat-rate charges for natural gas services. (NonNatural Gas/Access Charge
telecom. Natural gas only.)
Natural gas charges for consumption of natural gas.
Natural Gas/Consumption
(Non-telecom. Natural gas only.)
Basic monthly flat-rate charge for cellular/wireless
Cellular/Access Charge
service.
Cellular/wireless per-minute and/or per-use charges.
Cellular/Usage
Charges are in addition to any monthly access or roaming
charges billed to customer.
One-time charge for activating a cellular/wireless
Cellular/Activation
account.
Category for late charges that were originally taxed using
Cellular/Late Charge
one of the Cellular (13) transaction categories.
Charges and fees for additional feature charges of
Cellular/Feature Charge Cellular services. (Includes services such as call waiting,
caller ID, call blocking, call forwarding, etc.)
Per-use, per-minute charges for cellular use outside of
Cellular/Roaming Charge
the designated service area of the providing carrier.
Sales/Restocking Fee –
Purchase

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
13

43

13

49

50
13

13

51

13

98

13

13

13

13

13

13

13

99

100

101

102

572

577

591

NAME

DESCRIPTION

Mapping category for transactions on a per invoice basis.
(Tax is based per invoice per account per billing cycle.
Cellular/Invoice
Taxable amount or numbers of lines are irrelevant for this
transaction/service type.)
For use when carrier is passing actual traffic and not
using safe harbor percentages. Cellular/wireless perCellular/Interstate Usage minute and/or per-use interstate charges. Charges are in
addition to any interstate monthly access or interstate
roaming charges billed to customer.
For use when carrier is passing actual traffic and not
using safe harbor percentages. Cellular/wireless perCellular/Intrastate Usage minute and/or per-use intrastate charges. Charges are in
addition to any intrastate monthly access or intrastate
roaming charges billed to customer.
Portion of MRC, or per-minute charges, attributable to
Cellular/International
calls that originate inside the United States and terminate
Usage
outside the United States.
For use when carrier is passing actual traffic and not
using safe harbor percentages or for passing transactions
Cellular/Access Number
for multiple line accounts. Designates the number of
access numbers assigned to an account.
For use when carrier is passing actual traffic and not
Cellular/Interstate Access
using safe harbor percentages. Designates the portion of
Charge
the basic monthly access charge that is interstate.
For use when carrier is passing actual traffic and not
Cellular/Intrastate Access
using safe harbor percentages. Designates the portion of
Charge
the basic monthly access charge that is intrastate.
For use when carrier is passing actual traffic and not
using safe harbor percentages. Per-use, per-minute
Cellular/Interstate Roaming
charges for interstate cellular use outside of the
designated service area of the providing carrier.
For use when carrier is passing actual traffic and not
using safe harbor percentages. Per-use, per-minute
Cellular/Intrastate Roaming
charges for intrastate cellular use outside of the
designated service area of the providing carrier.
Cellular/Digital Download

The purchase of goods such as ringtones downloaded to
a cell phone.

Charges and fees for additional feature charges of
wireless services which are separate from voice
transmission related features as defined by the FCC.
Cellular/Enhanced Features
(Includes services such as voicemail, interactive voice
response, audiotext information services, and protocol
processing.)
Cellular/Access Charge-No Basic monthly flat rate charge for cellular/wireless service
Contract
that is sold without a contract.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
13

592

13

610

13

622

14

15

14

25

14

658

14

659

15

7

15

624

15

627

15

629

15

656

15

657

16

6

16

8

16

13

16

14

16

35

16

36

16

37

NAME

DESCRIPTION

For use when carrier is passing actual traffic and not
Cellular/Access Number-No using safe harbor percentages. Designates the number
Contract
of access numbers assigned to a wireless account that is
sold without a contract.
Cellular/Access
A fee charged for early termination of Cellular service.
Early Termination Fees
A fee charged to cellular customers for Text Messaging
Cellular/Text Message
services
Supply of goods for consideration within countries other
International/Product
than Canada, USA, and US territories.
International calls inbound to the USA that are billed to
an international address. Outbound international calls
International/USA Inbound
should be mapped as Interstate/International Toll calls
[1/12]. (Call must be billed to a non-USA address.)
Supply of goods for consideration within India in which
International/Product the location of the supplier and the place of supply occur
India Interstate Supply
in different states or territories.
Supply of goods for consideration within India in which
International/Product the location of the supplier and the place of supply occur
India Intrastate Supply
in the same state or territory.
All telephone service in countries other than the USA,
Telephony/Service
Canada, Puerto Rico and the Virgin Islands.
All wireless telephone service in countries other than the
Telephony/Wireless Service
USA, Canada, Puerto Rico and the Virgin Islands.
All Internet Access in countries other than Canada, USA
Telephony/Internet Access
and US territories.
Telephony/Messaging All Messaging Services in countries other than Canada,
Services
USA and US territories.
Telephone service in India in which the location of the
Telephony/Service - India
supplier and the place of supply occur in different states
Interstate Supply
or territories.
Telephone service in India in which the location of the
Telephony/Service - India
supplier and the place of supply occur in the same state
Intrastate Supply
or territory.
Cable Television/Access
Basic monthly flat-rate charge for cable television service.
Charge (Alias Basic Service)
One-time charge for the installation of any cable
Cable Televsion/Install
television service.
Cable Televsion/Equipment
Charges for cable equipment repair and service.
Repair
Cable Televsion/Late Category for late charges that were originally taxed using
Charge
one of the Cable (16) transaction categories.
Cable Televsion/Premium Premium monthly flat-rate charge for cable television
Service
premium channel(s) service.
Cable Televsion/Pay Per Pay per view monthly charges for cable television pay per
View Service
view service.
Cable Televsion/Equipment Equipment (box/switch) monthly charges for cable
Rental
television.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
16

39

16

584

16

610

16

615

16

654

18

6

18

8

18

13

18

14

18

35

18

36

18

37

18

39

19
19

6
8

19

11

19

13

19

14

19

21

19

30

19

37

NAME
Cable Televsion/TV Guide

DESCRIPTION
Charge for TV Guide Sourcing publication for cable
television services.

Cable Televsion/Digital
Charge for cable television digital tier service.
Channel Tier
Cable Television
A fee charged for early termination of Cable Television
Early Termination Fees Service.
Cable
Sales of cable television equipment.
Television/Equipment Sales
Cable Television/
Equipment (box/switch) monthly charges for cable
Equipment Rental Basic television that provide basic service only.
Satellite Televsion/Access Basic monthly flat-rate charge for satellite television
Charge (Alias Basic Service) service.
One-time charge for the installation of any satellite
Satellite Televsion/Install
television service.
Satellite
Televsion/Equipment Charges for satellite equipment repair and service.
Repair
Satellite Televsion/Late Category for late charges that were originally taxed using
Charge
one of the Satellite (18) transaction categories.
Satellite
Premium monthly flat rate charge for satellite television
Televsion/Premium Service premium channel(s) service.
Satellite Televsion/Pay Per Pay per view monthly charges for satellite television pay
View Service
per view service.
Satellite
Equipment (box/switch) monthly charges for satellite
Televsion/Equipment
television.
Rental
Satellite Televsion/TV Charge for TV Guide Sourcing publication for satellite
Guide
television service.
VoIP/Access Charge
Basic monthly flat rate for VoIP service.
VoIP/Install
Charge for installation of VoIP services.
One-time charges for activating a VoIP account.
VoIP/Activation
(Mutually exclusive of the other VoIP charges.)
Charge for repair of equipment necessary to make VoIP
VoIP/Equipment Repair
calls.
Category for late charges that were originally taxed using
VoIP/Late Charge
one of the VoIP (19) transaction categories.
Designates the quantity of numbers a VoIP customer is
using. (Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
VoIP/Lines
number of lines designated in the lines field.) This service
type will return E911 at the landline rate regardless of
whether it is paired with the VoIP or VoIPA transaction
type.
Charges and fees for additional feature charges of VoIP
VoIP/Feature Charge services. (Includes services such as call waiting, caller ID,
call blocking, call forwarding, etc.)
Charge for renting equipment necessary to make VoIP
VoIP/Equipment Rental
phone calls.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

19

41

19

43

19

48

19

49

19

50

19

51

19

52

19

53

19

566

19

577

19

578

NAME

DESCRIPTION

Designates the number of VoIP PBX extensions a VoIP
service customer is using. Taxable amount is irrelevant
VoIP/PBX Extension
for this transaction/service type. Tax is calculated based
on the number of extensions designated in the lines field.
Used in conjunction with 19/566 and 19/578.
Mapping category for transactions on a per invoice basis.
(Tax is based per invoice per account per billing cycle.
VoIP/Invoice
Taxable amount or numbers of lines are irrelevant for this
transaction/service type.)
This will tax similar to Cellular/Access Charge. Federal
VoIP/Wireless Access
and State USF are applied, but at the wireless safe harbor
Charge
rate.
Portion of MRC, or per-minute charges, attributable to
VoIP/Interstate Usage calls that cross state lines but do not leave the United
States.
Portion of MRC, or per-minute charges, attributable to
VoIP/Intrastate Usage
calls that do not cross state lines.
Portion of MRC, or per-minute charges, attributable to
VoIP/International Usage calls that originate inside the United States and terminate
outside the United States.
Designates the quantity of numbers a VoIP customer is
using. (Taxable amount and number of lines are
irrelevant for this service type. Tax is calculated based on
VoIP/Wireless Lines
the number of transactions passed. For two lines you
would pass two transactions.) This service type will return
E911 at the wireless rate regardless of whether it is
paired with the VoIP or VoIPA transaction type.
Fixed, monthly charge associated with transferring an
VoIP/LNP
existing phone number to a VoIP service provider.
Designates the number of voice grade communications
channels leaving a subscriber's premises through a VoIP
PBX connecting the subscriber's premises to the public
VoIP/PBX Outbound
switched network. Taxable amount is irrelevant for this
Channel
transaction/service type. Tax is calculated based on the
number of outbound channels designated in the lines
field. Used in Conjunction with 19/41 and 19/578.
Charges and fees for additional feature charges of VoIP
services which are separate from voice transmission
VoIP/Enhanced Features related features as defined by the FCC. (Includes services
such as voicemail, interactive voice response, audiotext
information services, and protocol processing.)
Designates the number of PBX trunks a VoIP customer is
using. (Taxable amount is irrelevant for this
VoIP/PBX
transaction/service type. Tax is calculated based on the
number of trunks designated in the lines field. Used in
conjunction with 19/41 and 19/566.)

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

19

579

19

580

19

582

19

596

19

635

20
20

6
8

20

11

20

13

20

14

20

21

20

30

20

37

NAME

DESCRIPTION

Designates the number of High Capacity Trunks a
customer is using. Taxable amount is irrelevant for this
VoIP/PBX High Capacity transaction/service type. Tax is calculated based on the
number of High Capacity Trunks designated in the lines
field. Used in conjunction with 19/580 and 19/582.
Designates the number of VoIP extensions a VoIP service
customer is using on a High Capacity Trunk. (Taxable
amount is irrelevant for this transaction/service type. Tax
is calculated based on the number of extensions
designated in the lines field.)Designates the number of
VoIP/High Capacity
VoIP extensions a VoIP service customer is using on a
Extension
High Capacity Trunk. Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
number of extensions designated in the lines field. Used
in conjunction with 19/579 and 19/582.
Designates the number of voice grade communications
channels leaving a subscriber's premises through a VoIP
High Capacity Trunk connecting the subscriber's premises
to the public switched network. Taxable amount is
VoIP/High Capacity
irrelevant for this transaction/service type. Tax is
Outbound Channel
calculated based on the number of outbound channels
designated in the lines field. Used in conjunction with
19/579 and 19/580.
VoIP/Access-Local Only
Basic monthly flat rate charge for Local Only Service VoIP.
Service
Monthly recurring charge for access to a VoIP toll free
VoIP/Toll Free Number
number.
VoIPA/Access Charge Basic monthly flat rate for VoIP service.
VoIPA/Install
Charge for installation of VoIP services.
One-time charges for activating a VoIP account.
VoIPA/Activation
(Mutually exclusive of the other VoIP charges.)
Charge for repair of equipment necessary to make VoIP
VoIPA/Equipment Repair
calls.
Category for late charges that were originally taxed using
VoIPA/Late Charge
one of the VoIPA (20) transaction categories.
Designates the quantity of numbers a VoIP customer is
using. (Taxable amount is irrelevant for this
transaction/service type. Tax is calculated based on the
VoIPA/Lines
number of lines designated in the lines field.) This service
type will return E911 at the landline rate regardless of
whether it is paired with the VoIP or VoIPA transaction
type.
Charges and fees for additional feature charges of VoIP
VoIPA/Feature Charge services. (Includes services such as call waiting, caller ID,
call blocking, call forwarding, etc.)
Charge for renting equipment necessary to make VoIP
VoIPA/Equipment Rental
phone calls.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

20

41

20

43

20

48

20

49

20

50

20

51

20

52

20

53

20

566

20

577

20

578

NAME

DESCRIPTION

Designates the number of VoIP PBX extensions a VoIP
service customer is using. Taxable amount is irrelevant
VoIPA/PBX Extension for this transaction/service type. Tax is calculated based
on the number of extensions designated in the lines field.
Used in conjunction with 20/566 and 20/578.
Mapping category for transactions on a per invoice basis.
(Tax is based per invoice per account per billing cycle.
VoIPA/Invoice
Taxable amount or numbers of lines are irrelevant for this
transaction/service type.)
This will tax similar to Cellular/Access Charge. Federal
VoIPA/Wireless Access
and State USF are applied, but at the wireless safe harbor
Charge
rate.
Portion of MRC, or per-minute charges, attributable to
VoIPA/Interstate Usage calls that cross state lines but do not leave the United
States.
Portion of MRC, or per-minute charges, attributable to
VoIPA/Intrastate Usage
calls that do not cross state lines.
Portion of MRC, or per-minute charges, attributable to
VoIPA/International Usage calls that originate inside the United States and terminate
outside the United States.
Designates the quantity of numbers a VoIP customer is
using. (Taxable amount and number of lines are
irrelevant for this service type. Tax is calculated based on
VoIPA/Wireless Lines the number of transactions passed. For two lines you
would pass two transactions.) This service type will return
E911 at the wireless rate regardless of whether it is
paired with the VoIP or VoIPA transaction type.
Fixed, monthly charge associated with transferring an
VoIPA/LNP
existing phone number to a VoIP service provider.
Designates the number of voice grade communications
channels leaving a subscriber's premises through a VoIP
PBX connecting the subscribers premises to the public
VoIPA/PBX Outbound
switched network. Taxable amount is irrelevant for this
Channel
transaction/service type. Tax is calculated based on the
number of outbound channels designated in the lines
field. Used in conjunction with 20/41 and 20/578.
Charges and fees for additional feature charges of VoIP
services which are separate from basic transmission
VoIPA/Enhanced Features services. (Includes services such as voicemail, interactive
voice response, audiotext information services, and
protocol processing.)
Designates the number of PBX trunks a VoIP customer is
using. (Taxable amount is irrelevant for this
VoIPA/PBX
transaction/service type. Tax is calculated based on the
number of trunks designated in the lines field. Used in
conjunction with 20/41 and 20/566.)

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type

20

579

20

580

20

582

20

596

20

635

21

21

21

49

21

50

21

55

21

56

24

59

24

60

24

61

24

595

24

636

NAME

DESCRIPTION

Designates the number of High Capacity Trunks a
customer is using. Taxable amount is irrelevant for this
VoIPA/PBX High Capacity transaction/service type. Tax is calculated based on the
number of High Capacity Trunks designated in the lines
field. Used in conjunction with 20/580 and 20/582.
Designates the number of VoIP extensions a VoIP service
customer is using on a High Capacity Trunk. Taxable
amount is irrelevant for this transaction/service type. Tax
VoIPA/High Capacity
is calculated based on the number of extensions
Extension
designated in the lines field. Used in conjunction with
20/579 and 20/582.
Designates the number of voice grade communications
channels leaving a subscriber's premises through a VoIP
High Capacity Trunk connecting the subscriber's premises
to the public switched network. Taxable amount is
VoIPA/High Capacity
irrelevant for this transaction/service type. Tax is
Outbound Channel
calculated based on the number of High Capacity
Outbound Channels designated in the lines field. Used in
conjunction with 20/579 and 20/580.
VoIPA/Access-Local Only
Basic monthly flat rate charge for Local Only Service VoIP.
Service
Monthly recurring charge for access to a VoIP toll free
VoIPA/Toll Free Number
number.
Line charges for provisioning of service to a coin
operated phone. (Taxable amount is irrelevant for this
Payphone/Lines
transaction/service type. Tax is calculated based on the
number of lines designated in the lines field.)
Charges for calls that cross state boundaries from a coin
Payphone/Interstate Usage
operated phone.
Charges for calls that do not cross state boundaries from
Payphone/Intrastate Usage
a coin operated phone.
Payphone/Local Usage Charges for local calls from a coin operated phone.
MRC related charges for the provisioning of service to a
Payphone/Provisioning
coin-operated phone.
An agreement for the use of software for a specified
Software/Licensed
period. Transferrable to the customer by physical means,
Software
which the customer retains.
Software/Software
A contract that covers the contract holder for the
Maintenance Agreement expense of maintaining and updating software.
Software/Report on CD or Report generated and provided to end user delivered on
Paper Form
CD or paper.
An agreement for the use of software for a specified
Software/Downloaded
period. Transferable to the computer by electronic
Licensed Software
means.
A service that provides access and usage of software that
remains in the possession of the seller and is remotely
Software/Remotely
accessed by a customer. If data is manipulated by the
Accessed Software
software, it is user created data.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
25

62

25

646

25

660

58

563

58

564

58

604

58

605

59

6

59

8

59

11

59

13

59

14

59

21

59

30

59

37

59

41

59

43

59

49

59

50

NAME

DESCRIPTION

Timesharing/Information Access to a computer through a remote terminal that
Retrieval
allows retrieval of stored data created by the user.
Access to a computer through a remote terminal that
Timesharing/Information
allows retrieval of stored data created by the service
Retrieval (Provider Data)
provider.
Access to a computer through a remote terminal for the
Timesharing/No Retrievalpurposes of data storage. Retrieval only for disaster
Disaster Recovery
recovery.
Lease of Dark Fiber installed on property owned by the
Dark Fiber Lease/Facilities
lessor.
Dark Fiber Lease/Non- Lease of Dark Fiber installed on property not owned by
Facilities
the lessor.
Dark Fiber Lease
Lease of Dark Fiber installed on property owned by the
Facilities/Local Svc
lessor used for local telecommunications service
Dark Fiber Lease/Non- Lease of Dark Fiber installed on property not owned by
Facilities-Local Svc
the lessor used for local telecommunications service
VoIP Nomadic/Access
Basic monthly flat rate for VoIP service.
Charge
VoIP Nomadic/Install Charge for installation of VoIP services.
One-time charges for activating a VoIP account.
VoIP Nomadic/Activation
(Mutually exclusive of the other VoIP charges.)
VoIP Nomadic/Equipment Charge for repair of equipment necessary to make VoIP
Repair
calls.
Category for late charges that were originally taxed using
VoIP Nomadic/Late Charge
one of the VoIP Nomadic transaction categories.
Designates the quantity of numbers a VoIP customer is
using. (Taxable amount is irrelevant for this
VoIP Nomadic/Lines
transaction/service type. Tax is calculated based on the
number of lines designated in the lines field.)
Charges and fees for additional feature charges of VoIP
VoIP Nomadic/Feature
services. (Includes services such as call waiting, caller ID,
Charge
call blocking, call forwarding, etc.)
VoIP Nomadic/Equipment Charge for renting equipment necessary to make VoIP
Rental
phone calls.
Designates the number of VoIP PBX extensions a local
service customer is using. Taxable amount is irrelevant
VoIP Nomadic/PBX
for this transaction/service type. Tax is calculated based
Extension
on the number of extensions designated in the lines field.
Used in conjunction with 59/566 and 59/578.
Mapping category for transactions on a per invoice basis.
(Tax is based per invoice per account per billing cycle.
VoIP Nomadic/Invoice
Taxable amount or numbers of lines are irrelevant for this
transaction/service type.)
Portion of MRC, or per-minute charges, attributable to
VoIP Nomadic/Interstate
calls that cross state lines but do not leave the United
Usage
States.
VoIP Nomadic/Intrastate Portion of MRC, or per-minute charges, attributable to
Usage
calls that do not cross state lines.

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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
59

51

59

53

59

566

59

577

59

578

59

579

59

580

59

582

59

635

60

10

61

585

NAME

DESCRIPTION

VoIP
Nomadic/International
Usage

Portion of MRC, or per-minute charges, attributable to
calls that originate inside the United States and terminate
outside the United States.
Fixed, monthly charge associated with transferring an
VoIP Nomadic/LNP
existing phone number to a VoIP service provider.
Designates the number of voice grade communications
channels leaving a subscriber's premises through a VoIP
PBX connecting the subscriber's premises to the public
VoIP Nomadic/PBX
switched network. Taxable amount is irrelevant for this
Outbound Channel
transaction/service type. Tax is calculated based on the
number of outbound channels designated in the lines
field. Used in conjunction with 59/41 and 59/578.
Charges and fees for additional feature charges of VoIP
services which are separate from basic transmission
VoIP Nomadic/Enhanced
services. (Includes services such as voicemail, interactive
Features
voice response, audiotext information services, and
protocol processing.)
Designates the number of PBX trunks a VoIP customer is
using. (Taxable amount is irrelevant for this
VoIP Nomadic/PBX
transaction/service type. Tax is calculated based on the
number of trunks designated in the lines field. Used in
conjunction with 59/41 and 59/566.)
Designates the number of High Capacity Trunks a
customer is using. Taxable amount is irrelevant for this
VoIP Nomadic/PBX High
transaction/service type. Tax is calculated based on the
Capacity
number of High Capacity Trunks designated in the lines
field. Used in conjunction with 59/580 and 59/582.
Designates the number of VoIP extensions a VoIP service
customer is using on a High Capacity Trunk. Taxable
amount is irrelevant for this transaction/service type. Tax
VoIP Nomadic/High
is calculated based on the number of extensions
Capacity Extension
designated in the lines field. Used in conjunction with
59/579 and 59/582.
Designates the number of voice grade communications
channels leaving a subscriber's premises through a VoIP
High Capacity Trunk connecting the subscriber's premises
VoIP Nomadic/High
to the public switched network. Taxable amount is
Capacity Outbound
irrelevant for this transaction/service type. Tax is
Channel
calculated based on the number of outbound channels
designated in the lines field. Used in conjunction with
59/579 and 59/580.
VoIP Nomadic/Toll Free Monthly recurring charge for access to a VoIP Nomadic
Number
toll free number.
Satellite per minute and/or per use charges. Avalara has
added this combination for development and testing
Satellite Phone/Usage purposes. Avalara plans that the combination will be
available for use in tax production approximately the first
of the year.
VPN/Interstate MPLS Charge for Interstate Virtual Private Network using MPLS.
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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
61
586
61

650

61

651

61

652

61

653

64

648

64

649

65

6

65

11

65

14

65

30

65

43

65

49

NAME

DESCRIPTION

VPN/Intrastate MPLS

Charge for Intrastate Virtual Private Network using MPLS.
One-time charge for the activation of an intrastate virtual
VPN/MPLS Intrastate
private network (VPN) using multiprotocol label switching
Activation
(MPLS). It is mutually exclusive of the other VPN charges.
One-time charge for the installation, administration,
modification, or termination of a virtual private network
(VPN) using multiprotocol label switching (MPLS). This
VPN/MPLS Install
should be used for install fee, change order fees, addservice fees, and termination account/service fees, but
not for repair/service fees.
One-time charge for manual, physical service to a virtual
private network (VPN) using multiprotocol label switching
(MPLS), such as a truck roll to the customer premise. All
VPN/MPLS Service
manual repair services should fall into this category. This
designation should not be used for administrative fees or
service change fees.
One-time charge for the activation of an interstate virtual
VPN/MPLS Interstate
private network (VPN) using multiprotocol label switching
Activation
(MPLS). It is mutually exclusive of the other VPN charges.
Per-minute and per-participant charges for dial-in service
provided in conjunction with connecting conference
Conferencing/Intrastate
participants utilizing a conferencing bridge when all
with FCC Jurisdiction
participants are located within one state. Intended to be
used to return Federal charges with the State charges.
Per-minute and per-participant charges for dial in service
provided in conjunction with connecting conference
Conferencing/Interstate participants utilizing a conferencing bridge when all
without FCC Jurisdiction participants are located in different states. Intended to
be used to return State charges for conferencing without
Federal charges.
Non-Interconnected
Basic monthly flat rate for non-interconnected VoIP
VoIP/Access Charge
service.
One-time charges for activating a non-interconnected
Non-Interconnected
VoIP account. (Mutually exclusive of the other VoIP
VoIP/Activation
charges.)
Category for late charges that were originally taxed using
Non-Interconnected
one of the “Non-Interconnected VoIP” transaction
VoIP/Late Charge
categories.
Charges and fees for additional feature charges of nonNon-Interconnected
interconnected VoIP services. (Includes services such as
VoIP/Feature Charge
call waiting, caller ID, call blocking, call forwarding, etc.)
Mapping category for non-interconnected VoIP
transactions on a per invoice basis. (Tax is based per
Non-Interconnected
invoice per account per billing cycle. Taxable amount or
VoIP/Invoice
numbers of lines are irrelevant for this
transaction/service type.)
Portion of MRC, or per-minute charges, attributable to
Non-Interconnected
non-interconnected VoIP calls that cross state lines but
VoIP/Interstate Usage
do not leave the United States.
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Table 2-1 Valid Transaction / Service Pairs
IDENTIFIER
Trans Type
Svc Type
65

50

65

51

65

577

NAME

DESCRIPTION

Portion of MRC, or per-minute charges, attributable to
non-interconnected VoIP calls that do not cross state
lines.
Portion of MRC, or per-minute charges, attributable to
Non-Interconnected
non-interconnected VoIP calls that originate inside the
VoIP/International Usage
United States and terminate outside the United States.
Charges and fees for additional feature charges of noninterconnected VoIP services which are separate from
Non-Interconnected
basic transmission services. (Includes services such as
VoIP/Enhanced Features
voicemail, interactive voice response, audio text
information services, and protocol processing.)
Non-Interconnected
VoIP/Intrastate Usage

Additional Transaction/Service Pairings Supported in Telecom
Note: These Transaction/Service pairings are available for use in the U.S only.
Table 2-2 Transaction and Service Types
IDENTIFIER
Trans Type

Svc Type

NAME

DESCRIPTION

24

491

Software/Canned Software

24

492

Software/Modified Charges

24

493

Software/Modified Software

24

494

Software/Custom Software

24

495

Software/Canned Software-Load and
Leave

24

496

Software/Custom Software-Load and
Leave

Software written for multiple users.
Transferable to the computer by
physical means, which the customer
retains.
Charges to modify canned software for
a specific user.
Software modified for a specific
purpose for a specific user.
Transferable to the computer by
physical means which the customer
retains
Software written for a specific purpose
for a specific user. Transferable to the
computer by physical means which the
customer retains
Software written for multiple users.
Transferable to the computer by
physical means which the software
provider retains after installation.
Software written for a specific purpose
for a specific user. Transferable to the
computer by physical means which the
software provider retains after
installation.

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Table 2-2 Transaction and Service Types
IDENTIFIER
Trans Type

Svc Type

NAME

DESCRIPTION

24

497

Software/Licensed Software-Load and
Leave

24

498

Software/Modified Software-Load and
Leave

24

499

Software/Downloaded Custom
Software

24

500

Software/Downloaded Canned
Software

24

502

Software/Modified Software-Download

24

503

Software/Software Set Up-OptionalCanned

24

504

Software/Software Set Up-OptionalCustom

24

505

Software/Software Set Up-OptionalDownloaded

24

506

Software/Software Set Up-OptionalLoad and Leave

An agreement for the use of software
for a specified period. Transferable to
the computer by physical means which
the software provider retains after
installation.
Software modified for a specific
purpose for a specific user.
Transferable to the computer by
physical means which the software
provider retains after installation.
Software written for a specific purpose
for a specific user. Transferable to the
computer by electronic means.
Software written for multiple users.
Transferable to the computer by
electronic means.
Software modified for a specific
purpose for a specific user.
Transferable to the computer by
electronic means.
Charges for the set up and installation
of software into the purchaser’s
equipment. Covering pre-written
software transferred by physical means
that is retained by the user. The user
has the option of installing the software
themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. This covers custom
software no matter the means
transferred. The user has the option of
installing the software themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. Covering pre-written
software transferred by electronic
means. The user has the option of
installing the software themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. Covering pre-written
software transferred by physical means
that is retained by the seller. The user
has the option of installing the software
themselves.

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Table 2-2 Transaction and Service Types
IDENTIFIER
Trans Type

Svc Type

NAME

DESCRIPTION

24

507

Software/Software Set Up-OptionalModified

24

508

Software/Software Set Up-MandatoryCanned

24

509

Software/Software Set Up-MandatoryCustom

24

510

Software/Software Set Up-MandatoryDownloaded

24

511

Software/Software Set Up-MandatoryLoad and Leave

24

512

Software/Software Set Up-MandatoryModified

24

513

Software/Computer ConsultingOptional-Canned

24

514

Software/Computer ConsultingMandatory-Canned

Charges for the set up and installation
of software into the purchaser’s
equipment. Covering modified software
transferred by physical means that is
retained by the user. The user has the
option of installing the software
themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. Covering pre-written
software transferred by physical means
that is retained by the user. The user
does not have the option of installing
the software themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. This covers custom
software no matter the means
transferred. The user does not have the
option of installing the software
themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. Covering pre-written
software transferred by electronic
means. The user does not have the
option of installing the software
themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. Covering pre-written
software transferred by physical means
that is retained by the seller. The user
does not have the option of installing
the software themselves.
Charges for the set up and installation
of software into the purchaser’s
equipment. Covering modified software
transferred by physical means that is
retained by the user. The user does not
have the option of installing the
software themselves.
Charges often considered design and
planning for software but not to include
actual training.
Charges often considered design and
planning for software but not to include
actual training.

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Table 2-2 Transaction and Service Types
IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

24

515

Software/Computer ConsultingOptional-Custom

24

516

Software/Computer ConsultingMandatory-Custom

24

517

Software/Computer ConsultingOptional-Downloaded

24

518

Software/Computer ConsultingMandatory-Downloaded

24

519

Software/Computer ConsultingOptional-Load and Leave

24

520

Software/Computer ConsultingMandatory-Load and Leave

24

521

Software/Computer ConsultingOptional-Modified

24

522

Software/Computer ConsultingMandatory-Modified

24

523

Software/Computer Training-OptionalCanned

24

524

Software/Computer TrainingMandatory-Canned

24

525

Software/Computer Training-OptionalCustom

24

526

Software/Computer TrainingMandatory-Custom

Charges often considered design and
planning for software but not to include
actual training.
Charges often considered design and
planning for software but not to include
actual training.
Charges often considered design and
planning for software but not to include
actual training.
Charges often considered design and
planning for software but not to include
actual training
Charges often considered design and
planning for software but not to include
actual training.
Charges often considered design and
planning for software but not to include
actual training.
Charges often considered design and
planning for software but not to include
actual training.
Charges often considered design and
planning for software but not to include
actual training.
Charges for training the purchaser on
the use of new software. The training is
for canned software and the customer
has a choice on whether to take the
course.
Charges for training the purchaser on
the use of new software. The training is
for canned software and the customer
does not have a choice on whether to
take the course.
Charges for training the purchaser on
the use of new software. The training is
for custom software and the customer
has a choice on whether to take the
course.
Charges for training the purchaser on
the use of new software. The training is
for custom software and the customer
does not have a choice on whether to
take the course.

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Table 2-2 Transaction and Service Types
IDENTIFIER
Trans Type

Svc Type

NAME

DESCRIPTION

24

527

Software/Computer Training-OptionalDownloaded

24

528

Software/Computer TrainingMandatory-Downloaded

24

529

Software/Computer Training-OptionalLoad and Leave

24

530

Software/Computer TrainingMandatory-Load and Leave

24

531

Software/Computer Training-OptionalModified

24

532

Software/Computer TrainingMandatory-Modified

25

533

Timesharing/Timesharing - Off-Site Use
of CPU - General Rule

25

534

Timesharing/CPU Located out of State

29

128

Books-Educational/College & Trade
School

32

106

Electronic Equipment & Computer
Hardware/General Rule

32

174

32

175

Electronic Equipment & Computer
Hardware/Monitors Less Than 4 Inches
Electronic Equipment & Computer
Hardware/Monitors Between 5-14
inches

Charges for training the purchaser on
the use of new software. The training is
for pre-written software transferred
electronically and the customer has a
choice on whether to take the course.
Charges for training the purchaser on
the use of new software. The training is
for pre-written software transferred
electronically and the customer does
not have a choice on whether to take
the course.
Charges for training the purchaser on
the use of new software. The training is
for pre-written software transferred by
a medium kept by the purchaser and
the customer has a choice on whether
to take the course.
Charges for training the purchaser on
the use of new software. The training is
for pre-written software transferred by
a medium kept by the purchaser and
the customer does not have a choice
on whether to take the course.
Charges for training the purchaser on
the use of new software. The training is
for modified software and the
customer has a choice on whether to
take the course.
Charges for training the purchaser on
the use of new software. The training is
for modified software and the
customer does not have a choice on
whether to take the course.
Access to computer through a remote
terminal that allows computations.
Access to computer through a remote
terminal that allows computations.
Books used specifically for students of
college and trade school.
Covers any electronic equipment or
computer hardware not otherwise
mentioned.
Monitors or Device and Monitors with a
viewing screen of less than 4 inches.
Monitors or Device and Monitors with a
viewing screen of between 5-14 inches.

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Table 2-2 Transaction and Service Types
IDENTIFIER

NAME

DESCRIPTION

Electronic Equipment & Computer
Hardware/Monitors Between Than 1534 Inches
Electronic Equipment & Computer
Hardware/Monitors Greater Than 35
Inches

Monitors or Device and Monitors with a
viewing screen of between 15-34
inches.
Monitors or Device and Monitors with a
viewing screen of greater than 35
inches.
Any tangible personal property not
otherwise considered in any other
transaction type/service type.
Books that have coupons enclosed to
use as discounts at various
establishments.

Trans Type

Svc Type

32

176

32

177

34

106

General Merchandise/General Rule

34

230

General Merchandise/Coupon Books

34

232

General Merchandise/Non-Lead Based
Batteries

34

574

General Merchandise/Fixture

36

247

Magazines/Subscription-AnnuallyDelivered by US Mail

36

250

Magazines/Subscription-QuarterlyDelivered by US Mail

36

361

Magazines/Digital Product – Retail

36

362

Magazines/Digital Product –
Subscription

42

361

Newspaper/Digital Product - Retail

42

362

Newspaper/Digital Product Subscription

44

387

Rentals & Leasing/Movie Rentals-Private Use--Digital Download

47

414

Services Printing/Printing Services

47

415

Services Printing/Copying Services

Batteries
Tangible personal property that is
installed in real property and qualifies
as a fixture of the real property.
A publication with a soft cover and
indexed articles published once a year
delivered by Second Class Mail or
below.
A publication with a soft cover and
indexed articles published every three
months delivered by Second Class Mail
or below.
A magazine publication transveyed
electronically and sold online on a per
copy basis.
A magazine publication transveyed
electronically and sold online as part of
a subscription to the magazine.
A newsprint publication transveyed
electronically and sold online on a per
copy basis.
A newsprint publication transveyed
electronically and sold online as part of
a subscription to the newspaper.
Movies rented for private viewing
transveyed by electronic means
Charges for printing or imprinting items
unto tangible personal property
provided directly or indirectly by the
customer.
Charges for duplicating customer
provided materials to another
document.

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Table 2-2 Transaction and Service Types
IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

48

416

Services Professional/Credit Card
Processing Fee-Part of Sale

48

417

Services Professional/Credit Card
Processing Fee-Separate Sale

48

420

Services Professional/Protection &
Security Services

48

434

Services Professional/Advertising

48

439

Services Professional/Background
Music Services

48

447

Services Professional/Telephone
Answering Service

48

557

Services Professional/ServiceInformation Systems Services

50

473

Services Repair/Repair Parts - General
Rule

57

560

Digital Goods/Download from Internet

57

561

Digital Goods/Download to Phone

57

609

Digital Goods/Streaming Video

A fee charged by the vendor to recover
credit card processing cost. The fee is
charged as part of the sale.
A fee charged by the vendor to recover
credit card processing cost. The fee is
charged as a separate sale.
A fee paid for the service of protecting
or securing real or tangible personal
property.
Fees paid for the services used
generally to advertise a company's
message in printed form
Services that provide music for a fee to
various businesses to create further
ambiance.
Fee charged to answer phones and take
messages on behalf of an individual or
business.
Charge for the manipulation of user’s
data. This is not to be confused with
the transmission of data.
Parts used to regain the function of or
extend the operational life of an item.
The purchase of goods such as music,
books, or phone ringtones downloaded
from the internet.
The purchase of goods such as
ringtones downloaded to a cell phone.
The purchase of video via the internet.
The purchaser does not retain
possession of the video.

File transervdescsau.txt

A file named transervdescsau.txt is present in the database directory in each month’s update. This file
contains all of the valid transaction type/service type pairs, with the description of those types and of the
pairing. It is a fixed format file, though there are spaces and commas between some of the fields for
readability. It is described in the table below.
transervdesc.txt File Format Key
Description
Alternate Flag
Market Number
Market Name

Columns
1-1
3-4
6-35

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transervdesc.txt File Format Key
Description
Transaction Type Number
Transaction Type Description
Service Type Number
Service Type Description
Long Description

Columns
38-39
41-90
93-95
97-146
148-end of line

Transaction Mapping Guidelines
Long Distance Transaction and Service Types
The long distance transaction and service types provide the ability to tax 1+, 0+, 800, 900, WATS and
private lines for both interstate and intrastate calls. The capability to tax access charges, late charges,
services, installations and International USA Inbound transactions is also provided.
Refer to Table 2-3 for a list of combined transaction and service types that are used for taxing long
distance transactions.
Table 2-3 Long Distance Transaction and Service Types
Transaction Types
1 – Interstate

2 – Intrastate

3 – Other

Service Types
1 – Toll
2 – Toll-Free
3 – WATS
4 – Private Line
12 – International Toll
14 – Late Charge
16 – 900
27 – Data
54 – Directory Assistance
562 – Local Loop
635 – Toll Free Number
1 – Toll
2 – Toll-Free
3 – WATS
4 – Private Line
5 – Local Exchange
14 – Late Charge
16 – 900
27 – Data
54 – Directory Assistance
630 – Private Line (10% Rule)
631 – Data (10% Rule)
635 – Toll Free Number
6 – Access Charge
6 – Local Loop
9 – Directory Ads

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Table 2-3 Long Distance Transaction and Service Types
Transaction Types

Service Types
14 – Late Charge
34 – Conference Bridge
37 – Equipment Rental
38 – Wire Maintenance
46 – PICC
47 – No Pick PICC
57 – Data Processing
96 – No Pick PICC Bundle
97 – PICC Bundle
570 – Directory Listing
575 – Conference Bridge- Intrastate
576 – Conference Bridge-Intrastate w
Dial-in
589 – Conference Bridge-Interstate
593 – Info Svcs-Private Physical Trans
594 – Info Svcs-Private Electronic
Trans
597 – Info Svcs-Public-Electronic
Trans
598 – Info Svcs-Public Physical Trans
599 – E-mail hosting service
600 – Real Property Rental
602 – Services-Professional
603 – Online Services
608 – Conference Bridge Interstate w
Dial-In
614 – Telecom Equipment Rental
632 – Service Contracts
638 – Security Monitoring Services
639 – Streaming Internet Video
644 – Info Svcs-Pub Elec Trans (Fin &
Securities)
7 – Service
8 – Install
8 – Local Install
11 – Local Activation
14 – Late Charge
25 – USA Inbound

4 – Non-recurring

14 – International

Wireless Transaction and Service Types
Refer to Table 2-4 for a list of combined transaction and service types that are provided for taxing cellular
and PCS long distance transactions.
Table 2-4 Wireless Transaction and Service Types
Transaction Types
13 – Cellular

Service Types
6 – Access Charge
10 – Usage
11 – Activation
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Table 2-4 Wireless Transaction and Service Types
Transaction Types

Service Types
14 – Late Charge
30 – Feature Charge
33 – Roaming Charge
49 – Interstate Usage
50 – Intrastate Usage
98 – Access number
99 – Interstate Access Charge
100 – Intrastate Access Charge
101 – Interstate Roaming
102 – Intrastate Roaming
572 – Digital Download
577 – Enhanced Features
591 – Access Charge-No Contract
592 – Access Number-No Contract
610 – Early Termination Fees
622 – Text Message

Enhanced Service Transaction and Service Types
These transaction and service types allow the taxing of internet, paging, FAX, and voice mail
services. Refer to Table 2-5 for a list of combined transaction and service types that are typically
used for taxing enhanced service transactions.
Table 2-5 Enhanced Service Transaction and Service Types
Transaction Types
6 – Paging

8 – Fax
9 – Voice mail

Service Types
6 – Access Charge
10 – Usage
11 – Activation
13 – Equipment Repair
10 – Usage
6 – Access Charge
10 – Usage
11 – Activation
14 – Late Charge

Internet Transaction and Service Types
The federal government and most states do not tax Internet usage. AFC will determine this based upon
the jurisdiction information provided. If taxable, AFC applies the appropriate taxes for the given
jurisdiction.
Refer to Table 2-6 for a list of combined transaction and service types that are used for taxing Internet
usage.
Table 2-6 Internet Transaction and Service Types
Transaction Types
5 – Internet

Service Types
6 – Access Charge
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29 – Web Hosting
58 – Access Line

Local Service Transaction and Service Types
Local Service mapping demands special attention because more than one Transaction/Service Type is
required to generate all of the necessary rated and per line taxes. Refer to Table 2-7 for a list of
combined transaction and service types that are associated with local service.
Table 2-7 Local Service Transaction and Service Types
Transaction Types
7 – Local

Service Types
4 – Private Line
5 – Local Exchange
14 – Late Charge
20 – FCC Subscriber Line Fee
20 – Number Portability Recovery
21 – Lines
24 – PBX/Trunk
27 – Data
30 – Local Feature Charge
40 – Centrex / DID Extension
41 – PBX Extension
42 – Local Trunk(Alias as Local Centrex)
43 – Invoice
45 – High Capacity Trunk
84 – Late Charge Bundle
85 – Local Exchange Bundle
86 – FCC Subscriber Line Fee Bundle
86 – Number Portability Recovery Bundle
87 – Lines Bundle
89 – PBX Trunk Bundle
90 – Local Feature Charge Bundle
91 – Centrex Extension Bundle
92 – PBX Extension Bundle
93 – Centrex Trunk Bundle
94 – Invoice Bundle
95 – High Capacity Trunk Bundle
566 – PBX Outbound Channel
567 – PBX Outbound Channel Bundle
580 – High Capacity Extension
581 – High Capacity Extension Bundle
582 – High Capacity Outbound Channel
583 – High Capacity Outbound Channel Bundle
587 – Centrex Outbound Channel
588 – Centrex Outbound Channel Bundle
612 – FCC Subscriber Line Fee Multi Line
613 – FCC Subscriber Line Fee Multi Line
Bundle
623 – Centrex Invoice
625 – Customer Premise Equip Rental
641 – FCC Subscriber Line Charge Centrex
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Table 2-7 Local Service Transaction and Service Types
Transaction Types

Service Types
642 – FCC Subscriber Line Charge Centrex
Bundle

The following transaction/service combinations should be passed to AFC in order to capture all local
taxes.

Required Transactions to Return Rated Charges
Taxation of Local Exchange starts with passing five required transactions.
1. Local / Local Exchange (7/5) – Charges for the monthly recurring charge, usage, local loop, local
flat rates, and other similar charges for local telecom service. (Due to unique Federal Taxation
the FCC Subscriber Line Fee and Local Number Portability must be distinguished.)
2. Local / FCC Subscriber Fee (7/20) – Charge for assessing the carrier's subscriber line charge to a
local service customer.
3. Local / LNP (7/20) – Fixed monthly charge through which local telephone companies may recover
some of the costs associated with providing local number portability service. (Both the 7/05 and
7/20 are sent in with the corresponding charge. The lines fields must be set to zero.)
4. Local / Invoice (7/43) – This combination returns taxes assessed on a per-invoice basis. The
charge and lines fields are irrelevant and must be set to zero. Pass one transaction for each
invoice.
5. Local / Data (7/27) - Local data service charge, MRC, and other related service type charges and
features. (This combination is appropriate for transmissions that carry data exclusively. Use
Private Line if any component is voice. This is a recommended mapping for data transmissions
carried over DSL, ATM, T-1, frame relay lines and other non-voice services. This is not for Internet
Access provided over DSL lines.)

Required Transactions to Return Per-Line Charges
Not all of the necessary telecom taxes are returned using transaction/service combinations that return
rated charges. There exist per-line taxes, such as E911, that are returned using line transactions. It is
necessary to select one of the basic categories depending on the customer. These line transactions fall
into one of the following the three categories.
1. Local / Lines (7/21) – Designates the number of lines a local service customer is using.
This can be for either a residential or business customer who has a simple wire line
connection into the premises.

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2. Local / High Capacity Trunk (7/45) – Designates the number of High Capacity Trunks a
customer is using. High Capacity Trunks are usually defined as T1 or greater. (The taxable
amount for the 7/21 and 7/45 transactions are irrelevant and must be populated with a
zero dollar amount. Only the lines data should be populated with the total number of
lines or high capacity trunks to be taxed.)
3. Business Customers with PBX or Centrex
In some cases, a business customer may have a PBX or Centrex instead of one or two
lines. This situation requires two transactions to be passed into the system in order to
return the proper per line taxes.
Some jurisdictions assess per-line taxes, such as E911, on the number of PBX or Centrex
trunks used. Others assess per-line taxes on the number of PBX or Centrex DID
Extensions. These taxes are usually assessed at a reduced rate. Still others assess taxes
on both. (For example, they may assess the TRS on the trunk, but want an E911 for each
extension.)
a. Business Customers with PBX require these two transactions to handle taxation:
Local / PBX Trunk (7/24) – Designates the number of PBX trunks a local service
customer is using. The lines field of the 7/24 transactions should be populated with
the number of PBX trunks to be taxed.
Local / PBX Extensions (7/41) – Designates the number of PBX extensions a local
service customer is using. The lines field of the 7/41 transactions should be
populated with the number of PBX extensions to be taxed. (The taxable amount for
the 7/24 and 7/41 transactions are irrelevant and must be populated with a zero
dollar amount.)
b. Business Customers with Centrex require these two transactions to handle taxation:
Local / Centrex Trunk (7/42) – Designates the number of Centrex trunks a local
service customer is using. The lines field of the 07/42 transactions should be
populated with the number of Centrex trunks to be taxed.
Local / Centrex DID Extensions (7/40) – Designates the number of Centrex extensions
a local service customer is using. The lines field of the 7/40 transactions should be
populated with the number of Centrex extensions to be taxed. (The taxable amount
for the 7/42 and 7/40 transactions are irrelevant and must be populated with a zero
dollar amount.)

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Sales Transaction and Service Types
The transaction type “Sales” and the service type “Product” is provided for the taxing the sale of finished
goods. All of the sales tax rates for the various states, counties and localities in the United States are
provided.
The transaction type “Sales” and the service type “Use” is provided for taxing the use of products. All of
the sales tax rates for the various states, counties and localities in the United States are provided.

NOTE:

At this time, AFC does not handle sales tax exceptions. If a transaction is
supplied to AFC using this transaction and service type, sales taxes will be
applied based upon the jurisdiction. If sales taxes do not apply to the
specified transaction, it is the user’s responsibility to determine this and
not pass the transaction to AFC.
Refer to Table 2-8 or a list of combined transaction and service types that are associated with Sales.
Table 2-8 Sales Transaction and Service Types
Transaction Types
10 – Sales

Service Types
15 – Product
31 – Use
32 – Debit
63 – Restocking Fee – Rental
64 – Restocking Fee – Purchase
65 – Partial Credit
103 – Sales Tax and FUSF
565 – Debit-Wireless
568 – Central Office Equipment –
Sales
569 – Central Office Equipment – Use
643 – Debit-Wireless (Indirect NonCarrier Sale)

Debit Transactions
Debit transactions involve two transaction types; one at the time of sale as prepayment for the service,
the other at the times of use following the purchase.
The time of sale payment should be processed using the Sales/Debit (10/32) transaction. The
transactions that follow the sale as the time on the card is expended will be either the Interstate Call (1/1)
transaction or the Intrastate Call (2/1) transaction.
When using API’s, the initial Sales/Debit transaction of the prepaid calling card would be processed
through the normal API calls such as EZTaxPCodeEx. The Toll call transactions would be processed
through the Debit API calls.

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Shipping Transaction and Service Types
Shipping Taxes are provided for the United States, its counties and localities. Refer to for a list Table 2-9
of combined transaction and service types that are associated with shipping taxes.

Table 2-9 Shipping Transaction and Service Types
Transaction Types
11 – Shipping

Service Types
17 – FOB Origin
18 – FOB Destination

Natural Gas Transaction and Service Types
Refer to Table 2-10 for a list of combined transaction and service types that are associated with Natural
Gas taxes.
Table 2-10 Natural Gas Transaction and Service Types
Transaction Types
12 – Natural gas

Service Types
6 – Access Charge
19 – Consumption

Telephony Transaction and Service Types
Refer to the table below for combined transaction and service types that are associated with Telephony
Services.

Telephony Transaction and Service Types
Transaction Types
15 – Telephony

Service Types
7 – Service
624 – Wireless Service
627 – Internet Access
629 – Messaging Services

Refer to the table below for a list of countries which should use the Telephony/Service T/S pair.
Countries Using Telephony/Service
Country
ANTIGUA
ARGENTINA
AUSTRALIA
AUSTRIA
AZERBAIJAN
BAHAMAS
BAHRAIN

ISO Code
ATG
ARG
AUS
AUT
AZE
BHS
BHR
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Countries Using Telephony/Service
Country
BARBADOS
BELGIUM
BELIZE
BERMUDA
BOLIVIA
BOSNIA AND HERZEGOVINA
BRAZIL
BULGARIA
CAMBODIA
CANADA
CHILE
CHINA
COLOMBIA
COSTA RICA
CROATIA
CYPRUS
CZECH REPUBLIC
DENMARK
DOMINICA
DOMINICAN REPUBLIC
ECUADOR
EGYPT
EL SALVADOR
ESTONIA
FIJI
FINLAND
FRANCE
GERMANY
GHANA
GREECE
GRENADA
GUATEMALA
GUYANA
HONDURAS
HUNGARY
ICELAND
INDIA
INDONESIA
IRELAND
ISRAEL
ITALY
JAMAICA
JAPAN
KENYA
KUWAIT
LATVIA

ISO Code
BRB
BEL
BLZ
BMU
BOL
BIH
BRA
BGR
KHM
CAN
CHL
CHN
COL
CRI
HRV
CYP
CZE
DNK
DMA
DOM
ECU
EGY
SLV
EST
FJI
FIN
FRA
DEU
GHA
GRC
GRD
GTM
GUY
HND
HUN
ISL
IND
IDN
IRL
ISR
ITA
JAM
JPN
KEN
KWT
LVA

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Countries Using Telephony/Service
Country
LITHUANIA
LUXEMBOURG
MALAYSIA
MAURITIUS
MEXICO
MOROCCO
NAMIBIA
NETHERLANDS
NEW ZEALAND
NICARAGUA
NIGERIA
NORWAY
OMAN
PANAMA
PAPUA NEW GUINEA
PERU
PHILIPPINES
POLAND
PORTUGAL
QATAR
REPUBLIC OF MALTA
REUNION ISLAND
ROMANIA
RUSSIA
SAUDI ARABIA
SERBIA
SENEGAL
SINGAPORE
SLOVAK REPUBLIC
SLOVENIA
SOUTH AFRICA
SOUTH KOREA
SPAIN
ST KITTS AND NEVIS
ST VINCENT
SWEDEN
SWITZERLAND
TAIWAN
TANZANIA
THAILAND
TRINIDAD AND TOBAGO
TURKEY
UGANDA
UKRAINE
UNITED ARAB EMIRATES
UNITED KINGDOM

ISO Code
LTU
LUX
MYS
MUS
MEX
MAR
NAM
NLD
NZL
NIC
NGA
NOR
OMN
PAN
PNG
PER
PHL
POL
PRT
QAT
MLT
REU
ROM
RUS
SAU
SRB
SEN
SGP
SVK
SVN
ZAF
KOR
ESP
KNA
VCT
SWE
CHE
TWN
TZA
THA
TTO
TUR
UGA
UKR
ARE
GBR

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Countries Using Telephony/Service
Country
UNITED STATES OFAMERICA
URUGUAY
VENEZUELA
VIETNAM
ZAMBIA

ISO Code
USA
URY
VEN
VNM
ZMB

Cable Television Transaction and Service Types
Refer to Table 2-11 for a list of combined transaction and service types that are associated with Cable
Television.
Table 2-11 Cable Television Transaction and Service Types
Transaction Types
16 – Cable Television

Service Types
6 – Access Charge
8 – Install
13 – Equipment Repair
14 – Late Charge
35 – Premium Service
36 – Pay Per View Service
37 – Equipment Rental
39 – TV Guide
584 – Digital Channel Tier
610 – Early Termination Fees
615 - Equipment Sales

Satellite Television Transaction and Service Types
Refer to Table 2-12 for a list of combined transaction and service types that are associated with Satellite
Television.
Table 2-12 Satellite Television Transaction and Service Types
Transaction Types
18 – Satellite Television

Service Types
6 – Access Charge
8 – Install
13 – Equipment Repair
14 – Late Charge
35 – Premium Service
36 – Pay Per View Service
37 – Equipment Rental
39 – TV Guide

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Voice over Internet Protocol (VoIP) Transaction and Service Types
Nomadic VoIP service (such as soft phone service) should be handled using the Nomadic VoIP transaction
type. Fixed location VoIP service (such as a business PBX system) faces different taxation decisions from
State, County and Local jurisdictions.
Some jurisdictions have indicated that their taxes apply to VoIP, some have stated that they are not taxing
VoIP and don’t plan to in the near future and others are taking a wait and see stance.
Because of these jurisdiction inconsistencies, providers are forced to take different attitudes toward
taxation. Some are taxing VoIP as they would normal POTS lines while others are taking the position that
VoIP is not taxable as a telecom service. Avalara’s versatile taxation engine is designed to support both of
these approaches with the transaction types VoIP and VoIPA.
Refer to Table 2-6 and Figure 2-1. The VoIP transaction type returns telecom taxes in a jurisdiction that
has stated that their taxes apply to VoIP and jurisdictions that are undecided. The VoIPA transaction type
will only return telecom taxes in jurisdictions that have definitively stated their taxes apply to VoIP. These
two approaches will converge as jurisdictions define how they want VoIP taxed.

Table 2-13 VoIP Transaction Returns
Jurisdictions who tax VoIP
Undecided Jurisdictions
Jurisdictions who don’t tax VoIP

VoIP
Tax
Tax
Don’t Tax

VoIPA
Tax
Don’t Tax
Don’t Tax

Figure 2-1 VoIP Tax

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E911 and other Per-Line Taxes
Since VoIP users can connect via a landline or wireless connection and some jurisdictions have different
rates for each of these, both rates are incorporated into the AFC system.
Use the “Lines” service type to receive the landline rate and the “Wireless Lines” service type to receive
the wireless rate. Application of any per-line taxes, such as State TRS or State USF, is dependent on
whether the VoIP or VoIPA is used.

The resulting four choices are:
a. VoIP / Lines (19/21) – Returns landline E911 and per-line telecom taxes in jurisdictions
that tax VoIP, and jurisdictions that are taking a wait and see approach. This combination
will return only E911 at the landline rate in jurisdictions that have stated they are not
taxing VoIP.
b. VoIP / Wireless Lines (19/52) – Will return wireless E911 and per-line telecom taxes in
jurisdictions that tax VoIP, and jurisdictions that are taking a wait and see approach. This
combination will only return E911 at the wireless rate in jurisdictions that have stated
they are not taxing VoIP.
c. VoIPA / Lines (20/21) – Will return only landline E911 in jurisdictions that have stated
they don’t tax VoIP, and in jurisdictions that are undecided. Will return telecom taxes
and landline E911 in jurisdictions that tax VoIP.
d. VoIPA / Wireless Lines (20/52) – Will return only wireless E911 in jurisdictions that have
stated they don’t tax VoIP, and in jurisdictions that are undecided. Will return telecom
taxes and wireless E911 in jurisdictions that tax VoIP.

NOTE:

The per-line taxes are returned as a “fixed” amount when using the
Wireless Lines service type. When passing the Wireless Lines service type
you do not need to enter the taxable amount or number of lines. You
only need to pass one transaction for each line that needs to be taxed.

VoIP Transaction and Service Types
Refer to Table 2-14 for a list of combined transaction and service types that are used with VoIP
transaction types.
Table 2-14 VoIP Transaction and Service Types
Transaction Types
19 – VoIP

Service Types
6 – Access Charge
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Table 2-14 VoIP Transaction and Service Types
Transaction Types

Service Types
8 – Install
11 – Activation
13 – Equipment Repair
14 – Late Charge
21 – Lines
30 – Feature Charge
37 – Equipment Rental
41 – PBX Extension
43 – Invoice
48 – Wireless Access Charge
49 – Interstate Usage
50 – Intrastate Usage
51 – International Usage
52 – Wireless Lines
53 – LNP
566 – PBX Outbound Channel
577 – Enhanced Features
578 – PBX
579 – PBX High Capacity
580 – High Capacity Extension
582 – High Capacity Outbound
596 – Access-Local Only Service
635 – Toll Free Number

VoIPA Transaction and Service Types
Refer to Table 2-15 for a list of combined transaction and service types that are used with VoIPA
transaction types.
Table 2-15 VoIPA Transaction and Service Types
Transaction Types
20 – VoIPA

Service Types
6 – Access Charge
8 – Install
11 – Activation
13 – Equipment Repair
14 – Late Charge
21 – Lines
30 – Feature Charge
37 – Equipment Rental
41 – PBX Extension
43 – Invoice
48 – Wireless Access Charge
49 – Interstate Usage
50 – Intrastate Usage
51 – International Usage
52 – Wireless Lines
53 – LNP
566 – PBX Outbound Channel
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577 – Enhanced Features
578 – PBX
579 – PBX High Capacity
580 – High Capacity Extension
582 – High Capacity Outbound
Channel
596 – Access-Local Only Service
635 – Toll Free Number

Nomadic VoIP Transaction and Service Types
Refer to Table 2-16 for a list of combined transaction and service types that are used with Nomadic VoIP
transaction types.
Table 2-16 Nomadic VoIP Transaction and Service Types
Transaction Types
59 – VoIP Nomadic

Service Types
6 – Access Charge
8 – Install
11 – Activation
13 – Equipment Repair
14 – Late Charge
21 – Lines
30 – Feature Charge
37 – Equipment Rental
41 – PBX Extension
43 – Invoice
49 – Interstate Usage
50 – Intrastate Usage
51 – International Usage
53 – LNP
566 – PBX Outbound
577 – Enhanced Features
578 – PBX
579 – PBX High Capacity
580 – High Capacity
582 – High Capacity Outbound
635 – Toll Free Number

Payphone Transaction and Service Types
Refer to Table 2-17 for a list of combined transaction and service types that are used with Payphone
transaction types.
Table 2-17 Payphone Transaction and Service Types
Transaction Types
21 – Payphone

Service Types
21 – Lines
49 – Interstate Usage

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50 – Intrastate Usage
55 – Local Usage
56 – Provisioning

Software Transaction and Service Types
Refer to Table 2-18 for a list of combined transaction and service types that are used with Software
transaction types.

Table 2-18 Software Transaction and Service Types
Transaction Types
24 – Software

Service Types
59 – Licensed Software
60 – Software Maintenance
61 – Report on CD or Paper Form
595 – Downloaded licensed software

Timesharing Transaction and Service Types
Refer to Table 2-19 for a list of combined transaction and service types that are used with Timesharing
transaction types.
Table 2-19 Timesharing Transaction and Service Types
Transaction Types
25 – Timesharing

Service Types
62 – Information Retrieval

Satellite Phone Transaction and Service Types
Refer to Table 2-20 for a list of combined transaction and service types that are used with Satellite Phone
transaction types.
Table 2-20 Satellite Phone Transaction and Service Types
Transaction Types
60 – Satellite Phone

Service Types
10 – Usage

VPN Transaction and Service Types
Refer to Table 2-21 for a list of combined transaction and service types that are used with VPN
transaction types.

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Table 2-21 VPN Transaction and Service Types
Transaction Types
61 – VPN

Service Types
585 – Interstate MPLS
586 – Intrastate MPLS
650 – MPLS Instrastate Activation
651 – MPLS Install
652 – MPLS Service
653 – MPLS Interstate Activation

Tax Categories
Please reference the table below for a current list of Tax Categories.
Tax Categories
Category ID
0
1
2
3
4
5
6
7
8
9
10
11
12
13

Name
No Category Description
Sales and Use Taxes
Business Taxes
Gross Receipts Taxes
Excise Taxes
Connectivity Charges
Regulatory Charges
E-911 Charges
Utility User Taxes
Right of Way Fees
Communications Services Tax
Cable Regulatory Fees
Reserved
Value Added Taxes

Transactions
AFC accepts transaction records from the user and returns calculated taxes. For AFC to return the correct
taxation the information in the transaction records must be correct and in the format that AFC requires.
Each Transaction contains the following information:
1. Customer Transaction Information
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a. Customer Information
b. Company Information
c. Transaction Data
2. Taxing Jurisdiction Information
The Customer Transaction Information has been divided into three sections as suggested above for the
purpose of this discussion (see the table below).
Table 3-1 Customer Transaction Information
Customer Information
Business Class
County Exempt
County Exemption JCode
Customer Number
(Primary Output Key)
Customer Type
Federal Exempt
Federal Exemption JCode
Incorp
Invoice Number
Lifeline
Local Exempt
Locality Exemption JCode
Service Class
Service Level
Tax Type Exemptions
State Exempt
State Exemption JCode
Tax Exempt
Options

Company Information
Company Identifier
Facilities Based
Franchise

Transaction Data
Charge
Lines
Minutes

Regulated/Unregulated

Sale/Resale
Service Type
Transaction Bill Date
Transaction Type

Customer Information
Refer to the table below. The following customer information is contained in fields found in the
transaction record.
Table 3-2 Customer Information
Description
Business Class
Customer Number
(Primary Output Key)
Customer Type
Federal Exempt
State Exempt
County Exempt
Locality Exempt
Incorp

Valid Entry
CLEC = 1, ILEC = 0
Customer number, user defined
0=residential, 1=business customer
2=Senior Citizen, 3=Industrial
If TRUE, transaction exempt from Federal Tax
If TRUE, transaction exempt from State Tax
If TRUE, transaction exempt from County Tax
If TRUE, transaction exempt from local tax
TRUE indicates within incorporated area
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Table 3-2 Customer Information
Description
Invoice Number
Federal Exemption JCode
State Exemption JCode
County Exemption JCode
Locality Exemption
JCode
Lifeline
Service Class
Service Level Number
Tax Type Exemptions
Tax Exempt
Exempt Type *s_exempt
Optional Fields:
Optional
Optional Alpha
Optional 4
Optional 5
Optional 6
Optional 7
Optional 8
Optional 9
Optional 10

Valid Entry
Invoice number (user defined)
Jurisdiction for Federal exemption
Jurisdiction for state exemption
Jurisdiction for County exemption
Jurisdiction for local exemption
Lifeline = TRUE, Non-lifeline = FALSE
Primary Long Distance = 1, Local Service = 0, (Default Long Distance)
Service level number (user defined)
0 indicates no of special exempts, other value indicates number of special exempts
Pointer to tax exempt structure that contains the number of specific tax
exemptions specified in tax type exemptions
Reason for exemption
User defined value for reporting
Optional alpha field
Optional Numeric field
Optional Numeric field
Optional Numeric field
Optional Numeric field
Optional Numeric field
Optional Numeric field
Optional Numeric field

Business Class Indicator
The Business Class Indicator field is used to specify if the business making the transaction is an Incumbent
Local Exchange Company (ILEC) or a Competitive Local Exchange Company (CLEC). This designation
applies to the Customer.
•
•

An ILEC company is engaged in selling services over company owned lines and equipment,
A CLEC company is engaged in selling services competing with an incumbent provider.

This setting can also be considered as, “You are ILEC” or, “You are not ILEC.” If neither class applies, use
the default value CLEC.
The business class only impacts Telecom transactions in certain jurisdictions, such as Oregon.
Business Class
ID
0
1

Value
ILEC
CLEC (Default)

Description
Customer is an ILEC company.
Customer is not an ILEC company.

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Customer Number (Primary Output Key)
The Customer Number is a 20-character null terminated string field stored in the tax log and used as the
Primary Output Key for all of the AFC billing reports.

Customer Type
This field is used to specify the type of customer involved in the transaction. The customer type is
selected from one of the following four Customer Types.
Customer Type
ID
0
1
2

Value
Residential
Business
Senior Citizen

3

Industrial

Description
When transactions are made by a customer for home use.
When transactions are made at a place of business
When transactions are made by a customer who meets the jurisdiction requirements to
be considered a senior citizen and qualify for senior citizen tax breaks.
When transactions are made at an industrial business.

Exemption Levels
The exemption level is the jurisdictional level of the taxing authority that defines the tax. It is used to
exempt taxes at specific federal, state, county and/or local taxes.

Federal Exempt
The Federal Exempt field is used to specify a Federal level tax exemption.
Note: Most Federal taxes are only exempted when selling to a reseller who is registered, reporting, and
remitting to the regulating agency. For this reason, a wholesale exemption or a tax type exemption must
be used to exempt taxes at the Federal level.

State Exempt
The State Exempt field is used to specify a State level tax exemption.

County Exempt
The County Exempt field is used to specify a County level tax exemption.

Local Exempt
The Local Exempt field is used to specify a Local level tax exemption.

Incorp
The Incorp field is used to specify whether the customer involved in this transaction is inside or outside of
the Local level designated as their location. The tax may or may not be affected by this designator

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depending upon whether or not the local level has taxes which would apply to the transaction/service
type pair.

Invoice Number
The Invoice Number is an optional field used to aid users in uniquely identifying a billing record for a
specific customer within their system.

JCode Exemption Levels
The exemption JCode is the JCode associated with the jurisdictional level of the taxing authority that
defines the tax. It is used to exempt all federal, state, county and / or local taxes. If the exemption JCode
fields are not specified then all taxes are exempt at that level.
To pass an individual tax exemption using the JCode Exemption, use the Tax Exempt structure to specify
the tax type, tax level and the JCode for the jurisdiction. Refer to Section 4.1.1.2.

NOTE:

JCodes are an internal intermediate Jurisdiction Code that can change
monthly. The JCode can be obtained from a PCode or an address using
like functions.

Federal Exemption JCode
The Federal Exemption JCode field identifies the JCode of the jurisdiction (i.e. country) for a federal
exemption.

State Exemption JCode
The State Exemption JCode field identifies the JCode of the jurisdiction for a state exemption.

County Exemption JCode
The County Exemption JCode field identifies the JCode of the jurisdiction for a county exemption.

Locality Exemption JCode
The Locality Exemption JCode field identifies the JCode of the jurisdiction for a locality exemption.

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Lifeline Flag
The Lifeline Flag is used to indicate if a customer is a Lifeline participant.

Service Class Indicator
The Service Class Indicator is provided to delineate the Primary activity of an organization as either Long
Distance or Local Service.
•
•

Primary Long Distance providers are carriers vending their services with over 50% of the gross
business activities in Long Distance revenue.
Primary Local Service providers are carriers vending their services with over 50% of the gross
business activities in Local Service revenue.

NOTE:

This has no effect on non-Telecom Transactions

Service Level Number
The Service Level Number is an optional field, commonly populated with the transaction type and service
type. This information is stored in the tax log. Some AFC reporting utilities use this field when sorting
information and/or creating reports.

Tax Type Exemptions
Two fields are provided for entering the quantity of tax type exemptions and the pointers to the tax
exemption structures.

Tax Type Exemptions Field
The Tax Type Exemption indicator specifies the number of tax type exemptions that are included. These
are tax type and transaction specific exemptions.

Tax Type Exemption Pointer
Tax type exemption(s) are specified with a pointer to one or more tax exempt structures. The user should
supply a pointer to the first Tax Type Exemption and all exemptions must be contained in a contiguous
block of memory.

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Optional Fields
Optional Fields are provided to allow clients to enhance reporting and billing utilities with information
beyond the scope of that which is generated to support AFC activities.
The Primary Output Key (POK) is a 20-character text field that is not manipulated during processing and
stored as part of the log file record.
It can be used as part of the sorting key (see Figure 3-1) when using some utilities, allowing for the
combining of records based upon this and other fields. It is useful when it is desired to have like taxes
from different transactions combined, to have taxes from each transaction detailed individually in a
report or to have each transaction detailed at the customer level.

Figure 3-1 Primary Output Key

Uniquekey.csf

Combined taxes

If you would want like taxes combined at the customer level, then you specify a
like Primary Output Key for the records you want combined.

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Samekey.csf

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Company Information
Refer to Table 3-3. The following company information is contained in fields found in the transaction
record.
Table 3-3 Company Information
Description
Company Identifier
Facilities Based
Franchise
Regulated/Unregulated

Valid Entry
Company Identifier, optional
Facilities Based (default) = TRUE, Non-Facilities Based = FALSE.
Franchise (default) = TRUE, Non-Franchise = FALSE.
TRUE = Regulated (default) = TRUE, Unregulated = FALSE.

Company Identifier
The Company Identifier field is an optional field made available for alpha information, such as the name
of a subsidiary company. This information is passed thru to the tax log so that reporting utilities can sort
or summarize by this field.

Facilities Based Flag
The Facilities Based flag specifies whether the transaction is sold over tangible facilities controlled by the
seller. If the seller delivering the service owns or controls the facilities used to provide the service, then
the seller is facilities based. If the seller does not own or control the facilities, the seller is non-facilities
based. In some jurisdictions, tax outcomes will vary depending on whether the service is delivered over
infrastructure controlled by the seller.

Franchise Flag
The Franchise flag indicates that the company provides services sold pursuant to a franchise agreement
between the carrier and jurisdiction.

Regulated / Unregulated Flag
The Regulated / Unregulated flag is used to specify if the Telecommunications company and its services
are regulated by the regulatory commission in the state of the service.

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Transaction Data
Refer to Table 3-4. The following transaction information is contained in fields found in the transaction
record.
Table 3-4 Transaction Data Information
Description
Charge
Date
Lines
Minutes
Sale/Resale
Service Type
Transaction Type

Valid Entry
amount charged to customer for transaction
Transaction bill date. This field is provided to allow rating and taxing to occur on a date
other than the billing date.
number of lines (use with transaction type LOCAL and service type LINES)
Minutes of call, defaults to zero when not appropriate (NOTE: some taxes are per
minute.)
TRUE = Sale, FALSE = Resale
Refer to Table 2-1 for valid Transaction / Service Type entries
Refer to Table 2-1 for valid Transaction / Service Type entries

Charge
The Charge field specifies the amount of the transaction to be taxed. This amount will be passed through
AFC to rate the tax based on the specified transaction/service pair.

Date
The Date field is normally populated with the bill date. Generally accepted accounting principles dictate
that liabilities should be recorded when revenues are recorded. In most cases, neither of these is
recorded (or even known) until billing occurs.
However, companies with a high call volume that record revenue daily as it occurs should record the tax
on the same basis (i.e. the call date should be used).
AFC compares this date to the effective date of each tax that applies to the transaction. Historical rates
and effective dates are maintained and updated within the AFC Engine and AFC will return the correct tax
information based upon the transaction date. The monthly updates assure that the rates and effective
dates are current.

WARNING:

All transaction data Date fields must be formatted as CCYYMMDD.
Failure to do so will cause incorrect results when the transaction is
processed.

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Lines
When local service is provided, a transaction should be generated with the Lines field populated with the
number of lines the customer subscribes to. AFC uses this information for generation of per line taxes
usually associated with local E911 charges and local telecommunications relay service taxes and other
assorted taxes.

Minutes
The Minutes Field specifies the length of phone call in minutes, with one tenth of a minute precision
capability. AFC uses this field for generation of taxes that are specified as per minute flat fees in some
taxing jurisdictions and stores the value in the AFC log
database.

Sale Type
The Sale Type specifies the whether the transaction is a retail transaction or a wholesale transaction.
•

•

Resale should be used for wholesale transactions. Telecommunication companies are taxed on
transactions made by their clients, which in some cases can be passed on or “resold” to their
customers in part or in total. Resale is used to indicate whether the product or service
transaction is final or if it is to be resold.
The type Sale should be used for retail transactions.

To have exempt taxes available for reporting, exemption type 3 (Sales For Resale) should be used in
combination with Resale.
Sale Type
ID
0
1

Value
Resale
Sale (Default)

Description
Only Resale/Wholesale taxes apply
Standard taxes apply

Service Type
Refer to Transaction and Service Types for details of this field.

Transaction Type
Refer to Transaction and Service Types for details of this field.

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Taxing Jurisdiction Identification Information
The tax jurisdiction that can claim nexus for the transaction must be obtained in order for the proper
taxes to be applied. Assigning the correct jurisdiction to the transaction is crucial in obtaining and
returning the correct tax to the billing system.
Jurisdiction information can be supplied to the AFC Engine in several ways. It can be supplied using a
Jurisdiction Code (JCode), Permanent (location) Code (PCode), NPANXXs, Zip Code with city, and state
information or FIPS Codes.

The JCode Jurisdiction Identification
Avalara has assigned each jurisdiction with a proprietary “JCode” (Jurisdiction Code) that identifies its
specific territorial boundaries. A jurisdiction fairly claiming nexus on a transaction within this boundary
will apply taxes accordingly. The AFC Engine uses this “jurisdiction bound” JCode to associate the
jurisdiction specific taxes to the transaction as it is processed.
However, any alterations in the jurisdictional boundaries, such as an expansion of a city limit, will be
reflected in the JCode of locations that are situated within the expanded jurisdiction area.
The Avalara tax research staff monitors jurisdiction taxation activity to maintain current and accurate
taxation information. The results of this research is applied to the Monthly updates which are provided
to ensure the most accurate taxation is applied to the records processed by the AFC Engine. The JCodes
will be changed at this time. It is the user’s responsibility to re-populate their database tables with the
new JCodes every time an AFC update is provided. If this task is not performed, the AFC Engine will
return incorrect tax calculations for jurisdictions that have been updated.
However, when a transaction is submitted with the stable and location sensitive PCode, the AFC Engine
can use internal functions to obtain the correct jurisdiction. Since the AFC Engine is updated with the remapped jurisdiction information monthly, tax calculations are always performed with the most current
jurisdiction taxation information that applies to the address defined by the PCode.

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Figure 3-2 JCode and PCode Changes During Annexation

MOM'S HOUSE
PCODE = 8
JCODE = 2000

MY HOUSE
PCODE = 7
JCODE = 1000

MY TOWN CITY LIMIT

JCode and PCode Prior to Annexation

MY HOUSE
PCODE = 8
JCODE = 2000

MOM'S HOUSE
PCODE = 8
JCODE = 2000

MY TOWN CITY LIMIT

JCode and PCode After Annexation

All that is required to make use of this recommended option is to cross reference or “map” the customer
locations with its correct PCode (see Section 3.4.1.1) time invested in incorporating PCodes into your
database records will be quickly offset by the reduced processing time and the increased accuracy and
reliability of your tax reporting will be evident.

Mapping Customer Locations to PCodes
Avalara markets Avalara Geo for Communications to assist in mapping customer locations to PCodes
when populating the client customer database. It quickly obtains the current PCode for a specific
geographical location.
When performing this task without the aid of EZgeo®, refer to the all_adr.txt file to look up the PCode that
should be used to populate the client database with customer information. This comma delimited ASCII
file is supplied for use during AFC setup and when adding new customers to the client database. The file
is replaced with a current version when monthly updates are performed (refer to Section 8.6).
all_adr.txt is a comma-delimited text file that contains a cross reference of PCodes to taxing jurisdictions.
The format is PCode, Primary / Alternate Location, Country, State, County, Locality, Beginning ZIP Code,
Ending ZIP Code. These fields are self-explanatory with the exception of the Primary / Alternate Location
(refer to 3.4.1.1).
Primary/Alternate Location
The Primary / Alternate location flag is set to '0' to indicate that the location associated with the PCode is
a "Primary" location or '1' to indicate that it is an "Alternate" location.
Secondary locations are original city names that remain in use even though the areas within them have
since been divided and given different names.
For example, the city of Overland Park, KS is a primary location. The first post office to serve the area was
established at the Shawnee Methodist Mission in the early nineteenth century, the extents of which

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encompassed the then non-existent city of Overland Park as well as nearly a dozen other cities (primary
locations) which appeared over time. The post office still recognizes the Shawnee Methodist Mission
area as Shawnee Mission, KS, and continues to deliver to a primary location when the “Alternate
Location” address is provided.

Data Entry Modification Procedure
Use the following procedure to acquire the correct information to enter.
1. Have the customer data entry software first request the NPANXX of the customer from the data
entry associate.
2. Have the customer data entry software request the zip code of the customer from the data entry
associate.
3. Query the NPANXX7 file and the "all_adr" file/database to obtain the associated PCodes.
4. If matching PCodes are found, populate the customer data record with the associated address
from the "all_adr" file and request verification from the customer data entry associate.
5. If the PCodes do not match or if the customer data entry associate rejects the automated
selection, display all addresses associated with both PCodes and the zip code entered.
6. Allow the customer data entry associate to select the appropriate address from the list.
7. In the unlikely event that the customer address is not displayed, allow the customer data entry
person to enter the address supplied by the customer. Store the address with a "special key" as
instructed by Avalara Return the address and key to Avalara via E-mail. Avalara will research the
missing address and include it in the next monthly update. Avalara will also provide you with a
cross reference of the "special key" and the correct "PCode" to allow the customer record to be
properly installed.

NOTE:

Avalara subscribes to the United States Postal Database which should
preclude this event. Nonetheless, it does occur on occasion and this
process has been established for that reason.
Use the PCode from the customer record for the service address when interfacing with AFC.
Resources such as the USPS or the U.S. Census Department web sites can also be helpful in pinpointing a
customer location.
AFC functions can also be used to obtain PCodes (see Section 7.8 API Listings). For detailed information
about determining the tax jurisdiction which can claim nexus on a transaction, refer to Section 3.5.

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NPANXX
NPANXX input is nearly as accurate as the JCode method and performance differences are virtually
undetectable. Using this method, the jurisdiction is determined by the three elements of a transaction;
the origination, termination and bill-to.
However, there are potential problems associated with using the NPANXX.
1. The first six digits of a toll free 800 or 888 number do not constitute an NPANXX. Rather, these
numbers are associated with a “ring to” number which is the number that is actually reached
when the 800/888 number is dialed. The NPANXX of the “ring to” number should be used as the
NPANXX for the 800 number. This replacement must be made before the information is passed
to the AFC system.
2. Switches are capable of producing CDRs with account codes in place of a “Bill To” number, which
is not related to an actual NPANXX. The user is required to convert this number to the actual
NPANXX using data from the billing system before interfacing with AFC.
NPANXXs exist for the U.S., Barbados, Canada, Guam, Mexico, Northern Mariana Islands, Puerto Rico,
Trinidad & Tobago and the US Virgin Islands. These countries are on the North American dialing plan.
Use of NPANXX for determination of a taxing jurisdiction is not sufficient for local service. There are too
many foreign exchanges that will incorrectly map customers to the wrong local tax jurisdiction resulting in
the wrong local taxes to be applied and unwanted calls to your customer service department.

Zip Codes
This method of providing jurisdiction information is the least efficient method provided. When using the
ZIP Code and address information, AFC cannot determine the jurisdiction for a telecommunication
transaction since information regarding the origination and termination numbers is not provided. A
record submitted using this method will compromise the accuracy of correct jurisdiction identification,
the degree of which would depend upon the amount of data provided for the address and the user’s
ability to select the correct taxing jurisdiction zip code and address. AFC databases necessarily contain
numerous duplicate zip codes that cross taxing jurisdiction and locality boundaries. Providing a complete
address with zip code will provide the best possible match. If the address information is not provided,
AFC will return taxes based upon the first match of the input record information.
If the jurisdiction is positively identified by the billing system it would be appropriate to use the zip code
for transactions. For instance, this would apply if the transaction is the sale of a product at a business
that has just one location or in the case of internet usage from a residence.

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AFC currently has Zip Code information for U.S. and Canadian jurisdictions. Use the Zip Code Plus 4
Interface to use the 6 character Canadian postal codes.

Zip Plus 4
Just as with the Zip Code method (see Section 3.4.3), AFC cannot determine the jurisdiction for a
telecommunication transaction since information regarding the origination and termination numbers is
not provided. However, it is useful (and more accurate than the 5-digit zip code) because this 9-digit zip
code uniquely identifies a location, which can then be used to determine the tax jurisdiction. There is no
need to supply the additional city and county information and information in these fields are ignored.

NOTE:
Supplying ZIP Code Plus 4 information where the plus 4 is all zeros will
function like the ZIP Code Interface since the United States Postal Service
has no valid plus 4 code assigned with all zeros. The default will retrieve
the first jurisdiction with the supplied 5-digit zip code.

Canadian Postal Codes
Canadian postal codes need to be specified using the ZIP Plus 4 to retrieve a tax jurisdiction code. Place
the first three characters go in the zip code field and the last three characters go in the plus 4 field. In
addition, the country ISO field must be set to the Canadian ISO Code.

FIPS Codes
AFC has functions allowing the use of FIPS codes to retrieve tax jurisdiction codes. The US Census Bureau
provides the following description of the FIPS Codes and associated reference tables.
“The Federal Information Processing Standards codes (FIPS codes) are a standardized set of numeric or
alphabetic codes issued by the National Institute of Standards and Technology (NIST) to ensure uniform
identification of geographic entities through all federal government agencies. The entities covered
include: states and statistically equivalent entities, counties and statistically equivalent entities, named
populated and related location entities (such as, places and county subdivisions), and American Indian
and Alaska Native areas”.
A FIPS Code is a 10-digit numeric code with the following format:
Table 3-5 FIPS CODE FORMAT
SS
CCC

SSCCCPPPPP
FIPS State Code
FIPS County Code
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Table 3-5 FIPS CODE FORMAT
PPPPP

FIPS Place Code

Figure 3-3 FIPS State Codes for the States and the District of Columbia
Name
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri

FIPS State
Numeric Code
1
2
4
5
6
8
9
10
11
12
13
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29

FIPS State
Alpha Code
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO

Name
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming

FIPS State
Numeric Code
30
31
32
33
34
35
36
37
38
39
40
41
42
44
45
46
47
48
49
50
51
53
54
55
56

FIPS State
Alpha Code
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY

Figure 3-4 FIPS State Codes for the Outlying Areas of the United States,
the Freely Associated States and Trust Territory
FIPS State Numeric
Code
60

FIPS State Alpha
Code
AS

Federated States of Micronesia

64

FM

3

Guam

66

GU

1

Marshall Islands

68

MH

3

Northern Mariana Islands

69

MP

1

Palau

70

PW

4

Puerto Rico

72

PR

1

Virgin Islands of the U.S.

78

VI

1

Area Name
American Samoa

Status
1

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Support for India
Processing tax calculations in the the country of India includes support for all the states. Please reference
the table below for the appropriate IDs, abbreviations and PCodes for each state.
States in India
Ctry Code

ISO

State Id

Abbv

State

PCODE

356

IND

1

AP

Andhra Pradesh

5148401

356

IND

2

AR

Arunachal Pradesh

5148402

356

IND

3

AS

Assam

5148403

356

IND

4

BR

Bihar

5148404

356

IND

5

CT

Chhattisgarh

5148405

356

IND

6

GA

Goa

5148406

356

IND

7

GJ

Gujarat

5148407

356

IND

8

HR

Haryana

5148408

356

IND

9

HP

Himachal Pradesh

5148409

356

IND

10

JK

Jammu and Kashmir

5148410

356

IND

11

JH

Jharkhand

5148411

356

IND

12

KA

Karnataka

5148412

356

IND

13

KL

Kerala

5148413

356

IND

14

MP

Madhya Pradesh

5148414

356

IND

15

MH

Maharashtra

5148415

356

IND

16

MN

Manipur

5148416

356

IND

17

ML

Meghalaya

5148417

356

IND

18

MZ

Mizoram

5148418

356

IND

19

NL

Nagaland

5148419

356

IND

20

OR

Odisha

5148420

356

IND

21

PB

Punjab

5148421

356

IND

22

RJ

Rajasthan

5148422

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States in India
Ctry Code

ISO

State Id

Abbv

State

PCODE

356

IND

23

SK

Sikkim

5148423

356

IND

24

TN

Tamil Nadu

5148424

356

IND

25

TG

Telangana

5148425

356

IND

26

TR

Tripura

5148426

356

IND

27

UP

Uttar Pradesh

5148427

356

IND

28

UT

Uttarakhand

5148428

356

IND

29

WB

West Bengal

5148429

356

IND

30

AN

Andaman and Nicobar

5148430

356

IND

31

CH

Chandigarh

5148431

356

IND

32

DN

Dadra Nagar Haveli

5148432

356

IND

33

DD

Daman and Diu

5148433

356

IND

34

DL

Delhi

5148434

356

IND

35

LD

Lakshadweep

5148435

356

IND

36

PY

Puducherry

5148436

Jurisdiction Identification Details
Obtaining the correct user’s location is critical in calculating the local taxation.

Determining the Taxing Jurisdiction for Wireline
AFC applies taxes to transactions based on the statutes that dictate specific taxes per jurisdiction. The
AFC engine contains current taxing information for jurisdictions, but for AFC to calculate taxes for long
distance telecommunication calls correctly it must determine the taxing jurisdiction for the transaction
based on the following:
•

Origination Jurisdiction – The Origination location of the transaction to be taxed. For telecom
activity, this is usually specified by the number called from, also known as the “From Number” or
“Origination number.

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•

Termination – The Termination location of the transaction to be taxed. For telecom activity, this
is usually specified by the number called, also known as the "To Number" or the "Termination
number."

•

Service Address – The Service Address of the transaction to be taxed. For telecom activity, this is
usually specified by the service location; also known as the Bill To Number or BTN.

Each jurisdiction from the state level down to the local level establishes jurisdiction rules to determine if
their tax will apply to a specific call transaction. These jurisdiction rules (also known as sourcing rules) for
determining the correct jurisdiction arose from a United States Supreme Court ruling that established the
minimum requirements necessary for a taxing jurisdiction to claim “nexus” and validly tax a particular
wireline long distance telecommunication transaction.
Known as the Goldberg Rule, or the “2 out of 3 Rule,” the ruling requires that two out of the three
sourcing elements (origination, termination, and service address) must take place in a particular
jurisdiction in order for that jurisdiction to tax the transaction. Figure 3-6 provides two examples to
illustrate this principle.
Figure 3-5 Correct Jurisdiction Transaction Taxation applying Goldberg Rule

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The first example is a call that originates in Oregon, terminates in California and has a service address
(BTN) in Oregon. Since “2 out of 3” sourcing elements take place in Oregon, Oregon may tax this
transaction.
The second example is a call that originates in New Mexico, terminates in Texas and has a service address
(BTN) in Kansas. Since no state has more than 1 out of the 3 sourcing elements, the transaction is not
taxable by any state.
The “Goldberg Rule” or “2 out of 3” is the minimum standard. Many jurisdictions apply rules that apply
stricter nexus requirements. For example, a jurisdiction might require that a transaction both originate
and be billed in that jurisdiction in order to be taxed. This is a stricter requirement since the jurisdiction
has eliminated one of the elements as a possibility. Fewer transactions will be taxable by this rule than by
the straight “Goldberg Rule”. No jurisdiction may impose a rule that will result in more transactions being
taxable than the “Goldberg Rule”.

Incorrect Jurisdiction Assignment
A customer may be assigned an incorrect jurisdiction if the geographical information is not thoroughly
researched. In the example shown in Figure 3-7, the customer (marked by an X) resides in a rural area
located in Pawnee County, Nebraska, just outside the city limits of Summerfield, Kansas.

Figure 3-6 Geographical Anomaly

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However, in all likelihood this customer’s phone line is served by a switch in Summerfield, Kansas and will
therefore have a Summerfield, Kansas NPANXX. It is also likely that the customer’s mail service is
provided by the Summerfield, Kansas Post Office and therefore has a Summerfield, Kansas mailing
address.
This geographical anomaly will cause an incorrect assessment of taxation if not researched properly. If
the AFC user enters the customers NPANXX and Service Address information into the transaction records,
the customer will be incorrectly assessed taxes according to those of the Summerfield, Kansas jurisdiction
instead of those for the unincorporated area of Pawnee County, Nebraska jurisdiction.

Tax Situsing
Although the jurisdiction is determined by the “2 out of 3 rule” for the majority of long distance
telecommunications taxes, it is only one of 10 rules specified for jurisdiction determination by taxing
jurisdictions in the United States.
1. Tax based on 2 out of 3 Rule – Apply tax where 2 out 3 jurisdictions are equal. This is usually the
default option.
2. Tax based upon Billing – Apply tax based on the billing location.
3. Tax based upon Origination – Apply tax based on the Origination of the call location.
4. Tax based upon Termination – Apply tax based on the Termination of the call location.
5. Tax if (Bill=Orig) – Apply tax only if billing jurisdiction and origination jurisdiction is equal.
6. Tax if (Bill=Orig=Term) – Apply tax only if all three jurisdictions are equal.
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7. Tax if (Bill=Tax Jurisdiction) – Apply tax if billing jurisdiction equals origination or termination
jurisdictions.
8. Tax if (Bill=Term) – Apply tax only if billing jurisdiction and termination jurisdiction is equal.
9. Tax if (Orig=Tax Jurisdiction) – Apply tax if origination jurisdiction equals billing or termination
jurisdictions.
10. Tax if (Term=Tax Jurisdiction) – Apply tax if termination jurisdiction equals billing or origination
jurisdictions.

Determining the Taxing Jurisdiction for Cellular
For cellular transactions, the service address (BTN) is used to determine the jurisdiction. Cellular services
by their inherent nature are nomadic, making the origination point of a phone call transient and prone to
difficulty in tracking. In an effort to resolve this uncertainty, Congress passed the Mobile
Telecommunications Sourcing Act (MTSA). The MTSA is a federal law which requires all state and local
taxes to adopt language sourcing cellular services to the customer’s “place of primary use” (PPU) or the
location where the customer predominately uses their cell phone. The federal statute allows the seller to
presume that the place of primary use is the customer’s billing address until the customer notifies them
that this is not the case.

Determining the Taxing Jurisdiction for VoIP
VoIP services may be utilized on a nomadic basis with difficulties in determining the originating location at
the time of the call. Unfortunately, Congress has not passed a Primary Place of Use (PPU) statute for
VoIP; however, the same guidelines outlined in the Mobile Telecommunications Sourcing Act (MTSA) are
the generally followed industry practice. The seller is allowed to presume the PPU based on the
customer’s billing address until the customer notifies them that this is not the case.

Determining the Taxing Jurisdiction within Canada
Sourcing telecommunication taxes in Canada differs in that determining the “place of supply” must be
clearly identified through application of the following rules:
1. A supply of a telecommunication service, which produces the availability of telecommunications
facilities, (other than a service of granting sole access to a telecommunications channel) is made
in a province if:
•
•

all of the facilities are ordinarily located in that province; or
where not all of the facilities are ordinarily located in the province, the invoice for the
supply is sent to an address in that province.

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2. For other types of supplies of telecommunication services (other than a service of granting sole
access to a telecommunications channel), the supply is made in a province if the
telecommunication:
•
•
•

is both emitted (originating) and received (terminating) in that province;
is either emitted (originating) or received (terminating) in that province and the billing
location for the service is located in that province; or
is emitted (originating) in the province and received (terminating) outside the province
and the billing location for the service is not in a province where the telecommunication
is emitted or received.

AFC Calculations
The AFC Engine accepts the transaction record, processes the information provided and creates a table
containing the generated tax information. Additional methods to process specialized taxes are available
through the use of AFC functions.

Meeting the Requirements of Specific Tax Issues
Many tax issues are resolved within the AFC Engine, thereby relieving the user from making changes to
account for them. Additional functions are provided to meet other special taxation issues.
Table 4-1 Specific Tax Issues
Category
Specific Tax Exemptions
Tax Adjustments
Tax Overrides
Tax Rate Brackets
Rate at Final
Discount Adjustment
Tier on Transaction
Tax on Tax Until no Effect
Taxed Taxes
Get Rates

Description
Specifies tax type at specific tax level for exemption
Allow for adjustment activities such as refunds, changing a customer’s
bill or when terminating un-collectable accounts.
Allows for a change of a tax rate.
Tax rate that changes as the taxable amount of the transaction increases.
A specialized case of tax brackets.
Allows for entry of different discount adjustment types.
Allows for tax to be determined using graduated tax brackets.
Option to control calculation of tax on tax
Allows for processing when one tax includes in its base the tax calculated
from another tax.
Retrieves current tax information in a form suitable for overrides.

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Tax Type Exemptions
Tax Type Exemptions are used to specify a specific Tax Type at a specific Tax Level to be exempted for the
current transaction. The exemption jurisdiction code specifies the jurisdiction for the tax exemption. If
the jurisdiction code is not specified (i.e. set to zero), then all taxes of the Tax Type and Tax Level
specified are considered exempt regardless of the jurisdiction they are calculated for. Typically the JCode
should be specified as specific tax exemptions are normally only effective for specific jurisdictions.
Another option allows the tax type to be set to zero, to indicate that all taxes of a specific tax level are
exempt in the specific jurisdiction.

Declaring Tax Type Exemptions within a Transaction Record
When setting up the AFC transaction record, there are fields that specify either exempt at a tax level or a
specific tax. For more information, reference Sections 3.1.4 for exemption levels, 3.1.7 for Jcode
exemption levels and 3.1.10 for tax type exemption levels.

Declaring Tax Type Exemptions Using Functions
Alternatively, Tax Type Exemptions can be applied using functions (such as APIs). The following fields are
required for this.

Table 4-2 Tax Exempt Record
Tax Type
Tax Level
JCode for Exemption

Tax Type identifier
Tax Level identifier
Jurisdiction for exemption

In addition, the transaction contains a pointer set to the tax exempt to exempt a specific tax.
Table 4-3 Tax Exemption Fields
tax_exempt
*s_exempt

Identifies the number of exemption records
Pointer to the Tax Exempt record (see Table 2-4) or Array of Tax Exempt records.
If no records are setup, this value should be null.

General Tips When Declaring Tax Exemptions
1. The JCode is used to specify tax exemptions because exemptions are normally only effective for
specific jurisdictions.
2. Federal taxes cannot be exempted using a level exemption, but can be exempted using specific
exemptions. Some taxes, such as the Federal USF tax, are non-exemptible using level
exemptions. These non-exemptible federal taxes may also be overridden to exempt them. Refer
to Section 4.1.3 for more information on Tax Overrides.
3. It is easy to evaluate the exemptions passed through AFC because they are tracked separately
and stored in the tax log by type of exemption.

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Tax Adjustments

Tax adjustment functions provide for adjustment activities such as refunds, changing a customer’s bill or
writing off un-collectable accounts. The AFC engine allows adjustments to be passed by the user. Note
that these adjustments must be accounted for to provide an audit trail.
Tax adjustments are made using the Adjustment functions. The tax amount entered should be a positive
number for credit adjustments as the adjustment functions will appropriately sign the charges, lines or
locations for computation purposes. The adjustments are logged in the EZTax.log along with the rest of
the tax and transaction data associated with the tax run. The information is returned to the billing system
and is utilized to update tax data for report generation and compliance filing.
Adjustments may be declared as ‘default’ in which case they are processed exactly like a similar charge
transaction with negative tax results. They may be declared as least or most favorable. This declaration is
only useful for taxes which have multiple tiers or brackets and should be used with caution. The rate will be
determined separately for each tax returned within the tax table. AFC software will search the tiers or
brackets and select the tier which has either the highest rate (for most favorable) or lowest rate (for least
favorable) and apply that rate to the number of lines or charge amount as appropriate.

General Tips When Making Tax Adjustments
1. To calculate adjustments accurately, AFC requires the following activity:
a. Call AFC using an adjustment API. (Please refer to the APIs provided in Section 7.8 API
Listings).
b. Send positive values for change and lines.
c. Set the adjustment method (see the Adjustment Method Table below).
d. Set the discount type (see the Discount Type Table in Section 4.1.7).
2. If logging is turned on, adjustments are stored in the eztax.log file with the other transactions.
Adjustment Method Table
Name
Default
LeastFavorableRate
MostFavorableRate

Description
Tax brackets applied normally.
Tax brackets applied to produce smallest tax refund.
Tax brackets applied to produce largest tax refund.

Line Based Adjustments
Normal adjustments are managed with the processes outlined thoughout this section; however, there are
exceptions to this process when managing line based adjustments in Invoice Mode. When adjustments
are made in Invoice Mode with line based transactions, AFC will use the rate for the total number of lines
within the adjustment(s). The system will not make any assumptions regarding the purchase rate of the
original lines. Therefore, the rate charged will reflect the total number of lines received. (Please see the
example provided in the scenario below).
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Adjustment Scenario
Number of Lines
Customer Orders 1 line
Customer Orders 5 lines
Customer Orders 40 lines
Customer Orders 5 lines

Rate
Rate @ 0.67
Rate adjusted to 6 lines @ 0.34
Rate adjusted to 46 lines @ 0.22
Rate adjusted to 51 lines @ 0.17

Customer adjustment 7 lines:

Total Tax Amount
Tax = 0.67
Tax+=1.37
Tax+=8.08
Tax-=1.45

rate @ 0.34

tax

=2.38

Rate Table
Lines
1-10
11-20
21-30
31-40
41-50
51-60
61-70
71-80

Tax
5.92
11.84
17.76
23.68
29.60
35.52
41.44
47.36

Lines
81-90
91-100
101-110
111-120
121-130
131-140
141-150
151-160

Tax
53.28
59.20
65.12
71.04
76.96
88.80
59.20
94.72

Tax Overrides
Overrides allow the client to change the rate of a tax in the AFC Engine. Avalara markets the AFC
Manager – Rate and Logic Modifier (a Graphic User Interface based Windows program that is sold
separately) to support this activity. It steps the user through the process of creating an EZTax.ovr file.
Alternatively, overrides can be achieved using the Override functions (such as APIs).

WARNING: An override to exempt taxes OVERRIDES the tax information in Avalara’s tax research
database. This is not recommended for those that do not possess a full understanding of the tax
ramifications and liabilities when doing so.
Although all clients can use Tax Overrides, the method to make use of them depends upon the client
type.
1. AFC SaaS Standard clients must use the AFC Manager – Rate and Logic Modifier to create an
EZTax.ovr file that contains the overrides to insert. The file is then uploaded to the service
bureau inside the FTP.zip file that carries the CDS file for processing. The overrides are then used
during that processing and for subsequent processing until a new or empty override file is
uploaded.
2. Avalara clients that submit records in Batch fashion must use the AFC Manager - Rate and Logic
Modifier to create an EZTax.ovr file that contains the overrides to insert. Filelocs.txt is then

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modified to point to this file. When the data file is processed, the overrides are inserted
automatically.
3. Avalara clients that integrate with the AFC Engine using functions (such as APIs) can use the
Override utility as an easy way to create overrides in the same manner that batch mode and
online clients do, modify filelocs.txt to point to the EZTax.ovr file or use the file path to point to
the EZTax.ovr file.
The following functions use a session and a tax override record to override the tax rates used by AFC to
calculate taxes.

Table 4-4 Tax Override Names and Descriptions
Function Name
EZTaxOvrJCodeEx**

Override Description

**This is the override JCode function for the
most current version of AFC.
EZTaxOvrPCodeEx
EZTaxOvrZipEx

Performs tax override using a JCode to designate the
Jurisdiction.
Performs tax override using a PCode to designate the
Jurisdiction.
Performs tax override using zip code and address information
to designate the Jurisdiction.

Tax Override Fields
AFC functions can be used to override a specific tax rate used by AFC.

Table 4-5 Tax Override Fields
Field
Scope
Type
Level
Exempt Level
Limit
Date
Tax Rate
Previous Tax Rate
Maximum Base
Excess Tax
State Override
County Override
Replace State Tax
Replace County Tax

Description
Scope of override
Tax type identifier
Tax level identifier
Level of Exemption
Maximum lines or charge to apply tax to
Effective date of Tax Rate
Tax Rate
Previous tax rate
Maximum amount to apply tax
Rate for amount above the Maximum Base
Override state rate if present
Override county tax if present
Tax replaces state tax
Tax replaces county tax

Scope
Refer to Table 4-6. The term Scope is used to indicate the magnitude of the override.
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Table 4-6 Tax Level Effect of Exemption
Tax Level
Federal
Federal
Federal
Federal
State
State
State
County
County
County
Locality
Locality
Locality

Scope
Federal
State
County
Locality
State
County
Locality
State
County
Locality
State
County
Locality

Effect of Exemption
Exempt all defined Federal taxes
Exempt entire State for the specific Federal taxes
Exempt the Federal taxes within a specified County
Exempt the Federal taxes within a specified Locality
Exempt all Defined State taxes within a State
Exempt the State taxes within a specified County
Exempt the State taxes within a specified Locality
Exempt all County taxes within a specified State
Exempt all County taxes within a specified County
Exempt the County taxes within a specified Locality
Exempt all Locality taxes within a specified State
Exempt all Locality taxes within a specified County
Exempt all Locality taxes within a specified Locality

As an example, specifying a gross receipts tax at the Local level with a scope of State level will cause all
jurisdictions in the state identified by the jurisdiction to be passed to the AFC Engine with the specified
tax overridden. The County level affects all taxes in the County and Local level affects only the jurisdiction
specified. The specification of Federal level is only valid with federal taxes which will always be
overridden at the Federal level.
Type
The Tax type identifier is used to define the type of tax for which the override will apply. Refer to Table 419 for a complete list of Tax Types supported in AFC.

Level
The Tax level identifier is used to define the level for which the override will apply.

Exempt Level
Refer to Table 4-6. The Exempt Level indicator is used to define whether a tax can be exempted by an
exemption for all taxes at the same level as this tax. TRUE indicates that the tax can be exempted while
FALSE indicates that it cannot be exempted. Note that the tax can still be exempted by a specific tax
exemption.
For instance, a state level universal service fund will be exempt if this field is set TRUE and a state level tax
exemption flag is passed to AFC. If the flag is set TRUE an exemption at the level of the tax will exempt
the tax. If the flag is set FALSE an exemption at the level of the tax will have no effect on that specific tax.

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Limit
The limit indicator is only used for taxes applied per line. When this field is set to zero it indicates no
limits are in effect for the specified tax. When the limit is not zero, AFC will apply the tax based upon the
number of lines up to, but never exceeding, the limit amount. This has no effect on sales taxes

Date
The Date field is used to define the effective date that the tax rate is active. The transaction date is
compared to the effective date to determine if the current tax rate or the previous tax rate is to be
applied.

Tax Rate
If the taxes are computed as a percentage of the charge then the Tax Rate field is used to indicate the tax
rate. For example, if a 5% sales tax were applied then the tax rate would be entered as .05. For all other
taxes such as per line, fixed, and per minute, the dollar amount should be entered for the tax.

Previous Tax Rate
The Previous Tax Rate field is supplied for use when a previous tax is to be used for the tax rate.

Maximum Base
The Maximum Base defines the maximum charge that the tax is applied to. Any charge above the
maximum base is charged at the excess tax rate.

Excess Tax
If the tax only caps the charge that the tax is applied to then set the excess tax to zero.

State Override
The Locality or County sales tax record can override the state sales tax rate. This is useful where localities
or counties have a special agreement with the state to collect the state tax at a different rate. If the tax is
zero then no override will be in effect.
County Override
The Locality sales tax record can override a County sales tax rate. This is useful where localities have a
special agreement with the County to collect the County tax at a different rate. If the tax is zero then no
override will be in effect.
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Replace State Tax
This option is made available for the rare occasion when a Locality or County sales tax replaces the state
sales tax completely.
Replace County Tax
This option is made available for the rare occasion when a Locality sales tax replaces a county sales tax
completely.

Tax Override Options
The Enhanced Override is used to override taxes.
Table 4-7 Tax Override Options
Name
Enhanced Override
Enhanced Date Override
Enhanced Rate Override

Description
Required fields for the Enhanced Override.
Required fields for Date Override.
Required fields for Rate Override.

Enhanced Override
The Enhanced Override requires the following fields.
Table 4-8 Enhanced Override Fields
Scope
Type
Level
Date Count
Date Table

Scope of override
Tax Type identifier
Tax Level identifier
Number of date records (normally 2)
Address of array of date records

Enhanced Date Override
The Enhanced Date override requires the following fields.
Table 4-9 Enhanced Date Override Fields
Override Date
Rate Count
Level Exempt
Rate Table

Starting (effective) date for this set of tax rates
Number of rate records for this date (normally 1)
Indicates if tax can be exempted by an exemption for all taxes at the same level as this tax.
Tax can still be exempted by specific tax exemption.
address of array of rate records

Enhanced Rate Override
The Enhanced Rate Override requires the following fields and rate entries in rate table for taxes.
Table 4-10 Sales Rate Override Fields
Tax
Maximum Base

Tax Amount (rate)
Max amount subject to this tax(end of bracket)

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Table 4-10 Sales Rate Override Fields
Replace State
State Override
Replacement County
County Override

Tax replaces the state tax
Overrides the state rate if present
Tax replaces the county tax
Overrides the county tax if present

Get Rates
The AFC Get Rates function can be used to build the current tax information into the override structure.
Specific changes can be made to returned tax entries to create custom overrides.
Table 4-11 Get Rates Override Fields
PCode
Tax Count
*Taxes Table

Jurisdiction PCode
Count of all taxes for this jurisdiction
Table of all taxes for this jurisdiction in override format

NOTE:

The scope value will be set to the tax level.

General Tips When Using Overrides
1. Overrides are not permanent. When an AFC session is exited the created overrides are removed and
no longer available. They can also be removed without exiting a session using the EZTaxRestore
function.

2. AFC cannot override a tax that does not exist. If an existing tax is a rate, it is necessary to override the
tax as a rate, not a per line or fixed amount. Failure to do so will result in incorrect and high tax
amounts.

3. Non-exemptible taxes may be overridden to exempt taxes that are normally not exemptible.
4. The AFC Override functions can be used to override the rates, but they will not affect the rules that
5. Determine what taxes are applied to different transaction/service pairs.
General Rules for Configuring Override File
1.

The override file path must be listed in filelocs.txt.

2.

The override file must be the last item in filelocs.txt.
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3.

There cannot be any blank lines in filelocs.txt.

Also, in order to verify that an override file is in the process of being loaded, the user must go to the AFC
Directory and locate the .sta or status file which indicates that an override file has been successfully
loaded.

Tax Rate Brackets
Some jurisdictions will dictate a tax rate that changes as the taxable amount of the transaction increases.
These break points at which the changes occur define the brackets (or steps) and are most commonly
based on dollar amount ranges although other units of measure exist. The rate may increase or decrease
according to usage levels.
AFC supports these transactions with an unlimited number of tax brackets. The Avalara Tax Research
department continually researches jurisdictions for specific tax practices, such as tax rate brackets,
updating the AFC Engine monthly. These updates occur automatically and the user is not required to
make changes to account for this.
An example of this is illustrated in Figure 4-1. If a jurisdiction has a general sales tax set at 2% for the first
$500 of a single transaction and set at 1% for that which is over $500, the tax for a $1200 sale would be
calculated as shown in the figure.
Figure 4-1 Example of Sale with Tax Brackets
First $500 of Sale
Remaining Amount of Sale (Over $500)

$500
$700

@
@

2%
1%

=
=

$10.00
7.00
$17.00

Total Tax

Rate at Final
Rate at Final is a variation of the typical tax bracket. Basically a lookup table, each bracket is defined by
the break points at which a rate change occurs and contains the rate to be charged for the total
transaction amount falling within the range.
For example, suppose a state establishes an E911 tax with a tax rate dependent on the total number of
lines as shown in Figure 4-2.
Figure 4-2 Example of Tax Brackets
Lines
1
2
3
4 to 5
6 to 10
11 to 25
26 to 50
51 to 99

Rate
$0.19
$0.14
$0.13
$0.11
$0.10
$0.08
$0.06
$0.05

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Figure 4-2 Example of Tax Brackets
Lines
100+

Rate
$0.04

If a customer has 7 lines, the tax rate of $0.10 per line will apply for a total tax of $0.70.
If a customer has 2 lines, the tax rate of $0.14 per line will apply for a total tax of $0.28.

Limits
Some jurisdictions have established tax rates that either take effect or cease to take effect at a specific
threshold, defined as a currency value. The point at which this occurs is referred to as a cap or limit. AFC
supports these transactions and the user is not required to make changes to account for it.
As an example, if a jurisdiction charges a 10% UTT on only the first $10 of an invoice, the tax for a $20
invoice would “cap” at the $10 threshold, resulting in a ($10 x 10% =) $1 UTT fee.
As an example of the converse, if a jurisdiction does NOT tax the first $25 of Internet Access usage, a $35
charge would be reduced by the $25 threshold “limit,” resulting in a ($35-$25 = ) $10 taxed amount.

Surcharges

When a government entity levies a surcharge, AFC automatically includes this surcharge in the base of the
FET. The most common occurrence of this is found in E911 surcharges. The returned tax table shows
which tax entries are considered surcharges.

Prorated Taxes
The AFC Prorating functions send in a percentage that is used to calculate taxable amount on the rated
tax and calculates a percentage of the line and fixed amounts. These functions check the prorated logic
of each tax in the appropriate jurisdiction to determine if prorating is allowed. If prorating is not allowed,
the full amount is taxed.

Discount Adjustment
AFC has an additional table that stores discount types by state with an “allow ability” indicator. The
adjustment functions have arguments for the discount type which look up the discount type from the
table to determine whether to apply taxes or not.
Discounts may or may not be taxed within each state. When a discount is taxed, the customer receives a
tax benefit commensurate with the amount of the discount (i.e., if the customer gets $5 off on a
transaction subject to a 5% tax, the customer pays $0.25 less in tax than they would have). When a

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discount is not taxed, the customer receives no tax benefit from the discount. Whether a discount is
taxed or not depends on the type of discount and the rules in a particular tax jurisdiction.
AFC provides five discount types to use in defining the particular discount to be applied and are fully
described with supporting example in the following sub-sections.
Discount Type
ID
0
1
2

Value
None (Default)
Retail Product
Manufacturer Product

3

Account Level

4

Subsidized

5

Goodwill

Description
Discount Type not applicable.
An amount subtracted from the original price to arrive at a lower price.
A credit applied to the total amount reimbursed to either the retailer or
the customer by the manufacturer.
A stand-alone discount that is not applied against any service but instead
as a stand-alone product.
A credit for telephone service where the telephone provider provides a
service to a lifeline eligible customer. The credit will be applied to the
subscriber line charge.
A credit applied to customer invoices for the purpose of engendering
customer goodwill. For example, compensation for a service outage.

Account Level
Especially prevalent in large accounts, this discount is a stand-alone discount that is not applied against
any service but instead as a stand-alone product.
Example Description of Account Level
A Kansas customer spends significant amounts on a wide range of services including local exchange,
intrastate toll, and interstate toll. The customer’s purchasing activity occurs in several states and across
multiple accounts. The customer’s spending levels earn it a $1,000.00 discount that is not applied to any
particular product or service, but will be applied at an account level.

XYZ Phone Company’s Tax Department has determined that account level discounts in Kansas will receive
full tax credit, so the discount is mapped to a tax category created to represent generic account level
discounts and the customer gets a $53.00 credit of Kansas state sales tax along with the $1,000.00
discount. The application of Kansas sales tax to the discount, rather than other state's sales taxes (i.e.,
states in which there was purchasing activity that helped to earn the discount), is a consequence of the
discount being applied to a Kansas account and The Tax Department has determined that the related tax
risk is acceptable.

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Goodwill
A credit applied to customer invoices for the purpose of engendering customer goodwill. For example,
compensation for a service outage.
Example Description of Goodwill
A Kansas customer buys a second line and gets voice mail free for a month ($6.00 value). The free voice
mail is a Goodwill Discount because, although it is offered by the retailer and applied to a particular
product or service, the terms of the promotion provide that the discount will not be taxed.
To accomplish this, the billing system will make separate calls to the taxing engine of $6.00 for the
monthly recurring voice mail charge and -$6.00 for the Goodwill Discount. Both transactions will be
represented by the same tax category, but the billing system will send an additional value on the discount
transaction indicating that it is a Goodwill Discount. The $6.00 charge for voice mail generates $0.32 in
Kansas state sales tax. When the -$6.00 discount is processed for tax applications, the taxing engine
determines that a Goodwill Discount is not taxed and generates -$0.00 in Kansas state sales tax. The
offsetting tax amounts are presumably netted together in the tax summary on the customer’s bill.
Whether the charge and discount amounts are netted on the customer’s bill is up to the billing system,
and does not affect the tax calculation or the presentation of tax on the bill.

Manufacturer Product
A credit applied to the total amount reimbursed to either the retailer or the customer by the
manufacturer.
Example Description of Manufacturer Product
A Kansas customer buys a satellite dish for $300.00 and receives a $50.00 rebate (discount) from the
satellite company. The billing system will make separate calls to the taxing engine for the dish charge of
$300.00 and the discount of -$50.00. Both transactions will be represented by the same tax category, but
the billing system will send an additional value on the discount transaction indicating that it is a
Manufacturer Discount. The $300.00 charge for the satellite dish generates $15.90 in Kansas state sales
tax. For the -$50.00 discount, the tax engine determines that Kansas does not allow any tax credit on
Manufacturer Discounts and generates $0.00 in Kansas state sales tax. The offsetting tax amounts are
presumably netted together in the tax summary on the customer’s bill. Whether the charge and discount
amounts are netted on the customer’s bill is up to the billing system, and does not affect the tax
calculation or the presentation of tax on the bill.

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Retail Product
A retail product discount is an amount subtracted from the original price to arrive at a lower price.
Example Description of Retail Product
A Kansas customer has voice mail and is charged a monthly recurring charge of $6.00/month. The
customer buys a second line and gets voice mail free for a month. The billing system will make separate
calls to the taxing engine for the monthly recurring charge of $6.00 and the discount of -$6.00. Both
transactions will be represented by the same tax category, but the billing system will send an additional
value on the discount transaction indicating that it is a Retailer Discount.
The $6.00 charge for voice mail generates $0.32 in Kansas state sales tax. For the -$6.00 discount, the tax
engine determines that Kansas allows a full tax credit on Retailer Discounts and generates -$0.32 in
Kansas state sales tax. The offsetting tax amounts are presumably netted together in the tax summary on
the customer’s bill. Whether the charge and discount amounts are netted on the customer’s bill is up to
the billing system, and does not affect the tax calculation or the presentation of tax on the bill.

Subsidized
A credit for telephone service where the telephone provider provides a service to a lifeline eligible
customer. The credit will be applied to the subscriber line charge.
Example Description of Subsidized
A Kansas Lifeline customer purchases local exchange service. Local exchange service is normally $24.00,
but Lifeline customers are charged $20.50 and the balance of $3.50 is drawn from a federal government
fund for the subsidization of local exchange service to Lifeline customers. The company still has $24.00 in
revenue and will owe Kansas state sales tax on the entire $24.00 in revenue. The company is prohibited
from drawing on the federal government fund to pay for the tax on the $3.50, so the customer must pay
all of the applicable tax.

Tier at Transactions

In some states, the sales tax on a product has tier taxing logic. When tax is calculated using Tier at
Transactions the tax is determined using graduated tax brackets on each transaction separately rather
than the amount of the customer invoice. The tax applies tax brackets based on the single product
transaction. Tier at Transaction is not the default setting in AFC.

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Tax on Tax Until no Effect

The default application of tax on tax is to make one pass through the calculation of each tax, adding the
appropriate taxes to the base amount to be taxed. If the tax on tax until no effect option is selected, AFC
will continue to recalculate tax on tax until the amount added is less than 0.005 (one half of a cent).

Historical Tax Rates
AFC maintains an unlimited number of past tax rates. The tax rate history tables contain the tax rates and
effective dates and are referenced when tax calculations are performed on date other than the current
date.

Taxed Taxes

Taxed taxes are instances in which one tax includes in its base the tax calculated from another tax. This
can happen when the taxed tax was passed on from the carrier to the end user, thus being revenue to the
carrier. This commonly happens with the Federal USF, but it can happen with other taxes as well. As the
scope of this document prohibits a discussion of the many examples of taxed taxes, the most common
occurrence is discussed here with an example to serve as an introduction to the topic.
AFC applies Federal excise tax to surcharges, the federal universal service funds and the Federal
telecommunications relay service fund. The taxation of the federal universal service funds is performed
because they are not taxes by definition. In addition, both the federal universal service funds and the
federal telecommunications relay service fund are levied against telecommunications companies, not end
users.

Telecommunications companies are allowed, but not required, to pass these fees on to their customer
base. As these fees are revenue, not taxes, collecting revenue based upon a provided service is taxable as
payment for that service.
When the federal excise tax is multiplied by the amount passed to AFC for a transaction and the tax
generated by AFC doesn't agree with the calculation it is due to this situation. This phenomenon is not
limited to the federal excise tax. It is, however, where it is most noticed due to the volume of federal
excise taxes and the common knowledge of its rate.
Refer to Figure 4-3. In the case where the Federal USF and the FET are returned for a transaction, the
Federal USF is automatically included in the base of the FET. If both taxes are returned for a $100 charge,
the taxes would be calculated as follows:

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Figure 4-3 Taxed Taxes Example
(tax rate of 3% is used in this example)
Tax A
Charge
Rate
Tax Amount

x
=

FET
$100.00
3%
$3.00

Charge

$100.00

 Tax A
Tax B base
Rate
Tax Amount

+
=
x
=

$3.00
$103.00
3%
$3.09

Tax Logging
Once the tax calculations are complete, the EZTax.log is created. The log is a binary database containing
all of the taxes generated during the tax run. Information in the log includes the jurisdictional data, tax
types, tax levels, sale amounts, tax rates, tax amounts, exemptions, adjustments, customer number, etc.
Once AFC performs a graceful exit, the EZTax.log is available for use. This file is commonly used to create
tax returns, provide audit trails and internal tracking, and used when making projections.
The options available for reporting the tax information vary based on the integration method that the
client has chosen to use.
1. Batch mode clients – The EZTax.log is automatically produced when processing the .CDS file.
Several utilities are available for use to produce files to be imported into the billing system. Refer
to Section 5.1 for utility selection assistance.
2. AFC SaaS Standard clients - The EZTax.log is automatically produced and the sorting and reporting
activities are performed automatically.
3. On-site clients - The EZTax.log is automatically produced. Many sorting and reporting utilities are
available for use to produce the desired output file. Refer to Section 5.1 for utility selection
assistance.
4. APIs - Clients who use the functions (such as APIs) must turn logging on to gain the benefit of
sorting utilities. All of the information used for billing is returned real time during taxation.

Returned Taxes
Once the tax calculations are completed, the tax information is placed in the Tax Table, available to be
returned to the user from the AFC engine. An additional Tax Table will be returned if using Invoice Mode.
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Taxes Table
The AFC Table is dynamically allocated during AFC session initialization. This table is used to store tax
information as AFC processes transaction records. The size of this table is dependent upon the maximum
taxes that can be generated for a single transaction. As such, the size of this table can change from
month to month as new taxes are generated or removed from taxing jurisdictions. It is always safe to
access from 0 (zero) to [tax_count_returned -1] locations of the table. The user is cautioned to treat this
as a read only area. Attempting to access locations that do not exist will result in access violations on
most operating systems.
Each function that performs tax calculations or tax exceptions returns a count of taxes generated for the
specified transaction. The transaction tax data can be retrieved for use in a billing system by accessing
the Tax Table pointer which indicates the location of the tax amount in the AFC Table array.

Returned Tax Information
Tax information can be returned using the P Code, J Code, Zip or FIPS functions. A value is returned to
indicate the number of taxes returned and included in the Tax Table. Each tax calculated is returned as a
record in the tax table. Taxes are retrieved by looping through the table by the number of taxes, which is
then returned by the taxation API call.
Each row in the Tax Table will contain the information shown in Table 4-12.
Table 4-12 Enhanced Taxes Table Fields
PCode
PCode for tax jurisdiction
Tax Type
Tax Type
Tax Level
Tax Level**
Calculation Type
Calculation Type (i.e. Rate, Fixed, Per Minute, Per Line)
Rate
Tax Rate or amount applied
Tax Amount
Calculated tax amount
Taxable Measure
Amount of charge plus any taxed taxes
Exempt Sale Amount
Amount of the charge exempt from taxes
*Desc
Tax description string
Billable
Billable flag from tax logic
Compliance
Compliance flag from tax logic
Surcharge Flag
FET taxable flag from tax record
**Country taxes within any US territory will be returned at a state level versus a federal level.

Returned Tax Information Using Invoice Mode
AFC applies Steps, Brackets and/or Limits on a per transaction basis unless operating in Invoice Mode.
Invoice Mode is used to group transactions that apply to the same customer. AFC maintains a history of
the transactions and applies the Steps, Brackets and/or Limits to entire group of transactions.

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For example, suppose a jurisdiction charges a 10% sales on just the first $10 of an invoice. If two separate
$6 transactions on the invoice are passed while not in Invoice Mode, two $0.60 tax charges would be
erroneously totaled and a $1.20 tax would be generated. However, if these same transactions are passed
while in Invoice Mode, the total tax charge would be correctly totaled and a $1.00 tax would be
generated.
Table 4-13 Invoice Mode Tax Table Fields
PCode
Tax Type
Tax Level
Calculation Type
Rate
Tax Amount
Exempt Sale Amount
*Desc

PCode for tax
Tax Type
Tax Level**
Calculation Type (i.e. Rate, Fixed, Per Minute, Per Line)
Tax Rate or amount applied.
Calculated tax amount.
Amount of the charge exempt from taxes.
Tax description string
For tax calculations based on line counts, it is the number of lines used in the
Lines
calculation to produce the tax. For Federal taxes, the line count always matches the
lines input. For all other taxes, it is 0.
For tax calculations based on minutes, it is the number of minutes used in the
Minutes
calculation to produce the tax. For all other taxes, it is 0.
Maximum amount to which tax is applied amounts above this will be taxed at a
Max Base
higher bracketed rate (if applicable).
Minimum amount to which tax is applied amounts below this will be taxed at a
Min Base
lower bracketed rate (if applicable).
Excess Tax
Rate for amount above Max Base returned as part of county tax.
Total Charge
Sum of charges calculated on a per customer basis.
**Country taxes within any US territory will be returned at a state level versus a federal level.

Invoice Mode Tax Amount Adjustments
Since AFC processes each transaction as it is received with no knowledge of future transactions it must
make adjustments to the tax amount when additional transactions are received that cause the rate of
previous transactions to change.
Example
(Please reference and see the Rate Table for an overview of rates.)
Standard tax mode:
3 lines were received at the rate of 0.45 per line for E911 => tax amount $1.35.
2 lines were received at the rate of 0.50 per line for E911 => tax amount $1.00.
Total tax for E911 => $2.35

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Invoice Mode:
3 lines were received at the rate of 0.45 per line for E911 => tax amount $1.35.
2 more lines were received for a total of 5 lines which changes the rate to 0.40 per line.
The total tax should be $2.00 but since the customer had already been taxed $1.35 for this same
tax then the additional tax amount returned is $0.65.
Total tax for E911 => $2.00
In some cases the adjustment required for a rate change may cause a negative tax amount to be
returned. The summarized tax amounts returned when the list of customer transactions are complete
will match what the customer would have been charged had the series of transactions processed been
entered as a single transaction.

Tax Grouping
AFC allows a client application to group the tax calculation results returned in the tax table based on tax
level and tax type criteria. This may be accomplished by setting the appropriate group mode option in the
configuration file (see TM_00548_AFC Configuration Guide). The option specified in the configuration file
will automatically be applied to every AFC session as it is initialized. However, this option may be
overridden by calling the EZTaxGroupResults API function.

NOTE:
This option will not modify the way that tax calculation results are logged
into the EZtax log file. Only the tax calculation results returned by either
one of the tax calculation API will be group according to the values set for
this option.

General Rules
The following rules apply when using any value for this option:
1. Federal taxes may not be grouped. Each Federal tax will be returned individually.
2. Non-billable taxes may not be grouped.
3. Only rate-based taxes may be grouped. Taxes with a different calculation type (for example,
fixed, per line, etc) will be returned individually.
4. Use taxes may be grouped with other use taxes only (for example, state and local use tax).
Use taxes will not be grouped with other tax types.
5. When grouping taxes for different tax levels (for example, state and local taxes) the
jurisdiction code for the lowest level jurisdiction will be returned.

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6. Unincorporated taxes will be considered as County taxes when grouping taxes by tax level,
and will be grouped accordingly.
7. The tax rates for all taxes being grouped into a single record will be added together.
Options:
AFC provides the following options in order to group the taxes in the tax table by tax level:
1. Group taxes at the same level. When using this option, taxes at the same level will be
grouped together.
2. Group state, group county and local. By using this option, all state level taxes will be grouped
into a single record, and all county and local taxes will be grouped together into a separate
record.
3. Group state, county, and local. If this option is specified, all state, county, and local taxes will
be grouped together.
In addition to grouping taxes by tax level, AFC allows you to separate sales taxes from other tax types. The
following options may be used in conjunction to the tax level options specified above.
Group sales taxes. This option indicates that Sales Taxes (tax type 1) and Use Taxes should be
grouped separately from other taxes.
Group taxes in the sales category. All taxes that are in the sales category (such as some
District and Transit taxes, in addition to Sales Taxes) will be grouped together separately
from other taxes.
If the group mode is being specified within the EZTax.cfg file, the sales tax option may be combined with
the tax level option by inserting the option in the line following the tax level option. For example:
groupstatecountyandlocal
groupsalescategory
When calling the API function, a sales tax option may be combined with a tax level option by using the
bitwise OR operator in the group mode parameter. For example:
EZTaxGroupResults(session, GROUP_ST_CO_LOCAL | GROUP_SALES_CATEGORY);

By using the default option in the configuration file or the API function, this feature will be disabled, and
all taxes will be returned in an individual record.

Tax Return Table
When grouping taxes together, the fields in the tax return table will contain the following values:

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4. Jurisdiction Code. Jurisdiction Code (PCode or JCode depending on the API call and interface
being used) for the lowest level jurisdiction. For example, if Kansas state taxes and Overland
Park local taxes were grouped together, the tax record will contain the jurisdiction code for
Overland Park.
5. Tax level. When grouping State, County and Local taxes together, the tax record will contain a
value of 6 in the tax level. When grouping only County and Local taxes together, the tax
record will contain a value of 7 in the tax record. Constants are provided for these values in
the appropriate file.
6. Tax type. When grouping different taxes together, the tax type in the tax record will contain a
value of 0. If only Sales Taxes (tax type 1) or Use Taxes (tax type 49) are being grouped
together, the tax record will contain the corresponding tax type.
7. Tax amount. This field will contain the sum of the tax amount for all taxes being grouped
together.
8. Tax rate. This field will contain the sum of the tax rates for all taxes being grouped together.

NOTE:
The remaining fields in the tax table will not contain any meaningful
value. Grouping tax calculation results may serve as a way to simplify the
tax information for display purposes only. If further detail is required for
each tax being returned by AFC, this feature should not be used.

Tax Types
When a transaction is processed through the AFC Engine, a Tax Type is assigned based on the results. The
Tax Type is determined by the transaction location and transaction/service pairs provided in the
transaction record and is used to accurately describe the exact nature of the tax applied (refer to Table 414).
With so many Tax Types available, highly detailed and specific tax descriptions are provided for use in
taxation disclosure. This is useful in billing and customer service, and simplifies tax compliance filing.
Users can only control the tax types with the Avalara EZdata® product (sold separately). AFC allows for a
change, referred to as an override (see section 4.1.3), of the rate for a specific tax type and tax level in a
specific jurisdiction. When overriding a tax type, the tax type must exist in the jurisdiction where for the
override is to be made.
Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
1
2
3

NAME
Sales Tax
Business and Occupation
Tax
Carrier Gross Receipts

DESCRIPTION
This is a tax on the privilege of purchasing goods and services.
This is a tax that is normally based upon having a business, occupation,
or residence within the taxing authority's geopolitical boundaries.
This is a tax based upon gross receipts of the telecommunications
carrier. Each portion of the tax is passed on to consumers based upon
the amount of their phone bill.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

4

District Tax

5

Excise Tax

6

Federal Excise Tax

7

Fed USF A – School

8

License Tax

9

P.U.C. Fee

10

E911 Tax

11

Service Tax

12

Special Tax

13

State Universal Service
Fund

14

Statutory Gross Receipts

15

Surcharge

16

Utility Users Tax

17

Sales Web Hosting

18

Fed Universal Service
Fund

19

State High Cost Fund

20

State Deaf and Disabled
Fund

21

CA Teleconnect Fund

22

Universal Lifeline
Telephone Service
Charge

23

Telecom Relay Surcharge

DESCRIPTION
District taxes are taxes associated with a particular district. This is
typically this is a school district; however it could be a redevelopment,
sports entertainment or some other type of district.
Excise taxes are imposed at the manufacturer and/or retail level and
are virtually indistinguishable from a sales tax to the consumer.
However, many excise taxes are considered part of the sale or gross
receipts and are therefore taxes by sales and/or gross receipts taxes.
Federal tax on telecommunications services.
A federal universal service fund imposed by the Federal
Communications Commission to fund schools, libraries and rural health
care support mechanisms. (See also type 18)
Tax based upon the granting of a license to perform a service to the
community. In many cases, this tax can be passed on to consumers.
Public Utility Commission fees are used to fund the Public Utility
Commission or Public Service Commission.
This tax is used to fund the emergency 911 systems.
This tax is used to fund a service such as the telecommunications relay
service for the deaf.
Used to specify a tax that does not fit into a typical category.
The purpose of the fund depends upon the state; however these are
typically used for items such as funding schools or subsidizing the cost
of telecommunications users in remote locations.
Tax based upon the gross receipts of one or more transaction and
service type combinations.
Surcharge imposed by a taxing jurisdiction upon telecommunications
services. Typically these are taxed by the federal excise tax and may be
taxes by other taxes as well.
This is a tax imposed upon users of utilities. In this case the utility is
telecommunications.
Similar to tax type 1 (Sales Tax) but applies only to web hosting
services.
Federal Universal Service Fund charge imposed by FCC to fund schools,
libraries, rural health care support mechanisms, lifeline, link-up, and
the high cost fund. This charge is applied upon interstate and
international telephone revenue and FCC Subscriber Line Fee charges.
State high cost funds are used to subsidize the cost of
telecommunications users in remote locations. For other than wireless
or VoIP revenue.
This fund is used to provide access to telecommunications services for
deaf and disabled individuals.
This fund supports California providers that offer discounts to schools,
libraries, health care and community-based organizations with
telecommunications services that qualify. For other than wireless or
VoIP revenue.
This California state charge funds a program that provides basic
telephone service to qualifying low income families. For other than
wireless or VoIP revenue.
Surcharge to provide funding for telecommunications access for the
hearing impaired.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
24
25
26

NAME
Telecommunications
Infrastructure
Maintenance Fee
State Poison Control
Fund
Telecommunications
Infrastructure Fund

27

NY MCTD 186c

28

NY MCTD 184a

29

Franchise Tax

30

Utility Users Tax –
Business

31

Fed Telecommunications
Relay Service

32

District Tax (Residential)

33

Transit Tax

34

Telecommunications
Assistance Service Fund

35

E911 Tax (Business)

36

TRS (Business)

37
38
39

Universal Service Fund
(Access/Trunk line)
Universal Service Fund
(Business Line)
E911 Tax (PBX/Trunk
line)

40

License Tax (Business)

41

Optional
Telecommunications
Infrastructure
Maintenance Fee

DESCRIPTION
Fee used to fund the maintenance of telecommunications
infrastructure (network, switches, etc.).
Fund used to establish and support a statewide poison control center
network.
Fund used to support the telecommunications infrastructure.
New York Metropolitan Commuter Transportation District (NY MCTD)
imposed surcharge based on the taxable telephone services subject to
the NY 186e excise tax on telecommunications and said services have
occurred solely within the specific NY counties that comprise the NY
MCTD.
New York Metropolitan Commuter Transportation District (NY MCTD)
imposed surcharge based on the taxable local telephone services
subject to the NY Franchise 184 tax (tax type 45 below) and said
services have occurred solely within the specific NY counties that
comprise the NY MCTD.
Tax imposed upon a telecommunications carrier for granting of a
telecommunications franchise by the governing body. Many of these
can and are passed on to the consumer.
Similar to tax type 16 (Utility Users Tax) but applies only to business
subscribers. This will occur when different rates exist for utility users
based upon their being a business or residential user.
The tax funds the Federal Telecommunications Relay Services (TRS),
which is required by Title IV of the Americans with Disabilities Act.
Similar to tax type 4 (District Tax) but applies only to a residential
customer.
A specific state, county, district or local tax used to support a
transportation district or program. If this is a district program, the
boundaries can overlap county and local jurisdictions.
Similar to tax type 13 (State Universal Service Fund) but the funding is
usually focused on helping low income and elderly telecommunication
users. Typically this charge is accessed as a per line charge on local
lines.
Similar to tax type 10 (E911 Tax) but applies only to a business
customer.
Similar to tax type 23 (Telecommunications Relay Service Surcharge)
but applies only to a business customer.
Similar to tax type 13 (State Universal Service Fund) but applies only on
applicable local access or local trunk line.
Similar to tax type 13 (State Universal Service Fund) but applies only on
a business local line.
Similar to tax type 10 (E911 Tax) but applies only on a local PBX or local
trunk line.
Similar to tax type 8 (License Tax) but applies only to a business
customer type.
Similar to tax type 24 (Telecommunications Infrastructure
Maintenance Fee) but applies only in the state of Illinois and at the
option of the carrier for municipalities in Illinois who do not impose a
local TIMF charge.
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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

42

Sales Tax (Business)

43

E911 Tax (Residential)

44

E911 Tax (Wireless)

45

NY Franchise 184

46

NY Franchise 184 Usage

47

NY MCTD 184a Usage

48

Universal Service Fund
(Wireless)

49

Use Tax

50

Sales Tax (Data)

51

Municipal Right of Way

52
53
54

Municipal Right of Way
(Business)
Municipal Right of Way
(Private Line)
Utility Users Tax
(Wireless)

55

Fed USF Cellular

56

Fed USF Paging

57

Sales Tax (Interstate)

58

Utility Users Tax PBX
Trunk

59

District Tax Web Hosting

DESCRIPTION
Similar to tax type 1 (Sales Tax) but applies only to a business
customer.
Similar to tax type 10 (E911 Tax) but applies only to a residential
customer.
Similar to tax type 10 (E911 Tax) but applies only on wireless
telecommunications.
NY State imposed franchise tax on local telephone carriers who are
principally engaged in the conduct of local telephone business (i.e. 50%
or more of the carrier’s operating revenues are derived from local
telephone business revenues.)
Similar to tax type 45 (NY Franchise 184) but only applicable to
separately charged intraLATA toll services. Said charge is still subject
to the “principally engaged in the conduct of local telephone business”
standard as described above in tax type 45 description.
Similar to tax type 28 (NY MCTD 184a) but only applicable to
separately charged intraLATA toll services. Said charge is still subject
to the “principally engaged in the conduct of local telephone business”
standard as described above in tax type 45 description.
Similar to tax type 13 (State Universal Service Fund), but applies only
on wireless telecommunications.
An ad Val Orem tax on the use, consumption, or storage of tangible
property and usually assessed at the same rate as the sales tax of the
applicable jurisdiction.
Similar to tax type 1 (Sales Tax) but applies only on data services.
Tax imposed on local exchange telephone services to cover the
municipal cost in managing and maintaining municipal rights-of-way.
Typically these charges are accessed through a per line fee.
Similar to tax type 51 (Municipal Right of Way) but applies only to
business customers of local exchange services.
Similar to tax type 51 (Municipal Right of Way) but applies only to
private line customers (Residential and Business).
Similar to tax type 16 (Utility Users Tax) but applies only on wireless
telecommunications.
Similar to tax type 18 (Fed USF Combined High Cost and School) but
applies only on wireless telecommunications. Following the "safe
harbor" taxing and remittance standards for cellular providers set by
the FCC; this tax type is assessed at a rate of thirty seven and one tenth
percent (37.1%) of the current Federal USF rate as established by the
FCC.
Similar to tax type 18 (Fed USF Combined High Cost and School) but
applies only on paging services. Following the "safe harbor" taxing and
remittance standards for paging service providers set by the FCC; this
tax type is assessed at a rate of twelve percent (12%) of the current
Federal USF rate as established by the FCC.
Similar to tax type 1 (Sales Tax) but applies only on interstate telecom
services.
Similar to tax type 16 (Utility Users Tax) but applies only on PBX trunks.
Similar to tax type 4 (District Tax) but applies only on web hosting
services.
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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

60

CA High Cost Fund A

61

Telecommunications
Education Access Fund

62

Fed TRS Cellular

63

Fed TRS Paging

64

Communications
Services Tax

65

Value Added Tax (VAT)

66
67
68
69
70
71
72

Goods and Services Tax
(GST)
Harmonized Sales Tax
(HST)
Provincial Sales Tax (PST)
Quebec Sales Tax (QST)
National Contribution
Regime (NCR)
Utility Users Tax (Cable
Television)
FCC Regulatory Fee
(Cable Television)

73

Franchise Tax (Cable)

74

Universal Service Fund
(Paging)

75

Statutory Gross Receipts
(Wireless)

82

Franchise Tax (Wireless)

83

Reserved
Public Education and
Government (PEG)
Access Fee
Communications Service
Tax (Satellite)

84
85

DESCRIPTION
CA state fund that provides subsidies to specific small independent
telephone companies. Said fund is used to minimize any rate disparity
of basic telephone service between rural and metropolitan areas. For
other than wireless or VoIP revenue.
State fund used to facilitate internet access and related telecom
services to qualified schools and libraries.
Similar to tax type 31 (Fed Telecommunications Relay Service) but
applies only on wireless services. Following “safe harbor” taxing and
remittance standards for cellular providers set by the FCC; this tax type
is assessed at a rate of fifteen percent (15%) of the current Federal TRS
rate as established by the FCC.
Similar to tax type 31 (Fed Telecommunications Relay Service) but
applies only on paging services. Following “safe harbor” taxing and
remittance standards for paging service providers set by the FCC; this
tax type is assessed at a rate of twelve percent (12%) of the current
Federal TRS rate as established by the FCC.
A tax on end users who consume communication services.
International based tax on the final consumption of certain goods and
services.
Goods and service tax based on consumption.
Provincial sales tax applied in specific Canadian provinces. Rate is a
combination of the provincial sales tax and the national GST.
Sales tax applied in various Canadian provinces.
Specific sales tax applied only in the province of Quebec, Canada.
National Canadian tax on telecom for the provisioning of universal
service throughout Canada. Similar to the Federal USF.
Similar to tax type 16 (Utility Users Tax) but applies only on cable
television.
A fee used to fund the Federal Communications Commission.
Similar to tax type 29 (Franchise Tax) but applies on a cable television
carrier for the granting of a cable television franchise by the governing
body.
Tax similar to tax type 13 (State Universal Service Fund), but applies
only on paging telecommunications.
Tax similar to tax type 14 (Statutory Gross Receipts) based upon the
gross receipts of one or more cellular-only transaction and service type
combinations.
Similar to tax type 29 (Franchise Tax) but applies on a wireless carrier
for the granting of a franchise by the governing body.
Reserved
Fee to subscribers for support of PEG access.
Similar to tax type 64 (Communications Service Tax) but applied only
on satellite services.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

86

Franchise Tax (Satellite)

87
88

Reserved
Reserved

89

TRS (Centrex)

92

Utility Users Tax (Cable
Television – Business)
Utility Users Tax
(Centrex)
E911 (Centrex)

93

Utility Users Tax (Line)

94

Crime Control District
Tax

95

Library District Tax

96

Hospital District Tax

90
91

97
98

Health Services District
Tax
Emergency Services
District Tax

99

Improvement District Tax

100

Development District Tax

101

Transit Web Hosting Tax

102

Ambulance District Tax

103

Fire District Tax

104

Police District Tax

105

Football District Tax

106

Baseball District Tax

107

Crime Control District
Web Hosting Tax

108
109

Library District Web
Hosting Tax
Hospital District Web
Hosting Tax

DESCRIPTION
Similar to tax type 29 (Franchise Tax) but applies on a satellite
television carrier for granting of a satellite TV franchise by the
governing body.
Reserved
Reserved
Similar to tax type 23 (Telecommunications Relay Service Surcharge)
but only applied to a Centrex extension.
Similar to tax type 71 (Utility users Tax – Cable Television) but only
applies to cable television services for business customers.
Similar to tax type 16 (Utility users Tax) but only applies to a Centrex
extension.
Similar to tax type 10 (E911) but only applies to a Centrex extension.
This is a tax imposed upon users of utilities based on the number of
lines. This tax should not be confused with tax type 16 (Utility Users
Tax), which is based on a rate.
A specific district tax that supports a crime control program. This
district can overlap county and local jurisdictions.
A specific district tax that supports a library program. This district can
overlap county and local jurisdictions.
A specific district tax that supports hospital program. This district can
overlap county and local jurisdictions.
A specific district tax that supports a health services program. This
district can overlap county and local jurisdictions.
A specific district tax that supports an emergency services program.
This district can overlap county and local jurisdictions.
A specific district tax that supports a public improvement program.
This district can overlap county and local jurisdictions.
A specific district tax that supports a development program. This
district can overlap county and local jurisdictions.
A specific district tax on web hosting services that supports a
transportation program. This district can overlap county and local
jurisdictions.
A specific district tax that supports an ambulance program. This
district can overlap county and local jurisdictions.
A specific district tax that supports a fire district. This district can
overlap county and local jurisdictions.
A specific district tax that supports a police district. This district can
overlap county and local jurisdictions.
A specific district tax that supports a football program. This district can
overlap county and local jurisdictions.
A specific district tax that supports a baseball program. This district
can overlap county and local jurisdictions.
A specific district tax on web hosting services that supports a crime
control program. This district can overlap county and local
jurisdictions.
A specific district tax on web hosting services that supports a library
program. This district can overlap county and local jurisdictions.
A specific district tax on web hosting services that supports hospital
program. This district can overlap county and local jurisdictions.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

110

Health Services District
Web Hosting Tax

111

Emergency Services
District Web Hosting Tax

112

Improvement District
Web Hosting Tax

113

Development District
Web Hosting Tax

114
115
116
117
118

Utility Users Tax
(Interstate)
Utility Users Tax
(Telegraph)
E911 Network and
Database Surcharge
License Tax Emergency
License Tax Emergency
(Business)

119

Educational Sales Tax

120

Educational Use Tax

121

122
123
124
125

E911 Operational
Surcharge County
Commission
E911 Operational
Surcharge Voter
Approved
Sales Tax Nine Hundred
Convention Center Tax
E911 High Capacity
Trunk

126

School Board Tax A

127

School Board Tax B

128

School Board Tax C

129

School Board Tax D

130

School Board Tax E

131

School Board Tax F

132

School District Tax

DESCRIPTION
A specific district tax on web hosting services that supports a health
services program. This district can overlap county and local
jurisdictions.
A specific district tax on web hosting services that supports an
emergency services program. This district can overlap county and local
jurisdictions.
A specific district tax on web hosting services that supports a public
improvement program. This district can overlap county and local
jurisdictions.
A specific district tax on web hosting services that supports a
development program. This district can overlap county and local
jurisdictions.
This tax is similar to tax type 16 (Utility Users Tax) but applies only to
the interstate portion of transactions.
This tax is similar to tax type 16 (Utility Users Tax) but applies only to
telegraph transactions.
Charge assessed on each access line to pay the cost of developing and
maintaining a network and database for a 911 emergency system.
Utility tax for emergency budgetary purposes.
Utility tax for emergency budgetary purposes. (Applies to business
accounts.)
Sales tax designated specifically for education and reported apart from
the general sales tax.
Use tax designated specifically for education and reported apart from
the general use tax.
Portion of E911 voted upon and approved by the County Commission.

Portion of E911 voted upon and approved by the Voters in a county.
Similar to Sales Tax (Type 1) but applies to 900 calls.
Sales Tax designated for convention or conference centers.
This tax is used to fund the emergency 911 systems. This tax type is
used in jurisdictions that have a different rate for High Capacity Trunks.
Tax to fund School Board. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund School Board. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund School Board. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund School Board. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund School Board. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund School Board. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund a School District. This is typically a Sales Tax.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

133

Police Jury Tax B

134

Police Jury Tax C

135

Police Jury Tax E

136

Communications
Services Tax (Wireless)

137

Service Provider Tax

138

Telecommunications
Sales Tax

139

Advanced Transit Tax

140

Advanced Transit Web
Hosting Tax

141
142

143
144
145
146

Missouri Universal
Service Fund
Businesses and
Occupation Tax
(Wholesale)
Telecommunications
Education Access Fund
(Centrex)
Businesses and
Occupation Tax (Other)
Tribal Sales Tax
Sales Tax (Data
Processing)

147

Transit Tax (Data
Processing)

148

Crime Control District
Tax (Data Processing)

149
150

Library District Tax (Data
Processing)
Hospital District Tax
(Data Processing)

151

Health Services District
Tax (Data Processing)

152

Emergency Services
District Tax (Data
Processing)

DESCRIPTION
Tax to fund Police jurisdictions. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund Police jurisdictions. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
Tax to fund Police jurisdictions. This is typically a Sales Tax. The letter
designation is used in compliance reporting.
A tax on end users who consume communication services. This tax
type applies to wireless only.
Tax imposed upon the seller for providing services in a particular
jurisdiction.
Tax on privilege of purchasing telecommunication services.
Occasionally tax jurisdictions impose an alternate sales tax rate on
sales of telecommunication services. This tax type will be returned in
instances where such distinction exists.
A specific state, county, district or local tax used to support a
transportation district or program. If this is a district program, the
boundaries can overlap county and local jurisdictions.
A specific district tax on web hosting services that supports a
transportation program. This district can overlap county and local
jurisdictions.
Fund established by the Missouri PSC to help low-income and disabled
Missourians receive discounts for basic local telephone service.
This is a tax that is normally based upon having a business, occupation,
or residence within the taxing authority's geopolitical boundaries. This
tax type pertains to wholesale transactions only.
State fund used to facilitate Internet access and related telecom
services to qualified schools and libraries. This tax type pertains to
Centrex rates only.
This is a tax that is normally based upon having a business, occupation,
or residence within the taxing authority's geopolitical boundaries.
Sales tax imposed by an Indian Tribe.
This is a tax imposed on the sale of data processing services.
A specific district tax on data processing services that supports a
transportation program. This district can overlap county and local
jurisdictions.
A specific district tax on data processing services that supports a crime
control program. This district can overlap county and local
jurisdictions.
A specific district tax on data processing services that supports a library
program. This district can overlap county and local jurisdictions.
A specific district tax on data processing services that supports hospital
program. This district can overlap county and local jurisdictions.
A specific district tax on data processing services that supports a health
services program. This district can overlap county and local
jurisdictions.
A specific district tax on data processing services that supports an
emergency services program. This district can overlap county and local
jurisdictions.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

153

Improvement District Tax
(Data Processing)

154

Development District Tax
(Data Processing)

155

Advanced Transit Tax
(Data Processing)

156

CA PSPE Surcharge

157

District Tax (Data
Processing)

158
159

Reserved
Reserved

160

Statutory Gross Receipts
(Business)

161

E911 Tax (VoIP)

162

FUSF (VoIP)

163

FUSF

164

Reserved
Universal Service Fund
(VoIP)
Communications Service
Tax (Cable)

165
166

167

Municipal Right of Way
(Cable)

168

Network Access Fee –
Interstate

169

FCC Regulatory Fee
(Wireline)

DESCRIPTION
A specific district tax on data processing services that supports a public
improvement program. This district can overlap county and local
jurisdictions.
A specific district tax on data processing services that supports a
development program. This district can overlap county and local
jurisdictions.
A specific district tax on data processing services that supports a
transportation program. This district can overlap county and local
jurisdictions.
Surcharge to fund the payphone tariff enforcement program.
District taxes are taxes associated with a particular district. Typically
this is a school district; however it could be a redevelopment, sports,
entertainment or some other type of district.
Reserved
Reserved
Tax based upon the gross receipts of one or more transaction and
service type combinations. This tax type is returned when there is a
difference between the business rate and other rates.
This tax is used to fund emergency 911 systems. This tax type applies
in jurisdictions that have enacted E911 charges specifically for VoIP
service.
Similar to tax type 18 (Fed USF Combined High Cost and School) but
applies only on interconnected VoIP services. Following the "safe
harbor" taxing and remittance standards for interconnected VoIP
providers set by the FCC; this tax type is assessed at a rate of sixty four
and nine tenths percent (64.9%) of the current Federal USF rate as
established by the FCC.
This tax type gives interconnected VoIP carriers the ability to report
actual interstate/international revenues subject to the FUSF as
opposed to using the Safe Harbor percentage. Those who wish to use
this method of reporting should override Tax Type 162 to 0% and
override Tax Type 163 to the current FUSF rate.
Reserved
Similar to tax type 13 (State Universal Service Fund), but applies only to
interconnected VoIP services.
A tax on end users who consume communication services. This tax
type applies to cable only.
Tax imposed on cable television services to cover the municipal cost in
managing and maintaining municipal rights-of-way. This tax type is
specific to charges imposed upon residential customers of cable
television services.
Reserved
A fee paid by Interstate Telecommunications Service Providers to fund
the Federal Communications Commission. The current rate in the
system is the last rate published by the FCC and is based upon 499
revenues from a prior period; therefore it is only an estimate of actual
liability. If the user does not wish to pass this fee on, or collects the
fee by another mechanism, the rate can be overridden to 0%, or the
user can override the rate to match their estimation.
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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

170

FCC Regulatory Fee
(Wireless)

171
172
173

Reserved
Statutory Gross Receipts
(Video)
Utility Users Tax –
Lifeline

174

TRS – Long Distance

175

Telecom Relay Surcharge
(Wireless)

176

Sales Tax – Senior Citizen

177

Regulatory Cost Charge –
Local

180

Regulatory Cost Charge –
Intrastate
Regulatory Cost Charge –
Cable
P.U.C. Fee – Cable

181

Provincial Sales Tax

182
183

Reserved
Reserved

184

Sales Tax-Manufacturing

185

Use Tax-Manufacturing

186
187

Sales Tax-Motor Vehicles
Use Tax-Motor Vehicles

188

Rental Tax

189

Rental Tax-Linen

190

Sales Tax-Vending

178
179

191
192
193
194
195

Rental Tax-Motor
Vehicles
Sales Tax-Wholesale
Sales Tax-Food and
Drugs
Sales Tax-Food
Fur Tax

DESCRIPTION
A fee paid by Commercial Wireless providers to fund the Federal
Communications Commission. The current rate in the system is the
last rate published by the FCC and is based upon the number of
subscribers from a prior period; therefore it is only an estimate of
actual liability. If the user does not wish to pass this fee on, or collects
the fee by another mechanism, the rate can be overridden to 0%, or
the user can override the rate to match their estimation.
Reserved
Tax based upon the gross receipts of video services such as cable or
satellite.
Similar to tax type 16 (Utility Users Tax) but only applies to lifeline
customers.
Similar to tax type 23 (Telecommunications Relay Service) but applies
exclusively to long distance.
Similar to Tax Type 23 (Telecom Relay Surcharge), but applied only to
wireless.
Similar to tax type 1 (Sales Tax) but only applies to Senior Citizens who
meet certain age requirements.
Fee charged by the applicable regulatory agency to cover that agencies
expenses for the upcoming year. This fee covers local phone service
only.
Same as Regulatory Cost Charge-Local. The fee would cover intrastate
calling only.
Same as Regulatory Cost Charge-Local. The fee would cover cable
services only.
Similar to Tax Type 9, but applies to Cable television revenues only.
Sales Tax applied in various Canadian Provinces. This Tax Type applies
to TOLL services only.
Reserved
Reserved
Refers to a sales tax rate charged on the sale of manufacturing
machinery and other manufacturing related items.
Refers to a use tax rate charged on the sale of manufacturing
machinery and other manufacturing related items.
Refers to a sales tax rate charged on the sale of motor vehicles.
Refers to a use tax rate charged on the sale of motor vehicles.
Tax exclusively on the rental of any item not specifically taxed by
another rental tax.
Tax covering the rental of linen based supplies.
Sales tax that applies to the retail sale of items sold through vending
machines.
Tax covering the rental of motor vehicles.
Sales Tax applying to wholesale transactions.
Refers to a rate charged on the sale of food, drugs or beverages.
Refers to a rate charged on the sale of food or beverages.
Tax charged on the sale of furs.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
196

NAME
Privilege TaxManufacturing

197

Lead Acid Battery Fee

198

200

Sales Tax-Motor Fuel
Lead Acid Battery FeeLarger Battery
Sales Tax-Parking

201

Privilege Tax-Recreation

202

Dry Cleaning Fee

203

White Goods Tax

199

204
205
206
207

Sales Tax-Medical
Equipment
Electronic Waste
Recycling Fee-Small
Electronic Waste
Recycling Fee-Medium
Electronic Waste
Recycling Fee-Large

208

Alcoholic Beverage Tax

209

Sales Tax-Alcohol

210

Liquor Drink Tax

211

IN Universal Service
Charge.

212

TRS (Paging)

213

ConnectME Fund

214

PA PURTA Surcharge

215
216

ConnectME Fund(VoIP)
ConnectME Fund(Cable)

217

TRS VoIP

218

Consumer Council Fee

219

San Diego Underground
Conversion Surcharge

220

RSPF Surcharge

221

Reserved

DESCRIPTION
Tax on the privilege of purchasing items to be used in the
manufacturing process.
Fee charged to cover the cost involved in the disposing of lead based
batteries.
Refers to a sales tax rate charged on the sale of motor fuel.
Fee charged for batteries over a certain pre-described voltage to cover
the cost involved in disposing lead based batteries.
Tax on the fee charged for the parking of motor vehicles.
Tax charged for recreational events such as sporting events or any
similar type of endeavor.
Fee charged on the sale of dry cleaning services.
A fee applied to the sale of certain appliance and appliance type items
to cover the disposal of such items.
Sales Tax that applies exclusively to the sale of medical equipment.
A fee charged for smaller monitors to cover the disposal of such items.
A fee charged for certain sized monitors fitting between certain
dimensions to cover the disposal of such items.
A fee charged for larger monitors to cover the disposal of such items.
Alcoholic Beverages taxed under a different tax in lieu or in addition to
sales tax.
Refers to a sales tax rate charged on the sale of alcohol.
Applies where there is a distinct rate on the sale of mixed drinks ready
for on-site consumption.
Indiana fee used to fund schools and underserved areas of the state.
Similar to Tax Type 23 (Telecommunications Relay Service Surcharge)
but only applied to paging.
Assessment on state revenues to provide service to underserved areas
of Maine.
Similar to Tax Type 14 in PA, but this surcharge applies only to
intrastate revenues.
Similar to Tax Type 213 in ME, but this surcharge applies only to VoIP.
Similar to Tax Type 213 in ME, but this surcharge applies only to Cable
Similar to Tax Type 23 (Telecommunications Relay Service Surcharge),
but applies only to VoIP
This fee provides funding for the Consumer Counsel, which represents
public utility consumers before the PSC and similar groups in matters
concerning public utility regulation.
Surcharge imposed to pay for costs associated with undergrounding
aerial telephone facilities in San Diego pursuant to the City of San
Diego Underground Utilities Procedural Ordinance and the San Diego
Surcharge for Underground Conversion Costs.
An Oregon Surcharge that funds the Telecommunications Relay
Service, Telephone Assistance Program, and the Telecommunications
Devices Access Program.
Reserved

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
222

NAME
Reserved

223

CASF

224

License Tax (Cable)

225

Relay Missouri Surcharge
FCC Regulatory Fee
(VoIP)
Municipal Right of Way
(Extension)
Reserved
Carrier Cost Recovery
(VoIP)
Sales Tax-Video
North Carolina
Telecommunications
Sales Tax

226
228
227
229
230
231

232

Telecommunications
Relay Surcharge
(Cellular)

233

E-911 Prepaid Wireless

234

Telecommunications
Relay Surcharge (Paging)

235

Telecommunications
Relay Surcharge (VoIP)

236

TDAP

237

TAP Surcharge

238

Communications Service
Tax (Non-Facilities)

239

E-911 (VoIP) Alternate

240

E-911 (VoIP PBX)

241

Utility Users Tax (VoIP)

DESCRIPTION
Reserved
California Advanced Services Fund was created to encourage
deployment of broadband facilities for use in provisioning advanced
telecommunications service in unserved or underserved areas of
California. For other than wireless or VoIP revenue.
Similar to Tax Type 8 (License Tax), but applies to providers of cable
television services.
A Missouri surcharge that funds the State Deaf and Disabled Fund.
Similar to Tax Type 169 (FCC Regulatory Fee (Wireline)), but applies to
VoIP services.
Similar to Tax Type 51 – Right of Way (Residential), but only applies to
Centrex and PBX extensions.

A sales tax charged on the provision of video services.
Tax on privilege of purchasing telecommunication services in North
Carolina.
Similar to tax type 31 (Fed Telecommunications Relay Service) but
applies only on wireless services. This tax type is assessed at the "safe
harbor" taxing and remittance standards for cellular providers set by
the FCC.
Similar to Tax Type 10 (E911 Tax) but applies only on prepaid wireless
telecommunications.
Similar to tax type 31 (Fed Telecommunications Relay Service) but
applies only on paging services. This tax type is assessed at the "safe
harbor" taxing and remittance standards for paging providers set by
the FCC.
Similar to tax type 31 (Fed Telecommunications Relay Service) but
applies only on VoIP services. This tax type is assessed at the "safe
harbor" taxing and remittance standards for VoIP providers set by the
FCC.
Program designed to distribute appropriate telecommunications
devices so that persons who have a disability may effectively use basic
telephone service.
Surcharge to provide funding for telecommunications device for the
deaf distribution program.
Similar to Tax Type 64, but applies only to providers without facilities in
the public right-of-way.
This tax type gives interconnected VoIP carriers the ability to report
actual interstate/international revenues subject to the E-911 as
opposed to using the Safe Harbor percentage. Those who wish to use
this method of reporting should override Tax Type 161 to 0% and
override Tax Type 239 to the current E-911 rate.
Similar to Tax Type 10 (E911) but applies only to VoIP PBX Service.
Similar to tax type 16 (Utility Users Tax) but applies only to users VoIP
services.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

242

Utility Users Tax (VoIPBusiness)

243

Solid Waste Collection
Tax

Tax on the service of removing solid waste.

244

E-911 (VoIP Business)

This tax is used to fund emergency 911 systems. This tax type applies
in jurisdictions that have enacted E911 charges specifically for VoIP
service. It applies only to a business customer.

245

E-911 (VoIP Nomadic)

246

E-911 Prepaid Wireless
(Alternate)

247

Police and Fire
Protection Fee

248

San Francisco Access
Line Tax

249

San Francisco Access
Line Tax (PBX/Trunk Line)

250

San Francisco Access
Line Tax (VoIP)

251

San Francisco Access
Line Tax (Wireless)

252

San Francisco Access
Line Tax (High Cap Trunk)

253

City of San Jose
Telephone Line Tax

254

255

256

257

City of San Jose
Telephone Line TaxPBX/Trunk Line
City of San Jose
Telephone Line Tax
(VoIP)
City of San Jose
Telephone Line Tax
(Wireless)
San Leandro Emerg Com
Sys Access Tax

DESCRIPTION
Similar to tax type 241 (Utility Users Tax (VoIP)) but applies only to
VoIP business subscribers. This tax type will be used when different
rates exist for utility users based upon business versus residential use.

Similar to tax type 10 (E911 ) but applies only to a nomadic VoIP
customer.
This tax type gives prepaid wireless providers the ability to report E911 charged at the point of sale as opposed to using a fixed amount for
every $X of service. Those who wish to use this method of reporting
should override Tax Type 233 to $0 and override Tax Type 246 to the
current E-911 rate.
A tax to fund public safety services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
258

NAME
San Leandro Emerg Com
Sys Access Tax (PBX
Trunk)

259

San Leandro Emerg Com
Sys Access Tax (VoIP)

260

San Leandro Emerg Com
Sys Access Tax (Wireless)

261
262
263
264

San Leandro Emerg Com
Sys Access Tax-High Cap
Trnk
Police and Fire
Protection Fee (Prepaid)
Public Safety
Communications
Surcharge
E-911 Technical Charge

266

Telecom Assistance Svc
Fund-High Capacity
Trunk
Reserved

267

Access Line Tax

268

Access Line Tax
(PBX/Trunk Line)

269

Access Line Tax (VoIP)

270

Access Line Tax
(Wireless)

271

WI USF

272

Network Access Fee –
Interstate

273

Sales Tax – Other

265

274
275
276
277

FCC Regulatory Fee (VoIP
Alternate)
Excise Tax (Wireless)
Reserved
Federal Universal Service
Fund (Non-billable)

DESCRIPTION
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund public safety services. This applies only to prepaid
services.
A tax to fund public safety services.
A charge applied to users of E-911 services that is retained by the
carrier to absorb costs incurred for the provision of E-911 service.
Similar to Tax Type 34 but applies only to High Capacity Trunks
Reserved
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A tax to fund such general fund services as may be determined by the
Board of Supervisors including, without limitation, police, fire and
emergency services.
A fund in the state of Wisconsin to fund subsidizing the cost of
telecommunications users in remote locations.
Reserved
Refers to a separate sales tax rate charged on transactions that do not
fall into another existing category.
Reserved
Similar to Tax Type 5, but applies only to a wireless customer.
Reserved
Charge imposed by the FCC to fund schools, libraries, rural healthcare
support mechanisms, lifeline, link-up and high cost fund. Charges
included in this tax type are liabilities of the company, but can not be
billed to the end-user.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
278
279
280

NAME
Municipal Right of WayHigh Capacity Trunk
Education Cess
Secondary and Higher
Education Cess

281

Utility Users Tax (Video)

282

State USF (VoIP
Alternate)

283

TRS (VoIP Business)

284

TRS (Trunk)

285

Deaf and Disabled Fund
(Wireless)

286

UUT-Wireless (Business)

287
288
289
290

291
292

Telecommunications
Sales Tax-Prepaid
CA High Cost Fund A
(VoIP Actual)
State High Cost Fund
(VoIP Actual)
Universal Lifeline
Telephone Svc Chg (VoIP
Actual)
Telecommunications
Relay Svc Charge (VoIP
Actual)
CA Teleconnect Fund
(VoIP Actual)

293

CASF (VoIP Actual)

294

Oklahoma Sales Tax
Business and Occupation
Tax (Printing/Publishing)

295
296

Premier Resort Area Tax

297

911 Equalization
Surcharge

298

Universal Service Fee

299

NE Universal Service

300

TAP Surcharge Wireless

301

GA Universal Access
Fund

DESCRIPTION
Similar to tax type 51 (Municipal Right of Way (Residential)) but applies
only to High Capacity Trunks.
A tax levied to collect funds for education.
A tax levied to collect funds for secondary and higher education.
Similar to Tax Type 16 (Utility Users Tax) but applies only on Video
services.
This tax type gives the user the ability to report VoIP usage based on
actual usage rather than using the Safe Harbor percentage.
Similar to Tax Type 23 (Telecommunications Relay Service Surcharge)
but applies only to VoIP services for business customers.
Similar to Tax Type 23. (Telecommunications Relay Service Surcharge)
but applies only to Trunk type services.
Similar to Tax Type 20 (State Deaf and Disabled Fund), but applies only
to wireless transactions.
Similar to Tax Type 16, but applies only to Wireless Business
subscribers.
Special Sales Tax used for Telecommunications Services applied to
prepaid services only.
This tax type gives the user the ability to report VoIP usage based on
actual usage rather than using the Safe Harbor percentage.
This tax type gives the user the ability to report VoIP usage based on
actual usage rather than using the Safe Harbor percentage.
This tax type gives the user the ability to report VoIP usage based on
actual usage rather than using the Safe Harbor percentage.
This tax type gives the user the ability to report VoIP usage based on
actual usage rather than using the Safe Harbor percentage.
This tax type gives the user the ability to report VoIP usage based on
actual usage rather than using the Safe Harbor percentage.
This tax type gives the user the ability to report VoIP usage based on
actual usage rather than using the Safe Harbor percentage.
Similar to Tax Type 1 (Sales Tax) but applies only in Oklahoma.
Similar to Tax Type 2, but applied only to Printing and Publishing
services.
Similar to Sales Tax (Tax Type 1) , but applied only in Premier Resort
Areas.
A surcharge that provides funding for the emergency 911 system.
The purpose of the fund depends upon the state, however these are
typically used for items such as funding schools or subsidizing the cost
of telecommunications users in remote locations.
Similar to Tax Type 13. But, it is applied only in the state of Nebraska.
Similar to Tax Type 237 (TAP Surcharge) but applied only to wireless
services.
Similar to Tax Type 13, used in GA to provide funding for the cost of
telecommunications in remote areas.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
302
303
304
305
306
307
308

NAME
CA High Cost Fund A
(Wireless)
CA Teleconnect Fund
(Wireless)
CASF (Wireless)
State High Cost Fund
(Wireless)
PUC Fee (Wireless)
Universal Lifeline
Telephone Svc Charge
(Wireless)
NY TAF

310

Prepaid Wireless E911
TRS Surcharge
TRS – Prepaid Wireless

311

FUSF (Multi-line)

312

ND Gross Receipts Tax

313
314
315
316

393

NY Sales Tax
NY Local Transit Tax
NY Local District Tax
Sales Tax - Satellite
Sales Tax - Commercial
Lease
Network Access Fee LD –
Interstate
Network Access Fee LD –
Intrastate
Tasa de Control

394

Radio Rights Fee

397

Montana Excise Tax
Rural Transportation
Authority District Tax

309

317
319
320

398
399
400
401
402
409

MHA District Tax
Public Safety
Improvements District
Tax
Mass Transit District Tax
Metropolitan District Tax
VAT (Reduced Rate)

DESCRIPTION
Similar to Tax Type 60. Used only for wireless service.
Similar to Tax Type 21. Used only for wireless service.
Similar to Tax Type 223. Used only for wireless service.
Similar to Tax Type 19. Used only for wireless service.
Similar to Tax Type 9. Used only for wireless service.
Similar to Tax Type 22. Used only for wireless service.
Targeted Accessibility Fund of New York. Used to ensure proper
funding of Lifeline, E 911, Public Interest Pay Phones and TRS.
A surcharge for E911 and TRS which is applied to Prepaid Wireless
Service.
Similar to Tax Type 23, but applied only to Prepaid Wireless services.
Federal Universal Service Fund charge imposed by FCC to fund schools,
libraries, rural health care support mechanisms, lifeline, link-up, and
the high cost fund. This charge is applied upon FCC Subscriber Line
Charges applicable to multi-line local phone service. This tax type
allows for regulatory compliance with FCC regulations in regards to
multi-line accounts.
A North Dakota tax based upon the gross receipts of one or more
transaction and service type combinations.
Similar to Tax Type 1 (Sales Tax) but applied only in New York.
Similar to Tax Type 33 (Transit Tax) but applied only in New York.
Similar to Tax Type 4 (District Tax) but applied only in New York.
Similar to Tax Type 1, but applied only to satellite service.
Similar to Tax Type 1, but applied only to commercial leases.
Reserved
Reserved
A telecommunications regulatory fee applied in Argentina.
A fee applied per station and per frequency to providers of Mobile
Telecommunications.
Similar to Excise Tax (Tax Type 5) but applied only in Montana.
A specific district tax that supports a Rural Transportation Authority.
A specific district tax that supports a Multi-jurisdictional Housing
Authority.
A specific district tax that supports public safety improvements.
A specific district tax that supports Mass Transit.
A specific district tax that supports a Metropolitan district.
Similar to VAT (Tax Type 65) but applied at a reduced rate.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
410
411
424

NAME
Poison Control Fund
(Wireless)
State Inspection and
Supervision
Revenue Statement

425

NY MCTD 186c
(Wireless)

426

WY USF

427

WY USF (Paging)

428

WY USF (Wireless)

429

FCC Regulatory Fee-Toll
Free

430

FCC Regulatory Fee
(Satellite)

431
432
433
434
435

Commerce Tax
Telecom Assistance Svc
Fund - VoIP
Telecom Assistance Svc
Fund - VoIP High Cap
Trnk
E-911 (VoIP Nomadic
PBX)
E-911 Service Fee (NL
911 Bureau)

436

Copyright Fee (Rated)

437

Copyright Fee (Fixed)

438

Utility Tax

439

Audio-Video Service Tax

440

Swachh Bharat Cess

DESCRIPTION
Similar to Poison Control Fund (Tax Type 25) but applied only to
Wireless transactions
Reserved
Reserved
New York Metropolitan Commuter Transportation District (NY MCTD)
imposed surcharge based on the taxable wireless telephone services
subject to the NY 186e excise tax on telecommunications and said
services have occurred solely within the specific NY counties that
comprise the NY MCTD.
The purpose of the fund depends upon the state; however, these are
typically used for items such as funding schools or subsidizing the cost
of telecommunications users in remote locations. This USF tax type
does not tax the FUSF.
Tax similar to tax type 13 (State Universal Service Fund), but applies
only on paging telecommunications. This USF tax type does not tax the
FUSF.
Similar to tax type 13 (State Universal Service Fund), but applies only
on wireless telecommunications. This USF tax type does not tax the
FUSF.
A fee paid by interstate telecommunications providers to fund the
Federal Communications Commission. The current rate is the last rate
published by the FCC and is based upon the number of subscribers
from a prior period and is an estimate of actual liability.
A fee paid by Satellite Television Service providers to fund the Federal
Communications Commission. The current rate in the system is the
last rate published by the FCC and is based upon the number of
subscribers from a prior period, therefore it is an estimate of actual
liability. If the user does not wish to pass this fee on, or collects the
fee by another mechanism, the rate can be overridden to 0%, or the
user can override the rate to match their estimation.
Tax on Gross Revenue for the privilege of engaging in business.
Similar to Tax Type 34, but applies only to VoIP lines.
Similar to Tax Type 34, but applies only to VoIP High Capacity Trunks.
Similar to Tax Type 10 (E911), but applies only to VoIP Nomadic PBX
Service.
Newfoundland and Labrador's Provincial E911 Fee.
Fee to compensate copyright owners for re-transmission of
copyrighted programs. Customer charged as a percentage of revenue.
Fee to compensate copyright owners for re-transmission of
copyrighted programs. Customer charged as a fixed amount.
This is a tax imposed upon utility services. In this case, the utility is
telecommunications.
This is a tax imposed upon service provided by a multi-channel video or
audio service provider.
A tax to collect funds for the Swachh Bharat (Clean India) Initiative.
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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

441

PIS

442
443

COFINS
ICMS

444

Federal USF (Centrex)

445

UUT (Prepaid Wireless)

446

Mobile Telephony
Services Surcharge

447
448

Access Line Tax (Prepaid
Wireless)
San Leandro Emerg Com
Sys Acc Tax (Ppd
Wireless)

449

Rental Tax (Lower Rate)

450

CA High Cost Fund A
(VoIP)

451

State High Cost Fund
(VoIP)

452

CA Teleconnect Fund
(VoIP)

453

CASF (VoIP)

454

Universal Lifeline
Telephone Service
Charge (VoIP)

455

FUNTTEL

456

FUST

457

Telecommunications Use
Tax

458

Krishi Kalyan Cess

DESCRIPTION
A social contribution tax targeted to finance unemployment insurance
and allowance for low paid workers.
A contribution levied to finance social security, health and social care.
State tax for goods and services.
Federal Universal Service Fund charge imposed by FCC to fund schools,
libraries, rural health care support mechanisms, lifeline, link-up, and
the high cost fund. This charge is applied upon FCC Subscriber Line
Charges applicable to Centrex service. This tax type allows for
regulatory compliance with FCC regulations in regards to Centrex
accounts.
Similar to Utility Users Tax (UUT) (Tax Type 16) but only applied to
prepaid wireless telecommunications.
Mobile Telephony Services (MTS) Surcharge on prepaid wireless
telecommunications recovering California PUC expenses on wireless
communication services.
Similar to Access Line Tax (Tax Type 267) but only applied to prepaid
wireless telecommunications.
Similar to San Leandro Emerg Com Sys Access Tax (Tax Type 257) but
only applied to prepaid wireless telecommunications.
Similar to Rental Tax (Tax Type 188) but only applied to certain items at
a reduced rate.
CA state fund that provides subsidies to specific small independent
telephone companies. Said fund is used to minimize any rate disparity
of basic telephone service between rural and metropolitan areas. This
Tax Type is for reporting VoIP revenues.
State high cost funds are used to subsidize the cost of
telecommunications users in remote locations. This Tax Type is for
reporting VoIP revenues.
This fund supports California providers that offer discounts to schools,
libraries, health care and community-based organizations with
telecommunications services that qualify. This Tax Type is for reporting
VoIP revenues.
California Advanced Services Fund was created to encourage
deployment of broadband facilities for use in provisioning advanced
telecommunications service in unserved or underserved areas of
California. This Tax Type is for reporting VoIP revenues.
This California state charge funds a program that provides basic
telephone service to qualifying low income families. This Tax Type is for
reporting VoIP revenues.
A telecommunications tax levied on providers of telecommunications
services to encourage the process of technological innovation.
Fund of Universalization of Telecommunication Services imposed to
cover costs of universal telecommunications services. It is applied on
the gross operating revenue resulting from the provision of
telecommunication services.
Special use tax used for compliance reporting.
A tax to generate funds for financing and promoting agricultural
improvement initiatives.
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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

459

School and Library Fund
Surcharge

460

State 911 Charge

461

ITAC Assessment

464

State 911 Charge
(Wireless)
E-911 (Advanced
Services)
VAT (Wireless)

465

VAT (Communications)

466

CA TRS

467

CA TRS (Wireless)

468
469

CA PUC Fee
Use Tax (Rental)

470

Use Tax (Other)

473

SC USF

474

USF (Prepaid Wireless)

475

E-911 (Lifeline)

476

Utility Tax NF

462
463

482

Telecommunications
Sales Tax (Wholesale)
E-rate Broadband
Program
E-rate Broadband
Program (Business Line)
E-rate Broadband
Program (Line)
E-rate Broadband
Program (Wireless)
IGST (Communications)

483

CGST

484

CGST (Communications)

485

SGST

486

SGST (Communications)

477
478
479
480
481

DESCRIPTION
Required invoice presentation for the Maine Telecommunications
Education Access Fund. This is a state fund used to facilitate internet
access and related telecom services to qualified schools and libraries.
Provides funding for the state emergency 911 system.
The Illinois Telecommunications Access Corporation (ITAC) Assessment
assists persons that have a hearing or speech disability.
Provides funding for the state emergency 911 system but applies only
on wireless telecommunications.
Similar to Tax Type 10 (E-911) but applied to Advanced Services.
Similar to Tax Type 65 (VAT) but only applied only to wireless services.
Similar to Tax Type 65 (VAT) but only applied to communications
services.
Similar to Tax Type 23 (TRS) but only applied in California.
Similar to Tax Type 175 (TRS (Wireless)) but only applied in
California. This tax type is assessed at the safe harbor taxing and
remittance standards for wireless providers set by the FCC.
Similar to Tax Type 9 (PUC Fee) but only applied in California.
Similar to Tax Type 49 (Use Tax) but only applied to rental services.
Similar to Tax Type 49 (Use Tax) but only applied to transactions that
do not fall into another existing tax type. Generally transactions return
this tax type if a distinct use tax rate applies in a specific jurisdiction or
on a temporary basis.
Similar to Tax Type 13 (State USF) but only applied in South Carolina.
Similar to Tax Type 13 (State USF) but only applied to prepaid wireless
services.
Similar to Tax Type 10 (E-911) but only applied to a lifeline customer.
Similar to Tax Type 438 (Utility Tax), but does not include Federal USF
and Federal FCC Regulatory Fees in the assessment base.
Special sales tax used for sales of telecommunications services made
on wholesale basis.
E-rate Broadband Program to assist schools and public libraries to fund
broadband facilities and obtain broadband connectivity.
Similar to tax type 478 (E-rate Broadband Program) but applies only to
a business local line.
Similar to tax type 478 (E-rate Broadband Program) but applies only to
applicable local access or local trunk line.
Similar to tax type 478 (E-rate Broadband Program) but applies only to
wireless telecommunications.
Integrated goods and service tax based on consumption but applied
only to communications services.
National goods and service tax based on consumption within the
boundary of a state or territory.
Similar to Tax Type 483 (CGST) but applied only to communications
services.
State goods and service tax based on consumption within the
boundary of a state or territory.
Similar to Tax Type 485 (SGST) but applied only to communications
services.

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID
487
488
489

NAME
Universal Service Fund
(Other)
IGST
Kentucky Lifeline
Surcharge

490

Telecommunications
Sales Tax NF

491

Public Safety
Communications
Surcharge (Prepaid)
Statutory Gross Receipts
NF

492

DESCRIPTION
Similar to Tax Type 13 (State Universal Service Fund) but only applied
to transactions that do not fall into another existing tax type.
Integrated goods and service tax based on consumption.
Kentucky Universal Lifel ine Telephone Service surcharge to provide
basic telephone service to qualifying low income families. This is the
required invoice presentation.
Special Sales Tax used for Telecommunications Services, but does not
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
A tax to fund public safety services but only applied to prepaid wireless
service.
Similar to Tax Type 14 (Statutory Gross Receipts), but does not include
Federal USF and Federal FCC Regulatory Fees in the assessment base.

493

PUC Franchise Fee (Video)
NF

Similar to Tax Type 9 (P.U.C. Fee) but only applied to video services. This tax
does not include Federal USF or Federal FCC Regulatory Fees in the assessment
base.

494

Sales Tax NF

495

District Tax NF

496

Hospital District Tax
NF

497

Improvement District
Tax NF

498

Mass Transit District
Tax NF

499

Metropolitan District
Tax NF

500

MHA District Tax NF

501

Public Safety
Improvement District
Tax NF
Rural Transportation
Authority District Tax
NF
Transit Tax NF

Similar to Tax Type 1 (Sales Tax), but does not include Federal
USF and Federal FCC Regulatory Fees in the assessment base.
Similar to Tax Type 4 (District Tax), but does not include Federal
USF and Federal FCC Regulatory Fees in the assessment base.
Similar to Tax Type 96 (Hospital District Tax), but does not
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
Similar to Tax Type 99 (Improvement District Tax), but does not
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
Similar to Tax Type 401 (Mass Transit District Tax), but does not
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
Similar to Tax Type 402 (Metropolitan District Tax), but does not
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
Similar to Tax Type 399 (MHA District Tax), but does not include
Federal USF and Federal FCC Regulatory Fees in the assessment
base.
Similar to Tax Type 400 (Public Safety Improvements District
Tax), but does not include Federal USF and Federal FCC
Regulatory Fees in the assessment base.
Similar to Tax Type 398 (Rural Transportation Authority District
Tax), but does not include Federal USF and Federal FCC
Regulatory Fees in the assessment base.
Similar to Tax Type 33 (Transit Tax), but does not include Federal
USF and Federal FCC Regulatory Fees in the assessment base.
Similar to Tax Type 358 (District Consumer Use Tax), but does
not include Federal USF and Federal FCC Regulatory Fees in the
assessment base.

502
503
504

District Consumer Use
Tax NF

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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

505

Hospital District
Consumer Use Tax NF

506
507
508
509
510
511
512
513
514
515
516
517
518
519

DESCRIPTION

Similar to Tax Type 363 (Hospital District Consumer Use Tax),
but does not include Federal USF and Federal FCC Regulatory
Fees in the assessment base.
Improvement District Similar to Tax Type 366 (Improvement District Consumer Use
Consumer Use Tax NF Tax), but does not include Federal USF and Federal FCC
Regulatory Fees in the assessment base.
Mass Transit District
Similar to Tax Type 407 (Mass Transit District Consumer Use
Consumer Use Tax NF Tax), but does not include Federal USF and Federal FCC
Regulatory Fees in the assessment base.
MHA Consumer Use
Similar to Tax Type 405 (MHA Consumer Use Tax), but does not
Tax NF
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
RTA Consumer Use Tax Similar to Tax Type 403 (RTA Consumer Use Tax), but does not
NF
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
Transit Consumer Use Similar to Tax Type 360 (Transit Consumer Use Tax), but does
Tax NF
not include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
District Vendor Use
Similar to Tax Type 322 (District Vendor Use Tax), but does not
Tax NF
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
Hospital District
Similar to Tax Type 327 (Hospital District Vendor Use Tax), but
Vendor Use Tax NF
does not include Federal USF and Federal FCC Regulatory Fees in
the assessment base.
Improvement District Similar to Tax Type 330 (Improvement District Vendor Use Tax),
Vendor Use Tax NF
but does not include Federal USF and Federal FCC Regulatory
Fees in the assessment base.
Mass Transit District
Similar to Tax Type 408 (Mass Transit District Vendor Use Tax),
Vendor Use Tax NF
but does not include Federal USF and Federal FCC Regulatory
Fees in the assessment base.
MHA Vendor Use Tax Similar to Tax Type 406 (MHA Vendor Use Tax), but does not
NF
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
RTA Vendor Use Tax
Similar to Tax Type 404 (RTA Vendor Use Tax), but does not
NF
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
Transit Vendor Use
Similar to Tax Type 321 (Transit Vendor Use Tax), but does not
Tax NF
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
State USF (VoIP
Similar to Tax Type 282 (State USF (VoIP Alternate)) but does not
Alternate) NF
include Federal USF and Federal FCC Regulatory Fees in the
assessment base.
E-rate Broadband
Similar to Tax Type 478 (E-rate Broadband Program) but gives
Program (VoIP
the user the ability to report VoIP usage based on actual usage
Alternate)
rather than using the Safe Harbor percentage.
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Table 4-14 Tax Types Supported by AFC
TAX TYPE ID

NAME

520

ConnectME Fund
(VoIP Alternate)

DESCRIPTION

Similar to Tax Type 215 (ConnectME Fund (VoIP) but gives the
user the ability to report VoIP usage based on actual usage
rather than using the Safe Harbor percentage.

For the most current list of Tax Types, refer to the EZTaxTaxType.h file located on the most recent
Distribution/Update. For .NET users, the tax types are also available in EZTaxConstants.cs. For Java users,
the tax types are also available in TaxType.java.

Nexus
AFC allows a client application to set the nexus information in multiple methods.
• Set the appropriate nexus option in the configuration file (see TM_00548_AFC Configuration
Guide). The option specified in the configuration file will automatically be applied to every AFC
session as it is initialized. However, this option may be overridden by calling the EZTaxSetNexus
API function.
• By EZTaxSetNexus API function.
• By using a nexus_table at the transaction level.
• By EZTaxSetStateNexus API function.
General Usage
When the engine determines there is no nexus for the taxing jurisdiction of the transaction, no taxes will
be returned.
If the nexus information has been set by either configuration file or by API call, the transaction level nexus
will take precedence.
EZTaxSetNexus allows one call to set all nexus information whereas EZTaxSetStateNexus allows the client
application to set each state individually.
By using EZTaxSetNexus with a null pointer and a nexus count of zero, it will reset the AFC engine to
default value of nexus in every state.
Nexus is only used within the United States.

Exclusions
AFC allows a client application to exclude states or countries (and all lower level jurisdictions) from
taxation. By using the exclusion option, the client is informing AFC that the specified state or country and
all lower jurisdictions are to return no taxes. An excluded state will exempt all state and lower level
jurisdiction taxes; however, it will continue to return federal level taxes. An excluded country will exempt
all federal and lower level jurisdiction taxes. Exclusions may be accomplished using several methods,
such as those listed below:

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•
•
•

Set the appropriate exclusion option in the configuration file (see TM_00548_AFC Configuration
Guide). The option specified in the configuration file will automatically be applied to every AFC
session as it is initialized. However, this option may be overridden with other API functions.
Use the EZTaxSetStateExclusion API function.
Use the EZTaxClearExclusion API function.

General Usage
When the engine determines that taxes are excluded at the state level for a transaction, only federal level
taxes are returned. When the engine determines that taxes are excluded at the federal level, no taxes are
returned.
EZTaxClearExclusion will clear all exclusion information and return taxes at every level.

US Territories
US Territory exclusions function like state exclusions and are set and cleared when the federal level USA
country code is used without a state or territory. When specified as a state jurisdiction using the two
letter state code, ex. ‘USA,VI’, the exclusion behaves like any other state jurisdiction.
Country codes for US Territories are deprecated.

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Utilities
Refer to Figure 5-1Figure 5-1. While tax results are typically returned to the billing system using
functions, the primary output mechanism of the AFC Engine employs the EZtax Log. The EZTax.log is the
link to the outside world. There are twenty-four utilities to choose from, one of which will almost
certainly suit your need.
When an AFC session is started with the AFC Initialization Function, the Tax Log is opened if the Tax Log
parameter is set to true. This allows the AFC Log to capture the binary formatted transaction and tax
data generated by the AFC Engine.
After exiting the AFC session, the AFC Log becomes available for use. This file should be archived by the
user for reruns, recovery and auditing purposes. This is accomplished by simply copying the EZTax.log file
to a local storage location (refer to Figure 5-1). In most cases this binary file will be used in the future and
nearly all of the utilities will delete the contents of the AFC Log upon job completion.
Figure 5-1 AFC Log Data Path

If the Billing System is configured to use the AFC Functions and does not require the logging of data, set
the first parameter of the AFC Initialization Function to FALSE to disable transaction logging. For instance,
if your program is saving or using the tax data returned to it by the tax calculation functions, you would
have no need to use the data in the log file for later processing.

NOTE:
When running AFC in batch fashion the EZTax.log file is always
generated.

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It is imperative that rigid backup practices are established and followed to avoid losing the transaction
and data information created during a session. Most utilities will delete the inputted log file when the
utility is finished and backups would be required should reruns be needed.

Utility Selection
AFC provides utilities for reporting and file management. The latest utilities, along with their file formats,
are located on the most current update. AFC has conversion utilities available for converting the tax log
file to formats used by compliance services. Contact Avalara for information on converting to specific
services.

Reporting Utilities
The reporting utilities are used for customer billing and compliance reporting. They extract specific data
from the content rich binary EZtax Log file, commonly sorting the data into a logical and orderly format.
The resulting output is a flat file containing just the information required for the specific report,
compatible with common software such as spreadsheets and databases.
The most common use of this information is to file tax returns. However, other uses may include audit
trails, internal tracking and projections.

Reporting File Extensions
Refer to Table 5-1. The reporting utility output file extensions are customized to indicate the type of
information provided within the file. Note that some utilities may produce more than one type of output
file.
Table 5-1 File Extension Definitions
Log File
Extension
.csf

Log File Type
Customer Billable amounts

File
Format
.csf

.ssf

Tax Compliance amounts

.ssf

.nba

Non-billable amounts for
compliance

.ssf

.nca

Non-compliance amounts that
were billed

.ssf

.scl

Billable amounts combined with
non-billable amounts

.ssf

Note
This file is not generated when the [–cl]
command line option is used.
This file is not generated when the [–cl]
command line option is used. If there are no
non-billable amounts, this file is not created.
This file is generated only if there are
transactions in the AFC log that do not require
compliance with a jurisdiction.
This file is generated when the [-cl] command
line option is used. The .scl file is created
instead of the .ssf and .nba files.

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The report file generated by the utility will be formatted as a comma delimited file or fixed field length file
depending on the utility used. Refer to the specific utility documentation to determine which formatting
will be provided.
Some report utilities provide specialized reports with the file name log.rpt. These comma delimited files
are modifications of .csf and .ssf report formats.
Refer to Figure 5-2. For example, the EZLog_NS.exe utility produces a comma-delimited flat file report
with an .ssf extension. When this file is copied into a preformatted (headings and column widths preset)
MS Excel spreadsheet the following output is displayed. If the spreadsheet had not been preformatted
the titles would not be present and the field widths might vary.
Figure 5-2 Sample EZLog_NS spreadsheet

Country State
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA

AL
AZ
AZ
AZ
AZ
AZ
AZ

County

APACHE
APACHE
APACHE

Locality

Tax type Tax level Tax rate Tax amount

SPRINGERVILLE

6
7
18
16
1
10
12
1
1
1

0
0
0
1
1
1
1
1
2
1

0.0300
0.0076
0.0314
0.0670
0.0500
0.0125
0.0110
0.0500
0.0270
0.0500

29,881.87
10,116.13
11,145.49
969.97
0.81
9.07
7.98
0.81
0.44
0.71

Gross sales

Exempt

996,062.25
1,331,070.00
354,952.00
14,477.20
16.12
725.47
725.47
16.12
16.12
14.11

0
0
0
0
0
0
0
0
0
0

Adj.
0
0
0
0
0
0
0
0
0
0

Taxable
Measure
996,062.25
1,331,070.00
354,952.00
14,477.20
16.12
725.47
725.47
16.12
16.12
14.11

Minutes
14,859,213
20,410,578
5,446,827
220,239
245
11,038
11,038
245
245
215

File Management Utilities
File management utilities are provided for maintenance purposes, such as combining one or more
archived AFC log files or appending one log file to another.
Note that AFC provides the asciilog.exe utility for maintenance of AFC log files. It allows the user to view
the unsorted log file as readable ASCII text without deleting the file.

Specifying a Log File at Run Time
The AFC Log file to be submitted to a utility is specified by the log file name in the Filelocs.txt file
(EZTax.log by default). However, this file name will be ignored if a different file name is provided in the
AFC Initialization Function at session startup.
The Filelocs.txt contains the file locations for text file contains all of paths to the AFC Data Base files. Each
file in the AFC Data base is represented by one line. The lines in the text file must be in the defined order
and all files must be represented.

NOTE: Batch utility clients can only use the filelocs.txt file as they will not be using the function
programming method.
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Log.sum File
The Log.sum file accumulates tax compliance totals over multiple runs to generate a compilation of the
tax totals. It contains a summary of the EZTax.log(s) with the data organized by taxing jurisdictions. Only
the EZ* prefix report utilities can be used to generate the log.sum file, which can then be passed as the
input to most of the report utilities.
This is a turnaround file used for maintaining one smaller log file rather than multiple log files in cases
where the customer billing cycle occurs more frequently than the tax compliance cycle. It carries tax
compliance information forward until the report is produced. The srt* utilities use this file for input only.

WARNING

The customer information is lost in the summation of the log.sum.
Remember to delete or move this file before running a utility that uses it,
if a combined report is not desired.

General Tips When Using Utilities
AFC is designed to provide optimum flexibility in creating reports. The following tips have been
accumulated to assist in making the best use of available options.
1. Combining Log Files
2. If an AFC log file exists when AFC is run, new tax data will be appended to the end of an existing
log file (i.e. not placed into a new log file). Also, log files can be combined prior to passing to a
utility, although they cannot be split apart after they are merged.
3. The criteria for deciding to combine files is based on how often AFC is run, how big the created
log files are and the date cycles of your billing and tax compliance system. Note that most
transactions will generate many tax records and that each tax record is either 100 or 168 bytes
long, depending on the configuration.
4. Many clients use a new log file for each run of AFC to reduce the complexity introduced when a
rerun or restart is required.
5. Most clients will do all of their customer billing processing within their Function programs and
use the log file to process only tax compliance data at a later date.
6. Utilities are provided to merge two or more log files into a single log file. This is useful when
running reports that reflect the combined data of the individual log files.
7. Primarily the srt* utilities will produce files sorted by the jurisdictional level.
8. AFC provides the asciilog.exe utility for maintenance of AFC log files, allowing the user to create
an ASCII version of the log file.
9. Many utilities produce a log.sum file that accumulates tax compliance totals over multiple runs to
generate a compilation of the tax totals.
10. The pkzip executable option listed with some utilities is only available with the windows platform.

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AFC Utilities
Table 5-2 Utility Summary
Utility Name

Function

asciilog.exe

File Management

batchsplit.exe

Processing

commerge.exe

File Management

comrp.exe

Reporting

comptnum.exe

Reporting

csf20.exe

Processing

customsort.exe

Reporting

ezcomprep.exe

Reporting

ezlog_ns.exe

Reporting

ezlogcust.exe

Reporting

ezlogcustios.exe

Reporting

ezlogcustpts.exe

Reporting

ezlogcustptslnl.exe

Reporting

EZTax_20.exe

Processing

EZTaxappend.exe

File Management

EZTaxappendf.exe
log no tax
transactions

File Management

srtcdf20.exe

Reporting

srtcdf20p.exe

Reporting

srtcomcust20.exe

Reporting

Short Description
Dumps the contents of the logfilename.log to an ASCII version of
the log file
Allows for two output log files. logfilename1.log is the voice data
log and logfilename2.log is the data log.
Combines the log file with the log.sum (if present) then sorts and
combines the data.
Data formatted to produce a customer information file called
ComRPT.ssf.
Reads the log file specified in filelocs.txt and produces comma
delimited text files outputfilename.ssf, outputfilename.nca, and
outputfilename.nba (or a unified file outputfilename.scl) for tax
compliance filing.
Reads the log file specified in filelocs.txt. Uses a CDF filename
from the command line to name the output files.
Produces a comma-delimited file for compliance filing. User
selects sort criteria and preferences. Refer to the AFC Custom
Sort Utility User Manual for more information on this utility.
Produces a comma-delimited file for compliance filing. Sorting
and combining is performed at the jurisdictional level.
Produces a comma-delimited file for compliance filing.
Produces a comma-delimited file for customer billing. Sorting
and reporting is done at the customer level.
Produces a comma-delimited file for customer billing. Sorting
and reporting is done at the customer level.
Produces a comma-delimited file for customer billing. Sorting
and reporting is done at the customer level. The sort key also
contains PCode, optional, and Service Level Number fields.
Produces a comma-delimited file for customer billing. Sorting
and reporting is done at the customer level. In addition to the
PCode, optional, and Service Level Number fields and the
number of lines are also included.
Refer to batchfile processing for details on the Batch processing
method.
Combines two log files.
Combines multiple log files.
This is an option in the EZTax.cfg file, placed here as it may effect
the output.
Produces a fixed length text file logfilename.ssf for tax
compliance filing and a fixed length text file filename.csf for
customer billing.
Produces a fixed length text file EZTaxlogfilename.ssf for tax
compliance filing and a fixed length text file logfilename.csf for
customer billing.
Produces a comma delimited text file logfilename.ssf for tax
compliance filing and a fixed length text file logfilename.csf for
customer billing.

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Table 5-2 Utility Summary
Utility Name

Function

srtcomma20.exe

Reporting

srtcomma20l.exe

Reporting

srtcomma20ld.exe

Reporting

srtrev20l.exe

Reporting

strg.exe

Reporting

upsize_log.exe

File Management

Short Description
Produces a comma delimited text file logfilename.ssf for tax
compliance filing and a fixed length text file logfilename.csf for
customer billing.
Produces a comma delimited text file logfilename.ssf for tax
compliance filing and a fixed length text file logfilename.csf for
customer billing, separating adjustments. The .csf file is used for
import into the billing system to populate customer bills. The
comma-delimited .ssf file is sorted at the jurisdictional level. The
.ssf file also contains the number of lines.
Produces a comma delimited text file logfilename.ssf for tax
compliance filing and a fixed length text file logfilename.csf for
customer billing.
Produces a comma delimited text file logfilename.ssf for tax
compliance filing and a fixed length text file logfilename.csf for
customer billing, separating adjustments. The .csf file is used for
import into the billing system to populate customer bills. The
comma-delimited .ssf file is sorted at the jurisdictional level. The
.ssf file also contains the number of lines and the base sale
amount. The base sale amount can be included in the csf by
command-line option.
Produces a fixed length text file logfilename.ssf for tax
compliance filing. If the extra logfilename is specified, it is used
for appending instead of the log.sum.
Converts the short format logfilename1 to a long format log
logfilename1.

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asciilog.exe
COMMAND LINE
asciilog logfilename.log <+p> <+tc> <+a> <+h> <-csv> <-?>
DESCRIPTION
The asciilog.exe command dumps the contents of the logfilename.log to an ASCII version of the
log file. It does not sort or combine records. It produces a file named logfilename.txt which is a
legible version of the logfilename.log data.
INPUT
Log file: logfilename.log file as defined in the command line and is NOT deleted at end of job.
OUTPUT
Comma delimited logfilename.txt or logfilename.csv file.
FILE FORMAT KEY
The contents of the file are highly dependent upon the command line arguments. Use the +h
argument to prepend the output with a header row that defines each column.
ARGUMENTS (in any order)
+p option adds the P-Code to the output, located before the Country for each record
+tc option adds the tax category description to the end of each record
+a option outputs all available fields
+h option prepends the output with a header record
-csv option uses .csv as the extension for easier import to other applications
-? option displays usage screen and exits
NOTES:
AFC log is NOT deleted.
Also, to have valid values for transaction type and service type, the AFC session that generated the
log must have logtransserv=true (ref 7.2.3.8 Log Transaction / Service Types).

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batchsplit.exe
COMMAND LINE
batchsplit inputfilename.cdf logfilename1.log logfilename2.log [-dD]
DESCRIPTION
The batchsplit command is a processing utility designed to accept records submitted in batch
fashion. Records are supplied as an ASCII formatted file inputfilename.cdf. Two output log files
are produced. logfilename1.log is the voice data log and logfilename2.log is the data log.
INPUT
Reads the inputfilename.cdf ASCII text file
OUTPUT
logfilename1 - as defined in the command line.
logfilename2 - as defined in the command line.
read_err.st - any errors found while editing input file are reported here.
billing.log - date/time stamp log (appended to).
bureau_log - run totals (appended to).
EZTax.sta - status
inputfilename.rpt - break down by totals (not for compliance filing).
FILE FORMAT KEY
Refer to Figure 6-2.
ARGUMENTS
logfilename1.log - Voice Data Log file name
logfilename2.log - Data Log file name
d or D - enables the default transaction/service type processing

NOTES:

If the cust_no field in the cdf file has an "I:" in it, the transaction will go to the data log. If not, the
transaction will go to the voice log.
The transactionservice.exp file must be in the EZtax working directory.
EZTax.log is neither deleted nor created.
Filelocs.txt MUST be in the working directory.

SAMPLE DATA
678367N 704752N 678367NB20070109+00000005067
678367N 408276N 678367NB20070109-14485457933
678367N 650786N 678367NB20070109+00000000600

0
0
0

0000001000001SI
0000001000001SI
0000001000001SI

I:

6444U00000000013CDXXXC
6444U00000003645DLFFFI
6444U00000000002CDLXFC

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commerge.exe
COMMAND LINE
commerge
DESCRIPTION
The commerge.exe command reads the log file specified in filelocs.txt, combines the log file with
the log.sum (if present) then sorts and combines the data.
INPUT
Reads the log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run
OUTPUT
No output file is produced as this is a log manipulation utility.
FILE FORMAT KEY
The output file produced is a log file with no format key as this is a log manipulation utility.
ARGUMENTS
None.
NOTES:
The log.sum file is created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
SAMPLE DATA
No output file is produced as this is a log manipulation utility.

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comptnum.exe
COMMAND LINE
comptnum [-z ] outputfilename  [-cl]
DESCRIPTION
The comptnum.exe command reads the log file specified in filelocs.txt and produces comma
delimited text files outputfilename.ssf, outputfilename.nca, and outputfilename.nba (or a unified
file outputfilename.scl) for tax compliance filing.
INPUT
Reads the logfilename.log file as defined by filelocs.txt or EZtax Initialization Function.
log.sum – optional input from previous run.
OUTPUT
Comma Delimited outputfilename.ssf (nca, nba, scl) file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEY
Country, State, County, Locality, PCode, Tax type, Tax Type Description, Tax level, Tax Level
Description, Tax rate, Tax amount, Gross Sale, Exempt, Adjustments, Taxable measure, Minutes
Figure 5-3 comptnum SSF File Format Key
Description
Country
State
County
Locality
PCode
Tax Type
Tax Type Description
Tax Level
Tax Level Description
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes
Customer number

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Alpha
Numeric
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Alpha

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ARGUMENTS
-z  - path to zip executable file*

extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA
USA, , , , 0, 6, Federal Excise Tax, 0, Federal, 0.030000, 63.946941, 2131.564739, 0.000000, 0.000000, 2131.564739, 2376516.0,

1

USA, CA, , , 253500, 9, P.U.C. Fee, 1, State, 0.001100, 0.072776, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0, 0000000000000002
USA, CA, , , 253500, 10, E911 Tax, 1, State, 0.006500, 0.450252, 69.269518, 0.000000, 0.000000, 69.269518, 155916.0, 0000000000004302
USA, CA, , , 253500, 19, State High Cost Fund, 1, State, 0.024300, 1.607688, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0,
0000000000999999
U,
1SA, CA, , , 253500, 21, CA Teleconnect Fund, 1, State, 0.001600, 0.105856, 66.159998, 0.000000, 0.000000, 66.159998,
155916.0, Customer Number 2
USA, CA, , , 253500, ,
155916.0, User value here

160, CA High Cost Fund A, 1, State, 0.001500, 0.099240, 66.159998, 0.000000, 0.000000, 66.159998,

USA, CO, , , 427200, 13, State Universal Service Fund, 1, State, 0.029000, 0.026172, 0.902500, 0.000000, 0.000000, 0.902500, 1920.0,
xxxxxxxxxxxxxxxx2
USA, CO, DENVER, , 442100, 4, District Tax, 2, County, 0.001000, 0.000211, 0.210945, 0.000000, 0.000000, 0.210945, 246.0,
00000000000000000000

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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comrpt.exe
COMMAND LINE
comrpt [-cl]
DESCRIPTION
The comrpt.exe command reads the log.sum. The data is then formatted to produce a customer
information file called compliance.ssf.
INPUT
Reads the log.sum file.
log.sum – optional input from previous run
OUTPUT
Fixed Length compliance.ssf file.
FILE FORMAT KEY
Figure 5-4 comrpt File Format Key
Description
PCode
Tax Type
Tax Level
Tax Rate
Tax Amount
File Record Length

Type
Numeric
Numeric
Numeric
Numeric
Numeric

Length
9
6
1
8
12
36

Positions
1-9
10-15
16
17-24
25-36

ARGUMENTS
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
NOTES:
None.
Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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csf20.exe
COMMAND LINE
csf20 [-z ] outputfilename [-cl]
DESCRIPTION
The csf20.exe command is a processing utility that reads the log file specified in filelocs.txt. It
produces a fixed length file with a .CSF extension. The command line argument determines the
output file name.
INPUT
Reads the log file as defined by filelocs.txt.
OUTPUT
Fixed Length outputfilename.csf file.
FILE FORMAT KEY
Table 5-3 csf20.exe File Format Key
Description
Customer Number

Type
A/N

Length
20

Positions
1-20

Tax type
Authority level
Tax amount sign
Tax amount
File record length

A/N
A/N
A
N

6
1
1
11.5
39

21-26
27
28
29-39

ARGUMENTS
outputfilename
-z  - path to zip executable file*
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
* The pkzip executable option is only available with the windows platform.
NOTES:
EZTax.log is not deleted.
filelocs.txt MUST be in the working directory.
Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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customsort.exe
COMMAND LINE
customsort -cfg customsort.cfg [-log logfile] [-data datapath] [-work workpath] [-ext extension] [?]
DESCRIPTION
The custom sort utility is designed to allow clients to produce taxation reports which are sorted
and summarized using client-specified fields and/or options. The utility is restricted to fields
available in the AFC transaction log, which can be affected by configuration settings in the
EZTax.cfg.
INPUT
Reads the log file as defined by filelocs.txt.
OUTPUT
User defined.
ARGUMENTS (in any order)
-cfg customsort.cfg
-log logfile
-data 
-work 
-ext 
-summarize 
-out 
-?

: Required. Custom sort configuration to be used.
: EZTax log file to be processed (DEF: EZTax.log).
: Data directory; overrides config file value.
: Working directory; overrides config file value.
: Result file extension without ‘.’; overrides reserved config file extension.
: Log file is summarized into sumfile. On large log files, this option can
substantially speed up the sorting process.
: Output base filename; overrides config file. This option can be used
when there is a need to set the output files from a script so that different
sorts can share the same configuration file.
: Display usage and exit

Refer to the AFC Custom Sort Utility User Manual for more information on this utility.

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ezcomprep.exe
COMMAND LINE
ezcomprep [-cl]
DESCRIPTION
The ezcomprep.exe command reads the log file specified in filelocs.txt and produces a commadelimited file for compliance filing. It does not include adjustments as part of Gross Sale. Sorting
and combining is performed at the jurisdictional level. It combines the contents of log.sum if it
exists.
INPUT
Reads the log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run
OUTPUT
log.sum – sorted and condensed log file as optional input for next run
Comma delimited outputfilename.rpt file.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEY
Country, State, County, Locality, Tax type, Tax level, Tax rate, Tax amount, Gross Sale, Exempt,
Adjustments, Taxable measure, Minutes
Figure 5-5 ezcomprep File Format Key
Description
Country
State
County
Locality
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

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ARGUMENTS
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
NOTES:
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
SAMPLE DATA
USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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Copyright  2018 Avalara, Inc.

ezlog_ns.exe
COMMAND LINE
ezlog_ns outputfilename [-cl]
DESCRIPTION
The ezlog_ns.exe command reads the log file specified in filelocs.txt and produces a commadelimited file for compliance filing.
INPUT
Reads the log file name from filelocs.txt.
log.sum – optional input from previous run
OUTPUT
log.sum – sorted and condensed log file as optional input for next run
Comma delimited outputfilename.ssf file.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEY
Country, State, County, Locality, Tax type, Tax level, Tax rate, Tax amount, Gross Sale, Exempt,
Adjustments, Taxable measure, Minutes
Figure 5-6 ezlog_ns File Format Key
Description
Country
State
County
Locality
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

ARGUMENTS
outputfilename
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
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NOTES:
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
SAMPLE DATA
USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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Copyright  2018 Avalara, Inc.

ezlogcust.exe
COMMAND LINE
ezlogcust [-cl]
DESCRIPTION
The ezlogcust.exe command reads the log file specified in filelocs.txt and produces a commadelimited file for customer billing. Sorting and reporting is done at the customer level.
INPUT
Reads the log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run
OUTPUT
log.sum – sorted and condensed log file as optional input for next run
Comma delimited log.rpt file.
Sorted and condensed by Customer Number, PCode, Tax Type, Tax Level, Tax Rate, Calculation
Type.
FILE FORMAT KEY
Country, State, County, Locality, Tax type, Tax level, Tax rate, Calculation Type, Tax amount, Gross
Sale, Exempt, Adjustments, Taxable measure, Minutes, Lines, Customer Number
Figure 5-7 ezlogcust File Format Key
Description
Country
State
County
Locality
Tax Type
Tax Level
Tax Rate
Calculation Type
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes
Lines
Customer Number

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Alpha Numeric

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Copyright  2018 Avalara, Inc.

ARGUMENTS
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
NOTES:
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
SAMPLE DATA
USA, , , , 6, 0, 0.030000, RATE, 0.892576, 29.752527, 0.000000, 0.000000, 29.752527, 0.000000, 1, 1, 2143278889
USA, TX, , , 9, 1, 0.001670, RATE, 0.049687, 29.752527, 0.000000, 0.000000, 29.752527, 0.000000, 1, 0, 2143278889
USA, TX, , , 13, 1, 0.036000, RATE, 1.035438, 28.762179, 0.000000, 0.000000, 28.762179, 0.000000, 1, 0, 2143278889
USA, TX, , , 26, 1, 0.012500, RATE, 0.367089, 29.367090, 0.000000, 0.000000, 29.367090, 0.000000, 1, 0, 2143278889
USA, TX, DALLAS, DALLAS, 1, 1, 0.062500, RATE, 1.863693, 29.819089, 0.000000, 0.000000, 29.819089, 0.000000, 1, 0, 2143278889
USA, TX, DALLAS, DALLAS, 1, 3, 0.010000, RATE, 0.298022, 29.802214, 0.000000, 0.000000, 29.802214, 0.000000, 1, 0, 2143278889
USA, TX, DALLAS, DALLAS, 4, 3, 0.010000, RATE, 0.283838, 28.383766, 0.000000, 0.000000, 28.383766, 0.000000, 0, 0, 2143278889
USA, TX, DALLAS, DALLAS, 10, 3, 0.620000, PER_LINE, 0.620000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, 1, 0, 2143278889
USA, TX, DALLAS, DALLAS, 51, 3, 1.350000, PER_LINE, 1.350000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, 1, 0, 2143278889
USA, , , , 6, 0, 0.030000, RATE, 0.210216, 7.007192, 0.000000, 0.000000, 7.007192, 5.100000, 0, 0, 2143278889B
USA, , , , 18, 0, 0.072805, RATE, 0.009967, 0.136896, 0.000000, 0.000000, 0.136896, 0.100000, 0, 0, 2143278889B
USA, , , , 31, 0, 0.000730, RATE, 0.000099, 0.135089, 0.000000, 0.000000, 0.135089, 0.100000, 0, 0, 2143278889B
USA, TX, , , 9, 1, 0.001670, RATE, 0.011392, 6.821736, 0.000000, 0.000000, 6.821736, 5.000000, 0, 0, 2143278889B
USA, TX, , , 10, 1, 0.006000, RATE, 0.039000, 6.500000, 0.000000, 0.000000, 6.500000, 5.000000, 0, 0, 2143278889B
USA, TX, , , 13, 1, 0.036000, RATE, 0.242515, 6.736532, 0.000000, 0.000000, 6.736532, 5.100000, 0, 0, 2143278889B
USA, TX, , , 26, 1, 0.012500, RATE, 0.086118, 6.889438, 0.000000, 0.000000, 6.889438, 5.100000, 0, 0, 2143278889B
USA, TX, DALLAS, DALLAS, 1, 1, 0.062500, RATE, 0.436224, 6.979585, 0.000000, 0.000000, 6.979585, 5.100000, 0, 0, 2143278889B
USA, TX, DALLAS, DALLAS, 1, 3, 0.010000, RATE, 0.068331, 6.833129, 0.000000, 0.000000, 6.833129, 5.000000, 0, 0, 2143278889B
USA, TX, DALLAS, DALLAS, 4, 3, 0.010000, RATE, 0.068331, 6.833129, 0.000000, 0.000000, 6.833129, 5.000000, 0, 0, 2143278889B

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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Copyright  2018 Avalara, Inc.

ezlogcustios.exe
COMMAND LINE
ezlogcustios [-cl]
DESCRIPTION
The ezlogcustios.exe command reads the log file specified in filelocs.txt and produces a commadelimited file for customer billing. Sorting and reporting is done at the customer level.
INPUT
Reads the reads the log file specified in filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run
OUTPUT
log.sum – sorted and condensed log file as optional input for next run
Comma delimited log.rpt file.
Sorted and condensed by Customer Number, PCode, Invoice Number, Optional, Service Level
Number, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEY
Invoice Number, Optional, Service Level Number, Country, State, County, Locality, Tax type, Tax
level, Tax rate, Tax amount, Gross Sale, Exempt, Adjustments, Taxable measure, Minutes,
Customer Number

Figure 5-8 ezlogcustios File Format Key
Description
Invoice Number
Optional
Service Level Number
Country
State
County
Locality
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes

Type
Numeric
Numeric
Numeric
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
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Copyright  2018 Avalara, Inc.

Figure 5-8 ezlogcustios File Format Key
Description
Customer Number

Type
Alpha Numeric

ARGUMENTS
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
NOTES:
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
SAMPLE DATA
6, 8, 7, USA, AL, AUTAUGA, AUTAUGAVILLE, 1, 1, 0.040000, RATE, 0.720000, 18.000000, 0.000000, 0.000000, 18.000000, 275.940002, 54, 18,
BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, JONES, 1, 2, 0.020000, RATE, 0.320000, 16.000000, 0.000000, 0.000000, 16.000000, 245.280014, 48, 16, BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, PRATTVILLE, 1, 3, 0.025000, RATE, 0.050000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2, BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, AUTAUGAVILLE, 1, 3, 0.030000, RATE, 0.060000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2, BillSoft
Inc.
6, 8, 7, USA, , , , 6, 0, 0.030000, RATE, 14.312928, 477.097605, 0.000000, 0.000000, 477.097605, 5825.416504, 1140, 380, BillSoft Inc.
6, 8, 7, USA, AL, , , 8, 1, 0.060000, RATE, 2.200486, 36.674766, 0.000000, 0.000000, 36.674766, 551.879822, 108, 36, BillSoft Inc.
6, 8, 7, USA, AL, BALDWIN, , 10, 2, 0.690000, PER_LINE, 4.140000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2, BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, , 10, 2, 0.850000, PER_LINE, 35.700001, 14.000000, 0.000000, 0.000000, 14.000000, 214.620010, 42, 14, BillSoft Inc.
6, 8, 7, USA, AL, , , 16, 1, 0.060000, RATE, 7.759929, 129.332160, 0.000000, 0.000000, 129.332160, 1931.577759, 378, 126, BillSoft Inc.
6, 8, 7, USA, , , , 18, 0, 0.089000, RATE, 5.340000, 60.000000, 0.000000, 0.000000, 60.000000, 919.800232, 180, 60, BillSoft Inc.
6, 8, 7, USA, AL, , , 23, 1, 0.150000, PER_LINE, 16.200001, 36.000000, 0.000000, 0.000000, 36.000000, 551.879822, 108, 36, BillSoft Inc.
6, 8, 7, USA, , , , 31, 0, 0.003560, RATE, 0.213600, 60.000000, 0.000000, 0.000000, 60.000000, 919.800232, 180, 60, BillSoft Inc.
6, 8, 7, USA, AL, BALDWIN, , 35, 2, 1.950000, PER_LINE, 11.700000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2, BillSoft Inc.
6, 8, 7, USA, AL, AUTAUGA, , 35, 2, 2.400000, PER_LINE, 100.800004, 14.000000, 0.000000, 0.000000, 14.000000, 214.620010, 42, 14, BillSoft
Inc.
6, 8, 7, USA, AL, , , 44, 1, 0.700000, FIXED, 12.600000, 18.474840, 0.000000, 0.000000, 18.474840, 275.940002, 54, 18, BillSoft Inc.
6, 8, 7, USA, , , , 55, 0, 0.025365, RATE, 1.014600, 40.000000, 0.000000, 0.000000, 40.000000, 613.199890, 120, 40, BillSoft Inc.
6, 8, 7, USA, , , , 56, 0, 0.010680, RATE, 0.213600, 20.000000, 0.000000, 0.000000, 20.000000, 306.599976, 60, 20, BillSoft Inc.
6, 8, 7, USA, , , , 62, 0, 0.001015, RATE, 0.040600, 40.000000, 0.000000, 0.000000, 40.000000, 613.199890, 120, 40, BillSoft Inc.
6, 8, 7, USA, , , , 63, 0, 0.000427, RATE, 0.008540, 20.000000, 0.000000, 0.000000, 20.000000, 306.599976, 60, 20, BillSoft Inc.

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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Copyright  2018 Avalara, Inc.

ezlogcustpts.exe
COMMAND LINE
ezlogcustpts [-cl]
DESCRIPTION
The ezlogcustpts.exe command reads the log file specified in filelocs.txt and produces a commadelimited file for customer billing. Sorting and reporting is done at the customer level. The sort
key also contains PCode, optional, and Service Level Number fields.
INPUT
Reads the log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run
OUTPUT
log.sum – sorted and condensed log file as optional input for next run
Comma delimited log.rpt file.
Sorted and condensed by Customer Number, PCode, Optional, Service Level Number, Tax Type,
Tax Level, Tax Rate
FILE FORMAT KEY
PCode, Transaction type, Service Type, Country, State, County, Locality, Tax type, Tax level, Tax
rate, Tax amount, Gross Sale, Exempt, Adjustments, Taxable measure, Minutes, Customer
Number.
Figure 5-9 ezlogcustpts File Format Key
Description
PCode
Optional
Service Level Number
Country
State
County
Locality
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes

Type
Numeric
Numeric
Numeric
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
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Figure 5-9 ezlogcustpts File Format Key
Description
Customer Number

Type
Alpha Numeric

ARGUMENTS
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
NOTES:
•

WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA
0, 1, 1, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
0, 1, 1, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 1, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 2, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
0, 1, 2, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 2, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 3, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
0, 1, 3, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 3, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 4, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 1, 4, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 2, 1, USA,,,, 6, 0, 0.030000, 0.120000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 2, 2, USA,,,, 6, 0, 0.030000, 0.120000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 2, 3, USA,,,, 6, 0, 0.030000, 0.120000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 2, 5, USA,,,, 6, 0, 0.030000, 0.120000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
0, 3, 6, USA,,,, 6, 0, 0.030000, 0.360000, 12.000000, 0.000000, 0.000000, 12.000000, 183.960007, BillSoft, Inc.
0, 3, 9, USA,,,, 6, 0, 0.030000, 0.120000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
100, 1, 1, USA, AL, , , 16, 1, 0.060000, 0.257648, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
100, 1, 2, USA, AL, , , 16, 1, 0.060000, 0.257648, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
100, 1, 3, USA, AL, , , 16, 1, 0.060000, 0.257648, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
100, 1, 4, USA, AL, , , 16, 1, 0.060000, 0.257648, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.
100, 2, 1, USA, AL, , , 16, 1, 0.060000, 0.240000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
100, 2, 2, USA, AL, , , 16, 1, 0.060000, 0.240000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
100, 2, 3, USA, AL, , , 16, 1, 0.060000, 0.240000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
100, 2, 4, USA, AL, , , 16, 1, 0.060000, 0.240000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
100, 2, 5, USA, AL, , , 16, 1, 0.060000, 0.240000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
100, 3, 6, USA, AL, , , 16, 1, 0.060000, 0.720000, 12.000000, 0.000000, 0.000000, 12.000000, 183.960007, BillSoft, Inc.
200, 2, 5, USA, AL, AUTAUGA, , 10, 2, 0.050000, 0.100000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, BillSoft, Inc.

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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Copyright  2018 Avalara, Inc.

ezlogcustptslnl.exe
COMMAND LINE
ezlogcustptslnl [-cl]
DESCRIPTION
The ezlogcustptslnl.exe command reads the log file specified in filelocs.txt and produces a
comma-delimited file for customer billing. Sorting and reporting is done at the customer level. In
addition to the PCode, optional, and Service Level Number fields and the number of lines and are
also included.
INPUT
Reads the log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run
OUTPUT
log.sum – sorted and condensed log file as optional input for next run
Comma delimited log.rpt file.
Sorted and condensed by Customer Number, PCode, Optional, Service Level Number, Tax Type,
Tax Level, Tax Rate
FILE FORMAT KEY
PCode, Transaction type, Service Type, Country, State, County, Locality, Tax type, Tax level, Tax
rate, Tax amount, Gross Sale, Exempt, Adjustments, Taxable measure, Minutes, Customer
Number, Lines
Figure 5-10 ezlogcustptslnl File Format Key
Description
PCode
Optional
Service Level Number
Country
State
County
Locality
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments

Type
Numeric
Numeric
Numeric
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
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Figure 5-10 ezlogcustptslnl File Format Key
Description
Taxable Measure
Minutes
Customer Number
Lines

Type
Numeric
Numeric
Alpha Numeric
Numeric

ARGUMENTS
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
NOTES:
•

WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA
0, 0, 0, USA, , , , 6, 0, 0.030000, 2.462930, 82.097663, 0.000000, 0.000000, 82.097663, 0.000000, BillSoft, Inc. , 6, 2
0, 0, 0, USA, , , , 18, 0, 0.089000, 1.157000, 13.000000, 0.000000, 0.000000, 13.000000, 0.000000, BillSoft, Inc. , 0, 0
0, 0, 0, USA, , , , 31, 0, 0.000000, 0.000000, 13.000000, 13.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc. , 0, 0
1210800, 0, 0, USA, KS, , , 13, 1, 0.048700, 1.458565, 29.949999, 0.000000, 0.000000, 29.949999, 0.000000, BillSoft, Inc. , 0, 0
1284800, 0, 0, USA, KS, SALINE, , 10, 2, 0.750000, 2.250000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc. , 3, 0
1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 1, 0.053000, 2.039814, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft, Inc. , 0, 0
1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 2, 0.010000, 0.384871, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft, Inc. , 0, 0
1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 3, 0.007500, 0.288653, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft, Inc. , 0, 0
2502500, 0, 0, USA, NY, , , 5, 1, 0.025000, 0.925712, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc. , 0, 0
2502500, 0, 0, USA, NY, , , 45, 1, 0.003750, 0.138857, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc. , 0, 0
2604000, 0, 0, USA, NY, NEW YORK, , 10, 2, 1.000000, 3.000000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc. , 3, 0
2604000, 0, 0, USA, NY, NEW YORK, , 27, 2, 0.005950, 0.220320, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc. , 0, 0
2604000, 0, 0, USA, NY, NEW YORK, , 28, 2, 0.001275, 0.047211, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc. , 0, 0
2604100, 0, 0, USA, NY, NEW YORK, NEW YORK, 1, 1, 0.042500, 1.630325, 38.360599, 0.000000, 0.000000, 38.360599, 0.000000, BillSoft, Inc.
, 0, 0
2604100, 0, 0, USA, NY, NEW YORK, NEW YORK, 1, 3, 0.043750, 1.678276, 38.360599, 0.000000, 0.000000, 38.360599, 0.000000, BillSoft, Inc.
, 0, 0
2604100, 0, 0, USA, NY, NEW YORK, NEW YORK, 29, 3, 0.023500, 0.870170, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc.
, 0, 0

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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EZTax_20.exe
EZTax_20 is a Processing Utility used to pass transaction records through the AFC Engine in Batch fashion.
Refer to batch file processing for details on the Batch processing method.

EZTaxappend.exe
COMMAND LINE
EZTaxappend logfilename1.log logfilename2.log
DESCRIPTION
The EZTaxappend.exe command is used to combine two logfilename.log files. It appends
logfilename1.log to logfilename2.log, leaving logfilename1.log intact.
INPUT
logfilename1.log
OUTPUT
logfilename2.log
FILE FORMAT KEY
The output file produced is a log file with no format key as this is a log manipulation utility.
ARGUMENTS
logfilename1.log – the name of the EZTaxlog file to be appended
logfilename2.log – the name of the EZTaxlog file to be appended to.
NOTES:
•
•
•
•

log.sum is NOT created.
EZTax.log is NOT deleted.
logfilename1.log and logfilename2.log must be actual filenames.
Filelocs.txt is not used.

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EZTaxappendf.exe
COMMAND LINE
EZTaxappendf filelist.txt extaxlogfilename.log
DESCRIPTION
The EZTaxappendf.exe command is used to combine the logfilename.log files listed in the
filelist.txt text file containing the paths and logfilename.log names to combine.
INPUT
Filelist.txt
OUTPUT
logfilename.log
FILE FORMAT KEY
The output file produced is a log file with no format key as this is a log manipulation utility.
ARGUMENTS
Filelist.txt – the text file supplied by the user with the names of the logfilename.log files.
logfilename.log – the name of the new logfilename.log to be created.
NOTES:
•
•
•
•
•
•

logfilename.log will be created if it does not exist. Otherwise it will append to the existing
logfilename.log file.
All log files defined in Filelist.txt are concatenated to logfilename.log
log.sum is NOT created.
EZTax.log is NOT deleted.
Filelocs.txt is not used.
Filelist.txt entries can be space or line delimited.

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log no tax transactions
DESCRIPTION
LOGNOTAXTRANS=OFF
LOGNOTAXTRANS=ON
The Log No Tax Transaction option is used to allow writing zero tax amount transactions to the EZTax.ntl
log file. The default setting of “OFF” disables this logging function. When set to “ON,” AFC will write zero
tax amount transactions to the EZTax.ntl log file.
The no tax transaction log is used to track transactions that do not return any tax types and therefore do
not perform tax calculations. This allows for the distinction from a transaction that logs zero tax when a
calculation has occurred and resulted in a value of zero which is then placed in EZTax.log.
The no tax transaction log will be named [logname].ntl in which logname refers to the name of the AFC
transaction log file, minus the extension, and will be output to the same directory as the log file.
Example of Naming Convention:
(Based on the assumption that the billing system has two sessions with log files named SessionA.log and
SessionB.log.)
The output from a normal run with no tax transaction logging enabled would be:
SessionA.log
SessionA.sta
SessionA.tsr
SessionA.ntl
SessionB.log
SessionB.sta
SessionB.tsr
SessionB.ntl

NOTE:

The lognotaxtrans switch is over-ridden by the overall logging switch. If
logging is turned off when the EZTaxInitEx function initializes the AFC
session, the no-tax-trans log will not be created.
FILE FORMAT KEY
Short Format:
Company Identifier, Customer Number, Transaction Type, Service Type, P Code, Charge

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Figure 5-11 Short EZTax.ntl Log File Format Key
Description
Company Identifier
Customer Number
Transaction Type
Service Type
P Code
Charge
Record Length

Type
Alpha
Numeric
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric

Length

Positions

20

1-20

20

21-40

4
4
10
15.5
73

41-44
45-48
49-58
59-73

Long Format:
Company Identifier, Customer Number, Optional Alpha Text, Transaction Type, Service Type, P Code,
Charge
Figure 5-12 EZTax.ntl Long Log File Format Key
Description
Company Identifier
Customer Number
Optional Alpha
Transaction Type
Service Type
P Code
Charge
Record Length

Type
Alpha
Numeric
Alpha
Numeric
Alpha
Numeric
Numeric
Numeric
Numeric

Length

Positions

20

1-20

20

21-40

20
4
4
10
15.5
93

41-60
61-64
65-68
69-78
79-93

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NOTES:
None
SAMPLE DATA
Short Format:
company_identifier, customer_number, transaction_type, service_type, P_Code, charge
--- Sample output begins on the next line ---------EZtax version 9.0.0.0.5 No-tax Transaction Log
6215687423a,
TU98602746, 0001, 0027, 2102300,
6215687423a,
OP97602744, 0001, 0027, 2102300,
6215687423a,
104602742, 0004, 0008, 2102300,
6215687423a,
555602718, 0001, 0027, 2102300,
6215687423a,
16055602716, 0001, 0027, 2102300,
6215687423a,
22602711, 0001, 0027, 2102300,
6215687423a,
19602709, 0003, 0006, 2102300,
6215687423a,
33602707, 0001, 0027, 2102300,
6215687423a,
55602705, 0001, 0027, 2102300,
6215687423a,
LD55602703, 0001, 0027, 2102300,
6215687423a,
56602701, 0003, 0006, 2102300,
6215687423a,
57602699, 0001, 0027, 2102300,
6215687423a,
58602697, 0001, 0027, 2102300,
6215687423a,
58587819, 0001, 0027, 2350600,

1395.00000
630.00000
950.00000
100.00000
100.00000
100.00000
266.44000
300.00000
500.00000
100.00000
266.44000
300.00000
500.00000
500.00000

Long Format:
company_identifier, customer_number, optional alpha text, transaction_type, service_type, P_Code, charge
--- Sample output begins on the next line ---------EZtax version 9.0.0.0.5 No-tax Transaction Log
6215687423a,
TU98602746,
Optional Text, 0001, 0027, 2102300,
6215687423a,
OP97602744,
Optional Text, 0001, 0027, 2102300,
6215687423a,
104602742,
Optional Text, 0004, 0008, 2102300,
6215687423a,
555602718,
Optional Text, 0001, 0027, 2102300,
6215687423a,
16055602716,
Optional Text, 0001, 0027, 2102300,
6215687423a,
22602711,
Optional Text, 0001, 0027, 2102300,
6215687423a,
19602709,
Optional Text, 0003, 0006, 2102300,
6215687423a,
33602707,
Optional Text, 0001, 0027, 2102300,
6215687423a,
55602705,
Optional Text, 0001, 0027, 2102300,
6215687423a,
LD55602703,
Optional Text, 0001, 0027, 2102300,
6215687423a,
56602701,
Optional Text, 0003, 0006, 2102300,
6215687423a,
57602699,
Optional Text, 0001, 0027, 2102300,
6215687423a,
58602697,
Optional Text, 0001, 0027, 2102300,
6215687423a,
58587819,
Optional Text, 0001, 0027, 2350600,

1395.00000
630.00000
950.00000
100.00000
100.00000
100.00000
266.44000
300.00000
500.00000
100.00000
266.44000
300.00000
500.00000
500.00000

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srtcdf20.exe
COMMAND LINE
srtcdf20 [-z ] outputfilename [-nN] [extralogfilename] [-cl]
DESCRIPTION
The srtcdf20.exe command reads the log file specified in filelocs.txt and produces a fixed length
text file outputfilename.ssf for tax compliance filing and a fixed length text file outputfilename.csf
for customer billing.
INPUT
Reads the log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run, or uses the extralogfilename from the command line.
OUTPUT
Fixed Length outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEYS
Figure 5-13 srtcdf20 SSF File Format Key
Description
PCode
Tax Type
Tax Level
Tax Rate
Tax Amount Sign
Tax Amount
File Record Length

Type
Numeric
Numeric
Numeric
Numeric
Alpha
Numeric

Length
9
6
1
8.5
1
11.5
36

Positions
1-9
10-15
16
17-24
25
26-36

Figure 5-14 srtcdf20 CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount
File Record Length

Type
Numeric
Numeric
Numeric
Numeric

Length
20
6
1
12
39

Positions
1-20
21-26
27
28-39

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ARGUMENTS:
-z  - path to zip executable file*
N or n – CSF file is not sorted
extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA

0
1
2
3
123456789012345678901234567890123456
-----------------------------------------------------------000000000000006000003000+00098418707
000000000000007000000580+00018387113
000000000000018000003180+00081599822
000000000000031000000039+00001000752
Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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srtcdf20p.exe
COMMAND LINE
srtcdf20p [-z ] outputfilename [-nN] [-cl]
DESCRIPTION
The srtcdf20p.exe command reads the log file specified in filelocs.txt and produces a fixed length
text file outputfilename.ssf for tax compliance filing and a fixed length text file outputfilename.csf
for customer billing.
The .csf file is used for import into the billing system to populate customer bills. Various
compliance vendors use the .ssf file. The csf file also contains the PCode.
INPUT
Reads the logfile as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run
OUTPUT
Fixed Length outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEYS
Figure 5-15 srtcdf20p SSF File Format Key
Description
PCode
Tax Type
Tax Level
Tax Rate
Tax Amount Sign
Tax Amount
File Record Length

Type
Numeric
Numeric
Numeric
Numeric
Alpha
Numeric

Length
9
6
1
8.5
1
11.5
36

Positions
1-9
10-15
16
17-24
25
26-36

Figure 5-16 srtcdf20p CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount
PCode

Type
Numeric
Numeric
Numeric
Numeric
Numeric

Length
20
6
1
12
9

Positions
1-20
21-26
27
28-39
40-48

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Figure 5-16 srtcdf20p CSF File Format Key
Description
File Record Length

Type

Length
48

Positions

ARGUMENTS:
-z  - path to zip executable file*
N or n – CSF file is not sorted
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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srtcomcust20.exe
COMMAND LINE
srtcomcust20 [-z ] outputfilename [nN] [extra log file name] [-cl]
DESCRIPTION
The srtcomcust20.exe command reads the log file specified in filelocs.txt and produces a comma
delimited text file outputfilename.ssf for tax compliance filing and a fixed length text file
outputfilename.csf for customer billing.
The .csf file is used for import into the billing system to populate customer bills. The commadelimited .ssf file is sorted at the customer level.
INPUT
Reads the log file as defined by filelocs.txt or EZtax Initialization Function.
log.sum – optional input from previous run or uses the extra log file name from the command
line.
OUTPUT
Comma Delimited outputfilename.ssf file for tax compliance filing.
Sorted and condensed by Customer Number, PCode, Tax Type, Tax Level, Tax Rate, Calculation
Type.
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate

FILE FORMAT KEY
Figure 5-17 srtcomcust20 SSF File Format Key
Description
Country
State
County
Locality
PCode
Tax Type
Tax Level
Tax Rate
Calculation Type
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
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Figure 5-17 srtcomcust20 SSF File Format Key
Description
Minutes
Lines
Customer Number

Type
Numeric
Numeric
Alpha Numeric

Figure 5-18 srtcomcust20 CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount
File Record Length

Type
Numeric
Numeric
Numeric
Numeric

Length
20
6
1
12
39

Positions
1-20
21-26
27
28-39

ARGUMENTS:
-z  - path to zip executable file*
N or n – CSF file is not sorted
extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
Refer to Transactions and Tax Types for descriptions of the data in the generated file.

srtcomma20.exe

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COMMAND LINE
Srtcomma20 [-z ] outputfilename [nN] [extra log file name][-cl]
DESCRIPTION
The srtcomma20.exe command reads the log file specified in filelocs.txt and produces a comma
delimited text file outputfilename.ssf for tax compliance filing and a fixed length text file
outputfilename.csf for customer billing.
The .csf file is used for import into the billing system to populate customer bills. The commadelimited .ssf file is sorted at the jurisdictional level.
INPUT
Reads the logfilename.log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run or uses the extra log file name from the command
line.
OUTPUT
log.sum – sorted and condensed log file as optional input for next run
Comma Delimited outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEY
Country, State, County, Locality, Tax type, Tax level, Tax rate, Tax amount, Gross Sale, Exempt,
Adjustments, Taxable measure, Minutes
Figure 5-19 srtcomma20 SSF File Format Key
Description
Country
State
County
Locality
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

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Figure 5-19 srtcomma20 SSF File Format Key
Description

Type
Numeric

Minutes

Figure 5-20 srtcomma20 CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount Sign
Tax Amount
File Record Length

Type
Alpha
Numeric
Numeric
Alpha
Numeric

Length
20
6
1
1
11.5
39

Positions
1-20
21-26
27
28
29-39

ARGUMENTS:
-z  - path to zip executable file*
N or n – CSF file is not sorted
extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
* The pkzip executable option is only available with the windows platform.
NOTES:
• The Tax Rate field is sensitive to positive and negative values
• The log.sum file is NOT created
• WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
SAMPLE DATA
USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000
USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000
USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000
USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875
USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578
USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578
USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014
USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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srtcomma20l.exe
COMMAND LINE
srtcomma20l [-z ] outputfilename  <-p> <-s>   [cl]
DESCRIPTION
The srtcomma20l.exe command reads the log file specified in filelocs.txt and produces a comma
delimited text file outputfilename.ssf for tax compliance filing and a fixed length text file
outputfilename.csf for customer billing, separating adjustments.
The .csf file is used for import into the billing system to populate customer bills. The commadelimited .ssf file is sorted at the jurisdictional level. The .ssf file also contains the number of
lines.
INPUT
Reads the logfilename.log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run or uses the extra log file name from the command
line.
OUTPUT
Fixed Length outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate.
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate, Tax Amount.
FILE FORMAT KEY
Country, State, County, Locality, Tax type, Tax level, Tax rate, Tax amount, Gross Sale, Exempt,
Adjustments, Taxable measure, Minutes, Lines
WITH -p OPTION SPECIFIED
PCode, Tax type, Tax level, Tax rate, Tax amount, Gross Sale, Exempt, Adjustments, Taxable measure,
Minutes, Lines
Figure 5-21 srtcomma20l SSF File Format Key
without –p option
Description
Country
State
County
Locality

Type
Alpha
Alpha
Alpha
Alpha

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Figure 5-21 srtcomma20l SSF File Format Key
without –p option
Description
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes
Lines

Type
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

Figure 5-22 srtcomma20l SSF File Format Key
with –p option
Description

Type
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

PCode
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes
Lines

Figure 5-23 srtcomma20l CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount Sign
Tax Amount
File Record Length

Type
Alpha
Numeric
Numeric
Alpha
Numeric

Length
20
6
1
1
11.5
39

Positions
1-20
21-26
27
28
29-39

ARGUMENTS
-z  - path to zip executable file*
N or n – .csf file is unsorted
-p – add PCode to ssf file. Does not add PCode to csf file
-s – produce only the ssf. The .csf file is not created.
-pcsf – add PCode to csf file.
extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.

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* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA
USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000, 0
USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000, 0
USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000, 0
USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875, 0
USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010, 0

SAMPLE DATA WITH -p OPTION
0, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000, 0
0, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000, 0
0, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000, 0
100, 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875, 0
125300, 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
125300, 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
125300, 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0
125400, 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
125400, 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0
125500, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010, 0

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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srtcomma20ld.exe
COMMAND LINE
srtcomma20ld [-z ] outputfilename  <-p> <-s>  
[-cl] [-tc]
DESCRIPTION
The srtcomma20ld.exe command reads the log file specified in filelocs.txt and produces a comma
delimited text file outputfilename.ssf for tax compliance filing and a fixed length text file
outputfilename.csf for customer billing, separating adjustments.
The .csf file is used for import into the billing system to populate customer bills. The commadelimited .ssf file is sorted at the jurisdictional level. The .ssf file also contains the number of
lines.
Note: srtcomma20ld handles adjustments differently than srtcomma20l does by subtracting the
adjustment from the Gross Sales before the Net Taxable Amount is calculated.
INPUT
Reads the logfilename.log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run or uses the extra log file name from the command
line.
OUTPUT
Fixed Length outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate.
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate, Tax Amount.
FILE FORMAT KEY
Country, State, County, Locality, Tax type, Tax level, Discount type, Calculation type, Tax rate, Tax
amount, Gross Sale, Exempt, Adjustments, Taxable measure, Minutes, Lines
WITH -p OPTION SPECIFIED
PCode, Tax type, Tax level, Discount type, Calculation type, Tax rate, Tax amount, Gross Sale,
Exempt, Adjustments, Taxable measure, Minutes, Lines

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Figure 5-24 srtcomma20ld SSF File Format Key
without –p option
Description
Country
State
County
Locality
Tax Type
Tax Level
Discount Type
Calculation Type
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes
Lines

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

Figure 5-25 srtcomma20ld SSF File Format Key
with –p option
Description

Type
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

PCode
Tax Type
Tax Level
Discount Type
Calculation Type
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes
Lines

Figure 5-26 srtcomma20l CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount Sign
Tax Amount
Tax Category (optional)
File Record Length

Type
Alpha
Numeric
Numeric
Alpha
Numeric
Alpha

Length
20
6
1
1
11.5
50
39 or 89

Positions
1-20
21-26
27
28
29-39
40-69

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ARGUMENTS
-z  - path to zip executable file*
N or n – .csf file is unsorted
-p – add PCode to ssf file. Does not add PCode to csf file
-s – produce only the ssf. The .csf file is not created.
-pcsf – add PCode to csf file.
extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
-tc adds the tax category description to the end of each line
* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA
USA, NY, NEW YORK, NEW YORK, 1, 1, 0, 1, 0.042500, 50.950600, 1198.837637, 0.000000, 0.000000, 1198.837637, 480.0, 0
USA, NY, NEW YORK, NEW YORK, 1, 3, 0, 1, 0.041250, 49.452053, 1198.837637, 0.000000, 0.000000, 1198.837637, 480.0, 0
USA, PA, BERKS, KEMPTON, 1, 1, 0, 1, 0.060000, 58.370907, 972.848456, 0.000000, 0.000000, 972.848456, 240.0, 0
USA, PA, SCHUYLKILL, NEW PHILADELPHIA, 1, 1, 0, 1, 0.060000, 58.370907, 972.848456, 0.000000, 0.000000, 972.848456, 240.0, 0

SAMPLE DATA WITH -p OPTION
1040600, 1, 1, 0, 1, 0.060000, 34.397387, 573.289778, 0.000000, 0.000000, 573.289778, 240.0, 0
1054600, 1, 1, 0, 1, 0.060000, 34.397387, 573.289778, 0.000000, 0.000000, 573.289778, 240.0, 0
1615500, 1, 1, 0, 1, 0.050000, 25.328978, 506.579556, 0.000000, 0.000000, 506.579556, 480.0, 0
2395900, 1, 1, 0, 1, 0.060000, 111.182681, 1853.044679, 0.000000, 0.000000, 1853.044679, 480.0, 0
2604100, 1, 1, 0, 1, 0.042500, 50.950600, 1198.837637, 0.000000, 0.000000, 1198.837637, 480.0, 0
2604100, 1, 3, 0, 1, 0.041250, 49.452053, 1198.837637, 0.000000, 0.000000, 1198.837637, 480.0, 0
3232600, 1, 1, 0, 1, 0.060000, 58.370907, 972.848456, 0.000000, 0.000000, 972.848456, 240.0, 0
3415300, 1, 1, 0, 1, 0.060000, 58.370907, 972.848456, 0.000000, 0.000000, 972.848456, 240.0, 0

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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srtcommadetail.exe
COMMAND LINE
srtcommadetail [-z ] outputfilename [nN] <-nocsf>  [-cl]
DESCRIPTION
The srtcommadetail.exe command reads the log file specified in filelocs.txt and produces a
comma delimited text file outputfilename.ssf for tax compliance filing and a fixed length text file
outputfilename.csf for customer billing.
INPUT
Reads the logfilename.log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run.
OUTPUT
Comma Delimited outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEY
Country, State, County, Locality, PCode, Tax type, Tax Type Description, Tax level, Tax Level Description,
Tax rate, Tax amount, Gross Sale, Exempt, Adjustments, Taxable measure, Minutes
Figure 5-27 srtcommadetail SSF File Format Key
Description
Country
State
County
Locality
PCode
Tax Type
Tax Type Description
Tax Level
Tax Level Description
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes

Type
Alpha
Alpha
Alpha
Alpha
Numeric
Numeric
Alpha
Numeric
Alpha
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
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Figure 5-28 srtcommadetail CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount Sign
Tax Amount
File Record Length

Type
Alpha
Numeric
Numeric
Alpha
Numeric

Length
20
6
1
1
11.5
39

Positions
1-20
21-26
27
28
29-39

ARGUMENTS
-z  - path to zip executable file*

n or N – csf file is not sorted
-nocsf – csf file is not created
extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA
USA, , , , 0, 6, Federal Excise Tax, 0, Federal, 0.030000, 63.946941, 2131.564739, 0.000000, 0.000000, 2131.564739, 2376516.0
USA, CA, , , 253500, 9, P.U.C. Fee, 1, State, 0.001100, 0.072776, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0
USA, CA, , , 253500, 10, E911 Tax, 1, State, 0.006500, 0.450252, 69.269518, 0.000000, 0.000000, 69.269518, 155916.0
USA, CA, , , 253500, 19, State High Cost Fund, 1, State, 0.024300, 1.607688, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0
USA, CA, , , 253500, 21, CA Teleconnect Fund, 1, State, 0.001600, 0.105856, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0
USA, CA, , , 253500, 60, CA High Cost Fund A, 1, State, 0.001500, 0.099240, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0
USA, CO, , , 427200, 13, State Universal Service Fund, 1, State, 0.029000, 0.026172, 0.902500, 0.000000, 0.000000, 0.902500, 1920.0
USA, CO, DENVER, , 442100, 4, District Tax, 2, County, 0.001000, 0.000211, 0.210945, 0.000000, 0.000000, 0.210945, 246.0

Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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Copyright  2018 Avalara, Inc.

srtrev20l.exe
COMMAND LINE
srtrev20l [-z ] outputfilename  <-p> <-s>   [-cl] [tc]
DESCRIPTION
The srtrev20l.exe command reads the log file specified in filelocs.txt and produces a comma
delimited text file outputfilename.ssf for tax compliance filing and a fixed length text file
outputfilename.csf for customer billing, separating adjustments. It is intended for use with log
files created using tax inclusive calculation functionality in AFC.
The .csf file is used for import into the billing system to populate customer bills. The commadelimited .ssf file is sorted at the jurisdictional level. The .ssf file also contains the number of
lines.
INPUT
Reads the logfilename.log file as defined by filelocs.txt or AFC Initialization Function.
log.sum – optional input from previous run or uses the extra log file name from the command
line.
OUTPUT
Fixed Length outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate.
Fixed Length outputfilename.csf file for customer billing.
Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate, Tax Amount.

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FILE FORMAT KEY
Country, State, County, Locality, Tax type, Tax level, Tax rate, Tax amount, Gross Sale, Exempt,
Adjustments, Taxable measure, Minutes, Lines, Sale amount
WITH -p OPTION SPECIFIED
PCode, Tax type, Tax level, Tax rate, Tax amount, Gross Sale, Exempt, Adjustments, Taxable
measure, Minutes, Lines
Figure 5-29 srtrev20l SSF File Format Key
without –p option
Description
Type
Country
Alpha
State
Alpha
County
Alpha
Locality
Alpha
Tax Type
Numeric
Tax Level
Numeric
Tax Rate
Numeric
Tax Amount
Numeric
Gross Sale
Numeric
Exempt
Numeric
Adjustments
Numeric
Taxable Measure
Numeric
Minutes
Numeric
Lines
Numeric
Sale Amount
Numeric

Figure 5-30 srtrev20l SSF File Format Key
with –p option
Description
PCode
Tax Type
Tax Level
Tax Rate
Tax Amount
Gross Sale
Exempt
Adjustments
Taxable Measure
Minutes
Lines
Sale Amount

Type
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric

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Figure 5-31 srtrev20l CSF File Format Key
Description
Customer Number
Tax Type
Tax Level
Tax Amount Sign
Tax Amount
Tax Category (optional)
Base Sale Amount (optional)
File Record Length

Type
Alpha
Numeric
Numeric
Alpha
Numeric
Alpha
Numeric

Length
20
6
1
1
11.5
50
8
39, 47, 69, or 77

Positions
1-20
21-26
27
28
29-39
40-69
40-47 or 70-77

ARGUMENTS
-z  - path to zip executable file*
N or n – .csf file is unsorted
-p – add PCode to ssf file. Does not add PCode to csf file
-s – produce only the ssf. The .csf file is not created.
-pcsf – add PCode to csf file.
extra log file name – use instead of log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
-tc adds the tax category description to the end of each line in the csf
-b adds the base sale amount to the end of each linein the csf
* The pkzip executable option is only available with the windows platform.
NOTES:
•
•
•

The Tax Rate field is sensitive to positive and negative values
The log.sum file is NOT created
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.

SAMPLE DATA
USA, , , , 55, 0, 0.136000, 2.086860, 41.360000, 26.015440, 0.000000, 15.344560, 3.5, 0, 41.36
USA, , , , 170, 0, 0.015000, 0.015000, 41.360000, 26.015440, 0.000000, 15.344560, 3.5, 0, 41.36
USA, PA, , , 44, 1, 1.000000, 1.000000, 0.000000, 0.000000, 0.000000, 0.000000, 3.5, 0, 41.36
USA, PA, ALLEGHENY, PITTSBURGH, 1, 1, 0.060000, 2.738097, 45.634953, 0.000000, 0.000000, 45.634953, 3.5, 0, 41.36
USA, PA, ALLEGHENY, PITTSBURGH, 1, 2, 0.010000, 0.456350, 45.634953, 0.000000, 0.000000, 45.634953, 3.5, 0, 41.36
USA, PA, ALLEGHENY, PITTSBURGH, 14, 1, 0.050000, 2.173093, 43.461860, 0.000000, 0.000000, 43.461860, 3.5, 0, 41.36

SAMPLE DATA WITH -p OPTION
0, 55, 0, 0.136000, 0.000000, 82.720000, 52.030880, 15.344560, 15.344560, 7.0, 0, 82.72
0, 170, 0, 0.015000, 0.000000, 82.720000, 52.030880, 15.344560, 15.344560, 7.0, 0, 82.72
3198500, 44, 1, 1.000000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, 7.0, 0, 82.72
3206100, 1, 1, 0.060000, 0.000000, 91.269906, 0.000000, 45.634953, 45.634953, 7.0, 0, 82.72
3206100, 1, 2, 0.010000, 0.000000, 91.269906, 0.000000, 45.634953, 45.634953, 7.0, 0, 82.72
3206100, 14, 1, 0.050000, 0.000000, 86.923720, 0.000000, 43.461860, 43.461860, 7.0, 0, 82.72

Refer to Transactions and Tax Types for descriptions of the data in the generated file.
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strg.exe
COMMAND LINE
strg outputfilename  [-cl]
DESCRIPTION
The srtg.exe command reads the log file specified in filelocs.txt and produces a fixed length text
file outputfilename.ssf for tax compliance filing. If the extralogfilename is specified, it is used for
appending instead of the log.sum.
INPUT
Reads the logfilename file as defined by filelocs.txt or EZtax Initialization Function.
log.sum – optional input from previous run
 - optional input superseding log.sum
OUTPUT
Fixed Length outputfilename.ssf file for tax compliance filing.
Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate
FILE FORMAT KEY
Figure 5-32 strg SSF File Format Key
Description
PCode
Tax Type
Tax Level
Tax Rate
Tax Amount Sign
Tax Amount
File Record Length

Type
Numeric
Numeric
Numeric
Numeric
Alpha
Numeric

Length
9
6
1
8
1
11.5
36

Positions
1-9
10-15
16
17-24
25
26-36

ARGUMENTS

extralogfilename - optional input superseding log.sum
–cl creates a combined compliance log file with a .scl extension, containing both the billable and
non-billable amounts instead of a separate log file for each.
NOTES:
WARNING - EZTax.log is DELETED. Make backups in case reruns are needed.
Removes log.sum (or extra log)

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SAMPLE DATA
0
1
2
3
123456789012345678901234567890123456
-----------------------------------------------------------000000000000006000003000+00098418707
000000000000007000000580+00018387113
000000000000018000003180+00081599822
000000000000031000000039+00001000752
Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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upsize_log.exe
COMMAND LINE
upsize_log logfilename1.log logfilename2.log
DESCRIPTION
The upsize_log.exe command converts the short format logfilename1.log to a long format log
logfilename2.log.
INPUT
First log file logfileame1.
OUTPUT
The output file produced is a log file with no format key as this is a log manipulation utility.
ARGUMENTS
None.
NOTES:
log.sum is NOT created.
EZTax.log is NOT deleted.
Refer to Transactions and Tax Types for descriptions of the data in the generated file.

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BATCH FILE PROCESSING
AFC allows company transactions to be taxed without directly interfacing AFC with the billing system
using the batch_sau command line feature. Although system performance is excellent using the batch
file processing method, it is less efficient than a direct interface in the following ways:
1. The billing system must provide an additional function that creates the AFC batch file.
2. AFC must read the batch-input file. With a direct interface, this is not necessary as the billing
system itself will read all required data from databases or files in order to perform rating
functions.
3. The billing system must read results of the AFC process for inclusion on end customer bills and
journal entries in the users accounting system.
However, this method can be the most cost effective, and provide the quickest solution to tax
compliance, depending upon the billing system in use and the level of technical expertise available. This
is available to both AFC SaaS Standard and AFC on-site licensed product clients.

Batch Processing Description
Refer to Figure 6-1. The Batch processing method allows for transaction information in a pre-defined
fixed length ASCII formatted file to be exported to and read by the AFC engine, without directly
integrating to a billing system. The formatted file is submitted to the AFC Engine using the precisely
defined format shown in Section 6.2. AFC processes the file and returns the taxes in a separate fixed
length ASCII file generated by one of available utilities. This file can be imported by the billing system and
viewed as a spreadsheet or other compatible software. The file contains key references, keyed per
transaction or per account.
AFC automatically summarizes tax data generated based upon the key passed, thereby returning unique
taxes per record or summarized results per customer. This simple method of interfacing is performed
with relative ease and with little programming experience.
Avalara clients that perform billing on mainframe computers have also found this method beneficial
because most mainframe users utilize a batch or batch-like billing process, which allows for easy insertion
of a new taxation method. The taxation step is simply replaced with an export and an import process.
When taxation is to be performed, all transactions are exported to a PC for taxation and the results are
imported back into the mainframe.

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Figure 6-1 AFC Batch Mode Model

When using the batch utility, the location of the AFC Data Base must be specified by using the filelocs.txt
file. The batch utility has built in edit functions to stop any erroneous data from being submitted to the
tax engine or to warn you about possible problems and still allow the transaction to be processed. An
output file is generated containing warning and error messages found during the run along with the line
number of the transaction.
Clients submitting CDS files in Batch fashion automatically produce an EZTax.log file. The user may select
from several utilities to create a .csf file to be imported back into the billing system. Refer to Section 5.1
for aid in output utility selection.

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AFC CDS Input File Specifications
The CDS fixed length input file contains one or more data records comprised of the fields detailed in the
figure below. Note that a file containing this specification is provided with the monthly update.
Figure 6-2 CDF20 Client Input Data Specification
Opt/
Req

Sec

Data Description

Type

Len

Positions

Defaults

1-10
R

J

Origination

N

10

R

J

Origination Flag

A

1

11
12-21

R

J

Termination

N

10

R

J

Termination Flag

A

1

22
23-32

R

J

Service Address

N

10

R

J

Service Address Flag

A

1

R

C

Customer Type

A

1

R
R

T
T

Invoice Date
Taxable Amount Sign

N
A

8
1

R

T

Taxable Amount

N

11.5

R

T

Lines

N

6

R

T/S

Transaction Type

A/N

6

R

T/S

Service Type

A/N

6

R

T

Client Resale Flag

A

1

R

C

Inc-Code

A

1

R

C

Fed. Exempt

A

1

R

C

State Exempt

A

1

R

C

County Exempt

A

1

R

C

Local Exempt

A

1

O

C

A/N

20

R

CO

A

1

R

T

N

11.1

Customer Number
(Primary Output Key)
Regulated / Unregulated
Flag
Call Duration (in minutes)

33
34

B

35-42
43
44-54
55-60
67-72

80
81
82
83
84

0

S
I
Blank
Blank
Blank
Blank

85-104
105
106-116

Originating NPANXX if flag=N
Originating PCode if flag=P
Originating State code if flag=S (numeric
value)
Set to N if using NPANXX, P if using
PCode, or S if using State code
Terminating NPANXX if flag=N
Terminating PCode if flag=P
Terminating State code if flag=S
(numeric value)
Set to N if using NPANXX, P if using
PCode, or S if using State code
Service (BTN) NPANXX if flag=N
Service PCode if flag=P
Service State code if flag=S (numeric
value)
Set to N if using NPANXX, P if using
PCode, or S if using State code
Business, Residential Customer,
Industrial, or Senior Citizen
Format "CCYYMMDD"
Format "+" , "-", “p” or ‘m”
Format "99999999999" Zero-Filled, 5
decimal places, no decimal point

73-78
79

Note

R

6-character integer
See Table of Transaction Types and
Service Types
See Table of Transaction Types and
Service Types
Call subject to Sale or Resale
Customer is Inside or Outside an
incorporated city area
Call is eXempt from Federal taxes (X or
blank)
Call is eXempt from State taxes (X or
blank)
Call is eXempt from County taxes (X or
blank)
Call is eXempt from Local taxes (X or
blank)
Defines primary Key for Client Summary
Data
Reseller is Regulated or Unregulated in
the state of sale
Format "99999999999" Zero-Filled, 1
decimal place, no decimal point

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Figure 6-2 CDF20 Client Input Data Specification
Opt/
Req

Sec

R

T

R

Data Description

Type

Len

Telecom Type

A

1

C

Service Class Indicator

A

1

118

D

O

C

Lifeline Flag

A

1

119

Blank

R

CO

Facilities Based Flag

A

1

R

CO

Franchise Flag

A

1

R

C

Business Class Indicator

A

1

J=Taxing Jurisdiction Info. C=Customer Info.
T/S=Transaction/Service type M= Misc.

Positions
117

120
121
122

Defaults
C

N
N
C

Note
C - Calls, D-Debit Card Calls, P-Point of
sale
D = Primarily Long Distance, L = Primarily
Local
L = Lifeline customer, N = Non-Lifeline
F = Facilities based, N = Non-Facilities
based
F = Franchise based, N = Non-Franchise
based
C = CLEC, I = ILEC

CO=Company Info. T=Transaction Info.
R=Required, O=Optional

Each field within a record contains information specific to one of four categories; Taxing Jurisdiction
Identification, Company, Customer and Transaction (see the table below). These four categories are
addressed in detail in the following subsections.
Table 6-1 CDF Categories
Taxing Jurisdiction
Identification
Information
Origination
Origination Flag

Customer
Information
Customer Type
Inc-Code

Termination

Fed Exempt

Termination Flag
Service Address
Service Address Flag

State Exempt
County Exempt
Local Exempt
Customer Number
(Primary Output Key)
Service Class Indicator
Lifeline Flag
Business Class Indicator

Customer Transaction Information
Company
Information
Facilities Based Flag
Franchise Flag
Regulated / Unregulated
Flag

Transaction Information
Invoice Date
Taxable Amount Sign
Taxable Amount
Lines
Client Resale Flag
Call Duration
Telecom Type
Transaction Type
Service Type

Taxing Jurisdiction Identification Information
The Origination, Origination Flag, Termination, Termination Flag, Service Address (also referred to as the
“bill-to” address) and Service Address Flag fields of the record are discussed in this section.
The batch interface method is designed to allow for the transaction jurisdiction service address,
origination point and termination point to be entered as NPANXXs, PCodes or State Code in the first fields
of the transaction record. (Note that there are advantages to using the PCode as described in Section
3.4.1).
NPANXXs are the first six-digits of a phone number in North America (area code and prefix). They are
administered under the North American Numbering Plan and associated with locations thereby making
them useful for jurisdiction identification. However, it is important to be aware that many NPANXXs serve
jurisdictions foreign to the jurisdiction they are associated with.
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PCodes are proprietary permanent jurisdiction codes created by Avalara that allow AFC software users to
populate their databases with proper jurisdiction assignments. When jurisdiction codes change, they are
re-mapped by Avalara and the PCode is updated, providing clients with up to date information without
making any changes themselves. The PCode is the preferred method of assigning and maintaining
jurisdiction identification, and the time invested in including PCodes into your database records will pay
off with increased accuracy and reliability.
The State Code (see the cross reference table below) should be used when restricting the tax calculations
to the Federal and State level. The following table provides the valid numeric State Codes for this field.
Using State Codes is discouraged as the county and locality jurisdictional information is lost and will not
be applied.
Table 6-2 State Code Cross Reference Table
State
NO STATE
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Washington_DC
District_of_Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa

State
Code
0
1
2
3
4
5
6
7
8
9
9
10
11
12
13
14
15
16

State
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New_Hampshire
New_Jersey
New_Mexico
New_York
North_Carolina

State
Code
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34

State
North_Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode_Island
South_Carolina
South_Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West_Virginia
Wisconsin
Wyoming

State Code
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51

Origination
The Origination location of the transaction to be taxed. For telecom activity, this is usually specified by
the number called from, also known as the “From Number” or “Origination number). It can be filled with
the NPANXX, PCode or State Code.

Origination Flag
The Origination Flag specifies the configuration of the information in the Origination field. This field
should contain N if the Origination is in NPANXX format, P if the Origination is in PCode format and S if the
Origination is in State format.

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Termination
The Termination location of the transaction to be taxed. For telecom activity, this is usually specified by
the number called, also known as the "To Number" or the "Termination number." It can be filled with the
NPANXX, PCode or State Code.

Termination Flag
The Termination Flag specifies the configuration of the information in the Termination field. This field
should contain N if the Termination is in NPANXX format, P if the Termination is in PCode format and S if
the Termination is in State format.

Service Address
The Service Address of the transaction to be taxed. For telecom activity, this is usually specified by the
number that the call was billed to (also know as the Bill To Number or BTN) or the location of service. It
can be filled with the NPANXX, PCode or State Code.

Service Address Flag
The Service Address Flag specifies the configuration of the information in the Service Address field. This
field should contain N if the Service Address is in NPANXX format, P if the Service Address is in PCode
format and S if the Service Address is in State format.

Customer Information
The transaction customer information is supplied using the following fields; Customer Type, Inc-Code, Fed
Exempt, State Exempt, County Exempt, Local Exempt, Service Class Indicator, Lifeline Flag, Federal
Exemption JCode, State Exemption JCode, County Exemption JCode, Locality Exemption JCode, Invoice
Number, Service Level Number and Business Class Indicator.

Customer Type
This field is used to specify the type of customer involved in the transaction. The Customer Type is
selected from one of the following four options.
1.
2.
3.
4.

Business - When transactions are made at a place of business.
Residential - When transactions are made by a customer for home use.
Industrial - When transactions are made at an industrial business.
Senior Citizen - When transactions made by a customer meeting the jurisdiction requirements to
be considered a senior citizen and qualify for senior citizen tax breaks.

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Inc-Code
The Inc-Code field is used to specify whether the customer involved in this transaction is inside (specified
with an “I” in the one character length field) or outside (specified with an “O” in the one character length
field) of the incorporated area designated as their location. The tax may or may not be affected by this
designator depending upon whether or not the unincorporated areas are taxed in the same manner as
the incorporated areas.

Exemption Levels
The exemption level is the jurisdictional level of the taxing authority that defines the tax. It is used to
exempt taxes at specific federal, state, county and/or local taxes.
Fed Exempt
The Federal Exempt field is used to specify a Federal level tax exemption.
State Exempt
The State Exempt field is used to specify a State level tax exemption.
County Exempt
The County Exempt field is used to specify a County level tax exemption.
Local Exempt
The Local Exempt field is used to specify a Local level tax exemption.

Customer Number (Primary Output Key)
The Primary Output Key (POK) is a 20-character text field that is not manipulated during processing and
stored as part of the log file record.
It can be used as part of the sorting key (see Figure 6-3) when using some utilities, allowing for the
combining of records based upon this and other fields. It is useful when it is desired to have like taxes
from different transactions combined, to have taxes from each transaction detailed individually in a
report or to have each transaction detailed at the customer level.
Figure 6-3 Primary Output Key
Uniquekey.cds
0

1248900P2009108550FRS

34

106 020100815+

100000000

11

BillSoft, Inc. - 1

0

1248900P

1248900PRS

34

106 020100815-

100000000

11

BillSoft, Inc. - 2

0

1248900P

1248900PRS

34

106 020100815p

100000000

11

BillSoft, Inc. - 3

0

1248900P

1248900PRS

34

106 020100815m

100000000

11

BillSoft, Inc. - 4

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Uniquekey.csf

Combined taxes

If you would want like taxes combined at the customer level, then you specify a
like POK for the records you want combined.

Samekey.cdf
0

1248900P2009108550FRS

34

106 020100815+

100000000

11

BillSoft, Inc.

0

1248900P

1248900PRS

34

106 020100815-

100000000

11

BillSoft, Inc.

0

1248900P

1248900PRS

34

106 020100815p

100000000

11

BillSoft, Inc.

0

1248900P

1248900PRS

34

106 020100815m

100000000

11

BillSoft, Inc.

Samekey.csf

Service Class Indicator
The Service Class Indicator is provided to delineate the Primary activity of an organization as either Long
Distance or Local Service.
The service class only impacts Telecom transactions in certain jurisdictions, such as New York.

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NOTE: This has no effect on non-Telecom Transactions.
Service Class
ID
0

Value
Local (Default)

1

Long Distance

Description
Primary Local Service providers are carriers vending their services with over 50% of
the gross business activities in Local Service revenue.
Primary Long Distance providers are carriers vending their services with over 50% of
the gross business activities in Long Distance revenue.

Lifeline Flag
The Lifeline Flag is used to indicate if a customer is a Lifeline participant.
Lifeline Flag
Value
True
False (Default)

Description
Has the effect of turning off the calculation of taxes that are not collected from
Lifeline recipients.
Collects all taxes.

Business Class Indicator
The Business Class Indicator field is used to specify if the business making the transaction is an Incumbent
Local Exchange Company (ILEC) or a Competitive Local Exchange Company (CLEC).
•

An ILEC company is engaged in selling services over company owned lines and equipment,

•

A CLEC company is engaged in selling services competing with an incumbent provider.

Company Information
The transaction information is contained in fields found in the transaction record. The Company
Identifier, Facilities-Based Flag, Franchise Flag and Regulated/Unregulated Flag are discussed in this
section.

Facilities Based Flag
The Facilities Based flag specifies whether the transaction is sold over tangible facilities controlled by the
seller. If the seller delivering the service owns or controls the facilities used to provide the service, then
the seller is facilities based. If the seller does not own or control the facilities, the seller is non-facilities
based. In some jurisdictions, tax outcomes will vary depending on whether the service is delivered over
infrastructure controlled by the seller.
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Franchise Flag
The Franchise flag indicates that the company provides services sold pursuant to a franchise agreement
between the carrier and jurisdiction. This designation applies to the Seller.
Note: Marking the transaction as Franchise = False will often result in no franchise fees or taxes being
returned.
Franchise Flag
Value
True (Default)
False

Description
Seller has a franchise agreement with jurisdiction.
Franchise fees and taxes do not apply to seller.

Regulated / Unregulated Flag
The Regulated / Unregulated flag is used to specify if the Telecommunication company and its services
are regulated by the Public Utility Commission, the Federal Communication Commission and/or other
government authorities.
Unless the seller is registered with the state regulatory commission as a rate-regulated, incumbent
provider, all transactions should be Regulated = False.
Field
Regulated Flag

Value
True
False (Default)

Description
Company is rate-regulated
Company is not rate-regulated

Transaction Information
The transaction information is contained in fields found in the transaction record. The Invoice Date,
Taxable Amount Sign, Taxable Amount, Lines, Client Resale Flag, Call Duration and Telecom Type fields of
the record are discussed in this section.

Invoice Date
The Invoice Date is normally populated with the bill date. Generally accepted accounting principles
dictate that liabilities should be recorded when revenues are recorded. In most cases, neither of these is
recorded (or even known) until billing occurs.
However, companies with a high call volume that record revenue daily as it occurs should record the tax
on the same basis (i.e. the call date should be used).
AFC compares this date to the effective date of each tax that applies to the transaction.

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•

If the date passed to AFC is "equal to" or "greater than" the effective tax date, the current tax
rate is used.

•

If the date passed to AFC is prior to the effective date, the tax rate in effect for the tax
is used to generate the tax amount applicable to the transaction.

•

If a transaction is passed to AFC without a date (that is, the date is set to zero),
AFC will set the date to the current date.

Note: The invoice date passed to the server in the transaction by default is preserved as is. It is
recommended that clients not use time zone modifiers on the invoice date.

Taxable Amount Sign
The Taxable Amount Sign field is filled with either a “+” (plus) sign to indicate a charge or a “-“ (minus)
sign to indicate a refund or credit. In addition, the letters “p” (plus) and “m” (minus) are respectively
used to indicate the appropriate refund or credit on tax inclusive calculations.

Taxable Amount
The Taxable Amount field specifies the amount of the transaction to be taxed. This amount will be passed
through AFC to rate the tax based on the specified transaction/service pair. In addition, when peforming a
tax inclusive calculation, the taxable or charge amount entered by the user must reflect the desired total
charge plus the total tax returned (i.e. revenue plus total tax).

Lines
When local service is provided, a transaction should be generated with the Lines field populated with the
number of lines the customer subscribes to. AFC uses this information for generation of per line taxes
usually associated with local E911 charges and local telecommunications relay service taxes and other
assorted taxes.

Transaction Type
Refer to Section 2.6 Mapping Transactions for details of this field.

Service Type
Refer to Section 2.6 Mapping Transactions for details of this field.

Client Resale Flag
Telecommunication companies are taxed on transactions made by their clients, which in some cases can
be passed on or “resold” to their customers in part or in total. The Client Resale (wholesale) flag is used
to indicate whether the product or service transaction is final or if it is to be resold.
To have exempt taxes available for reporting, exemption type 3 (Sales For Resale) should be used in
combination with Resale.

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Call Duration
The Call Duration Field specifies the length of phone call in minutes, with one tenth of a minute precision
capability. AFC uses this field for generation of taxes that are specified as per minute flat fees in some
taxing jurisdictions and stores the value in the AFC log
database.

Telecom Type
The Telecom Type field specifies the type of telecom transaction. Enter D for Debit calls, P for Point of
Sale or C for a normal call.
It is possible to see both the sale transaction and service usage with one entry in the batch system by
using the “P” Telecom Type flag. In this case, the system will put the same dollar figure through the AFC
engine using the transaction/service pair 10/32 followed by the 01/01 T/S pair. Since it is unlikely that the
customer will use the entire prepaid service on a single long-distance call, this is best used for an
approximation on what the telecom taxes will be.

Federal or State Exclusion
The Federal or State Exclusion option allows the EZTax_20 user to prevent federal and/or state (or
province) and all lower jurisdictions including county, and local taxes from being created for Call Detail
Records (CDRs) from specified countries or states. If excluding a state, the Federal taxes will be calculated
from CDR records that have been designated for state exclusion. If excluding a country, no taxes,
including federal taxes, will be calculated.
When running AFC in batch fashion it checks for the exclude.txt file. If the file exists, the state and
country jurisdictions listed in the file will be excluded. For state exclusions, state, county and local taxes
are excluded. For country (federal) exclusions, country, state, county and local taxes are excluded.
If the file does not exist, the plain ASCII text file “exclude.txt” federal/state exclusions file can be created.
Please reference Section 1.5 Exclusion Configuration File in the AFC Manager User Manual for additional
details and instructions on creating exclusion files.

Accumulating the Log
For AFC users that run using the batch processing to do billing daily, the EZTax.Log needs to be
accumulating to run the sorting utility at the end of the month to create a tax compliance file.
Daily:
1. Run the taxation on *.CDF file.
2. Archive the EZTax.Log file to another location on the system.
3. Run the sorting utility executable. *.CSF is used for current client billing. The optional *.SSF file is
intended for end of the month tax compliance filing and can be ignored if generated.

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4. The next taxation run of the *.CDF file will produce a new EZTax.Log file when using some utilities
since it has been emptied by the previous sorting utility.
Monthly:
Avalara supplies the EZTaxappend and extaxappendf executable utilities that can be used to combine logs
into a single monthly log file. At the end of the month, select the utility that best fits your requirements
and combine the appropriate achieved log files. This will produce the tax compliance file .ssf file. The
optional .csf file is intended for use by billing clients and can be ignored if generated.

EZTax_20 Utility Specification
COMMAND LINE
EZTax_20 inputfilename.cdf [-d] [-vrpt [reportname.csv]] [-?]
DESCRIPTION
The EZTax_20 command is a processing utility designed to accept records submitted in batch
fashion. Records are supplied as an ASCII formatted file inputfilename.cdf.
INPUT
Reads the inputfilename.cdf ASCII text file
OUTPUT
EZTax.Log - as defined by filelocs.txt.
read_err.st - any errors found while editing input file are reported here.
billing.log - date/time stamp log (appended to).
bureau_log - run totals (appended to).
EZTax.sta – status from AFC engine
inputfilename.rpt - break down by totals (not for compliance filing).
reportname.csv – validation report, by default named inputfilename.csv

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FILE FORMAT KEY
Refer to Figure 6-2.
ARGUMENTS (in any order)
input filename : The cdf file with input records
-d
: Indicates to use default transaction/service types
-vrpt [reportfile]
: Create a comma delimited validation report. This report will show each
cdf line input with what API call was made along with any remarks or
errors. A sample is included in Figure 6-x.
-?
: Print help screen and exit

NOTES:

The transactionservice.exp file must be in the AFC working directory.
EZTax.log is not deleted.
Filelocs.txt MUST be in the working directory.

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Deprecated CDF20 File Structure
Figure 6-4 CDF20 File Structure for Deprecated Input File of Version 8

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Figure 6-5 Data Specification for Deprecated Input File of Version 8
Data Description
Origin

N

10

In Client
Positions
CDRFile
Yes
1-10

Origin Flag

A

1

11

Termination

N

10

Termination Flag

A

1

Service Address

N

10

Service Address Flag

A

1

Customer Type
Invoice Date
Taxable Amount Sign
Taxable Amount

A
N
A
N

1
8
1
11.5

Yes
Yes
Yes
Yes

34
35-42
43
44-54

B

Lines
Transaction Type

N
A/N

6
6

Yes
Yes

55-60
67-72

0

Service Type

A/N

6

Yes

73-78

Client Resale Flag
Inc-Code

A
A

1
1

Yes
Yes

79
80

S
I

Fed. Exempt
State Exempt
County Exempt
Local Exempt
Primary Output Key

A
A
A
A
A/N

1
1
1
1
20

Yes
Yes
Yes
Yes
Yes

81
82
83
84
85-104

Blank
Blank
Blank
Blank

Regulated / Unregulated Flag

A

1

105

R

Call Duration

N

11

106-116

Telecom Type

A

1

117

File Record Length*

Type

Len

Yes

12-21

Defaults
NPANXX if flag=N
P code if flag=P
State code if flag=S

23-32

NPANXX (Area Code+ Exchange)

N-origin is NPANXX
P-origin is npermkey
S-origin state abbreviation
NPANXX if flag=N
P code if flag=P
State code if flag=S

22

Yes

Note

Area Code+ Exchange (N) or npermkey (P) or
state abNumber
N-termination is NPANXX
P-termination is npermkey
S-origin state abbreviation

NPANXX if flag=N
P code if flag=P
State code if flag=S

33

Customer NPANXX

N-origin is NPANXX
P-origin is npermkey
S-origin state abbreviation
Business or Residential Customer
Format "CCYYMMDD"
Format "+", "-", “p” or “m”
Format "99999999999" Zero-Filled,
5 decimal places, no decimal point
6-character integer
See Table of Transaction Types and Service
Types
See Table of Transaction Types and Service
Types

C

Call subject to sale or resale
Customer is Inside or Outside and
Incorporated Locality Area
Call is eXempt from Federal taxes
Call is eXempt from State taxes
Call is eXempt from County taxes
Call is eXempt from Local taxes
Defines primary Key for Client Summary
Data
Reseller is Regulated or Unregulated in the
state of sale
Format "99999999999" Zero-Filled,
1decimal places, no decimal point
C - Calls, D-Debit Calls, P - Point of Sale

117

* Each record Must terminate with a CR (ASCII 13) and LF (ASCII 10) located
at positions 118 and 119 respectively.
Do not append an end-of-file character (ASCII 26) to the end of the
Client Input Data File.

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The C/C++ API
The software for AFC is written in C/C++ and is delivered as an executable, creating a flexible
programming environment. The AFC engine operates independently from the client’s billing system
allowing it to be easily integrated using APIs. Making use of the AFC API functions is the most efficient
interface to the AFC Engine and there is very little performance difference when running the AFC taxation
generation.
To integrate with AFC, programmers simply link with it and interface through a standard and well
documented set of API calls. Programmers can typically perform the integration of AFC with a billing
system by utilizing the documentation. If questions should arise, Avalara provides unlimited phone
support for the integration of AFC and provides consulting services if desired.
Many AFC clients have accomplished integration in a matter of days and indicated that the effort with
their previous system took from three months to a year. Many companies spend multiples of the yearly
license cost to integrate with competing products, enduring long periods of inoperability during the
integration process. The product is delivered as a DLL, shared library or shared executable allowing
upgrades and enhancements of AFC to be accomplished by simply replacing a file.
Furthermore, the AFC API provides a rich and complete set of interfaces for taxation. In addition to
taxation APIs, it provides the ability to do adjustments, refunds, debits, prepaids, overrides, jurisdiction
information conversions and database interfaces. The APIs allow taxation using jurisdictional information
provided by jurisdiction codes, NPANXX, address and zip codes.
AFC API calls are descriptively named for easy identification and selection. For instance, functions that
end with “JCode” or “J” are Jurisdiction Code functions. Similar naming standards are maintained for the
“PCode,” “NPAN” and “Zip” functions.

Language Interfaces for AFC
AFC is written in C/C++ code. Interfaces to other software languages are provided that add another DLL
for the translation from C/C++ to that other language.
AFC supports interfaces to Java, the Microsoft .NET family, RPG, COBOL and Microsoft VB6.

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Configuration
Avalara offers all programs and file updates through a client login site, allowing for the download of a zip
file containing the installation or update files. After an order is processed, the download zip file will be
placed in the company’s user folder. Check this folder regularly for new downloads, updates and
announcements about Avalara’s products and services.
The install wizard suggests a default file folder organization (refer to the AFC Installation Manual).
Avalara encourages the use of the default settings to simplify the monthly update procedure. Changing
the default settings will require a modification of each monthly update in order for it to it to adhere to
the modified file folder organization, increasing the possibility of errors and poor performance.
The include files (header files) directory and the lib file must be incorporated into the C/C++ compiler and
linker and the appropriate include files must be added to your source code to access the Avalara
constants and structures. These files are in the same folder as the DLL.

Filelocs.txt File
AFC installs the Filelocs.upd file. This file must be moved to your working directory and renamed to
filelocs.txt. Windows Explorer should be set to show file extensions so that there is no confusion
between the two files. The Filelocs (File Locations) file (see Table 7-1) contains the paths to the files used
by AFC.
Table 7-1 Filelocs.txt Example
PATH
C:\BillSoft\EZTax\Data\EZTax.dat;
C:\BillSoft\EZTax\Data\EZTax.idx;
C:\BillSoft\EZTax\Data\EZTax.dll;
EZTax.log;
C:\BillSoft\EZTax\Data\EZTax.npa;
EZTax.sta;
tmp77777.dat;
C:\BillSoft\EZTax\Data\EZDesc.dat;
C:\BillSoft\EZTax\Data\EZZIP.dat;
C:\BillSoft\EZTax\cust_key;
C:\BillSoft\EZTax\Data\EZTax.pcd;
C:\BillSoft\EZTax\Data\EZTax.jtp;

INPUT:
INPUT:
INPUT:
I/O:
INPUT:
OUTPUT:
I/O:
INPUT:
INPUT:
I/O:

DESCRIPTION
EZtax Data file
EZtax IDX file
EZtax DLL file
EZtax log file
EZtax NPANXX cross reference file
EZtax status file
EZtax temporary file
EZtax location description file
EZtax ZIP Code file
EZtax customer key file

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Filelocs.sta File
The Filelocs.sta file will be created by EZTaxInitEx when the file paths are not provided or incomplete, and
if EZTaxInitEx cannot find Filelocs.txt in the current working directory. The directory where Filelocs.sta is
created is the working directory that AFC is using, and this is where Filelocs.txt should be placed. Copy
the Filelocs.upd file that is distributed with the AFC monthly update, rename it to Filelocs.txt, edit the
locations to match your configuration, and rerun your application.
AFC produces two .sta files:
•
•

filelocs.sta
EZTax.sta

In addition, the utilities can produce:
•
•

log_file.sta
read_err.sta

All the files except EZTax.sta are normally zero length. Any other size indicates a problem. Refer to Table
7-2 for an example of the output in EZTax.sta.
Table 7-2 EZTax.sta Example
4/17/07 14:21:38.806 : EZtax Version Number: 9.0.0.5, platform = Windows!
04/17/07 14:21:38.806 : Configuration line >notranslog=off< not recognized.
04/17/07 14:21:39.572 : Tax override shown below inserted successfully
04/17/07 14:21:39.572 : 0, 87, 0, 0
04/17/07 14:21:39.572 :
20060801, 1, 1
04/17/07 14:21:39.572 :
5.500000, 2147483647.000000
04/17/07 14:21:39.572 :
19000101, 1, 1
04/17/07 14:21:39.572 :
4.500000, 2147483647.000000
04/17/07 14:22:09.307 : PCODE file closed, 0 PCODE records not found
04/17/07 14:22:09.307 : JCODE file closed, 0 JCODE records not found
04/17/07 14:22:09.307 : Closing AFC Session 334260

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General Overview of AFC API Integration
When integrated using the C/C++ APIs, the AFC Engine operates independent of the client’s billing system
giving the client more options. The engine is designed to allow passing of data through the program
rather than integration with the client’s billing system.
Refer the figure below. With the Application Programmer Interface (API), the billing system passes
transaction information to the AFC Engine as it is being rated for billing. AFC accepts the transaction
information, calculates all of the required taxes and returns the generated tax information to the billing
system.
Figure 7-1 AFC API Model

Refer the figure below. In addition to calculating and generating tax information, the AFC Engine can
store all of the generated tax data in AFC database log files. Utilities are provided for performing data
manipulation and generating reports that facilitate tax filing and provide insight to the rating, billing and
taxing processes.
Figure 7-2 AFC Engine

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Detailed Discussion of AFC API Integration
Avalara provides a multi-threaded dynamic link library that is utilized to interface with AFC. Integration of
an API interface opens the full capabilities of AFC.
Refer to Figure 7-3. The AFC Engine primarily accepts transaction information from the customer billing
system and returns the taxes associated with the transaction. However, it can also be used to perform
the following functions:
1. Perform tax adjustments.
2. Supply Jurisdiction information and JCodes based on address, Zip Code or NPANXX information.
3. Supply Jurisdiction information, address information, and convert JCodes to PCodes and PCodes
to JCodes.
4. Return Tax information based on Transactions.

Tax Adjustments
Adjustment information is returned to the billing system and is utilized to update tax data for report
generation and compliance filing. AFC also provides facilities that allow users to insert tax overrides and
exempt a transaction from taxes at federal, state, county and local authority levels. In addition, AFC also
provides the capability to limit exemptions to a specific jurisdiction and to exempt specific taxes.

Obtaining Jurisdiction and Address Information From JCodes and PCodes
Another option allows AFC to determine the taxing jurisdiction. After adding PCodes to the customer
record, use the NPANXX to PCode conversion function to obtain PCodes for the NPANXXs associated with
the TO and FROM numbers. AFC can use these PCodes, along with the PCode representing the “Bill To
Number,” to perform tax calculations by passing the PCodes to AFC using the EZTaxPCodeEx function. In
most cases it is acceptable and proper to use the PCode for a customer’s address as the “Bill To Number”.
This can be helpful in cases where the BTN (Bill To Number) is not available in the CDR (Call Detail Record)
source.

Obtaining Jurisdiction and Address Information From JCodes and PCodes
The AFC Address Database is available to obtain the address of a specific JCode or PCode. This is normally
not used during the AFC session as the billing system normally has address information required for
billing. AFC uses this database when generating reports for tax filing. The Address Database interface is
provided as a valuable tool to Avalara customers.

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Obtaining Tax Information From Transactions
AFC accepts transaction information and returns taxes to the Customer Billing System. Refer to Section
Error! Reference source not found. for a detailed description of this process.

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Figure 7-3 AFC API Operation Diagram

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Preparing the AFC Application Programmer Interface (API) Interface
This section defines the steps required to interface AFC directly with a billing system. With this interface,
the billing system passes transactions to AFC as they are being rated or billed. AFC calculates all required
taxes and returns the tax information to the billing system per transaction. In addition, AFC stores all tax
data generated in its databases and provides reports that facilitate tax filing and provide insight to the
telecommunications rating, billing and taxing processes.
AFC functions are included in the dynamic link library EZTax2.lib. To access AFC functions, this library
must be accessible when building the executable for the billing system at either link or executable build
time. When using the DLL, EZTax2.dll must be in a location that will allow the system to load the DLL.
To use the Avalara’s AFC Engine in a C or C++ code environment, the include file directory and the lib file
must be incorporated into the client C/C++ compiler and linker.
1. The include file directory is in the same folder as the dll found at C:\BillSoft\EZTax\dll if you
installed using the default directory. Add this folder to the include folders for your C++ compiler.
2. Add the following include files located in the dll folder to your source code in order to access the
Avalara constants and structures.
a. EZTaxStruct.h - Provides data structures required to interface with AFC. Refer to
Appendix A for the detailed structure.
b. EZTaxDefine.h, EZTaxTransType, EZTaxServType, EZTaxTaxType.h, EZTaxServType.h,
EZTaxCountryType.h, EZTaxStateType.h - Provides data constants required to interface
with EZtax. Refer to Appendix B for the detailed structure.
c. EZTaxProto.h - Contains function prototypes. Refer to Appendix C for the detailed
structure.
3. Add the selected include files and the lib file to your project file list if you wish to use editing tools
such as Microsoft Visual Studio to perform code completion based on the structure members.

NOTE:

If you include the EZTaxProto.h file in your source code it will include the
EZTaxStruct.h and the EZTaxDefine.h.

AFC API Function Calls
An AFC session is started with a call to one of the initialization routines (EZTaxInitEx or EZTaxInitExMT,
usually) to initialize the task. APIs are called to perform specified AFC functions that achieve the desired
results of the session.
Once all transactions are completed, EZTaxExitSessionEx must be called for each session started to flush
database buffers, de-allocate memory and perform other clean-up duties which free up resources utilized
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by AFC. Sessions must be completed by a call to EZTaxExitSessionEx at least once per tax filing period to
insure that the tax log is properly configured and complete before utilities that generate filing information
are started.

Retrieving Taxes

The AFC Tax Table
The AFC table is allocated during AFC session initialization. The size of this table is dependent upon the
maximum taxes that can be generated for a single transaction. As such, the size of this table can change
from month to month as new taxes are generated or removed from taxing jurisdictions. It is always safe
to access from 0 (zero) to [tax_count_returned -1] locations of the table. The user is cautioned to treat
this as a read only area. Attempting to access locations that do not exist will result in access violations on
most operating systems.
Each function that performs tax calculations or adjustments returns a count of the taxes generated for
the transaction and stores the taxes in the Tax Table. The taxes can be retrieved for storage in a billing
system by using the taxes_tbl struct pointer, which is activated when EZTaxInitEx is called. The pointer to
the AFC table can be used to select a tax from the array of taxes_tbl objects using the following code.
{

}

int index;
double tax;
tax = EZTax_table[index].tax_amount;

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Sample Code to Retrieve Taxes
To retrieve taxes generated, the following code segment (shown without proper status checking) can be
used with the DLL:
#include 
#include 
#include 
main()
{
short int
short int
int
double
struct enhanced_taxes_tbl
struct sau_J_Code
EZTaxSession

i;
tax_count;
err_code;
tax;
*EZTax_table;
transaction;
session;

EZTax_table = EZTaxInitEx(FALSE, NULL, &session);
// initialize the transaction here
tax_count = EZTaxSAUJCode(session, &transaction,
NULL, 0, &err_code);
if (tax_count > 0)
{
for(i=0; i.doc

•

filelocs.upd – rename this new file “filelocs.txt”

Monthly Maintenance
Proper monthly maintenance will keep the AFC system operating without interruption. Refer to the
following figure for the update procedure flow.
1.
2.
3.
4.
5.

Take an inventory of all file directories and locations.
Create a backup of these either on media such as a diskette or save them to a backup directory.
Once the update is installed, closely review the update file locations.
Run a Test on a small file.
Review the \support\docs directory for tax changes and current update information.

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Figure 8-5 EZtax Update Procedure

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Help Guide
The Help guide is provided to support users when encountering difficulties with AFC. Users are
encouraged to contact Avalara with concerns of any nature:
Toll Fee: 800-525-8175
Corporate Website: http://communications.avalara.com/
AFC Comms Platform Website: https://communications.avalara.net
Email: communicationsupport@avalara.com

Troubleshooting
Troubleshooting information is provided to assist users in diagnosing and resolving issues when
encountered.
Table 8-1 Troubleshooting
Issue
Solution
When running an application that uses the EZTax2.dll, get Make sure that EZTax2.dll is located in the working
Unable to locate DLL error.
directory or in a directory that is in your search path.
Open of filelocs.txt configuration file failed!
Place the filelocs.txt file in your working directory
There is number of reasons EZTaxInitEx failed. Look in the
*.sta status files for indication of why the failure
EZTaxInitEx function call returns null tax table pointer
happened. Most common items are the Database files are
and invalid session handle.
expired or the file paths to the database and output files
were not specified.
When using the AFC adjustment functions, make sure the
When making adjustments, AFC returns a positive tax.
tax amount entered is positive. The adjustment functions
will then negate the charge or lines.
I calculate taxes by hand using the charge I sent and the
AFC takes into account tax on taxes, which will make the
tax rate and tax amount AFC returns and the results do
tax base larger than the charge that was passed to AFC.
not compute.

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FAQ’s
FAQ’s are provided to answer common user questions.
Table 8-2 FAQ’s
Question
What happens if I passed in an invalid NPANXX?
How do I apply taxes to other countries by using the
NPANXX functions?
I want to call AFC to compute taxes for a quote but not
log the taxes to the file.
What if I want to get a PCode for a Country or State in
AFC?

Do I need to input the county for EZTaxZip functions?
I have more than one tax log for the month. How do I
produce one compliance report?
Do the field lengths include the null terminator for C
strings.

Answer
No taxes are generated and the invalid number is reported
to EZTax.sta, and the err_code is set.
By passing into the system the country id for that country
as the NPANXX. This should be defined in a header file.
Open a second session with logging turned off.
Use the EZTaxZipToPCodeP4Ex function. If trying to find
PCode for a country, specify the country ISO code and the
rest of the field as null strings. If trying to find PCode for a
state, specify the country ISO code, state abbreviation and
the rest of the fields as null strings.
No, but if city crosses county boundaries, AFC will return
the first match it finds.
You can use EZTaxAppend or EZTaxAppendF utilities to
append binary tax logs together. Also some AFC reporting
utilities allow combining tax logs together.
All field lengths are the actual size in the structure. Be sure
to allow one character for the null terminator.

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Copyright  2018 Avalara, Inc.



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