TM 00102 AFC User Manual SAU

User Manual:

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1. Introduction
2. Mapping
3. Transactions
4. AFC Calculations
5. Utilities
6. BATCH FILE PROCESSING
7. The C/C++ API
8. Appendices A - G

AvaTax for Communications

Sales and Use User Manual

Release: 9.19.1807.1

Document: TM_00102_0055

Date: 06/25/2018

All trade names referenced herein are either trademarks or registered trademarks of their respective companies.

Avalara for Communications - Contact Information

Address

Avalara, Inc.

512 South Mangum Street, Suite 100

Durham, North Carolina, 27701

Toll Free

800-525-8175

Corporate Site

http://communications.avalara.com/

Comms Platform Site

https://communications.avalara.net

communicationsupport@avalara.com

All trade names referenced herein are either trademarks or registered trademarks of their respective companies.

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

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.

04/25/2016

0029

Updated with table of Tax Categories in Section 2.3. Additional release

number and version updates throughout Section 8.

05/25/2016

0030

Addition of 64, 160 and 172 as new tax types in Section 4.5 Tax Types.

Additional release number and version updates throughout Section 8.

06/24/2016

0031

Updates in Section 5.5.7 Customsort.exe to command line and arguments;

Release number, version and header file updates throughout Section 8.

07/25/2016

0032

Release number, version and header file updates throughout Section 8.

08/25/2016

0033

Release number and version updates on cover and in Section 8.2

09/23/2016

0034

Release number, version and header file updates on the cover and

throughout Section 8.

10/25/2016

0035

Updated description in Section 3.1.4 Incorp. Release number, version and

header file updates on the cover and throughout Section 8.

11/23/2016

0036

Added new tax type 469 in Section 4.5 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, 6 APIs in

Section 7.8.1 API Listings

have been updated and renamed.

Release number, version and header file updates on the cover and

throughout Section 8.

12/22/2016

0037

Added new tax types 470-472 in Section 4.5 Tax Types. Release number,

version and header file updates throughout Section 8.

01/27/2017

0038

Release number, version and header file updates on the cover and

throughout Section 8. Also updated copyright year.

02/24/2017

0039

Added new tax types 24 and 281 in Section 4.5 Tax Types. Release number,

version and header file updates on the cover and throughout Section 8.

03/24/2017

0040

Release number, version and header file updates on the cover and

throughout Section 8.

04/25/2017

0041

Updates to Section 4.7 Exclusions, Section 6.3 Federal or State Exclusion and

Section 7.8.57 EZtaxSetStateExclusions

. Release number, version and header

file updates on the cover and throughout Section 8.

05/25/2017

0042

Updated Section 6.2.3.1 Sales/Resale Flag. Release number, version and

header file updates on the cover and throughout Section 8.

06/27/2017

0043

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.

Also, added 2 new APIs,

EZTaxJTTypeEx

and

EZTaxPTTypeEx

, to support

JCodes. Release number, version and header file updates on the cover and

throughout Section 8.

07/27/2017

0044

Added note related to timestamp/invoice date passed in Section 6.2.3.5

Invoice Date

. Removed deprecated API,

EZTaxJTType

Section 7.8 API

Listings

. 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.

Date

Version

Description

08/25/2017

0045

Release number, version and header file updates on the cover and

throughout Section 8.

09/25/2017

0046

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

Section 7.8 API Listings

Release number, version and

header file updates on the cover and throughout Section 8.

10/25/2017

0047

Updated references to support site web site address in Section 8.7 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

11/22/2017

0048

Added tax type 492 in Section 4.5 Tax Types. Release number, version and

header file updates on the cover and throughout Section 8.

12/21/2017

0049

Release number, version and header file updates on the cover and

throughout Section 8.

01/25/2018

0050

Release number, version and header file updates on the cover and

throughout Section 8.

02/23/2018

0051

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.

3/27/2018

0052

Added tax type 493 in Section 4.5 Tax Types. Release number, version and

header file updates on the cover and throughout Section 8.

4/25/2018

0053

Added new tax types (494 through 517) in Section 4.5 Tax Types. Release

number, version and header file updates on the cover and throughout

Section

5/25/2018

0054

Updates to transiaction specifications throughout Section 3. Release number,

version and header file updates on the cover and in Section 8.

6/25/2018 0055 Added new tax types (518 through 520) in

Section 4.5 Tax Types.

Release

number, version and header file updates on the cover and in Section 8.

AFC Sales and Use User Manual| i

Table of Contents

Introduction ....................................................................................................................................... 1

Installation .................................................................................................................................. 1

Getting Started ............................................................................................................................ 1

The AFC Manual .......................................................................................................................... 1

Mapping ................................................................................................................................ 1

Transactions .......................................................................................................................... 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

File transervdescsau.txt ......................................................................................................... 6

Tax Categories ............................................................................................................................. 7

Transactions ....................................................................................................................................... 7

Customer Information ................................................................................................................. 8

Customer Number ................................................................................................................. 9

Customer Type ...................................................................................................................... 9

Exemption Levels ................................................................................................................... 9

Incorp .................................................................................................................................. 10

Invoice Number ................................................................................................................... 10

JCode Exemption Levels ...................................................................................................... 10

Tax Type Exemptions ........................................................................................................... 10

Optional Fields ..................................................................................................................... 11

Company Information ............................................................................................................... 13

Company Identifier .............................................................................................................. 13

Transaction Data ....................................................................................................................... 13

Attribute .............................................................................................................................. 13

Properties ............................................................................................................................ 13

AFC Sales and Use User Manual| ii

Charge ................................................................................................................................. 14

Date ..................................................................................................................................... 14

Count ................................................................................................................................... 14

Sale Type ............................................................................................................................. 14

Service Type ........................................................................................................................ 15

Transaction Type ................................................................................................................. 15

Taxing Jurisdiction Identification Information ........................................................................... 15

The JCode Jurisdiction Identification ................................................................................... 15

Zip Codes ............................................................................................................................. 18

Zip Plus 4 ............................................................................................................................. 18

Canadian Postal Codes ........................................................................................................ 19

FIPS Codes ........................................................................................................................... 19

Support for India ................................................................................................................. 20

Jurisdiction Identification Details .............................................................................................. 22

Determining the Correct Taxing Jurisdiction for Wireline Long Distance ............................ 22

AFC Calculations ............................................................................................................................... 24

Meeting the Requirements of Specific Tax Issues ..................................................................... 24

Tax Type Exemptions ........................................................................................................... 24

Tax Adjustments .................................................................................................................. 25

Tax Overrides ....................................................................................................................... 26

Tax Rate Brackets ................................................................................................................ 32

Surcharges ........................................................................................................................... 33

Discount Adjustment ........................................................................................................... 33

Tier at Transactions ............................................................................................................. 36

Tax on Tax Until no Effect .................................................................................................... 36

Historical Tax Rates ............................................................................................................. 36

Taxed Taxes ......................................................................................................................... 36

Tax Logging ............................................................................................................................... 37

Returned Taxes ......................................................................................................................... 38

Returned Tax Information ................................................................................................... 38

Returned Tax Information Using Invoice Mode ................................................................... 39

AFC Sales and Use User Manual| iii

Tax Grouping ....................................................................................................................... 39

Sales and Use ............................................................................................................................ 42

Sales Transaction Data Attributes and Properties ............................................................... 42

Freight On Board (FOB) Transaction Details ........................................................................ 42

Tax Data Structure ............................................................................................................... 44

Transaction and Service Types (Sales and Use) ................................................................... 45

Tax Types................................................................................................................................... 77

Nexus ........................................................................................................................................ 86

Exclusions .................................................................................................................................. 87

Utilities............................................................................................................................................. 89

Utility Selection ......................................................................................................................... 90

Reporting Utilities ................................................................................................................ 90

File Management Utilities ................................................................................................... 91

Specifying a Log File at Run Time .............................................................................................. 91

Log.sum File .............................................................................................................................. 92

General Tips When Using Utilities ............................................................................................. 92

AFC Utilities ............................................................................................................................... 94

asciilog.exe .......................................................................................................................... 96

batch_sau.exe ..................................................................................................................... 96

commerge.exe ..................................................................................................................... 97

comptnum.exe .................................................................................................................... 98

comrpt.exe ........................................................................................................................ 101

csf20.exe ........................................................................................................................... 102

customsort.exe .................................................................................................................. 103

ezcomprep.exe .................................................................................................................. 104

ezlog_ns.exe ...................................................................................................................... 106

ezlogcust.exe ..................................................................................................................... 108

ezlogcustios.exe ................................................................................................................ 110

ezlogcustpts.exe ................................................................................................................ 112

ezlogcustptslnl.exe ............................................................................................................ 114

EZTaxappend.exe ............................................................................................................... 116

AFC Sales and Use User Manual| iv

EZTaxappendf.exe ............................................................................................................. 117

log no tax transactions ...................................................................................................... 118

srtcdf20.exe ....................................................................................................................... 121

srtcdf20p.exe ..................................................................................................................... 123

srtcomcust20.exe .............................................................................................................. 125

srtcomma20.exe ................................................................................................................ 126

srtcomma20l.exe ............................................................................................................... 129

srtcomma20ld.exe ............................................................................................................. 132

srtcommadetail.exe ........................................................................................................... 135

srtrev20l.exe ...................................................................................................................... 137

strg.exe .............................................................................................................................. 140

upsize_log.exe ................................................................................................................... 142

BATCH FILE PROCESSING ................................................................................................................ 143

Batch Processing Description .................................................................................................. 143

AFC CDS Input File Specifications ............................................................................................ 145

Taxing Jurisdiction Identification Information ................................................................... 147

Customer Information ....................................................................................................... 148

Transaction Information .................................................................................................... 151

Federal or State Exclusion ....................................................................................................... 152

Accumulating the Log .............................................................................................................. 153

batch_sau Utility Specification ................................................................................................ 154

The C/C++ API ................................................................................................................................ 155

Language Interfaces for AFC ................................................................................................... 155

Configuration .......................................................................................................................... 156

Filelocs.txt File ................................................................................................................... 156

Filelocs.sta File ................................................................................................................... 157

General Overview of AFC API Integration ............................................................................... 158

Detailed Discussion of AFC API Integration ............................................................................. 159

Tax Adjustments ................................................................................................................ 159

Obtaining Jurisdiction and Address Information From JCodes and PCodes ...................... 159

Obtaining Tax Information From Transactions .................................................................. 159

AFC Sales and Use User Manual| v

Preparing the AFC Application Programmer Interface (API) Interface .................................... 161

AFC API Function Calls ............................................................................................................. 162

Retrieving Taxes ................................................................................................................ 162

Multi-Threading ................................................................................................................. 164

Multiple Sessions ............................................................................................................... 166

Session Management ........................................................................................................ 166

Session Pooling .................................................................................................................. 168

Sample Coding ........................................................................................................................ 169

Using EZTaxGetRates to Build an Override ........................................................................ 169

EZTaxSetNexus .................................................................................................................. 170

Enhanced Override Structure Date Table and Rate Table Considerations ........................ 172

API Listings .............................................................................................................................. 173

EZTaxClearTSR ................................................................................................................... 174

EZTaxCountryToPCode ...................................................................................................... 175

EZTaxDBVersion ................................................................................................................. 176

EZTaxDLLVersion ............................................................................................................... 177

EZTaxExitSessionEx ............................................................................................................ 178

EZTaxFlushToLogEx ............................................................................................................ 179

EZTaxFreeRates ................................................................................................................. 180

EZTaxFtoPCodeEx .............................................................................................................. 181

EZTaxGetAddressEx ........................................................................................................... 182

EZTaxGetCountryID ........................................................................................................... 183

EZTaxGetCustomLog .......................................................................................................... 184

EZTaxGetCustomLogCount ................................................................................................ 185

EZTaxGetLogName ............................................................................................................ 186

EZTaxGetLogV914 .............................................................................................................. 187

EZTaxGetLogV914Count .................................................................................................... 188

EZTaxGetNoTaxTrans ......................................................................................................... 189

EZTaxGetStateID ................................................................................................................ 190

EZTaxGetRates ................................................................................................................... 191

EZTaxGetTaxCatV98 .......................................................................................................... 192

AFC Sales and Use User Manual| vi

EZTaxGetTaxDescription .................................................................................................... 193

EZTaxGetTSR ...................................................................................................................... 194

EZTaxGroupResults ............................................................................................................ 195

EZTaxInitEx ........................................................................................................................ 196

EZTaxInitExMt .................................................................................................................... 197

EZTaxInitV914 .................................................................................................................... 198

EZTaxInitV98 ...................................................................................................................... 199

EZTaxJtoPCodeEx ............................................................................................................... 200

EZTaxJTTypeEx (EZTaxJTType deprecated) ........................................................................ 201

EZTaxMaxTaxCount ........................................................................................................... 202

EZTaxNextAddressEx ......................................................................................................... 203

EZTaxNextCustomerEx....................................................................................................... 204

EZTaxOvrJCodeEx .............................................................................................................. 205

EZTaxOvrPCodeEx .............................................................................................................. 206

EZTaxOvrZipEx ................................................................................................................... 207

EZTaxPtoFipsEx .................................................................................................................. 208

EZTaxPtoJCodeEx ............................................................................................................... 209

EZTaxPTTypeEx .................................................................................................................. 210

EZTaxRestoreEx ................................................................................................................. 211

EZTaxSAUAdjFips ............................................................................................................... 212

EZTaxSAUAdjJCode ............................................................................................................ 213

EZTaxSAUAdjPCode ........................................................................................................... 214

EZTaxSAUAdjTaxInclusiveJCode (EZTaxSAUAdjRevJCode deprecated) ............................. 215

EZTaxSAUAdjTaxInclusivePCode (EZTaxSAUAdjRevPCode deprecated) ............................ 217

EZTaxSAUAdjTaxInclusiveZip (EZTaxSAUAdjRevZip deprecated) ...................................... 219

EZTaxSAUAdjZip ................................................................................................................. 221

EZTaxSAUDRAdjFips ........................................................................................................... 222

EZTaxSAUDRAdjJCode ....................................................................................................... 223

EZTaxSAUDRAdjPCode ....................................................................................................... 224

EZTaxSAUDRAdjZip ............................................................................................................ 225

EZTaxSAUFips .................................................................................................................... 226

AFC Sales and Use User Manual| vii

EZTaxSAUJCode ................................................................................................................. 227

EZTaxSAUPCode ................................................................................................................ 228

EZTaxSAUTaxInclusiveJCode (EZTaxSAURevJCode deprecated) ........................................ 229

EZTaxSAUTaxInclusivePCode (EZTaxSAURevPCode deprecated)....................................... 231

EZTaxSAUTaxInclusiveZip (EZTaxSAURevZip deprecated).................................................. 233

EZTaxSAUZip ...................................................................................................................... 235

EZTaxSessionDbVersion ..................................................................................................... 236

EZTaxSetInvoiceModeEx .................................................................................................... 237

EZTaxSetInvoiceModeV98 ................................................................................................. 238

EZTaxSetNexus .................................................................................................................. 239

EZTaxSetStateExclusions.................................................................................................... 240

EZTaxSetStateNexus .......................................................................................................... 241

EZTaxWriteToLogEx ........................................................................................................... 242

EZTaxWriteToLogV914 ...................................................................................................... 243

EZTaxZtoJCodeEx ............................................................................................................... 244

EZTaxZtoPCodeEx .............................................................................................................. 245

Appendices A - G ............................................................................................................................ 246

Appendix A EZTaxStruct.h ....................................................................................................... 247

Appendix B EZTaxDefine.h ...................................................................................................... 261

Appendix C EZTaxProto.h ........................................................................................................ 310

Appendix D EZTaxSauStruct.h ................................................................................................. 315

Appendix E EZTaxSauDefine.h ................................................................................................. 318

Appendix F EZTaxSauProto.h ................................................................................................... 321

Appendix G Monthly Update Procedure ................................................................................. 325

Download the Monthly Update ......................................................................................... 325

Important Files in Update .................................................................................................. 328

Monthly Maintenance ....................................................................................................... 328

Help Guide .............................................................................................................................. 330

Troubleshooting ................................................................................................................ 330

FAQ’s ................................................................................................................................. 331

AFC Sales and Use User Manual | 1 of 329

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.

AFC Sales and Use User Manual | 2 of 329

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.

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.

AFC Sales and Use User Manual | 3 of 329

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.

AFC Sales and Use User Manual | 4 of 329

General Product Information

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.

 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

 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.

AFC Sales and Use User Manual | 5 of 329

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 calculations have been modified to increase accuracy and further reduce rounding

errors.

AFC Sales and Use User Manual | 6 of 329

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

Section 4.4.6 describes valid transaction/service pairings.

Avalara continuously evaluates products and services offered by companies and may add Transaction and

Service Type combinations to accommodate products and services offered.

For the most current list of Transaction Types, refer to the Transaction Mapping Guidelines.pdf file

located on your most recent Distribution/Update.

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

Columns

Alternate Flag

1-1

Market Number

3-4

Market Name

6-35

AFC Sales and Use User Manual | 7 of 329

transervdesc.txt File Format Key

Description

Columns

Transaction Type Number

38-39

Transaction Type Description

41-90

Service Type Number

93-95

Service Type Description

97-146

Long Description

148-end of line

Tax Categories

Please reference the table below for a current list of Tax Categories.

Tax Categories

Category ID

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

a. Customer Information

b. Company Information

c. Transaction Data

2. Taxing Jurisdiction Information

AFC Sales and Use User Manual | 8 of 329

The Customer Transaction Information has been divided into three sections as suggested above for the

purpose of this discussion (see the table below).

Customer Transaction Information

Customer Information

Category

Description

Specific Tax Exemptions

Specifies tax type at specific tax level for exemption

Tax Adjustments

Allow for adjustment activities such as refunds, changing a customer’s

bill or when terminating un-collectable accounts.

Tax Overrides

Allows for a change of a tax rate.

Tax Rate Brackets

Tax rate that changes as the taxable amount of the transaction increases.

Rate at Final

A specialized case of tax brackets.

Discount Adjustment

Allows for entry of different discount adjustment types.

Tier on Transaction

Allows for tax to be determined using graduated tax brackets.

Tax on Tax Until no Effect

Option to control calculation of tax on tax

Taxed Taxes

Allows for processing when one tax includes in its base the tax calculated

from another tax.

Get Rates

Retrieves current tax information in a form suitable for overrides.

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 Tax 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, refer to Sections 3.1.3 for exemption levels, 3.1.6 for JCode

exemption levels and 3.1.7 for tax type exemption levels.

AFC Sales and Use User Manual | 25 of 329

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 Type identifier

Tax Level

Tax Level identifier

JCode for Exemption

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

Identifies the number of exemption records

*s_exempt

Pointer to the Tax Exempt record (see Table 4-2) 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. Some taxes are non-exemptible. Non-exemptible taxes may be overridden to exempt taxes that

are normally not exemptible. 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.

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.

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NOTE:

Debit and credit transactions will generate different taxes if otherwise identical transactions are

processed with the same least/most favorable flag. To reverse a most favorable credit adjustment the

exact transaction should be sent as a debit adjustment with a least favorable flag.

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, line, and locations.

c. Set the adjustment method (see the Adjustment Method Table below).

d. Set the discount type (see the Discount Type Table in Section 4.1.6).

2. If logging is turned on, adjustments are stored in the eztax.log file with the other transactions.

Adjustment Method Table

Name

Description

Default

Tax brackets applied normally.

LeastFavorableRate

Tax brackets applied to produce smallest tax refund.

MostFavorableRate

Tax brackets applied to produce largest tax refund.

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

modified to point to this file. When the data file is processed, the overrides are inserted

automatically.

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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

Override Description

EZTaxOvrJCodeEx**

**This is the override JCode function for the

most current version of AFC.

Performs tax override using a JCode to designate the

Jurisdiction.

EZTaxOvrPCodeEx

Performs tax override using a PCode to designate the

Jurisdiction.

EZTaxOvrZipEx

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

Description

Scope

Scope of override

Type

Tax type identifier

Level

Tax level identifier

Exempt Level

Level of Exemption

Limit

Maximum lines or charge to apply tax to

Date

Effective date of Tax Rate

Tax Rate

Previous Tax Rate

Previous tax rate

Maximum Base

Maximum amount to apply tax

Excess Tax

Rate for amount above the Maximum Base

State Override

Override state rate if present

County Override

Override county tax if present

Replace State Tax

Tax replaces state tax

Replace County 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

Scope

Effect of Exemption

Federal

Exempt all defined Federal taxes

Federal

State

Exempt entire State for the specific Federal taxes

Federal

County

Exempt the Federal taxes within a specified County

Federal

Locality

Exempt the Federal taxes within a specified Locality

State

Exempt all Defined State taxes within a State

State

County

Exempt the State taxes within a specified County

State

Locality

Exempt the State taxes within a specified Locality

County

State

Exempt all County taxes within a specified State

County

Exempt all County taxes within a specified County

County

Locality

Exempt the County taxes within a specified Locality

Locality

State

Exempt all Locality taxes within a specified State

Locality

County

Exempt all Locality taxes within a specified County

Locality

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 4-

19 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 or location. 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 or locations 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, per minute and per location, 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

Description

Enhanced Override

Required fields for the Enhanced Override.

Enhanced Date Override

Required fields for Date Override.

Enhanced Rate Override

Required fields for Rate Override.

Enhanced Override

The Enhanced Override requires the following fields.

Table 4-8 Enhanced Override Fields

Scope

Scope of override

Type

Tax Type identifier

Level

Tax Level identifier

Date Count

Number of date records (normally 2)

Date Table

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

Starting (effective) date for this set of tax rates

Rate Count

Number of rate records for this date (normally 1)

Level Exempt

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.

Rate Table

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

Tax Amount (rate)

Maximum Base

Max amount subject to this tax(end of bracket)

Replace State

Tax replaces the state tax

State Override

Overrides the state rate if present

Replacement County

Tax replaces the county tax

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Table 4-10 Sales Rate Override Fields

County Override

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

Jurisdiction PCode

Tax Count

Count of all taxes for this jurisdiction

*Taxes Table

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

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.

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.

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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 4-1Figure 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 Figure 4-1.

Figure 4-1 Example of Sale with Tax Brackets

First $500 of Sale

$500

$10.00

Remaining Amount of Sale (Over $500)

$700

7.00

$17.00

Total Tax

Rate 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 a sales tax with a tax rate dependent on the total sale amount as

shown in Figure 4-2Figure 4-2.

Figure 4-2 Example of Tax Brackets

Total

Rate

$0.00 - $500.00

7.65%

$500.01 - $1000.00

9.00%

$1000.01 - $5000.00

7.65%

$5000.01 up

7.50%

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If the sale is $200, the tax rate of 7.65% will apply for a total tax of $15.30.

If the sale is $700, the tax rate of 9.00% will apply for a total tax of $63.00.

If the sale is $1500, the tax rate of 7.65% will apply for a total tax of $114.75.

If the sale is $6000, the tax rate of 7.50% will apply for a total tax of $450.00.

Limits

Some jurisdictions have established tax rates that either take effect or cease to take effect at a threshold,

a specific 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% sales tax 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 sales tax.

As an example of the converse, if a jurisdiction does NOT tax the first $25 of a purchase, a $35 charge

would be reduced by the $25 threshold “limit,” resulting in a ($35 - $25 = ) $10 taxed amount.

Surcharges

The returned tax table shows which tax entries are considered surcharges.

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

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

Value

Description

None (Default)

Discount Type not applicable.

Retail Product

An amount subtracted from the original price to arrive at a lower price.

Manufacturer Product

A credit applied to the total amount reimbursed to either the retailer or

the customer by the manufacturer.

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Discount Type

Value

Description

Account Level

A stand-alone discount that is not applied against any service but instead

as a stand-alone product.

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.

Goodwill

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.

The Corporate 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 SBC Corporate Tax has determined that the related tax risk is acceptable.

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

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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.

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.

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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.

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. The

scope of this document prohibits a discussion of the many examples of taxed taxes.

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Refer to Figure 4-3.Figure 4-3. In the case where two taxes are returned for a transaction (tax A and tax B

in this example), tax A might be included in the base of tax B. If both taxes are returned for a $100

charge, the taxes would be calculated as follows:

Figure 4-3 Taxed Taxes Example

(tax rate of 3% is used in this example)

Tax A

FET

Charge

$100.00

Charge

$100.00

Rate

3 %

Tax Amount

$3.00



Tax A

$3.00

Tax B base

$103.00

Rate

Tax Amount

$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.

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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.

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 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.

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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.

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

PCode for tax

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.

Exempt Sale Amount

Amount of the charge exempt from taxes.

*Desc

Tax description string

Lines

For tax calculations based on line counts, it is the number of lines used in the

calculation to produce the tax. For Federal taxes, the line count always matches the

lines input. For all other taxes, it is 0.

Minutes

For tax calculations based on minutes, it is the number of minutes used in the

calculation to produce the tax. For all other taxes, it is 0.

Max Base

Maximum amount to which tax is applied amounts above this will be taxed at a

higher bracketed rate (if applicable).

Min Base

Minimum amount to which tax is applied amounts below this will be taxed at a

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.

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

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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:

Federal taxes may not be grouped. Each Federal tax will be returned individually.

Non-billable taxes may not be grouped.

Only rate-based taxes may be grouped. Taxes with a different calculation type (for example,

fixed, per line, etc) will be returned individually.

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.

When grouping taxes for different tax levels (for example, state and local taxes) the

jurisdiction

code for the lowest level jurisdiction will be returned.

Unincorporated taxes will be considered as County taxes when grouping taxes by tax level,

and

will be grouped accordingly.

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:

Group taxes at the same level. When using this option, taxes at the same level will be

grouped

together.

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.

Group state, county, and local. If this option is specified, all state, county, and local taxes will

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.

1. Group sales taxes. This option indicates that Sales Taxes (tax type 1) and Use Taxes should be

grouped separately from other taxes.

2. 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.

AFC Sales and Use User Manual | 41 of 329

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:

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.

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.

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.

Tax amount. This field will contain the sum of the tax amount for all taxes being grouped

together.

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.

AFC Sales and Use User Manual | 42 of 329

Sales and Use

The AFC Sales and Use feature allows API users access to an expanded set of Transaction and Service Type

pairs. A Sales and Use transaction requires not only the valid Transaction and Service Type pair but must

also include one or more attribute(s). The attributes are used to further specify details of a transaction,

such as the freight costs or the purchase of an extended warranty.

Sales and Use contains a comprehensive list of transactions to handle your taxation needs. In addition to

the products/services, other items such as Shipping, Discounts, Installation, etc. may or may not be

taxable depending on the underlying transaction. AFC Sales and Use provides the ability to pass these

items with each transaction. The system automatically determines the taxability of these items based

upon the jurisdiction.

AFC Sales and Use contains sourcing tables to determine where the taxable event took place based upon

the order entry information entered into the API. The tables contain sourcing information for both SSTP

and non-SSTP states. The transactions are designed with a one-to-one relationship with SSTP definitions

and also include definitions for non-SSTP states.

Sales Transaction Data Attributes and Properties

Sales and Use attributes are used to specify the sales transaction data of a transaction. The Default

attribute is included by “default” in most transactions as it is used for the sale of the product or service

itself. However, it is possible for a transaction to occur that does not include the Default attribute, such

as when the purchase of a service contract for a product occurs sometime after the sale of a product.

In most cases a Sales and Use transaction will include more than one attribute in order to completely

define it.

Properties are included within some attributes to further define options within the attribute. Please refer

to TM_00506 AFC Sales and Use Mapping Guidelines for definitions of each attribute and associated

properties.

Freight On Board (FOB) Transaction Details

The table below provides a detailed breakdown of freight transactions specific to FOB. Please reference

TM_00506 AFC Sales and Use Mapping Guidelines for additional details, descriptions and examples for all

of the possible freight transaction combinations or properties.

AFC Sales and Use User Manual | 43 of 329

Table 4-14 FOB Transaction Attributes

Attribute

Property

Description

Example

FOB using

FIPS Codes

FALSE = FOB

Shipping Point

A term that signifies that the

freight being shipped is the

responsibility of the buyer after it

leaves the point where it is shipped

from.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable only while the property is

in their possession at their docks

in New York.

TRUE = FOB

Destination

A term that signifies that the

freight being shipped is the

responsibility of the seller until the

item being shipped is received by

the buyer.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable up until the item is

received in Los Angeles

ship_from_fips_code;

Ship from Fips Code

ship_to_fips_code;

Ship to Fips Code

sau_tax_data

Transaction data

FOB using

JCodes

FALSE = FOB

Shipping Point

A term that signifies that the

freight being shipped is the

responsibility of the buyer after it

leaves the point where it is shipped

from.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable only while the property is

in their possession at their docks

in New York.

TRUE = FOB

Destination

A term that signifies that the

freight being shipped is the

responsibility of the seller until the

item being shipped is received by

the buyer.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable up until the item is

received in Los Angeles

ship_from_j_code;

Ship from JCode

ship_to_j_code;

Ship to JCode

sau_tax_data

Transaction data

FOB using

PCodes

FALSE = FOB

Shipping Point

A term that signifies that the

freight being shipped is the

responsibility of the buyer after it

leaves the point where it is shipped

from.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable only while the property is

in their possession at their docks

in New York.

TRUE = FOB

Destination

A term that signifies that the

freight being shipped is the

responsibility of the seller until the

item being shipped is received by

the buyer.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable up until the item is

received in Los Angeles

ship_from_p_code;

Ship from PCode

ship_to_p_code;

Ship to PCode

sau_tax_data

Transaction data

FOB using

ZIP P4 Codes

FALSE = FOB

Shipping Point

A term that signifies that the

freight being shipped is the

responsibility of the buyer after it

leaves the point where it is shipped

from.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable only while the property is

in their possession at their docks

in New York.

AFC Sales and Use User Manual | 44 of 329

Table 4-14 FOB Transaction Attributes

Attribute

Property

Description

Example

TRUE = FOB

Destination

A term that signifies that the

freight being shipped is the

responsibility of the seller until the

item being shipped is received by

the buyer.

Company A ships an item from

its docks in New York to Los

Angeles. Company A would be

liable up until the item is

received in Los Angeles

ship_from_zip_address_P4;

Ship from ZIP Code+4 and address information

ship_to_zip_address_P4;

Ship to ZIP Code+4 and address information

Tax Data Structure

Table 4-17 Tax Data Structure

customer_type;

0=residential, 1=business customer, 2=Senior Citizen,

3=Industrial

sale;

flag - retail/sale or wholesale/resale

trans_type;

see the programmer user's

srv_type;

manual for valid transaction service type pairs

attr;

SAU_FREIGHT, SAU_DEMURRAGE, SAU_DEPOSITS, ...

sau_freight_properties freight;

properties for freight

sau_discount_properties discount;

properties for discounts

sau_finance_properties finance;

properties for finance

sau_installation_properties installation;

properties for installation

sau_shipandhandling_properties

shipandhandle;

properties for shipping and handling

sau_softwaremaint_properties softwaremaint;

properties for software maintenance

sau_svc_contract_properties svccontract;

properties for service contracts

sau_maint_agreement_properties

maintagreement;

properties for maintenance agreements

sau_factory_warranty_properties facwarranty;

properties for factory warranty

sau_extended_warranty;

Properties for extended warranty

date;

transaction bill date

charge;

amount charged to customer

count;

number of items

incorp;

incorporated or unincorporated area

FED_exempt;

If TRUE, transaction exempt from Federal Tax

st_exempt;

If TRUE, transaction exempt from State Tax

co_exempt;

If TRUE, transaction exempt from County Tax

loc_exempt;

If TRUE, transaction exempt from local tax

FED_J_Code;

Jurisdiction for Federal exemption

st_J_Code;

Jurisdiction for state exemption

co_J_Code;

Jurisdiction for county exemption

loc_J_Code;

Jurisdiction for local exemption

spc_exempt;

0 indicates no of specific exempts, other value indicates

number of specific exempts

sau_exempt *sau_exemptions;

array of exemptions

exempt_type;

reason for exemption

AFC Sales and Use User Manual | 45 of 329

Table 4-17 Tax Data Structure

inv_no;

Invoice number, user defined

srv_lvl_no;

Service level number, user defined

optional;

user defined value for reporting

cust_no[CUST_NO_SIZE];

user defined customer number

company_identifier[CO_IDENTIFIER_SIZE];

company identifier

opt_alpha_1[CUST_NO_SIZE];

optional alpha field

opt_4;

optional numeric field

opt_5;

optional numeric field

opt_6;

optional numeric field

opt_7;

optional numeric field

opt_8;

optional numeric field

opt_9;

optional numeric field

opt_10;

optional numeric field

Transaction and Service Types (Sales and Use)

The transaction/service types to be used are identified here.

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

24 491 Software/Canned Software

Software written for multiple users.

Transferable to the computer by physical

means which the customer retains.

24 492 Software/Modified Charges

Charges to modify canned software for a

specific user.

24 493 Software/Modified Software

Software modified for a specific purpose

for a specific user. Transferable to the

computer by physical means, which the

customer retains

24 494 Software/Custom Software

Software written for a specific purpose

for a specific user. Transferable to the

computer by physical means which the

customer retains

24 495 Software/Canned Software-Load and

Leave

Software written for multiple users.

Transferable to the computer by physical

means which the software provider

retains after installation.

24 496 Software/Custom Software-Load and

Leave

Software written for a specific purpose

for a specific user. Transferable to the

computer by physical means which the

software provider retains after

installation.

24 497 Software/Licensed Software-Load 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.

AFC Sales and Use User Manual | 46 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

24 498 Software/Modified Software-Load

and Leave

Software modified for a specific purpose

for a specific user. Transferable to the

computer by physical means which the

software provider retains after

installation.

24 499 Software/Downloaded Custom

Software

Software written for a specific purpose

for a specific user. Transferable to the

computer by electronic means.

24 500 Software/Downloaded Canned

Software

Software written for multiple users.

Transferable to the computer by

electronic means.

24 501 Software/Licensed Software-

Download

An agreement for the use of software for

a specified period. Transferable to the

computer by electronic means.

24 502 Software/Modified Software-

Download

Software modified for a specific purpose

for a specific user. Transferable to the

computer by electronic means.

24 503 Software/Software Set Up-Optional-

Canned

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.

24 504 Software/Software Set Up-Optional-

Custom

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.

24 505 Software/Software Set Up-Optional-

Downloaded

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.

24 506 Software/Software Set Up-Optional-

Load and Leave

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.

AFC Sales and Use User Manual | 47 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

24 507 Software/Software Set Up-Optional-

Modified

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.

24 508 Software/Software Set Up-

Mandatory-Canned

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.

24 509 Software/Software Set Up-

Mandatory-Custom

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.

24 510 Software/Software Set Up-

Mandatory-Downloaded

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.

24 511 Software/Software Set Up-

Mandatory-Load and Leave

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.

24 512 Software/Software Set Up-

Mandatory-Modified

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.

24 513 Software/Computer Consulting-

Optional-Canned

Charges often considered design and

planning for software but not to include

actual training.

24 514 Software/Computer Consulting-

Mandatory-Canned

Charges often considered design and

planning for software but not to include

actual training.

AFC Sales and Use User Manual | 48 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

24 515 Software/Computer Consulting-

Optional-Custom

Charges often considered design and

planning for software but not to include

actual training.

24 516 Software/Computer Consulting-

Mandatory-Custom

Charges often considered design and

planning for software but not to include

actual training.

24 517 Software/Computer Consulting-

Optional-Downloaded

Charges often considered design and

planning for software but not to include

actual training.

24 518 Software/Computer Consulting-

Mandatory-Downloaded

Charges often considered design and

planning for software but not to include

actual training.

24 519 Software/Computer Consulting-

Optional-Load and Leave

Charges often considered design and

planning for software but not to include

actual training.

24 520 Software/Computer Consulting-

Mandatory-Load and Leave

Charges often considered design and

planning for software but not to include

actual training.

24 521 Software/Computer Consulting-

Optional-Modified

Charges often considered design and

planning for software but not to include

actual training.

24 522 Software/Computer Consulting-

Mandatory-Modified

Charges often considered design and

planning for software but not to include

actual training.

24 523 Software/Computer Training-

Optional-Canned

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.

24 524 Software/Computer Training-

Mandatory-Canned

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.

24 525 Software/Computer Training-

Optional-Custom

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.

24 526 Software/Computer Training-

Mandatory-Custom

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.

24 527 Software/Computer Training-

Optional-Downloaded

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.

AFC Sales and Use User Manual | 49 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

24 528 Software/Computer Training-

Mandatory-Downloaded

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.

24 529 Software/Computer Training-

Optional-Load and Leave

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.

24 530 Software/Computer Training-

Mandatory-Load and Leave

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.

24 531 Software/Computer Training-

Optional-Modified

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.

24 532 Software/Computer Training-

Mandatory-Modified

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.

24 556 Software/Licensed Software-Physical

Transmission

An agreement for the use of software for

a specific period.

24 558 Software/Report-Physical

Transmission

A report generated and provided to the

end user delivered on CD or paper.

24 637 Software/Remote Access of Software

A service that provides access and use of

software that remains in the possession

of the seller and is remotely accessed by

a customer. If data is manipulated by the

software, it is user created data.

25 533 Timesharing/Timesharing - Off-Site

Use of CPU - General Rule

Access to computer through a remote

terminal that allows computations.

25 534 Timesharing/CPU Located out of State

Access to computer through a remote

terminal that allows computations.

25 559 Timesharing/Remote Information

Retrieval

Access to a computer through a remote

terminal that allows retrieval of stored

data created by the user.

25 647 Timesharing/Remote Information

Retrieval (Provider Data)

Access to a computer through a remote

terminal that allows retrieval of stored

data created by the service provider.

AFC Sales and Use User Manual | 50 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

27 106 Alcohol/General Rule

A fermented drink or a packaged

beverage containing alcohol.

27 107 Alcohol/Beverage Above 7% Content

by Weight

A fermented drink or a packaged

beverage containing alcohol with

alcoholic content above 7% by weight.

27 108 Alcohol/Beverage Below 7% Content

by Weight

A fermented drink or a packaged

beverage containing alcohol with

alcoholic content below 7% by weight.

27 109 Alcohol/Mixed Beverage above 7%

Content By Weight

A beverage mixed with a beverage

containing alcohol with alcoholic content

by volume of 7% or more.

27 110 Alcohol/Mixed Beverage below 7%

Content By Weight

A beverage mixed with a beverage

containing alcohol with alcoholic content

by volume of 7% or less.

27 111 Alcohol/Non Mixed Served in

Restaurant Above 7%

A fermented drink or a packaged

beverage containing alcohol with

alcoholic content above 7% by weight

served in a restaurant.

27 112 Alcohol/Non Mixed Served in

Restaurant Below 7%

A fermented drink or a packaged

beverage containing alcohol with

alcoholic content below 7% by weight

served in a restaurant.

28 106 Beverages/General Rule

Covers all beverages not otherwise

specified in this transaction type/service

type.

28 113 Beverages/Carbonated Beverages

Non-alcoholic beverage containing

carbonation.

28 114

Beverages/Sweetened Carbonated

Beverages

Non-alcoholic beverage containing

carbonation and sweeteners.

115

Beverages/Bottled Water

Packaged beverage consisting of filtered.

28 116 Beverages/Bottled Water -

Carbonated and/or Flavored

Packaged water to which carbonation.

28 117

Beverages/Bottled Water-Carbonated

and/or Sweetened

Packaged water to which carbonation.

28 118 Beverages/Soft Drinks

A ready-to-use non-alcoholic packaged

drink that may or may not be

carbonated.

28 119 Beverages/Natural Fruit or Vegetable

Juices

Fruit or vegetable juices.

28 120

Beverages/Natural Contents Between

0%-24%

Beverage containing between 0-24%

natural fruit or vegetable juice.

28 121

Beverages/Natural Contents Between

25%-49%

Beverage containing less than 25-49%

natural fruit or vegetable juice.

28 122

Beverages/Natural Contents Between

50%-69%

Beverage containing less than 50-69%

natural fruit or vegetable juice.

28 123

Beverages/Natural Contents Between

70%-100%

Beverage containing less than 70-100%

natural fruit or vegetable juice.

AFC Sales and Use User Manual | 51 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

28 124 Beverages/Bottled Tea

Beverage generally classified or explicitly

presented as tea on the package.

28 125 Beverages/Coffee

Beverage produced from the coffee bean

plant.

106

Books/General Rule

Books not covered by any other rule.

29 126 Books/Religious

Books containing religious doctrine and

study guides for religious topics.

29 127

Books/Educational-Kindergarten

Through 12th Grade

Books used specifically for students of

kindergarten through the 12th grade

29 128

Books/Educational-College & Trade

School

Books used specifically for students of

college and trade school.

30 129 Clothing/Everyday

Clothing that is not specialized in use or

purpose.

30 130 Clothing/Sporting Activities

Clothing specialized for sports that would

not ordinarily be worn in daily activity

not including items such as cleats and

sporting equipment.

30 131 Clothing/Sporting Equipment

Items not generally considered clothing

but is worn on the person for a sporting

activity.

30 132 Clothing/Protective

Clothing designed to offer protection in a

hazardous environment or activity such

as work gloves.

30 133 Clothing/Protective/Manufacturing

Clothing designed to offer protection in a

hazardous environment or activity such

as work gloves.

30 134 Clothing/Furs

Clothing which contains natural animal

hides.

30 135 Clothing/Uniforms

Regulated and required clothing for an

organized event i.e. school dress code

30 136

Clothing/Formal or Special Occasion

Wear

Clothing worn to formal events.

30 137 Clothing/Costumes

Clothing of a decorative nature worn for

special events or holidays.

138

Clothing/Accessories

Decorative items such as jewelry

30 139 Clothing/Display Samples

Clothing used to clothe various store

displays for promotional purposes. It may

be sold later.

30 140 Clothing/Cloth Diapers

Clothing made of cotton used as

undergarments.

30 141 Clothing/Clean Room

Clothing specifically designed to assist

with a germ free environment in a clean

room.

30 142 Clothing/Bathing Caps

Caps normally worn for shower or

bathing.

143

Clothing/Belt Buckles

A buckle.

AFC Sales and Use User Manual | 52 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

30 144 Clothing/Bowling Shoes

Shoes used for the sport of bowling and

normally only used for that purpose.

145

Clothing/Ski Boots

Boots or shoes used for skiing.

30 146 Clothing/Waders

Hip long pants used to stand in a body of

water.

30 147 Clothing/Shoe Laces

Laces purchased independently of the

shoes

31 106 Drugs/General Rule

Drugs not fitting any of the service types

listed below. Commonly referred to as

non-prescription drugs not sold over the

counter. Does not include drugs for

animal use.

31 148 Drugs/Prescription - Legend

Drugs that when dispensed are required

to contain a label specifying the drug can

only be dispensed by a licensed

pharmacist based on a prescription from

a physician or health professional. Does

not include drugs for animal use.

31 149

Drugs/Prescription - Over the

Counter-Human

Drugs

31 150

Drugs/Nonprescription - Over the

Counter-Human

Drugs

31 151

Drugs/Prescription - Over the

Counter-Animal

Drugs

31 152

Drugs/Nonprescription - Over the

Counter-Animal

Drugs

31 153 Drugs/Cough Drops

Drugs commonly referred to as drops

used to treat a cold or cold symptoms.

31 154 Drugs/Prescription - Insulin - Human

Use

Insulin dispensed by a licensed

pharmacist for human use based on a

prescription from a physician or health

professional for human use.

31 155 Drugs/Nonprescription - Insulin -

Human Use

Insulin that may be purchased for human

use over-the-counter or without a

physician's prescription for human use.

31 156 Drugs/Prescription - Insulin - Animal

Use

Insulin dispensed by a licensed

pharmacist for animal use based on a

prescription from a physician or health

professional for animal use.

31 157 Drugs/Nonprescription - Insulin -

Animal Use

Insulin that may be purchased for animal

use over-the-counter or without a

physician's prescription for animal use.

31 158 Drugs/Prescription - Oxygen-Human

Use

Oxygen obtained from a licensed

pharmacist based on a prescription from

a physician or health professional for

human use.

AFC Sales and Use User Manual | 53 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

31 159 Drugs/Nonprescription - Oxygen-

Medicinal-Human Use

Oxygen that may be purchased over-the-

counter or without a physician's

prescription for human use.

31 160 Drugs/Prescription - Oxygen-Animal

Use

Oxygen obtained from a licensed

pharmacist based on a prescription from

a physician or health professional for

animal use.

31 161 Drugs/Nonprescription-Oxygen-

Medicinal-Animal Use

Oxygen that may be purchased over-the-

counter or without a physician's

prescription for animal use.

31 162 Drugs/Enemas and Suppositories

Drug meant for rectal insertion meant

for treatment of ailments in that area of

the body.

31 163 Drugs/Prescription-Animal

Consumption

Drugs that when dispensed are required

to contain a label specifying the drug can

only be dispensed by a licensed

pharmacist based on a prescription from

a physician or health professional for

animal use.

31 164

Drugs/Nonprescription-Animal

Consumption

Drugs

31 165 Drugs/Non-Presc Sold to Hospitals-

Human

Drugs that when dispensed are required

to contain a label specifying the drug can

only be dispensed by a licensed

pharmacist based on a prescription from

a physician or health professional for

human use purchased for use in a

hospital.

166

Drugs/Presc Sold to Hospitals-Human

Drugs

31 167 Drugs/Non-Presc Sold to Hospitals-

Animals

Drugs that when dispensed are required

to contain a label specifying the drug can

only be dispensed by a licensed

pharmacist based on a prescription from

a physician or health professional for

animal use purchased for use in a

hospital.

168

Drugs/Presc Sold to Hospitals-Animals

Drugs

31 169 Drugs/Taxable and Nontaxable

Bundled Together

Drugs sold as a package consisting of

both taxable and non taxable drugs. The

drugs cannot be taxed separately.

170

Drugs/Free Sample-Human Use

Drugs

31 171 Drugs/Free Sample- Presc-Human Use

Drugs that when dispensed are required

to contain a label specifying the drug can

only be dispensed by a licensed

pharmacist based on a prescription from

a physician or health professional for

human use given away for no cost.

172

Drugs/Free Sample-Animal Use

Drugs

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Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

31 173 Drugs/Free Sample-Presc-Animal Use

Drugs that when dispensed are required

to contain a label specifying the drug can

only be dispensed by a licensed

pharmacist based on a prescription from

a physician or health professional for

animal use given away for no cost.

32 106 Electronic Equipment & Computer

Hardware/General Rule

Covers any electronic equipment or

computer hardware not otherwise

mentioned.

32 174

Electronic Equipment & Computer

Hardware/Monitors Less Than 4

Inches

Monitors or Device and Monitors with a

viewing screen of less than 4 inches.

32 175

Electronic Equipment & Computer

Hardware/Monitors Between 5-14

inches

Monitors or Device and Monitors with a

viewing screen of between 5-14 inches.

32 176

Electronic Equipment & Computer

Hardware/Monitors Between Than

15-34 Inches

Monitors or Device and Monitors with a

viewing screen of between 15-34 inches.

32 177

Electronic Equipment & Computer

Hardware/Monitors Greater Than 35

Inches

Monitors or Device and Monitors with a

viewing screen of greater than 35 inches.

33 178 Fuel/Unleaded Fuel w/o Excise Tax

Fuel used for motor vehicles that does

not contain lead w/o excise tax being

paid.

33 179 Fuel/Diesel Fuel w/o Excise Tax

Fuel used for motor vehicles that is

classified as a diesel fuel w/o excise tax

being paid.

33 180 Fuel/Gasohol w/o Excise Tax

Fuel used for motor vehicles that

contains substances commonly known as

gasohol w/o excise tax being paid.

33 181

Fuel/Fuel to Common Carriers w/o

Excise Tax

Fuel used for motor vehicles that is sold

to common carriers w/o excise tax paid.

33 182 Fuel/Fuel-Passenger Common Carrier

w/o Excise Tax

Fuel used for motor vehicles that is sold

to common carriers who haul 10 or more

passengers w/o excise tax paid.

33 183 Fuel/Unleaded Fuel w/Excise Tax

Fuel used for motor vehicles that does

not contain lead w/ excise tax being paid.

33 184 Fuel/Diesel Fuel w/Excise Tax

Fuel used for motor vehicles that is

classified as a diesel fuel w/ excise tax

being paid.

33 185 Fuel/Gasohol w/Excise Tax

Fuel used for motor vehicles that

contains substances commonly known as

gasohol w/ excise tax being paid.

33 186

Fuel/Fuel to Common Carriers

w/Excise Tax

Fuel used for motor vehicles that is sold

to common carriers w/ excise tax paid.

33 187 Fuel/Fuel-Passenger Common Carrier

w/ Excise Tax

Fuel used for motor vehicles that is sold

to common carriers who haul 10 or more

passengers w/ excise tax paid.

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Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

33 188 Fuel/Fuel For Off Road Purposes

Fuel used for motor vehicle that are not

normally driven on the highway.

33 189 Fuel/Jet Fuel

Fuel used for a machine or device relying

on jet propulsion.

33 190 Fuel/Jet Fuel--Common Carriers

Fuel used for a machine or device relying

on jet propulsion used for interstate

transport.

34 106 General Merchandise/General Rule

Any tangible personal property not

otherwise considered in any other

transaction type/service type.

34 191 General Merchandise/Appliances

Items generally considered to be white

goods.

34 192 General Merchandise/Baby Oil

Mineral Oil generally classified as baby

oil.

34 193 General Merchandise/US Flag

A piece of cloth of distinctive color and

designed as the official flag of the United

States.

34 194 General Merchandise/Coins-Work of

Art-Pure Metal

Coins consisting of 100% pure bullion.

Sold expressly for the artistic value of the

medallion or coin.

34 195 General Merchandise/Coins-Foreign

Currency-Pure Metal

Coins consisting of 100% pure bullion.

Sold expressly as foreign currency on the

exchange market.

34 196 General Merchandise/Coins-

Collectible-Pure Metal

Coins consisting of 100% pure bullion.

Sold expressly as a coin collectible.

34 197

General Merchandise/Coins-

Investment Purposes-Pure Metal

Coins consisting of 100% pure bullion.

Sold expressly for investment purposes.

34 198 General Merchandise/Coins-Work of

Art-90% or Greater

Coins consisting of 90% or greater bullion

but is not pure. Sold expressly for the

artistic value of the medallion or coin.

34 199 General Merchandise/Coins-Foreign

Currency-90% or Greater

Coins consisting of 90% or greater bullion

but is not pure. Sold expressly as foreign

currency on the exchange market

34 200 General Merchandise/Coins-

Collectible-90% or Greater

Coins consisting of 90% or greater bullion

but is not pure. Sold expressly as a coin

collectible.

34 201 General Merchandise/Coins-

Investment Purposes-90% or Greater

Coins consisting of 90% or greater bullion

but is not pure. Sold expressly for

investment purposes.

34 202 General Merchandise/Coins-Work of

Art-Between 80-90%

Coins consisting between 80-90%

bullion. Sold expressly for the artistic

value of the medallion or coin.

34 203 General Merchandise/Coins-Foreign

Currency-Between 80-90%

Coins consisting between 80-90%

bullion. Sold expressly as foreign

currency on the exchange market

34 204 General Merchandise/Coins-

Collectible-Between 80-90%

Coins consisting between 80-90%

bullion. Sold expressly as a coin

collectible.

AFC Sales and Use User Manual | 56 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

34 205

General Merchandise/Coins-

Investment Purposes-Between 80-

90%

Coins consisting between 80-90%

bullion. Sold expressly for investment

purposes

34 206 General Merchandise/Coins-Work of

Art-Less Than 80%

Coins consisting less than 80% bullion.

Sold expressly for the artistic value of the

medallion or coin.

34 207 General Merchandise/Coins-Foreign

Currency-Less Than 80%

Coins consisting less than 80% bullion.

Sold expressly as foreign currency on the

exchange market.

34 208

General Merchandise/Coins-

Collectible-Less Than 80%

Coins consisting less than 80% bullion.

Sold expressly as a coin collectible.

34 209

General Merchandise/Coins-

Investment Purposes-Less Than 80%

Coins consisting less than 80% bullion.

Sold expressly for investment purposes.

34 210 General Merchandise/Uncancelled

Stamps-For Collectible Purposes

Stamps not otherwise used for postage

purposes sold for the express intention

of becoming a collectible for the

purchaser.

34 211 General Merchandise/Cancelled

Stamps

Stamps already used for postage

purposes that are resold for their

collectible value.

34 212

General Merchandise/Uncancelled

Stamps-For Postage Purposes

Stamps expressly used for the delivery of

the United States Mail.

34 213

General Merchandise/Caskets-For

Human Remains

Box or Urn used to hold the remains of a

departed human individual.

34 214 General Merchandise/Burial Vaults-

For Human Remains

A vault used to hold and protect the

casket or urn from the elements. This

vault is designed exclusively for

containing human remains.

34 215

General Merchandise/Caskets-For All

Other Remains

Box or Urn used to hold the remains of

any being other than a human.

34 216 General Merchandise/Burial Vaults-

For All Other Remains

A vault used to hold and protect the

casket or urn from the elements. The

vault's casket or urn does not contain

human remains.

34 217

General

Merchandise/Headstone/Burial

Marker-w/o Installation

A headstone or marker to be placed at

the burial site of the decedent. The

transaction did not include the actual

placement of the marker in the ground.

34 218

General

Merchandise/Headstone/Burial

Marker-w/ Installation

A headstone or marker to be placed at

the burial site of the decedent. The

transaction included the actual

placement of the marker in the ground.

34 219

General Merchandise/Sanitary

Napkins or Tampons

Items used to absorb menstrual flow

during a menstrual cycle.

34 220 General Merchandise/Other State

Flag

A piece of cloth of distinctive color and

designed as a flag of any state other than

the home based state where the

instance of tax occurs.

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Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

34 221 General Merchandise/Home State

Flag

A piece of cloth of distinctive color and

designed as the official flag of the home

based state where the instance of tax

occurs.

34 222 General Merchandise/POW Flag

A piece of cloth of distinctive color and

designed as the official flag of the POW

movement.

34 223

General Merchandise/Grooming and

Hygiene Products for Human Use

Soaps and cleaning solutions.

34 224

General Merchandise/Grooming and

Hygiene Products for Animal Use

Soaps and cleaning solutions.

34 225

General Merchandise/Toothpaste,

Toothbrush, Dental Floss

Toothbrush

34 226 General Merchandise/Gaming Coins-

Metal Content is Greater than 80%

Coins consisting greater than 80%

bullion. Sold expressly for using in

gaming machines for the purposes of

gambling.

34 227 General Merchandise/Gaming Coins-

Metal Content is Less than 80%

Coins consisting less than 80% bullion.

Sold expressly for using in gaming

machines for the purposes of gambling.

34 228 General Merchandise/Marine

Equipment

Equipment expressly used for the

purposes of use in or directly associated

with water.

34 229 General Merchandise/Charcoal

A black porous material containing 85 to

98 percent carbon provided by the

destructive distillation of wood and used

as a fuel.

34 230 General Merchandise/Coupon Books

Books that have coupons enclosed to use

as discounts at various establishments.

34 231 General Merchandise/Supplies and

Food for Seeing Eye Dog

Supplies and food used exclusively by a

seeing eye dog. This animal is used to aid

the visually impaired with normal life

functions.

34 232

General Merchandise/Non-Lead

Based Batteries

Batteries

34 574 General Merchandise/Fixture

Tangible personal property that is

installed in real property and qualifies as

a fixture of the real property.

34 616

General Merchandise/Hurricane

Supplies

Supplies used for Hurricane

preparedness.

617

General Merchandise/School Supplies

Supplies used for school.

34 618

General Merchandise/Appliances-

Energy Star

Appliances rated as Energy Star for

efficiency.

34 619

General Merchandise/Hunting

Supplies

Supplies for Hunting.

AFC Sales and Use User Manual | 58 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

34 640 General Merchandise/

Restocking Fee

Fee charged to reimburse the cost of

restocking a purchased item. The

returned item cannot be modified in any

way.

35 106 Groceries/General Rule

Items obtained from a grocery store that

may be comprised of items for human

consumption.

35 233 Groceries/Candy

Items that do not require additional

preparation before consumption such as

sweets and confections and are generally

high in sugar content.

35 234 Groceries/Chewing Gum

Chewing gum is a type of confectionery

which is designed to be chewed rather

than swallowed.

35 235 Groceries/Food Additives

An additive meant to preserve food or

extend its shelf life.

236

Groceries/Confectionary Items

Baked goods and items used in baking.

237

Groceries/Ice

Ice for human consumption.

35 238 Groceries/Dietary Supplements-

Qualify

Preparations in liquid.

35 239 Groceries/Dietary Supplements-Non

Qualify

Preparations in liquid.

35 621 Groceries/Bulk Items

Multi-serving bakery items and single

serving bakery items in quantities of

three or more.

36 240 Magazines/Retail - Published Monthly

A publication with a soft cover and

indexed articles published monthly sold

at a newsstand.

36 241 Magazines/Retail - Published Annually

A publication with a soft cover and

indexed articles published once a year

sold at a newsstand.

36 242 Magazines/Retail - Published Semi-

Monthly

A publication with a soft cover and

indexed articles published twice per

month sold at a newsstand.

36 243 Magazines/Retail - Published Semi-

Annually

A publication with a soft cover and

indexed articles published twice per year

sold at a newsstand.

36 244 Magazines/Retail - Published

Quarterly

A publication with a soft cover and

indexed articles published every three

months sold at a newsstand.

36 245 Magazines/Retail - Published Weekly

A publication with a soft cover and

indexed articles published each week

sold at a newsstand.

36 246 Magazines/Subscription-Monthly-US

Mail

A publication with a soft cover and

indexed articles published monthly

delivered by Second Class Mail or below.

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Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

36 247 Magazines/Subscription-Annually-

Delivered by US Mail

A publication with a soft cover and

indexed articles published once a year

delivered by Second Class Mail or below.

36 248 Magazines/Subscription-Semi-

Monthly-Delivered by US Mail

A publication with a soft cover and

indexed articles published twice per

month delivered by Second Class Mail or

below.

36 249 Magazines/Subscription-Semi-

Annually-Delivered by US Mail

A publication with a soft cover and

indexed articles published twice per year

delivered by Second Class Mail or below.

36 250 Magazines/Subscription-Quarterly-

Delivered by US Mail

A publication with a soft cover and

indexed articles published every three

months delivered by Second Class Mail

or below.

36 251 Magazines/Subscription-Weekly-

Delivered by US Mail

A publication with a soft cover and

indexed articles published each week

delivered by Second Class Mail or below.

36 252 Magazines/Subscription-Monthly-Not

Delivered by US Mail

A publication with a soft cover and

indexed articles published monthly

delivered by means other than Second

Class Mail or below. This does not

include door to door delivery.

36 253 Magazines/Subscription-Annually-Not

Delivered by US Mail

A publication with a soft cover and

indexed articles published once a year

delivered by means other than Second

Class Mail or below. This does not

include door to door delivery.

36 254 Magazines/Subscription-Semi-

Monthly-Not Delivered by US Mail

A publication with a soft cover and

indexed articles published twice per

month delivered by means other than

Second Class Mail or below. This does

not include door to door delivery.

36 255 Magazines/Subscription-Semi-

Annually-Not Delivered by US Mail

A publication with a soft cover and

indexed articles published twice per year

delivered by means other than Second

Class Mail or below. This does not

include door to door delivery.

36 256 Magazines/Subscription-Quarterly-

Not Delivered by US Mail

A publication with a soft cover and

indexed articles published every three

months delivered by means other than

Second Class Mail or below. This does

not include door to door delivery.

36 257 Magazines/Subscription-Weekly-Not

Delivered by US Mail

A publication with a soft cover and

indexed articles published each week

delivered by means other than Second

Class Mail or below. This does not

include door to door delivery.

AFC Sales and Use User Manual | 60 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

36 258 Magazines/Subscription-Monthly-

Door to Door Delivery

A publication with a soft cover and

indexed articles published monthly

delivered by hand delivery.

36 259 Magazines/Subscription-Annually-

Door to Door Delivery

A publication with a soft cover and

indexed articles published once a year

delivered by hand delivery.

36 260 Magazines/Subscription-Semi-

Monthly-Door to Door Delivery

A publication with a soft cover and

indexed articles published twice per

month delivered by hand delivery.

36 261 Magazines/Subscription-Semi-

Annually-Door to Door Delivery

A publication with a soft cover and

indexed articles published twice per year

delivered by hand delivery.

36 262 Magazines/Subscription-Quarterly-

Door to Door Delivery

A publication with a soft cover and

indexed articles published every three

months delivered by hand delivery.

36 263 Magazines/Subscription-Weekly-Door

to Door Delivery

A publication with a soft cover and

indexed articles published each week

delivered by hand delivery.

36 361 Magazines/Digital Product – Retail

A magazine publication transveyed

electronically and sold online on a per

copy basis.

36 362 Magazines/Digital Product –

Subscription

A magazine publication transveyed

electronically and sold online as part of a

subscription to the magazine.

37 264 Manufacturing/Equipment-Existing

Facilities

Machinery and equipment used to

manufacture items that will ultimately be

sold at retail that are installed at an

existing plant or facility. This is usually a

like-kind replacement of existing

equipment.

37 265 Manufacturing/Equipment-Economic

Expansion of Facilities

Machinery and equipment used to

manufacture items that will ultimately be

sold at retail that are installed at an

existing plant or facility. The additional

equipment is used to increase output or

to produce a new product.

37 266 Manufacturing/Equipment-Physical

Expansion of Facilities

Machinery and equipment used to

manufacture items that will ultimately be

sold at retail that are installed due to an

enlargement of an existing plant or

facility.

37 267 Manufacturing/Equipment-New

Facilities

Machinery and equipment used to

manufacture items that will ultimately be

sold at retail that are installed at a new

plant or facility.

AFC Sales and Use User Manual | 61 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

37 268 Manufacturing/Repair parts-Existing

Facilities

Repair parts for machinery and

equipment used to manufacture items

that will ultimately be sold at retail that

are installed at an existing plant or

facility. The parts are used to maintain

existing equipment.

37 269 Manufacturing/Repair Parts-Economic

Expansion

Repair or replacement parts acquired at

the time machinery and equipment used

to manufacture items that will ultimately

be sold at retail is purchased and

installed at an existing plant or facility.

The additional equipment is used to

increase output or to produce a new

product.

37 270 Manufacturing/Repair Parts-Physical

Expansion

Repair or replacement parts acquired at

the time machinery and equipment used

to manufacture items that will ultimately

be sold at retail that is acquired and

installed due to an enlargement of an

existing plant or facility.

37 271 Manufacturing/Repair Parts-New

Facilities

Repair or replacement parts acquired at

the time machinery and equipment used

to manufacture items that will ultimately

be sold at retail that are installed at a

new plant or facility.

37 272 Manufacturing/Repair Labor-

Separately Stated

Labor charge for the repair of

manufacturing machinery and

equipment that is listed as a separate

line item on the bill or invoice.

37 273 Manufacturing/Repair Labor-Not

Separately Stated

Labor charge for the repair of

manufacturing machinery and

equipment that is not listed separately

from the repair parts and supplies on the

bill or invoice.

37 274 Manufacturing/Installation Labor-

Equipment-Separately Stated

Labor charge for the installation of

manufacturing machinery and

equipment that is listed as a separate

line item on the bill or invoice.

37 275 Manufacturing/Installation Labor-

Equipment-Not Separately Stated

Labor charge for the installation of

manufacturing machinery and

equipment specific to automotive

manufacturing that is listed separately

from the repair parts and supplies on the

bill or invoice.

37 276 Manufacturing/Automobile Specific -

Equipment-Separately Stated

Machinery and equipment used to

manufacture automobiles that will

ultimately be sold at retail that are

installed at a new plant or facility.

AFC Sales and Use User Manual | 62 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

37 277 Manufacturing/Outside Installation

Labor-Equip-Separately Stated

Labor charge for the installation of

manufacturing machinery and

equipment by a third party that is listed

as a separate line item on the bill or

invoice.

37 278

Manufacturing/Repair Equipment-

Separately Stated

Equipment used to repair manufacturing

machinery and equipment.

37 279 Manufacturing/Replacement

Equipment-Separately Stated

Equipment used to replace machinery

and equipment used to manufacture

items that will ultimately be sold at retail

that are installed at an existing plant or

facility.

37 280 Manufacturing/Clean room

Equipment

Machinery and equipment used to

manufacture items that will ultimately be

sold at retail that is installed in a clean

room environment.

37 281 Manufacturing/Environmental

Control Equip

Machinery and equipment used to

control environmental harm done by the

manufacturing process.

37 282 Manufacturing/Safety Equip

Machinery and equipment used to

enhance the safety of the plant workers

encountered by the manufacturing

process.

37 283 Manufacturing/Packing & Shipping

Equip

Machinery and equipment used to

package the finished manufactured

product.

37 284 Manufacturing/Intraplant Equip

Machinery and equipment used to take

materials from various points in the

plant.

37 285 Manufacturing/Hand Tools

Tools operated by hand used in the

manufacturer of products.

37 286

Manufacturing/Warehouse

Equipment

Equipment used in the storage of items

to be withdrawn later for sale.

38 287 Medical Durable Equipment/Not

Home Use-Without A Prescription

Medical Equipment that can withstand

repeated use and is sold without a

prescription. The equipment is not for

use in the home by the patient.

38 288 Medical Durable Equipment/Not

Home Use-With A Prescription

Medical Equipment that can withstand

repeated use and is sold with a

prescription. The equipment is not for

use in the home by the patient.

38 289 Medical Durable Equipment/Not

Home Use-Paid For By Medicare

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is not for use in the

home by the patient. The equipment is

paid for directly but Medicare.

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Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

38 290 Medical Durable Equipment/Not

Home Use-Reimbursed By Medicare

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is not for use in the

home by the patient. The price of the

equipment is reimbursed to the

purchaser but Medicare.

38 291 Medical Durable Equipment/Not

Home Use-Paid For By Medicaid

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is not for use in the

home by the patient. The equipment is

paid for directly but Medicaid.

38 292 Medical Durable Equipment/Not

Home Use-Reimbursed By Medicaid

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is not for use in the

home by the patient. The price of the

equipment is reimbursed to the

purchaser but Medicaid.

38 293 Medical Durable Equipment/Home

Use-Without A Prescription

Medical Equipment that can withstand

repeated use and is sold without a

prescription. The equipment is for use in

the home by the patient.

38 294 Medical Durable Equipment/Home

Use-With A Prescription

Medical Equipment that can withstand

repeated use and is sold with a

prescription. The equipment is for use in

the home by the patient.

38 295 Medical Durable Equipment/Home

Use-Paid For By Medicare

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is for use in the home by

the patient. The equipment is paid for

directly by Medicare.

38 296 Medical Durable Equipment/Home

Use-Reimbursed By Medicare

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is for use in the home by

the patient. The price of the equipment

is reimbursed to the purchaser by

Medicare.

38 297 Medical Durable Equipment/Home

Use-Paid For By Medicaid

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is for use in the home by

the patient. The equipment is paid for

directly by Medicaid.

AFC Sales and Use User Manual | 64 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

38 298 Medical-DurableEquipment-Home

Use-Reimbursed By Medicaid

Medical Equipment that can withstand

repeated use and is sold without a

prescription but is medically necessary.

The equipment is for use in the home by

the patient. The price of the equipment

is reimbursed to the purchaser by

Medicaid.

39 299

Medical Mobility Enhancing

Equipment/Equip Without a

Prescription

Equipment used to enhance the mobility

of the patient using the device. The

equipment is used without a prescription

but is medically necessary.

39 300 Medical Mobility Enhancing

Equipment/Equip With a Prescription

Equipment used to enhance the mobility

of the patient using the device. The

equipment is used with a prescription.

39 301

Medical Mobility Enhancing

Equipment/Equip Paid for by

Medicare

Equipment used to enhance the mobility

of the patient using the device. The

equipment is used without a prescription

but is medically necessary. The

equipment is paid for directly by

Medicare to the vendor.

39 302

Medical Mobility Enhancing

Equipment/Equip Reimbursed by

Medicare

Equipment used to enhance the mobility

of the patient using the device. The

equipment is used without a prescription

but is medically necessary. The

equipment price is reimbursed to the

user by Medicare for the purchase.

39 303

Medical Mobility Enhancing

Equipment/Equip Paid for by

Medicaid

Equipment used to enhance the mobility

of the patient using the device. The

equipment is used without a prescription

but is medically necessary. The

equipment is paid for directly by

Medicaid to the vendor.

39 304

Medical Mobility Enhancing

Equipment/Equip Reimbursed by

Medicaid

Equipment used to enhance the mobility

of the patient using the device. The

equipment is used without a prescription

but is medically necessary. The

equipment price is reimbursed to the

user by Medicaid for the purchase.

40 305

Medical Prosthetic Devices/General-

Without a Prescription

A device to replace.

40 306

Medical Prosthetic Devices/General-

With a Prescription

A device to replace.

40 307

Medical Prosthetic Devices/General-

Paid for by Medicare

A device to replace.

40 308

Medical Prosthetic Devices/General-

Reimbursed by Medicare

A device to replace.

40 309

Medical Prosthetic Devices/General-

Paid for by Medicaid

A device to replace.

AFC Sales and Use User Manual | 65 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

40 310

Medical Prosthetic Devices/General-

Reimbursed by Medicaid

A device to replace.

40 311

Medical Prosthetic Devices/Corrective

Eyeglasses-Without a Prescription

Corrective eyeglasses.

40 312

Medical Prosthetic Devices/Corrective

Eyeglasses-With a Prescription

Corrective eyeglasses.

40 313

Medical Prosthetic Devices/Corrective

Eyeglasses-Paid for by Medicare

Corrective eyeglasses.

40 314

Medical Prosthetic Devices/Corrective

Eyeglasses-Reimbursed by Medicare

Corrective eyeglasses.

40 315

Medical Prosthetic Devices/Corrective

Eyeglasses-Paid for by Medicaid

Corrective eyeglasses.

40 316

Medical Prosthetic Devices/Corrective

Eyeglasses-Reimbursed by Medicaid

Corrective eyeglasses.

40 317 Medical Prosthetic Devices/Contact

Lenses-Without a prescription

Contact lenses that enhance ones vision.

Purchased without a prescription but is

medically necessary.

40 318

Medical Prosthetic Devices/Contact

Lenses-With a prescription

Contact lenses that enhance ones vision.

Purchased with a prescription.

40 319 Medical Prosthetic Devices/Contact

Lenses-Paid for by Medicare

Contact lenses that enhance ones vision.

Purchased without a prescription but is

medically necessary. Item is directly paid

by Medicare.

40 320 Medical Prosthetic Devices/Contact

Lenses-Reimbursed by Medicare

Contact lenses that enhance ones vision.

Purchased without a prescription but is

medically necessary. Patient is

reimbursed by Medicare for the cost of

the item.

40 321 Medical Prosthetic Devices/Contact

Lenses-Paid for by Medicaid

Contact lenses that enhance ones vision.

Purchased without a prescription but is

medically necessary. Item is directly paid

by Medicaid.

40 322 Medical Prosthetic Devices/Contact

Lenses-Reimbursed by Medicaid

Contact lenses that enhance ones vision.

Purchased without a prescription but is

medically necessary. Patient is

reimbursed by Medicaid for the cost of

the item.

40 323 Medical Prosthetic Devices/Hearing

Aids-Without a Prescription

Aids that enhance one’s ability to

decipher sound. Purchased without a

prescription but is medically necessary.

40 324 Medical Prosthetic Devices/Hearing

Aids-With a Prescription

Aids that enhance one’s ability to

decipher sound. Purchased with a

prescription.

40 325 Medical Prosthetic Devices/Hearing

Aids-Paid for by Medicare

Aids that enhance one’s ability to

decipher sound. Purchased without a

prescription but is medically necessary.

Item is directly paid by Medicare.

AFC Sales and Use User Manual | 66 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

40 326 Medical Prosthetic Devices/Hearing

Aids-Reimbursed by Medicare

Aids that enhance one’s ability to

decipher sound. Purchased without a

prescription but is medically necessary.

Patient is reimbursed by Medicare for

the cost of the item.

40 327 Medical Prosthetic Devices/Hearing

Aids-Paid for by Medicaid

Aids that enhance one’s ability to

decipher sound. Purchased without a

prescription but is medically necessary.

Item is directly paid by Medicaid.

40 328 Medical Prosthetic Devices/Hearing

Aids-Reimbursed by Medicaid

Aids that enhance one’s ability to

decipher sound. Purchased without a

prescription but is medically necessary.

Patient is reimbursed by Medicaid for the

cost of the item.

40 329

Medical Prosthetic Devices/Dental

Prosthesis-Without a prescription

A dental device to replace.

40 330 Medical Prosthetic Devices/Dental

Prosthesis-With a prescription

A dental device to replace.

40 331 Medical Prosthetic Devices/Dental

Prosthesis-Paid for by Medicare

A dental device to replace.

40 332

Medical Prosthetic Devices/Dental

Prosthesis-Reimbursed by Medicare

A dental device to replace.

40 333

Medical Prosthetic Devices/Dental

Prosthesis-Paid for by Medicaid

A dental device to replace.

40 334

Medical Prosthetic Devices/Dental

Prosthesis-Reimbursed by Medicaid

A dental device to replace.

41 106 Motor Vehicles/General Rule

Motorized vehicles used to transport

people or product on roadways.

41 335 Motor Vehicles/Low Emission Vehicle

exceeding 10,000 lbs

Motorized vehicles used to transport

people or product on roadways,

waterways, railways or airspace. Vehicles

are over 10,000 lbs and exceed EPA low

emission standard.

41 336

Motor Vehicles/Vehicles sold to

Native Americans

Motorized vehicles used to transport

people or product on roadways.

41 337

Motor Vehicles/Motor Vehicles using

Alternative Fuels

Motorized vehicles used to transport

people or product on roadways.

41 338

Motor Vehicles/Low Speed Electrical

Vehicles

Motor vehicles not designed for highway

use that cannot exceed 35 MPH.

41 339 Motor Vehicles/Sale to Non-Residents

Motorized vehicles used to transport

people or product on roadways

41 340 Motor Vehicles/Trucks - General Rule

Motorized vehicles used to transport

product on roadways. Can be a single

chassis or a tractor/trailer rig.

41 341

Motor Vehicles/Used in Interstate

Commerce

Vehicles used to transport people or

product to more than one state.

AFC Sales and Use User Manual | 67 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

41 342 Motor Vehicles/Trailer 13-16.5 Tons-

Interstate Commerce

A motor vehicle whose laden gross

vehicle weight is between 13 and 16.5

tons and is used to transport people or

product to more than one state.

41 343 Motor Vehicles/Tractor Exceeds 16.5

Tons-Interstate Commerce

A motor vehicle whose laden gross

vehicle weight exceeds 16.5 tons and is

used to transport people or product to

more than one state.

41 344 Motor Vehicles/Used as a Contact

Carrier

A motor vehicle that is used to transport

product for the general public (common

carrier) or only for specific entities

(contract carrier) and is not classified for

interstate commerce.

41 345 Motor Vehicles/Trailer Exceeds 13

Tons-Contract Carrier

A motor vehicle whose laden gross

vehicle weight is between 13 and 16.5

tons. Does not cover those classified as

common carriers.

41 346 Motor Vehicles/Tractor Exceeds 16.5

Tons-Contract Carrier

A motor vehicle whose laden gross

vehicle weight exceeds 16.5 tons. Does

not cover those classified as common

carriers.

41 347 Motor Vehicles/Motor Boats

A boat propelled by an internal

combustion engine.

41 348 Motor Vehicles/Aircraft

A machine or device capable of

atmospheric flight.

41 349 Motor Vehicles/Aircraft for Interstate

Transport

A machine or device capable of

atmospheric flight used for interstate

transport.

41 350

Motor Vehicles/Batteries Less than 12

Volts--Lead Based

Batteries with 12 volts or less of

electrical output.

41 351

Motor Vehicles/Batteries Greater

than 12 Volts--Lead Based

Batteries with 12 volts or greater of

electrical output.

41 352 Motor Vehicles/Motorcycles

A two-wheeled motorized vehicle

classified as a motorcycle.

41 353 Motor Vehicles/Mopeds

A two-wheeled motorized vehicle

classified as a moped.

41 354 Motor Vehicles/Off-Road Vehicles

Motor vehicles not designed are

intended for driving on the highway.

41 355 Motor Vehicles/Snowmobiles

A motor vehicle with ski runners used to

navigate in the snow.

41 356 Motor Vehicles/Motor Oil

Oil meant to lubricate the moving parts

of a motor.

41 357 Motor Vehicles/Antifreeze

A substance mixed with another liquid to

lower that liquids freezing point.

41 358 Motor Vehicles/Boat Motor

A motor used by a boat propelled by an

internal combustion engine.

42 359 Newspaper/Retail

A newsprint publication sold at a

newsstand.

AFC Sales and Use User Manual | 68 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

42 360 Newspaper/CD ROM Microfiche

A newsprint publication sold as

microfiche or CD ROM generally for

reference purposes.

42 361 Newspaper/Digital Product - Retail

A newsprint publication transveyed

electronically and sold online on a per

copy basis.

42 362 Newspaper/Digital Product -

Subscription

A newsprint publication transveyed

electronically and sold online as part of a

subscription to the newspaper.

42 363 Newspaper/Subscription Mail

A newsprint publication physically

delivered to the subscriber by second

class or lower mail.

42 364 Newspaper/Subscription Delivery

A newsprint publication physically

delivered to the subscriber not by second

class or lower mail.

43 106 Prepared Food/General Rule

Food and drink ready for consumption

without further preparation.

43 365 Prepared Food/Food sold by a Food

Manufacturer

Food Sold by a seller whose proper

primary NAICS classification is

manufacturing in sector 311.

43 366

Prepared Food/Food sold in an

unheated state

Food for on-site consumption that was

presented in an unheated state.

43 367 Prepared Food/Bakery items

Items commonly referred to as

confectionary items that are sold for the

purposes of on-site consumption.

43 368

Prepared Food/Employee Meals--Full

Price

Meals furnished for employees by their

employer. Meals are priced at retail

43 369 Prepared Food-Employee Meals--

Reduced Price

Meals furnished for employees by their

employer. Meals are priced below retail

or at cost.

43 370 Prepared Food/Employee Meals--Free

to Employees

Meals furnished for employees by their

employer. Meals are provided free of

charge. Tax measure if needed would be

cost

371

Prepared Food/Tips - Voluntary

Voluntary

372

Prepared Food/Tips - Mandatory

Mandatory

43 373 Prepared Food/Non-Tip Based Service

Charge

Charge imposed by the restaurant

beyond the remuneration to either the

wait staff directly or the payment for

food provided.

43 620 Prepared Food/Take and Bake Pizza

Pizza that is not fully baked by the

restaurant, but is instead packaged and

must be fully baked by the customer

outside the Restaurant.

44 106 Rentals & Leasing/General Rule Items rented from a vendor not

otherwise mentioned.

AFC Sales and Use User Manual | 69 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

44 374 Rentals & Leasing/Uniform Rental

Service

The rental of commercial uniforms.

Uniforms are generally cleaned by the

linen service and reused.

44 375 Rentals & Leasing/Automotive Rental-

-30 Days or Less

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for

30 days or less.

44 376 Rentals & Leasing/Automotive Rental-

-30-180 Days

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for

30 to 180 days.

44 377 Rentals & Leasing/Automotive Rental-

-180 Days to 1 Year

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for

180 days to 1 year.

44 378 Rentals & Leasing/Automotive Rental-

-1 Year or Greater

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for 1

year or greater.

44 379 Rentals & Leasing/Automotive Rental-

0-30 Days-Tax Paid

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for

30 days or less. Tax is paid at the

purchase of the asset.

44 380 Rentals & Leasing/Automotive Rental-

31-180 Days-Tax Paid

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for

30 to 180 days. Tax is paid at the

purchase of the asset.

44 381 Rentals & Leasing/Automotive Rental-

180 Days-1 Year-Tax Paid

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for

180 days to 1 year. Tax is paid at the

purchase of the asset.

44 382 Rentals & Leasing/Automotive Rental-

Greater than 1 Year-Tax Paid

Rental of an automotive vehicle to use as

a motor vehicle. The rental period is for 1

year or greater. Tax is paid at the

purchase of the asset.

44 383

Rentals & Leasing/Lease of

Automobile to be registered by lessee

Lease of an automobile to someone who

will register the car as if they own it.

44 384 Rentals & Leasing/Amusement

Related Property

Items rented from a vendor meant to be

used along with a service meant for the

amusement of the vendee

44 385 Rentals & Leasing/Rentals Incidental

to Service

Items that form only a minor part in the

performance of the overall service being

sold.

44 386 Rentals & Leasing/Movie Rentals--

Private Use--Physical Medium

Movies rented for private viewing

transveyed by DVD or other physical

means.

44 387 Rentals & Leasing/Movie Rentals--

Private Use--Digital Download

Movies rented for private viewing

transveyed by electronic means

44 388

Rentals & Leasing/Movie Rentals--As

part of exhibition to public

Movies rented to movie theatres and the

like for exhibition to the public for a fee.

44 389

Rentals & Leasing/Movie Rentals--To

a Television Station

Movies rented to television stations and

networks for exhibition to the public.

AFC Sales and Use User Manual | 70 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

45 390

Services Cleaning/Dry Cleaning-

Clothing

The cleansing of clothing by means of a

nonaqueous substance.

45 391

Services Cleaning/Dry Cleaning-Non

Clothing

The cleansing of non clothing items by

means of a nonaqueous substance.

45 392 Services Cleaning/Cleaning Services

A fee paid for the service of cleaning a

dwelling.

45 393

Services Cleaning/Laundry & Clothing

Care-Other Items

The washing

45 394

Services Cleaning/Laundry & Clothing

Care-Cloth Diapers

The washing

45 395

Services Cleaning/Laundry & Clothing

Care-Coin Operated

The washing

45 396 Services Cleaning/Rug Cleaning off

customer premises

Covering the off-site cleaning of rugs that

are not affixed to real property. The

service must not include any other type

of cleaning.

45 397 Services Cleaning/Rug Cleaning on

customer premises

Covering the on-site cleaning of rugs that

are not affixed to real property. The

service must not include any other type

of cleaning.

45 398

Services Cleaning/Washing Motor

Vehicles

The washing

45 399

Services Cleaning/Washing Motor

Vehicles-Coin Operated Device

The washing

45 400

Services Cleaning/Solid Waste

Disposal

A charge for the disposal of refuge.

45 401

Services Cleaning/Swimming Pool

Services

Charges for cleaning

571

Services-Cleaning - Recycling

Charges for recycling

46 402

Services Lodging/Hotel Rooms Less

than 28 Days

A charge for lodging not to exceed 28

days.

46 403

Services Lodging/Hotel Rooms 28-29

Days

A charge for lodging to cover a stay

between 28 and 30 consecutive days.

46 404

Services Lodging/Hotel Rooms 30-31

Days

A charge for lodging to cover a stay

between 30 and 31 consecutive days.

46 405

Services Lodging/Hotel Rooms 32-60

Days

A charge for lodging to cover a stay

between 31 and 60 consecutive days.

46 406

Services Lodging/Hotel Rooms 61-90

Days

A charge for lodging to cover a stay

between 60 and 90 consecutive days.

46 407

Services Lodging/Hotel Rooms-91-120

Days

A charge for lodging to cover a stay

between 90 and 120 consecutive days.

46 408

Services Lodging/Hotel Rooms 121-

180 Days

A charge for lodging to cover a stay

between 120 and 180 consecutive days.

46 409

Services Lodging/Hotel Rooms

Greater than 180 Days

A charge for lodging to cover a stay

greater than 180 consecutive days.

47 410

Services Printing/Photography

Services-Labor Only

A fee for photography.

AFC Sales and Use User Manual | 71 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

47 411

Services Printing/Photography

Services-Labor with pictures

A fee for photography.

47 412 Services Printing/Negative to

Standard Sized Pictures-Labor Only

Labor to develop standard sized pictures

from negatives. The negatives are

provided by the customer.

47 413

Services Printing/Negative to

Enlargement Sized Pictures-Labor

Only

Labor to enlarge pictures from negatives.

The negatives are provided by the

customer.

47 414 Services Printing/Printing Services

Charges for printing or imprinting items

unto tangible personal property provided

directly or indirectly by the customer.

47 415 Services Printing/Copying Services

Charges for duplicating customer

provided materials to another document.

48 416 Services Professional/Credit Card

Processing Fee-Part of Sale

A fee charged by the vendor to recover

credit card processing cost. The fee is

charged as part of the sale.

48 417 Services Professional/Credit Card

Processing Fee-Separate Sale

A fee charged by the vendor to recover

credit card processing cost. The fee is

charged as a separate sale.

48 418 Services Professional/Professional

Services

A service rendered for a fee in one of the

learned professions. This is a default

classification and meant to cover any fee

not covered in another service type.

48 419

Services Professional/Investigative

Services

A fee paid for the service of tracking or

closely examining another individual.

48 420 Services Professional/Protection &

Security Services

A fee paid for the service of protecting or

securing real or tangible personal

property.

48 421 Services Professional/Pest Control

A fee paid for the service of eradicating

insects or other animals classified as

pests in a dwelling.

48 422

Services Professional/Interior Design

Services

A fee paid for consulting on changing the

interior appearance of a building.

48 423

Services Professional/Skin Alteration

& Care

A fee paid for the process of altering or

maintaining the skin of a human

48 424

Services Professional/Manicure &

Pedicure

A fee paid for cleaning.

425

Services Professional/Funeral Services

Fees

48 426 Services Professional/Cosmetic

Medical Procedures

A service rendered for a fee in one of the

learned professions. This classification

covers any procedure involving exterior

non-life threatening external procedures

mainly done to enhance a person's

appearance.

AFC Sales and Use User Manual | 72 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

48 427 Services Professional/Professional

Medical Services

A service rendered for a fee in one of the

learned professions. This classification

covers any medical procedure not

otherwise covered as a cosmetic medical

procedure.

48 428 Services Professional/Title

A fee charged to register ownership of

real property.

48 429 Services Professional/Dating Service

A service used to facilitate potential

personal relationships.

48 430 Services Professional/Escrow

A deposit rendered in good faith to

ensure future business transactions.

48 431 Services Professional/Massages

Manipulation of tissues with the hand or

an instrument for therapeutic purposes.

48 432 Services Professional/Gift Wrapping

The process of wrapping tangible

personal property in order to further

conceal its true nature.

48 433 Services Professional/Floral Services

Non-Delivery type services covering the

arrangement and consultation

concerning floral arrangements and

bouquets. This does not cover the floral

items themselves.

48 434 Services Professional/Advertising

Fees paid for the services used generally

to advertise a company's message in

printed form.

48 435 Services Professional/Credit and

Reporting Services

Fees paid for the right to obtain and use

results from the credit history of

individuals and businesses.

48 436

Services Professional/Personnel

Services

A service used to facilitate the match of a

employer with a suitable employee.

48 437

Services Professional/Lettering

Services

Fees paid to attach to signage or a

permanent surface letters.

48 438

Services Professional/Collection

Services

A service used to help recover back debts

due to the collector.

48 439 Services Professional/Background

Music Services

Services that provide music for a fee to

various businesses to create further

ambiance.

48 440

Services Professional/Locksmith

Services

Any lock or key related service.

48 441 Services Professional/Lobbying

Services that help facilitate further

relationships between their customers

and government officials.

48 442

Services Professional/Flight

Instruction

Any service covering the instruction on

how to fly an airplane.

48 443

Services Professional/Investment

Counseling

Services that assist customers in their

financial and investment decisions.

AFC Sales and Use User Manual | 73 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

48 444 Services Professional/Service Chg.

Financial Institution

Fees charged by banks to their

customers for services performed by the

bank. These fees are generally bank

account and ATM charges.

48 445 Services Professional/Tow Service Service that removes a motor vehicle and

relocates that vehicle to another site.

446

Services Professional/Taxidermy

A fee charged to prepare.

48 447 Services Professional/Telephone

Answering Service

Fee charged to answer phones and take

messages on behalf of an individual or

business.

48 448 Services Professional/Limousine

Service

Rental of a driver and automobile used at

the discretion of the customer with the

driver retaining the control of the

physical asset.

48 449 Services Professional/Architecture

A service rendered for a fee in the

learned profession of architecture.

Generally this service is used for

designing and conceptualizing a future

building or expanse.

48 450 Services Professional/Tanning

Services

Services used to enhance the physical

appearance of an individual through

exposure to artificial light.

48 451

Services Professional/Pet Grooming--

Not done in medical setting

Services covering the cleansing

48 452

Services Professional/Pet Grooming--

Done in Medical Setting

Services covering the cleansing

48 453 Services Professional/Engraving

Fees paid to etch letters or numbers into

tangible personal property.

48 454 Services Professional/House Moving

Labor used to physically move a building

intended to become real property from

one location to another.

48 455 Services Professional/Counseling

Fee charged for professional mental

health counseling.

48 456

Services Professional/Day Care

Services

Fee charged for taking care of individuals

during the day.

48 457 Services Professional/Investment

Commissions

Commissions earned for assisting with

direct investment decisions.

48 557 Services-Professional/Information

Systems Services

Charge for the manipulation of user’s

data. This is not to be confused with the

transmission of data.

48 458

Services Professional/Sale of

Insurance

Premiums for insuring individuals for a

specified purpose.

49 459 Services Recreation/Sporting Event

with Food or Property

An event generally classified as involving

sports with food or property sold on the

premises. This does not include boxing

AFC Sales and Use User Manual | 74 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

49 460 Services Recreation/Sporting Event

without Food or Property

An event generally classified as involving

sports without food sold on the

premises. This does not include boxing

49 461 Services Recreation/Amusement Park

Entry with Food or Property

Generally a place with rides and games

of chance with food or property sold on

the premises

49 462 Services Recreation/Amusement Park

Entry without Food or Property

Generally a place with rides and games

of chance without food or property sold

on the premises

49 463

Services Recreation/Other

Amusement Entry with Food or

Property

Amusement Events that do not fit the

definition of either a sporting event or an

amusement park. There is food and/or

property sold on the premises. This does

not include a fee for admittance to a

motion picture.

49 464

Services Recreation/Other

Amusement Entry without Food or

Property

Amusement Events that do not fit the

definition of either a sporting event or an

amusement park. There is not food

and/or property sold on the premises.

This does not include a fee for

admittance to a motion picture.

49 465 Services Recreation/Admission to

Boxing and Wrestling

A fee for an event generally considered

to contain boxing and/or wrestling

matches sanctioned by the state athletic

commission.

49 466 Services Recreation/Admission to

Horse Racing

A fee for an event generally considered

to contain horse races sanctioned by the

state athletic commission.

49 467

Services Recreation/Admission to a

Motion Picture

A fee for admission to view a motion

picture.

49 468

Services Recreation/Tours for 8-25

people

A fee.

49 469

Services Recreation/Tours for more

than 25 people

A fee.

49 470 Services Recreation/Tours for 8-25

people--Commissions

A sales commission for selling a tour of

no less than 8 but no more than 25

people.

49 471

Services Recreation/Tours for more

than 25 people--Commissions

A sales commission for selling a tour for

more than 25 people.

49 472

Services Recreation/Sport -Fitness &

Recreation Club

Fitness & Recreation Club

50 473

Services Repair/Repair Parts - General

Rule

Parts used to regain the function of or

extend the operational life of an item.

50 474 Services Repair/Repair and Labor

Combined

Transaction combining labor and parts

used to regain the function of or extend

the operational life of an item.

50 475

Services Repair/Parts used in Clothing

or Shoes

Items used to repair clothing or shoes.

AFC Sales and Use User Manual | 75 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

50 476 Services Repair/Parts used in repair of

Commercial Airplanes

Parts used to regain the function of or

extend the operational life of an

airplane.

50 477

Services Repair/Extended Warranty -

Repair Parts Used

Repair parts provided under an extended

warranty.

50 478

Services Repair/Extended Warranty -

Service Repairs Used

Repair services provided under an

extended warranty.

50 479

Services Repair/Repair Labor -

General Rule

Labor used to regain the function of or

extend the operational life of an item.

480

Services Repair/Repairs of Clothing

Labor used in repairing clothing.

50 481

Services Repair/Repair of Railroad

Rolling Stock and Engines

Repair of railcars and locomotive

engines.

50 482

Services Repair/Repair of Motor

Vehicle

Repair of motorized vehicles used to

transport people or product on roadways

50 483

Services Repair/Shoe Repair and

Cleaning

Cleaning and/or repair of items normally

worn on the feet of the user.

50 484 Services Repair/Automotive Painting

Administering paint unto a motor vehicle

classified as an automobile.

50 485

Services Repair/Landscaping & Lawn

Care

A fee paid for the alteration or

maintenance of any plants.

486

Services Repair/Snow Removal

Labor to remove snow from property.

50 487 Services Repair/Repair of Commercial

Jet Aircraft

Labor used to regain the function of or

extend the operational life of an

airplane.

488

Services Repair/Jewelry Repair

Labor used to repair jewelry.

51 489 Services Storage/Storage

A charge for storing tangible personal

property.

51 490 Services Storage/Parking

Charge for the service of providing

parking or storage of automobiles.

52 106 Tires/General Rule

To account for pneumatic devices

commonly known as tires.

53 106 Tobacco/General Rule

Products made from tobacco leaves and

processed for uses other than cigarettes.

53 535 Tobacco/Cigarettes

A slender roll of cut tobacco meant to be

smoked. Classified generally as cigarettes

as packaged.

54 536 Tooling/Useful Life Between 12

Months and 3 years

Machining tools with a useful life

between twelve months and three years

that are used on equipment. Examples

are cutting bits and dies.

54 537 Tooling-Useful Life Between 6-12

/Months

Machining tools with a useful life of six to

twelve months that are used on

equipment. Examples are cutting bits

and dies.

AFC Sales and Use User Manual | 76 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

54 538 Tooling/Useful Life Exceeds 3 years

Machining tools with a useful life of

three years or more that are used on

equipment. Examples are cutting bits

and dies.

54 539 Tooling/Useful Life Less Than 6

Months

Machining tools with a useful life of less

than six months that are used on

equipment. Examples are cutting bits

and dies.

106

Vending/General Rule

A machine that is operated by coin.

55 237 Vending/Ice

Ice for human consumption sold from a

vending machine.

55 540

Vending/Candy Sold For $0.76 or

Items including chocolate.

541

Vending/Candy Sold For $0.50 or Less

Items including chocolate.

55 542

Vending/Candy Between $0.51 and

$0.75

Items including chocolate.

55 543

Vending/Chewing Gum Sold For $0.76

or More

Chewing gum selling for $0.76 or more.

55 544

Vending/Chewing Gum Sold For $0.50

or Less

Chewing gum selling for $0.50 or less.

55 545

Vending/Chewing Gum Between

$0.51 and $0.75

Chewing gum selling between $.51 and

$.75.

546

Vending/Hot Prepared Food

A machine that is operated by coin.

55 547

Vending/Carbonated Beverages For

$0.76 or More

A machine that is operated by coin.

55 548

Vending/Carbonated Beverages For

$0.51 to $0.75

A machine that is operated by coin.

55 549

Vending/Carbonated Beverages For

$0.50 or Less

A machine that is operated by coin.

550

Vending/Non-Carbonated Beverages

A machine that is operated by coin.

551

Vending/Hot Beverages

A machine that is operated by coin.

56 552

Information Services/Public-Physical

Transmission

Information Services that is public and

making a physical transmission.

56 553 Information Services/Public-Electronic

Transmission

A service providing the passive receipt of

information other than financial account

or securities trading data to the public by

electronic means.

56 554 Information Services/Private-Physical

Transmission

Information Services that is private and

making a physical transmission.

56 555

Information Services/Private-

Electronic Transmission

Information Services that is private and

making an electronic transmission.

56 645 Information Services/Public-Elec Trans

(Financial & Securities)

A service providing the passive receipt of

financial account or securities

information to the public by electronic

means.

AFC Sales and Use User Manual | 77 of 329

Table 4-18 Transaction and Service Types

IDENTIFIER

NAME

DESCRIPTION

Trans Type

Svc Type

57 560 Digital Goods/Download from

Internet

The purchase of goods such as music,

books, or phone ringtones downloaded

from the internet.

57 561 Digital Goods/Download to Phone

The purchase of goods such as ringtones

downloaded to a cell phone.

57 609 Digital Goods/Streaming Video

The purchase of video via the internet.

The purchaser does not retain

possession of the video.

633

Digital Goods/Downloaded Video

The purchase of video via the internet.

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 4-

19 ).

With over 170 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 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

Sales Tax

This is a tax on the privilege of purchasing goods and services.

4 District Tax

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.

11 Service Tax

This tax is used to fund a service such as the telecommunications relay

service for the deaf.

Special Tax

Used to specify a tax that does not fit into a typical category.

17 Sales Web Hosting Similar to tax type 1 (Sales Tax) but applies only to web hosting

services.

Telecommunications

Infrastructure

Maintenance Fee

Fee used to fund the maintenance of telecommunications

infrastructure (network, switches, etc.).

32 District Tax (Residential)

Similar to tax type 4 (District Tax) but applies only to a residential

customer.

33 Transit Tax

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.

AFC Sales and Use User Manual | 78 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

42 Sales Tax (Business)

Similar to tax type 1 (Sales Tax) but applies only to a business

customer.

49 Use Tax

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.

Sales Tax (Data)

Similar to tax type 1 (Sales Tax) but applies only on data services.

57 Sales Tax (Interstate)

Similar to tax type 1 (Sales Tax) but applies only on interstate telecom

services.

Communications

Services Tax

A tax on end users who consume communication services.

65 Value Added Tax (VAT)

International based tax on the final consumption of certain goods and

services.

Goods and Services Tax

(GST)

National Canadian VAT on the consumption of goods and services.

Harmonized Sales Tax

(HST)

Provincial sales tax applied in specific Canadian provinces. Rate is a

combination of the provincial sales tax and the national GST.

Provincial Sales Tax (PST)

Sales tax applied in various Canadian provinces.

Quebec Sales Tax (QST)

Specific sales tax applied only in the province of Quebec, Canada.

Crime Control District

Tax

A specific district tax that supports a crime control program. This

district can overlap county and local jurisdictions.

95 Library District Tax

A specific district tax that supports a library program. This district can

overlap county and local jurisdictions.

96 Hospital District Tax

A specific district tax that supports hospital program. This district can

overlap county and local jurisdictions.

Health Services District

Tax

A specific district tax that supports a health services program. This

district can overlap county and local jurisdictions.

Emergency Services

District Tax

A specific district tax that supports an emergency services program.

This district can overlap county and local jurisdictions.

99 Improvement District Tax

A specific district tax that supports a public improvement program.

This district can overlap county and local jurisdictions.

100 Development District Tax

A specific district tax that supports a development program. This

district can overlap county and local jurisdictions.

102 Ambulance District Tax

A specific district tax that supports an ambulance program. This

district can overlap county and local jurisdictions.

103 Fire District Tax

A specific district tax that supports a fire district. This district can

overlap county and local jurisdictions.

104 Police District Tax

A specific district tax that supports a police district. This district can

overlap county and local jurisdictions.

105 Football District Tax

A specific district tax that supports a football program. This district can

overlap county and local jurisdictions.

106 Baseball District Tax

A specific district tax that supports a baseball program. This district

can overlap county and local jurisdictions.

119 Educational Sales Tax

Sales tax designated specifically for education and reported apart from

the general sales tax.

120 Educational Use Tax

Use tax designated specifically for education and reported apart from

the general use tax.

124

Convention Center Tax

Sales Tax designated for convention or conference centers.

126 School Board Tax A

Tax to fund School Board. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

AFC Sales and Use User Manual | 79 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

127 School Board Tax B

Tax to fund School Board. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

128 School Board Tax C

Tax to fund School Board. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

129 School Board Tax D Tax to fund School Board. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

130 School Board Tax E

Tax to fund School Board. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

131 School Board Tax F

Tax to fund School Board. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

132

School District Tax

Tax to fund a School District. This is typically a Sales Tax.

133 Police Jury Tax B

Tax to fund Police jurisdictions. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

134 Police Jury Tax C

Tax to fund Police jurisdictions. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

135 Police Jury Tax E

Tax to fund Police jurisdictions. This is typically a Sales Tax. The letter

designation is used in compliance reporting.

139 Advanced Transit Tax

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.

145

Tribal Sales Tax

Sales tax imposed by an Indian Tribe.

146 Sales Tax (Data

Processing)

This is a tax imposed on the sale of data processing services.

160 Statutory Gross Receipts

(Business)

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.

172

Statutory Gross Receipts

(Video)

Tax based upon the gross receipts of video services such as cable or

satellite.

176 Sales Tax - Senior Citizen

Similar to tax type 1 (Sales Tax) but only applies to Senior Citizens who

meet certain age requirements.

184 Sales Tax-Manufacturing

Refers to a sales tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

185 Use Tax-Manufacturing

Refers to a use tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

186

Sales Tax-Motor Vehicles

Refers to a sales tax rate charged on the sale of motor vehicles.

187

Use Tax-Motor Vehicles

Refers to a use tax rate charged on the sale of motor vehicles.

188 Rental Tax

Tax exclusively on the rental of any item not specifically taxed by

another rental tax.

189

Rental Tax-Linen

Tax covering the rental of linen based supplies.

190 Sales Tax-Vending

Sales tax that applies to the retail sale of items sold through vending

machines.

191

Rental Tax-Motor

Vehicles

Tax covering the rental of motor vehicles.

192

Sales Tax-Wholesale

Sales Tax applying to wholesale transactions.

193

Sales Tax-Food and

Drugs

Refers to a rate charged on the sale of food, drugs or beverages.

194

Sales Tax-Food

Refers to a rate charged on the sale of food or beverages.

195

Fur Tax

Tax charged on the sale of furs.

AFC Sales and Use User Manual | 80 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

197 Lead Acid Battery Fee

Fee charged to cover the cost involved in the disposing of lead based

batteries.

198

Sales Tax-Motor Fuel

Refers to a sales tax rate charged on the sale of motor fuel.

199

Lead Acid Battery Fee-

Larger Battery

Fee charged for batteries over a certain pre-described voltage to cover

the cost involved in disposing lead based batteries.

200

Sales Tax-Parking

Tax on the fee charged for the parking of motor vehicles.

202

Dry Cleaning Fee

Fee charged on the sale of dry cleaning services.

203 White Goods Tax

A fee applied to the sale of certain appliance and appliance type items

to cover the disposal of such items.

204

Sales Tax-Medical

Equipment

Sales Tax that applies exclusively to the sale of medical equipment.

205

Electronic Waste

Recycling Fee-Small

A fee charged for smaller monitors to cover the disposal of such items.

206

Electronic Waste

Recycling Fee-Medium

A fee charged for certain sized monitors fitting between certain

dimensions to cover the disposal of such items.

207

Electronic Waste

Recycling Fee-Large

A fee charged for larger monitors to cover the disposal of such items.

208 Alcoholic Beverage Tax

Alcoholic Beverages taxed under a different tax in lieu or in addition to

sales tax.

209

Sales Tax-Alcohol

Refers to a sales tax rate charged on the sale of alcohol.

210 Liquor Drink Tax

Applies where there is a distinct rate on the sale of mixed drinks ready

for on-site consumption.

243

Solid Waste Collection

Tax

Tax on the service of removing solid waste.

273 Sales Tax – Other

Refers to a separate sales tax rate charged on transactions that do not

fall into another existing category

279

Education Cess

A tax levied to collect funds for education.

280

Secondary and Higher

Education Cess

A tax levied to collect funds for secondary and higher education.

281 Utility Users Tax (Video)

Similar to Tax Type 16 (Utility Users Tax) but applies only on Video

services.

294

Oklahoma Sales Tax

Similar to Tax Type 1 (Sales Tax) but applies only in Oklahoma.

296 Premier Resort Area Tax

Similar to Sales Tax (Tax Type 1) , but applied only in Premier Resort

Areas.

313

NY Sales Tax

Similar to Tax Type 1 (Sales Tax) but applied only in New York.

314

NY Local Transit Tax

Similar to Tax Type 33 (Transit Tax) but applied only in New York.

315

NY Local District Tax

Similar to Tax Type 4 (District Tax) but applied only in New York.

318

Food and Beverage Tax

A rate charged on the sale of food or beverages.

321 Vendor Use Tax

An ad valorem 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.

322 District Vendor Use Tax

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.

323

Special Vendor Use Tax

Used to specify a tax that does not fit into a typical category.

324 Transit Vendor Use Tax

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.

AFC Sales and Use User Manual | 81 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

325

Crime Control District

Vendor Use Tax

A specific district tax that supports a crime control program. This

district can overlap county and local jurisdictions.

326

Library District Vendor

Use Tax

A specific district tax that supports a library program. This district can

overlap county and local jurisdictions.

327 Hospital District Vendor

Use Tax

A specific district tax that supports hospital program. This district can

overlap county and local jurisdictions.

328

Health Services District

Vendor Use Tax

A specific district tax that supports a health services program. This

district can overlap county and local jurisdictions.

329

Emergency Services

District Vendor Use Tax

A specific district tax that supports an emergency services program.

This district can overlap county and local jurisdictions.

330

Improvement District

Vendor Use Tax

A specific district tax that supports a public improvement program.

This district can overlap county and local jurisdictions.

331

Development District

Vendor Use Tax

A specific district tax that supports a development program. This

district can overlap county and local jurisdictions.

332

Ambulance District

Vendor Use Tax

A specific district tax that supports an ambulance program. This

district can overlap county and local jurisdictions.

333

Fire District Vendor Use

Tax

A specific district tax that supports a fire district. This district can

overlap county and local jurisdictions.

334

Football District Vendor

Use Tax

A specific district tax that supports a football program. This district can

overlap county and local jurisdictions.

335

Baseball District Vendor

Use Tax

A specific district tax that supports a baseball program. This district

can overlap county and local jurisdictions.

336

Educational Vendor Use

Tax

Use tax designated specifically for education and reported apart from

the general use tax.

337

School District Vendor

Use Tax

Tax to fund a School District.

338 Advanced Transit Vendor

Use Tax

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.

339

Tribal Vendor Use Tax

Use tax imposed by an Indian Tribe.

340

Vendor Use Tax-Senior

Citizen

Similar to tax type 321 (Vendor Use Tax) but only applies to Senior

Citizens who meet certain age requirements.

341

Vendor Use Tax-

Manufacturing

Refers to a use tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

342

Vendor Use Tax- Motor

Vehicles

Refers to a use tax rate charged on the sale of motor vehicles.

343 Vendor Use Tax-Vending

Use Tax that applies to the retail sale of items sold through vending

machines.

344

Vendor Use Tax- Food

and Drugs

Refers to a rate charged on the sale of food, drugs or beverages.

345

Vendor Use Tax-

Food

Refers to a rate charged on the sale of food or beverages.

346

Vendor Use Tax-Motor

Fuel

Refers to a tax rate charged on the sale of motor fuel.

347

Vendor Use Tax-Parking

Tax on the fee charged for the parking of motor vehicles.

348

Vendor Use Tax-Medical

Equipment

Tax that applies exclusively to the sale of medical equipment.

349

Alcoholic Beverage

Vendor Use Tax

Alcoholic Beverages taxed under a different tax in lieu of or in addition

to sales tax.

AFC Sales and Use User Manual | 82 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

350

Vendor Use Tax-Alcohol

Refers to a sales tax rate charged on the sale of alcohol.

351

Liquor Drink Vendor Use

Tax

Applies where there is a distinct rate on the sale of mixed drinks ready

for on-site consumption.

352

Vendor Use Tax-Video

A tax charged on the provision of video services.

353

Premier Resort Area

Vendor Use Tax

Similar to Use Tax (Tax Type 49), but applied only in Premier Resort

Areas.

354

NY Transit Vendor Use

Tax

Similar to Tax Type 33 (Transit Tax), but applied only in New York.

355

NY District Vendor Use

Tax

Similar to Tax Type 4 (District Tax), but applied only in New York.

356

Vendor Use Tax-Food

and Beverage

A rate charged on the sale of food or beverages.

357 Consumer Use Tax

An ad valorem 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.

358 District Consumer Use

Tax

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.

359

Special Consumer Use

Tax

Used to specify a tax that does not fit into a typical category.

360 Transit Consumer Use

Tax

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.

361

Crime Control District

Consumer Use Tax

A specific district tax that supports a crime control program. This

district can overlap county and local jurisdictions.

362

Library District Consumer

Use Tax

A specific district tax that supports a library program. This district can

overlap county and local jurisdictions.

363

Hospital District

Consumer Use Tax

A specific district tax that supports hospital program. This district can

overlap county and local jurisdictions.

364

Health Services District

Consumer Use Tax

A specific district tax that supports a health services program. This

district can overlap county and local jurisdictions.

365

Emergency Services

District Consumer Use

Tax

A specific district tax that supports an emergency services program.

This district can overlap county and local jurisdictions.

366

Improvement District

Consumer Use Tax

A specific district tax that supports a public improvement program.

This district can overlap county and local jurisdictions.

367

Development District

Consumer Use Tax

A specific district tax that supports a development program. This

district can overlap county and local jurisdictions.

368

Ambulance District

Consumer Use Tax

A specific district tax that supports an ambulance program. This

district can overlap county and local jurisdictions.

369

Fire District Consumer

Use Tax

A specific district tax that supports a fire district. This district can

overlap county and local jurisdictions.

370

Football District

Consumer Use Tax

A specific district tax that supports a football program. This district can

overlap county and local jurisdictions.

371

Baseball District

Consumer Use Tax

A specific district tax that supports a baseball program. This district

can overlap county and local jurisdictions.

372

Educational Consumer

Use Tax

Use tax designated specifically for education and reported apart from

the general use tax.

AFC Sales and Use User Manual | 83 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

373

School District Consumer

Use Tax

Tax to fund a School District.

374 Advanced Transit

Consumer Use Tax

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.

375

Tribal Consumer Use Tax

Use tax imposed by an Indian Tribe.

376

Consumer Use Tax-

Senior Citizen

Similar to tax type 321 (Vendor Use Tax) but only applies to Senior

Citizens who meet certain age requirements.

377

Consumer Use Tax-

Manufacturing

Refers to a use tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

378

Consumer Use Tax-

Motor Vehicles

Refers to a use tax rate charged on the sale of motor vehicles.

379

Consumer Use Tax-

Vending

Use Tax that applies to the retail sale of items sold through vending

machines.

380

Consumer Use Tax-Food

and Drugs

Refers to a rate charged on the sale of food, drugs or beverages.

381

Consumer Use Tax-Food

Refers to a rate charged on the sale of food or beverages.

382

Consumer Use Tax-

Motor Fuel

Refers to a tax rate charged on the sale of motor fuel.

383

Consumer Use Tax-

Parking

Tax on the fee charged for the parking of motor vehicles.

384 Consumer Use Tax-

Medical Equipment

Tax that applies exclusively to the sale of medical equipment.

385 Alcoholic Beverage

Consumer Use Tax

Alcoholic Beverages taxed under a different tax in lieu of or in addition

to sales tax.

386

Consumer Use Tax-

Alcohol

Refers to a sales tax rate charged on the sale of alcohol.

387

Liquor Drink Consumer

Use Tax

Applies where there is a distinct rate on the sale of mixed drinks ready

for on-site consumption.

388

Consumer Use Tax-Video

A tax charged on the provision of video services.

389

Premier Resort Area

Consumer Use Tax

Similar to Use Tax (Tax Type 49), but applied only in Premier Resort

Areas.

390

NY Local Transit

Consumer Use Tax

Similar to Tax Type 33 (Transit Tax), but applied only in New York.

391

NY Local District

Consumer Use Tax

Similar to Tax Type 4 (District Tax), but applied only in New York.

392

Consumer Use Tax- Food

and Beverage

A rate charged on the sale of food or beverages.

395 Business & Occupation

Tax-Rent and Royalty

Similar to Business & Occupation Tax (Tax Type 2) but only applied on

Rents and Royalties.

396 Business & Occupation

Tax-Other Services

Similar to Business & Occupation Tax (Tax Type 2) but only applied to

Services.

398

Rural Transportation

Authority District Tax

A specific district tax that supports a Rural Transportation Authority.

399 MHA District Tax

A specific district tax that supports a Multi-jurisdictional Housing

Authority.

AFC Sales and Use User Manual | 84 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

400

Public Safety

Improvements District

Tax

A specific district tax that supports public safety improvements.

401

Mass Transit District Tax

A specific district tax that supports Mass Transit.

402

Metropolitan District Tax

A specific district tax that supports a Metropolitan district.

403

RTA Consumer Use Tax

A specific district tax that supports a Rural Transportation Authority.

404

RTA Vendor Use Tax

A specific district tax that supports a Rural Transportation Authority.

405 MHA Consumer Use Tax

A specific district tax that supports a Multi-jurisdictional Housing

Authority.

406 MHA Vendor Use Tax

A specific district tax that supports a Multi-jurisdictional Housing

Authority.

407

Mass Transit District

Consumer Use Tax

A specific district tax that supports Mass Transit.

408

Mass Transit District

Vendor Use Tax

A specific district tax that supports Mass Transit.

412 Education Sales-Vending

An educational sales tax rate that applies to the retail sale of items sold

through vending machines.

413

Education Sales-Motor

Vehicles

An educational sales tax rate charged on the sale of motor vehicles.

414

Education Use-Motor

Vehicles

An educational use tax rate charged on the sale of motor vehicles.

415

Education Consumer

Use-Motor Vehicles

An educational use tax rate charged on the sale of motor vehicles.

416

Education Vendor Use-

Motor Vehicles

An educational use tax rate charged on the sale of motor vehicles.

417

Education Sales-

Manufacturing

An educational sales tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

418

Education Use-

Manufacturing

An educational use tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

419

Education Consumer Use

- Manufacturing

An educational use tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

420

Education Vendor Use –

Manufacturing

An educational use tax rate charged on the sale of manufacturing

machinery and other manufacturing related items.

421 Rental Use Tax - Motor

Vehicles

Refers to a use tax rate charged on the rental of motor vehicles.

422

Consumer Use Rental

Tax - Motor Vehicles

Refers to a use tax rate charged on the rental of motor vehicles.

423

Vendor Use Rental Tax -

Motor Vehicles

Refers to a use tax rate charged on the rental of motor vehicles.

431

Commerce Tax

Tax on Gross Revenue for the privilege of engaging in business.

441

PIS

A social contribution tax targeted to finance unemployment insurance

and allowance for low paid workers.

442

COFINS

A contribution levied to finance social security, health and social care.

443

ICMS

State tax for goods and services.

449

Rental Tax (Lower Rate)

Similar to Rental Tax (Tax Type 188) but only applied to certain items at

a reduced rate.

469

Use Tax (Rental)

Similar to Tax Type 49 (Use Tax) but only applied to rental services.

AFC Sales and Use User Manual | 85 of 329

Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

470

Use Tax (Other)

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.

471

Consumer Use Tax

(Other)

Similar to Tax Type 357 (Consumer 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 consumer use tax rate

applies in a specific jurisdiction or on a temporary basis.

472

Vendor Use Tax (Other)

Similar to Tax Type 321 (Vendor 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 vendor use tax rate applies

in a specific jurisdiction or on a temporary basis.

492

Statutory Gross Receipts

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

Similar to Tax Type 1 (Sales Tax), but does not include Federal USF and Federal

FCC Regulatory Fees in the assessment base.

495 District Tax NF Similar to Tax Type 4 (District Tax), but does not include Federal USF and

Federal FCC Regulatory Fees in the assessment base.

496

Hospital District Tax NF

Similar to Tax Type 96 (Hospital District Tax), but does not include Federal USF

and Federal FCC Regulatory Fees in the assessment base.

497

Improvement District Tax

Similar to Tax Type 99 (Improvement District Tax), but does not include Federal

USF and Federal FCC Regulatory Fees in the assessment base.

498

Mass Transit District Tax

Similar to Tax Type 401 (Mass Transit District Tax), but does not include

Federal USF and Federal FCC Regulatory Fees in the assessment base.

499

Metropolitan District Tax

Similar to Tax Type 402 (Metropolitan District Tax), but does not include

Federal USF and Federal FCC Regulatory Fees in the assessment base.

500

MHA District Tax NF

Similar to Tax Type 399 (MHA District Tax), but does not include Federal USF

and Federal FCC Regulatory Fees in the assessment base.

501

Public Safety

Improvement District Tax

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.

502

Rural Transportation

Authority District Tax NF

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.

503

Transit Tax NF

Similar to Tax Type 33 (Transit Tax), but does not include Federal USF and

Federal FCC Regulatory Fees in the assessment base.

504

District Consumer Use

Tax NF

Similar to Tax Type 358 (District Consumer Use Tax), but does not include

Federal USF and Federal FCC Regulatory Fees in the assessment base.

505

Hospital District

Consumer Use Tax NF

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.

506 Improvement District

Consumer Use Tax NF

Similar to Tax Type 366 (Improvement District Consumer Use Tax), but does

not include Federal USF and Federal FCC Regulatory Fees in the assessment

base.

507

Mass Transit District

Consumer Use Tax NF

Similar to Tax Type 407 (Mass Transit District Consumer Use Tax), but does not

include Federal USF and Federal FCC Regulatory Fees in the assessment base.

508

MHA Consumer Use Tax

Similar to Tax Type 405 (MHA Consumer Use Tax), but does not include Federal

USF and Federal FCC Regulatory Fees in the assessment base.

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Table 4-19 Tax Types Supported by AFC

TAX TYPE ID

NAME

DESCRIPTION

509

RTA Consumer Use Tax

Similar to Tax Type 403 (RTA Consumer Use Tax), but does not include Federal

USF and Federal FCC Regulatory Fees in the assessment base.

510

Transit Consumer Use

Tax NF

Similar to Tax Type 360 (Transit Consumer Use Tax), but does not include

Federal USF and Federal FCC Regulatory Fees in the assessment base.

511 District Vendor Use Tax

Similar to Tax Type 322 (District Vendor Use Tax), but does not include Federal

USF and Federal FCC Regulatory Fees in the assessment base.

512

Hospital District Vendor

Use Tax NF

Similar to Tax Type 327 (Hospital District Vendor Use Tax), but does not include

Federal USF and Federal FCC Regulatory Fees in the assessment base.

513

Improvement District

Vendor Use Tax NF

Similar to Tax Type 330 (Improvement District Vendor Use Tax), but does not

include Federal USF and Federal FCC Regulatory Fees in the assessment base.

514

Mass Transit District

Vendor Use Tax NF

Similar to Tax Type 408 (Mass Transit District Vendor Use Tax), but does not

include Federal USF and Federal FCC Regulatory Fees in the assessment base.

515

MHA Vendor Use Tax NF

Similar to Tax Type 406 (MHA Vendor Use Tax), but does not include Federal

USF and Federal FCC Regulatory Fees in the assessment base.

516

RTA Vendor Use Tax NF

Similar to Tax Type 404 (RTA Vendor Use Tax), but does not include Federal

USF and Federal FCC Regulatory Fees in the assessment base.

517

Transit Vendor Use Tax

Similar to Tax Type 321 (Transit Vendor Use Tax), but does not include Federal

USF and Federal FCC Regulatory Fees in the assessment base.

518

State USF (VoIP

Alternate) NF

Similar to Tax Type 282 (State USF (VoIP Alternate)) but does not

include Federal USF and Federal FCC Regulatory Fees in the

assessment base.

519

E-rate Broadband

Program (VoIP

Alternate)

Similar to Tax Type 478 (E-rate Broadband Program) but gives

the user the ability to report VoIP usage based on actual usage

rather than using the Safe Harbor percentage.

520

ConnectME Fund

(VoIP Alternate)

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

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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:

• 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.

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Country codes for US Territories are deprecated.

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Utilities

Refer to Figure 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 AFC 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

Log File Type

File

Format

Note

.csf

Customer Billable amounts

.csf

.ssf Tax Compliance amounts .ssf

This file is not generated when the [–cl]

command line option is used.

.nba Non-billable amounts for

compliance .ssf

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.

.nca Non-compliance amounts that

were billed .ssf

This file is generated only if there are

transactions in the AFC log that do not require

compliance with a jurisdiction.

.scl Billable amounts combined with

non-billable amounts .ssf

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

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.

Country State County Locality Tax type Tax level Tax rate Tax amount Gross sales Exempt Adj.

Taxable

Measure

Minutes

USA 6 0 0.0300 29,881.87 996,062.25 0 0 996,062.25 14,859,213

USA 7 0 0.0076 10,116.13 1,331,070.00 0 0 1,331,070.00 20,410,578

USA 18 00.0314 11,145.49 354,952.00 0 0 354,952.00 5,446,827

USA AL 16 10.0670 969.97 14,477.20 0 0 14,477.20 220,239

USA AZ 1 1 0.0500 0.81 16.12 0 0 16.12 245

USA AZ 10 10.0125 9.07 725.47 0 0 725.47 11,038

USA AZ 12 10.0110 7.98 725.47 0 0 725.47 11,038

USA AZ APACHE 1 1 0.0500 0.81 16.12 0 0 16.12 245

USA AZ APACHE 1 2 0.0270 0.44 16.12 0 0 16.12 245

USA AZ APACHE SPRINGERVILLE 1 1 0.0500 0.71 14.11 0 0 14.11 215

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NOTE

Batch utility clients can only use the filelocs.txt file as they will not be

using the function programming method.

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.

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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

Short Description

asciilog.exe File Management Dumps the contents of the logfilename.log to an ASCII version of

the log file

batch_sau.exe File Management

File Management Combines the log file with the log.sum (if

present) then sorts and combines the data.

commerge.exe File Management

Combines the log file with the log.sum (if present) then sorts and

combines the data.

comrp.exe Reporting

Data formatted to produce a customer information file called

ComRPT.ssf.

comptnum.exe Reporting

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.

csf20.exe Processing

Reads the log file specified in filelocs.txt. Uses a CDF filename

from the command line to name the output files.

customsort.exe Reporting

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.

ezcomprep.exe Reporting

Produces a comma-delimited file for compliance filing. Sorting

and combining is performed at the jurisdictional level.

ezlog_ns.exe Reporting Produces a comma-delimited file for compliance filing.

ezlogcust.exe Reporting

Produces a comma-delimited file for customer billing. Sorting

and reporting is done at the customer level.

ezlogcustios.exe Reporting

Produces a comma-delimited file for customer billing. Sorting

and reporting is done at the customer level.

ezlogcustpts.exe Reporting

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.

ezlogcustptslnl.exe Reporting

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.

EZTax_20.exe Processing

Refer to batchfile processing for details on the Batch processing

method.

EZTaxappend.exe File Management Combines two log files.

EZTaxappendf.exe File Management Combines multiple log files.

log no tax

transactions

This is an option in the EZTax.cfg file, placed here as it may effect

the output.

srtcdf20.exe Reporting

Produces a fixed length text file logfilename.ssf for tax

compliance filing and a fixed length text file filename.csf for

customer billing.

srtcdf20p.exe Reporting

Produces a fixed length text file EZTaxlogfilename.ssf for tax

compliance filing and a fixed length text file logfilename.csf for

customer billing.

srtcomcust20.exe Reporting

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

Short Description

srtcomma20.exe Reporting

Produces a comma delimited text file logfilename.ssf for tax

compliance filing and a fixed length text file logfilename.csf for

customer billing.

srtcomma20l.exe Reporting

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.

srtcomma20ld.exe Reporting

Produces a comma delimited text file logfilename.ssf for tax

compliance filing and a fixed length text file logfilename.csf for

customer billing.

srtrev20l.exe Reporting

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.

strg.exe Reporting

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.

upsize_log.exe File Management

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).

batch_sau.exe

batch_sau is a Processing Utility used to pass Sales and Use transaction records through the AFC Engine

in Batch fashion. Refer to batch file processing for details on the Batch processing method.

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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 <pkzip executable>] outputfilename <extralogfilename> [-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 AFC 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

Type

Country

Alpha

State

Alpha

County

Alpha

Locality

Alpha

PCode

Numeric

Tax Type

Numeric

Tax Type Description

Alpha

Tax Level

Numeric

Tax Level Description

Alpha

Tax Rate

Numeric

Tax Amount

Numeric

Gross Sale

Numeric

Exempt

Numeric

Adjustments

Numeric

Taxable Measure

Numeric

Minutes

Numeric

Customer number

Alpha

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ARGUMENTS

-z <pkzip executable> - 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.

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

155916.0, User value here

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

Type

Length

Positions

PCode

Numeric

1-9

Tax Type

Numeric

10-15

Tax Level

Numeric

Tax Rate

Numeric

17-24

Tax Amount

Numeric

25-36

File Record Length

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 <pkzip executable>] 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 outputfilename.CSF. 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

Type

Length

Positions

Customer Number

A/N

1-20

Tax type

A/N

21-26

Authority level

A/N

Tax amount sign

Tax amount

11.5

29-39

File record length

ARGUMENTS

outputfilename

-z <pkzip executable> - 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 : Required. Custom sort configuration to be used.

-log logfile : EZTax log file to be processed (DEF: EZTax.log).

-data <path> : Data directory; overrides config file value.

-work <path> : Working directory; overrides config file value.

-ext <ext> : Result file extension without ‘.’; overrides reserved config file extension.

-summarize <sumfile> : Log file is summarized into sumfile. On large log files, this option can

substantially speed up the sorting process.

-out <fname> : 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 comma-

delimited 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

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

AFC Sales and Use User Manual | 105 of 329

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.

AFC Sales and Use User Manual | 106 of 329

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 comma-

delimited 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

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

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.

AFC Sales and Use User Manual | 107 of 329

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.

AFC Sales and Use User Manual | 108 of 329

ezlogcust.exe

COMMAND LINE

ezlogcust [-cl]

DESCRIPTION

The ezlogcust.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.

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

Type

Country

Alpha

State

Alpha

County

Alpha

Locality

Alpha

Tax Type

Numeric

Tax Level

Numeric

Tax Rate

Numeric

Calculation Type

Numeric

Tax Amount

Numeric

Gross Sale

Numeric

Exempt

Numeric

Adjustments

Numeric

Taxable Measure

Numeric

Minutes

Numeric

Lines

Numeric

Customer Number

Alpha Numeric

AFC Sales and Use User Manual | 109 of 329

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.

AFC Sales and Use User Manual | 110 of 329

ezlogcustios.exe

COMMAND LINE

ezlogcustios [-cl]

DESCRIPTION

The ezlogcustios.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.

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

Type

Invoice Number

Numeric

Optional

Numeric

Service Level Number

Numeric

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

AFC Sales and Use User Manual | 111 of 329

Figure 5-8 ezlogcustios File Format Key

Description

Type

Customer Number

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.

AFC Sales and Use User Manual | 112 of 329

ezlogcustpts.exe

COMMAND LINE

ezlogcustpts [-cl]

DESCRIPTION

The ezlogcustpts.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. 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

Type

PCode

Numeric

Optional

Numeric

Service Level Number

Numeric

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

AFC Sales and Use User Manual | 113 of 329

Figure 5-9 ezlogcustpts File Format Key

Description

Type

Customer Number

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.

AFC Sales and Use User Manual | 114 of 329

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 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

Type

PCode

Numeric

Optional

Numeric

Service Level Number

Numeric

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

AFC Sales and Use User Manual | 115 of 329

Figure 5-10 ezlogcustptslnl File Format Key

Description

Type

Taxable Measure

Numeric

Minutes

Numeric

Customer Number

Alpha Numeric

Lines

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.

AFC Sales and Use User Manual | 116 of 329

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.

AFC Sales and Use User Manual | 117 of 329

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.

AFC Sales and Use User Manual | 118 of 329

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

AFC Sales and Use User Manual | 119 of 329

Figure 5-11 Short EZTax.ntl Log File Format Key

Description

Type

Length

Positions

Company Identifier

Alpha

Numeric

20 1-20

Customer Number

Alpha

Numeric

20 21-40

Transaction Type

Numeric

41-44

Service Type

Numeric

45-48

P Code

Numeric

49-58

Charge

Numeric

15.5

59-73

Record Length

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

Type

Length

Positions

Company Identifier

Alpha

Numeric

20 1-20

Customer Number

Alpha

Numeric

20 21-40

Optional Alpha

Alpha

41-60

Transaction Type

Numeric

61-64

Service Type

Numeric

65-68

P Code

Numeric

69-78

Charge

Numeric

15.5

79-93

Record Length

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, 1395.00000

6215687423a, OP97602744, 0001, 0027, 2102300, 630.00000

6215687423a, 104602742, 0004, 0008, 2102300, 950.00000

6215687423a, 555602718, 0001, 0027, 2102300, 100.00000

6215687423a, 16055602716, 0001, 0027, 2102300, 100.00000

6215687423a, 22602711, 0001, 0027, 2102300, 100.00000

6215687423a, 19602709, 0003, 0006, 2102300, 266.44000

6215687423a, 33602707, 0001, 0027, 2102300, 300.00000

6215687423a, 55602705, 0001, 0027, 2102300, 500.00000

6215687423a, LD55602703, 0001, 0027, 2102300, 100.00000

6215687423a, 56602701, 0003, 0006, 2102300, 266.44000

AFC Sales and Use User Manual | 120 of 329

6215687423a, 57602699, 0001, 0027, 2102300, 300.00000

6215687423a, 58602697, 0001, 0027, 2102300, 500.00000

6215687423a, 58587819, 0001, 0027, 2350600, 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, 1395.00000

6215687423a, OP97602744, Optional Text, 0001, 0027, 2102300, 630.00000

6215687423a, 104602742, Optional Text, 0004, 0008, 2102300, 950.00000

6215687423a, 555602718, Optional Text, 0001, 0027, 2102300, 100.00000

6215687423a, 16055602716, Optional Text, 0001, 0027, 2102300, 100.00000

6215687423a, 22602711, Optional Text, 0001, 0027, 2102300, 100.00000

6215687423a, 19602709, Optional Text, 0003, 0006, 2102300, 266.44000

6215687423a, 33602707, Optional Text, 0001, 0027, 2102300, 300.00000

6215687423a, 55602705, Optional Text, 0001, 0027, 2102300, 500.00000

6215687423a, LD55602703, Optional Text, 0001, 0027, 2102300, 100.00000

6215687423a, 56602701, Optional Text, 0003, 0006, 2102300, 266.44000

6215687423a, 57602699, Optional Text, 0001, 0027, 2102300, 300.00000

6215687423a, 58602697, Optional Text, 0001, 0027, 2102300, 500.00000

6215687423a, 58587819, Optional Text, 0001, 0027, 2350600, 500.00000

AFC Sales and Use User Manual | 121 of 329

srtcdf20.exe

COMMAND LINE

srtcdf20 [-z <pkzip executable>] 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

Type

Length

Positions

PCode

Numeric

1-9

Tax Type

Numeric

10-15

Tax Level

Numeric

Tax Rate

Numeric

8.5

17-24

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

26-36

File Record Length

Figure 5-14 srtcdf20 CSF File Format Key

Description

Type

Length

Positions

Customer Number

Numeric

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount

Numeric

28-39

File Record Length

AFC Sales and Use User Manual | 122 of 329

ARGUMENTS:

-z <pkzip executable> - 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.

AFC Sales and Use User Manual | 123 of 329

srtcdf20p.exe

COMMAND LINE

srtcdf20p [-z <pkzippath>] 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

Type

Length

Positions

PCode

Numeric

1-9

Tax Type

Numeric

10-15

Tax Level

Numeric

Tax Rate

Numeric

8.5

17-24

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

26-36

File Record Length

Figure 5-16 srtcdf20p CSF File Format Key

Description

Type

Length

Positions

Customer Number

Numeric

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount

Numeric

28-39

PCode

Numeric

40-48

AFC Sales and Use User Manual | 124 of 329

Figure 5-16 srtcdf20p CSF File Format Key

Description

Type

Length

Positions

File Record Length

ARGUMENTS:

-z <pkzip executable> - 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.

AFC Sales and Use User Manual | 125 of 329

srtcomcust20.exe

COMMAND LINE

srtcomcust20 [-z <pkzip executable>] 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 comma-

delimited .ssf file is sorted 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 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

Type

Country

Alpha

State

Alpha

County

Alpha

Locality

Alpha

PCode

Numeric

Tax Type

Numeric

Tax Level

Numeric

Tax Rate

Numeric

Calculation Type

Alpha

Tax Amount

Numeric

Gross Sale

Numeric

Exempt

Numeric

Adjustments

Numeric

Taxable Measure

Numeric

AFC Sales and Use User Manual | 126 of 329

Figure 5-17 srtcomcust20 SSF File Format Key

Description

Type

Minutes

Numeric

Lines

Numeric

Customer Number

Alpha Numeric

Figure 5-18 srtcomcust20 CSF File Format Key

Description

Type

Length

Positions

Customer Number

Numeric

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount

Numeric

28-39

File Record Length

ARGUMENTS:

-z <pkzip executable> - 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

AFC Sales and Use User Manual | 127 of 329

COMMAND LINE

Srtcomma20 [-z <pkzip executable>] 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 comma-

delimited .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

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

AFC Sales and Use User Manual | 128 of 329

Figure 5-19 srtcomma20 SSF File Format Key

Description

Type

Minutes

Numeric

Figure 5-20 srtcomma20 CSF File Format Key

Description

Type

Length

Positions

Customer Number

Alpha

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

29-39

File Record Length

ARGUMENTS:

-z <pkzip executable> - 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.

AFC Sales and Use User Manual | 129 of 329

srtcomma20l.exe

COMMAND LINE

srtcomma20l [-z <pkzip executable>] outputfilename <nN> <-p> <-s> <pcsf> <extralogfilename> [-

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 comma-

delimited .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

Type

Country

Alpha

State

Alpha

County

Alpha

Locality

Alpha

AFC Sales and Use User Manual | 130 of 329

Figure 5-21 srtcomma20l SSF File Format Key

without –p option

Description

Type

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

Figure 5-22 srtcomma20l SSF File Format Key

with –p option

Description

Type

PCode

Numeric

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

Figure 5-23 srtcomma20l CSF File Format Key

Description

Type

Length

Positions

Customer Number

Alpha

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

29-39

File Record Length

ARGUMENTS

-z <pkzip executable> - 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.

AFC Sales and Use User Manual | 131 of 329

* 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 <pkzip executable>] outputfilename <nN> <-p> <-s> <pcsf> <extralogfilename>

[-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 comma-

delimited .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

AFC Sales and Use User Manual | 133 of 329

Figure 5-24 srtcomma20ld SSF File Format Key

without –p option

Description

Type

Country

Alpha

State

Alpha

County

Alpha

Locality

Alpha

Tax Type

Numeric

Tax Level

Numeric

Discount Type

Numeric

Calculation Type

Numeric

Tax Rate

Numeric

Tax Amount

Numeric

Gross Sale

Numeric

Exempt

Numeric

Adjustments

Numeric

Taxable Measure

Numeric

Minutes

Numeric

Lines

Numeric

Figure 5-25 srtcomma20ld SSF File Format Key

with –p option

Description

Type

PCode

Numeric

Tax Type

Numeric

Tax Level

Numeric

Discount Type

Numeric

Calculation Type

Numeric

Tax Rate

Numeric

Tax Amount

Numeric

Gross Sale

Numeric

Exempt

Numeric

Adjustments

Numeric

Taxable Measure

Numeric

Minutes

Numeric

Lines

Numeric

Figure 5-26 srtcomma20l CSF File Format Key

Description

Type

Length

Positions

Customer Number

Alpha

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

29-39

Tax Category (optional)

Alpha

40-69

File Record Length

39 or 89

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ARGUMENTS

-z <pkzip executable> - 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 <pkzip executable>] outputfilename [nN] <-nocsf> <extralogfilename> [-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

Type

Country

Alpha

State

Alpha

County

Alpha

Locality

Alpha

PCode

Numeric

Tax Type

Numeric

Tax Type Description

Alpha

Tax Level

Numeric

Tax Level Description

Alpha

Tax Rate

Numeric

Tax Amount

Numeric

Gross Sale

Numeric

Exempt

Numeric

Adjustments

Numeric

Taxable Measure

Numeric

Minutes

Numeric

AFC Sales and Use User Manual | 136 of 329

Figure 5-28 srtcommadetail CSF File Format Key

Description

Type

Length

Positions

Customer Number

Alpha

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

29-39

File Record Length

ARGUMENTS

-z <pkzip executable> - 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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srtrev20l.exe

COMMAND LINE

srtrev20l [-z <pkzip executable>] outputfilename <nN> <-p> <-s> <pcsf> <extralogfilename> [-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 the tax inclusive calculation functionality in AFC.

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.

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, 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

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Figure 5-29 srtrev20l SSF File Format Key

without –p option

Description

Type

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

Type

PCode

Numeric

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 5-31 srtrev20l CSF File Format Key

Description

Type

Length

Positions

Customer Number

Alpha

1-20

Tax Type

Numeric

21-26

Tax Level

Numeric

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

29-39

Tax Category (optional)

Alpha

40-69

Base Sale Amount (optional)

Numeric

40-47 or 70-77

File Record Length

39, 47, 69, or 77

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ARGUMENTS

-z <pkzip executable> - 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 <extralogfilename> [-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 AFC Initialization Function.

log.sum – optional input from previous run

<n> - 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

Type

Length

Positions

PCode

Numeric

1-9

Tax Type

Numeric

10-15

Tax Level

Numeric

Tax Rate

Numeric

17-24

Tax Amount Sign

Alpha

Tax Amount

Numeric

11.5

26-36

File Record Length

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

Figure 6-2. Note that a file containing this specification is provided with the monthly update.

Figure 6-2 CDS Client Input Data Specification

Column

number

Data Description

Type

Len

Positions

Note

1 FOB flag N 1 0 0 if shipping point, 1if destination point

2 Ship from jurisdiction N 10 1-10

Originating PCode if flag=P

Originating FIPS code if flag=F

3 Ship from flag A 1 11

Set to P if using PCode, or F if using FIPS

code

4 Ship to jurisdiction N 10 12-21

Destination PCode if flag=P, Destination

FIPS code if flag=F

5 Ship to flag A 1 22

Set to P if using PCode, or F if using FIPS

code

6 Customer type N 1 23

‘B’ for Business, ‘R’ for Residential, ‘I’ for

Industrial, ‘S’ for Senior Citizen

Sale/Resale flag

‘S’ for sale, ‘R’ for resale

8 Transaction type N 6 25-30

See table of transaction types and service

types

9 Service type N 6 31-36

See table of transaction types and service

types

10 Attribute N 2 37-38 See table of attribute types

11 Invoice date N 8 39-46 Format "CCYYMMDD"

12 Refund flag A 1 47

‘+ for normal transaction,’-‘ for refund, ‘p’

for tax inclusive calculation, ‘m’ for tax

inclusive calculation refund

13 Charge N 11 48-58

Format "99999999999" zero filled, 5

decimal places, no decimal point

14 Count N 10 59-68 Number of items on invoice

15 Incorporated flag N 1 69

1 if customer is inside incorporated area,

0 if customer is outside incorporated area

16 Fed exempt A 1 70

‘X’ if call is exempt from federal taxes,

blank otherwise

17 State exempt A 1 71

‘X’ if call is exempt from state taxes, blank

otherwise

18 County exempt A 1 72

‘X’ if call is exempt from county taxes,

blank otherwise

19 Local exempt A 1 73

‘X’ if call is exempt from local taxes, blank

otherwise

Customer number (primary

output key)

A/N 20 74-93

Defines primary key for client summary

data

Freight property: paid to

seller

N 1 94 0 for false, 1 for true

Freight property: common

carrier

N 1 95 0 for false, 1 for true

Freight property: seller

required shipping

N 1 96 0 for false, 1 for true

24 Discount property: type N 2 97-98 See table of discount types

25 Finance property: type N 1 99 See table of finance types

26 Installation property: type N 2 100-101 See table of installation types

Shipping/handling property:

seller required shipping

N 1 102 0 for false, 1 for true

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Column

number

Data Description

Type

Len

Positions

Note

Software maintenance

property: seller required

N 1 103 0 for false, 1 for true

Software maintenance

property: type

N 1 104 See table of software maintenance types

Software maintenance

property: update type

N 1 105

See table of software maintenance

update types

Service contract property:

seller required

N 1 106 0 for false, 1 for true

Service contract property:

type

N 1 107 See table of service contract types

Service contract property:

sale type

N 1 108 See table of service contract sale types

Service contract property:

item type

N 1 109 See table of service contract item types

Maintenance agreement

property: seller required

N 1 110 0 for false, 1 for true

Maintenance agreement

property: type

N 1 111

See table of maintenance agreement

types

Maintenance agreement

property: sale type

N 1 112

See table of maintenance agreement sale

types

Maintenance agreement

property: item type

N 1 113

See table of maintenance agreement

item types

Factory warranty property:

seller required

N 1 114 0 for false, 1 for true

Factory warranty property:

agreement type

N 1 115

See table of factory warranty agreement

types

Extended warranty property:

seller required

N 1 116 0 for false, 1 for true

Extended warranty property:

agreement type

N 1 117

See table of extended warranty

agreement types

Extended warranty property:

sale type

N 1 118 See table of extended warranty sale types

J=Taxing Jurisdiction Info. C=Customer Info. CO=Company Info. T=Transaction Info.

T/S=Transaction/Service type M= Misc. R=Required, O=Optional

Each field within a record contains information specific to one of three categories; Taxing Jurisdiction

Identification, Customer and Transaction (see Table 6-1). These four categories are addressed in detail in

the following subsections.

Table 6-1 CDS Categories

Taxing Jurisdiction

Identification

Information

Customer Transaction Information

Customer

Information

Transaction Information

FOB

Customer Type

Sale/Resale flag

Ship-From

Incorporated Flag

Transaction Type

Ship-From Flag

Fed Exempt

Service Type

Ship-To

State Exempt

Attribute/Properties

Ship-To Flag

County Exempt

Invoice Date

Local Exempt

Refund Flag

Customer Number

(Primary Output Key)

Charge

Count

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Taxing Jurisdiction Identification Information

The Ship-From, Ship-From Flag, Ship-To, and Ship-To Flag fields of the record are discussed in this section.

The batch interface method is designed to allow for the transaction ship-from and ship-to points to be

entered as PCodes or FIPS Codes in the first fields of the transaction record. (Note that there are

advantages to using the PCode as described in Section Error! Reference source not found.).

1. 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.

2. FIPS codes are described in section FIPS Codes.

Ship-From

The shipping location of the transaction to be taxed. It can be filled with the PCode or FIPS Code.

Ship-From Flag

The Ship-From Flag specifies the configuration of the information in the Ship-From field. This field should

contain P if the Ship-From is in PCode format or F if the Ship-From is in FIPS format.

Ship-To

The destination location of the transaction to be taxed. It can be filled with the PCode or FIPS Code.

Ship-To Flag

The Ship-To Flag specifies the configuration of the information in the Ship-To field. This field should

contain P if the Ship-From is in PCode format or F if the Ship-From is in FIPS format.

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Customer Information

The transaction customer information is supplied using the following fields; Customer Type, Incorporated

Flag, Fed Exempt, State Exempt, County Exempt, Local Exempt, Federal Exemption JCode, State

Exemption JCode, County Exemption JCode, Locality Exemption JCode, and Customer Number.

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.

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.

Incorporated Flag

The Incorporated Flag 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.

AFC Sales and Use User Manual | 149 of 329

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

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.

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Samekey.csf

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Transaction Information

The transaction information is contained in fields found in the transaction record. The Sale/Resale Flag,

Transaction Type, Service Type, Attribute/Properties, Invoice Date, Refund Flag, Charge, and Count fields

of the record are discussed in this section.

Sale/Resale Flag

Transactions may be taxed differently if the sale is to a retail customer or to a wholesale customer, who

will sell the item again.

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 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.

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.

Attribute/Properties

Refer to Section 4.4 Sales and Use for details of these fields.

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.

AFC compares this date to the effective date of each tax that applies to the transaction.

• 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.

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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.

Refund Flag

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.

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. 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 + total tax).

Count

Number of items in the transaction.

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.

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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 *.CDS 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.

4. The next taxation run of the *.CDS file will produce a new EZTax.Log file when using some utilities

since it has been emptied by the previous sorting utility.

Monthly:

BillSoft 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.

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batch_sau Utility Specification

COMMAND LINE

batch_sau inputfilename.cds

DESCRIPTION

The batch_sau command is a processing utility designed to accept records submitted in batch

fashion. Records are supplied as an ASCII formatted file inputfilename.cds.

INPUT

Reads the inputfilename.cds 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

inputfilename.rpt – break down by totals (not for compliance filing).

FILE FORMAT KEY

Refer to Figure 6-2 CDS Input Data Specifications

ARGUMENTS

input filename is the cds file with input records

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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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,” “Zip”, and “Fips” 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

DESCRIPTION

C:\BillSoft\EZtax\Data\EZTax.dat;

INPUT: EZtax Data file

C:\BillSoft\EZTax\Data\EZTax.idx;

INPUT: EZtax IDX file

C:\BillSoft\EZTax\Data\EZTax.dll;

INPUT: EZtax DLL file

EZTax.log;

I/O: EZtax log file

C:\BillSoft\EZTax\Data\EZTax.npa;

INPUT: EZtax NPANXX cross reference file

EZTax.sta;

OUTPUT: EZtax status file

tmp77777.dat;

I/O: EZtax temporary file

C:\BillSoft\EZTax\Data\EZDesc.dat;

INPUT: EZtax location description file

C:\BillSoft\EZTax\Data\EZZIP.dat;

INPUT: EZtax ZIP Code file

C:\BillSoft\EZTax\cust_key;

I/O: EZtax customer key file

C:\BillSoft\EZTax\Data\EZTax.pcd;

C:\BillSoft\EZTax\Data\EZTax.jtp;

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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

04/14/09 07:40:08.240 <Info>: EZtax Version Number: 9.8.0.4, platform = Windows!

04/14/09 07:40:08.240 <Info>: work dir = <>

04/14/09 07:40:08.240 <Info>: Data = <d:/EZTax9/DbFiles/EZTax.dat>

04/14/09 07:40:08.240 <Info>: Idx = <d:/EZTax9/DbFiles/EZTax.idx>

04/14/09 07:40:08.240 <Info>: Dll = <d:/EZTax9/DbFiles/EZTax.dll>

04/14/09 07:40:08.240 <Info>: Log = <EZTax.log>

04/14/09 07:40:08.240 <Info>: Npa = <d:/EZTax9/DbFiles/EZTax.npa>

04/14/09 07:40:08.240 <Info>: Status = <EZTax.sta>

04/14/09 07:40:08.240 <Info>: Ovrd = <tmpfile.dat>

04/14/09 07:40:08.240 <Info>: Desc = <d:/EZTax9/DbFiles/EZDesc.dat>

04/14/09 07:40:08.240 <Info>: Zip = <d:/EZTax9/DbFiles/EZZIP.dat>

04/14/09 07:40:08.240 <Info>: Cust = <d:/EZTax9/DbFiles/cust_key>

04/14/09 07:40:08.240 <Info>: PCode = <d:/EZTax9/DbFiles/EZTax.pcd>

04/14/09 07:40:08.240 <Info>: JCode = <d:/EZTax9/DbFiles/EZTax.jtp>

04/14/09 07:40:08.240 <Info>: FIPS = <>

04/14/09 07:40:08.240 <Info>: PCDFIPS = <>

04/14/09 07:40:08.240 <Info>: Ovr = <>

04/14/09 07:40:08.240 <Info>: Bundle = <EZTax.bdl>

04/14/09 07:40:08.240 <Info>: Nexus = <>

04/14/09 07:40:08.240 <Info>: Exclusion = <>

04/14/09 07:40:08.318 <Info>: no supplemental files inserted

04/14/09 07:40:08.364 <Info>: PCODE file closed, 0 PCODE records not found

04/14/09 07:40:08.364 <Info>: JCODE file closed, 0 JCODE records not found

04/14/09 07:40:08.364 <Info>: Closing EZtax session 337ba0

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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 to Figure 7-1. 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 to Figure 7-2Figure 7-2. 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, Inc. provides a multi-threaded dynamic link library that is utilized to interface with AFC software.

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 Fips 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

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.

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

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 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. EZTaxSauStruct.h - Provides data structures required to interface with the Sales and Use

module of AFC. Refer to Appendix D for the detailed structure.

b. EZTaxStruct.h - Provides data structures required to interface with AFC. Refer to

Appendix A for the detailed structure.

c. EZTaxSauDefine.h - Provides data constants required to interface with AFC. Refer to

Appendix E for the detailed structure.

d. 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.

e. EZTaxSauProto.h - Contains function prototypes. Refer to Appendix F for the detailed

structure.

f. 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.

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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

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 <BillSoft/EZTaxDefine.h>

#include <BillSoft/EZTaxProto.h>

#include <BillSoft/EZTaxStruct.h>

main()

{

short int i;

short int tax_count;

int err_code;

double tax;

struct enhanced_taxes_tbl *EZTax_table;

struct sau_J_Code transaction;

EZTaxSession 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<tax_count; i++)

{

tax = EZTax_table[i].tax_amount;

// Perform billing system task or store tax data

}

EZTaxExitSessionEx(session);

}

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Multi-Threading

A user can process multiple sessions in separate threads (referred to as multi-threading) with AFC. This

technique increases the processing speed and efficiency of the client billing system because each thread

can start an independent AFC session and call the specified AFC functions.

For example, if there is a requirement to compute a customer’s taxes on calls and services, and also to

offer tax quotes, then one session can be setup with tax logging turned on to calculate the customer’s

bills while another session is established with tax logging turned off to offer tax quotes without the results

being logged.

Another example would be to allow the client’s billing system to process more than one customer base

on the same run, with each customer base using a separate session. In addition, the capability exits to

specify that each session will have a unique tax log in order to produce separate logs at session start up.

The latest in version 9

The latest version of AFC 9 features enhanced support for applications that use AFC in a multi-threaded

environment. Applications that want to take advantage of this new support should adhere to the

following guidelines:

1. AFC supports concurrent processing on separate threads by assigning each thread its own

EZTaxSession object. Usage of the same EZTaxSession by multiple threads is not supported and

will result in unpredictable and erroneous tax calculations.

2. Each separate EZTaxSession object should have a unique AFC log file if tax logging is enabled for

that session.

3. Each separate EZTaxSession object should have a unique status file.

4. When opening AFC, use the new “EZTaxInitExMt” method. Users who previously initialized AFC

using EZTaxInitEx will have one additional parameter to provide – a string that contains the

directory name to be used as the AFC Default directory. If this string is NULL, AFC will continue to

look in the Working Directory of the application for EZTax.cfg and filelocs.txt. Otherwise, AFC will

search the supplied directory name for EZTax.cfg and filelocs.txt.

5. When an AFC Session is no longer needed, be sure to call EZTaxExitSessionEx with the AFC

Session object obtained from EZTaxInitExMt. Sessions that are opened with EZTaxInitExMt will

not be closed when EZTaxExit is called, and failure to call EZTaxExitSessionEx will result in a

memory leak.

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6. Certain functions will not work if a session is created with EZTaxInitExMt. These include

EZTaxGetHandle, which translates an EZTaxSession object to an integer handle. Since the

corresponding handle is not created by AFC when using the new EZTaxInitExMt method,

functions that take an integer handle argument cannot be used against a multi-threaded session.

7. Other functions that take no handle or session object are also not supported, including:

a. EZTaxPtoFips (use EZTaxPtoFipsEx)

b. EZTaxJtoPCode (use EZTaxJtoPCodeEx).

When sessions have been initialized by EZTaxInitExMt, an attempt to use these functions will

return an error code and will not work.

8. A new function has been added to AFC so that sessions created by EZTaxInitExMt will have the

functionality of AFC without resorting to an integer session handle. EZTaxOldOvrJCode allows

users to use the old override structure with an EZTaxSession object.

Users that start all their sessions before any separate threads are started and before any tax calculations

are performed can continue to use EZTaxInitEx, or the new function EZTaxInitDirEx. EZTaxInitDirEx

provides the name for the Default AFC directory, exactly like EZTaxInitExMt. Neither of these functions is

thread-safe, but the subsequent processing against the EZTaxSession objects created by these functions is

thread-safe.

If one or both of these non-thread-safe functions are used to initialize all EZTaxSession objects, EZTaxExit

will continue to close any open EZTaxSession objects without the need for a specific call to

EZTaxExitSession for each EZTaxSession object.

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Multiple Sessions

When using the APIs, a session is started with a call to EZTaxInitExMT. Successive calls to EZTaxInitExMT

will initialize additional sessions, thereby accomplishing multi-threaded operation.

AFC writes compliance information to the EZTax.log file. The compliance logging function can be enabled

or disabled with each session and each session controls its own log file. The Log records are kept in the

memory to improve the efficiency and are written to the disk periodically. Several techniques can be

used to control when the log is written to disk, although many applications do not need any special

handling of the compliance log.

Overrides may be used with multiple sessions as each session will maintain its own overrides. The

override can be specified by JCode, PCode, and Zip Code. Since each session has its own override, the

user can remove the override from a session by using the call EZTaxRestoreEx.

Each Session must have a separate Log File

Each Session should have a separate temporary File - and this is required if that session applies

overrides to the tax table

Each session can have separate files for other options if desired

Session Management

Several functions call EZTaxGetHandle to create session handles into memory pointers. Utilizing the

session handle from the memory improves operating efficiently. The session handle references AFC

sessions. It is a long integer that is pulled from a stack of unused session handles setup during the

EZTaxInitEx call.

EZTaxInitEx returns a void pointer type to the session memory and is defined as EZTaxSession. Each time

a session is initialized through EZTaxInitEx the session pointer is placed on a dynamically allocated stack.

The File Path structure (see Appendix B EZTaxDefine.h) provides the ability to override any file path

specified in the filelocs.txt configuration file programmatically. A subset of the paths can be overridden

by specifying “NULL” for paths where the default is to be maintained. An address to this structure can be

specified when initializing a session with EZTaxInitEx.

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General Tips to Maintain Session Efficiency

When using sessions to make calls to the database, it is important to maintain the performance level

between the billing system and the AFC engine.

The following tips have been accumulated to assist users in maintaining session efficiency.

1. Some calculations, such as requests for quotes from the Sales department, might not be

appropriate to log to the compliance files. Open a separate session for quotes with no logging to

achieve this.

2. If calculations have special tax rates that require an override of the AFC database, open a

separate session (with a separate log file and temporary file) for the override calculations.

3. If the application terminates all sessions at the end of a billing cycle, the normal session

completion will save all of the compliance data to the disk.

4. The EZTaxFlushToLogEx API can be used if more control of the log file is needed. Some

specialized applications call EZTaxFlushToLogEx after every call to one of the tax calculations, to

ensure that the disk copy of the log is always completely up-to-date.

5. Using the EZTaxExitSessionEx to control the log will close the session and save the compliance

data to the log. If all sessions are complete then EZTaxExit will perform the same function for

each session open.

6. Higher efficiency levels are obtained if you have sufficient memory (approximately 10 MB per

session) to "CACHE_ALL." Using the memory CACHE improves the processing speed many times

over.

7. The maximum number of sessions is 500.

8. If multiple users want to perform tax calculations simultaneously (such as a Web application)

then use Session Pooling (Refer to 7.6.5).

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Session Pooling

Session pooling is a resource managing tool that allows for multiple sessions to be held in a “pool” where

each can be checked out, processed and returned one at a time.

It is modeled after the office "steno pool" where instead of assigning a stenographer to a department, a

department would request one from the pool. The stenographer would leave, take the dictation and

return to the pool waiting for the next call. The concept was that a company might have only 5

stenographers, but 20 departments that needed stenography service. If 20 stenographers were hired,

they would probably be sitting around with no work for 75% of the work day. The drawback is that

sometimes all 5 will be checked out of the pool, and a department will have to wait for a stenographer to

return.

Session pools work in exactly the same manner. A transaction comes in that needs to be processed, a

session is grabbed from the pool, the session processes the transaction, and the session is returned to the

pool. If a second transaction comes in before the first transaction has completed, it gets the second

session from the pool. The AFC Web service has multiple sessions in the session pool to handle about 20

customers of AFC SaaS Pro.

The application should be structured in the following manner:

1. Create the number of sessions required.

2. Store the session handles in a memory table with a “use flag.”

3. When a tax calculation is required, search the table to find a handle that is not in use.

4. Set the use flag to on indicating the session is “in use”.

5. Perform the tax calculation.

6. Set the use flag to off, indicating the session is “not in use”.

General Tips When Using Session Pooling

The following tips have been accumulated to assist users when using Session Pooling.

1. Periodically call EZTaxFlushToLogEx on each session to update the EZTax.log for each open

session.

2. If there are more than 10 concurrent users the pool of sessions can be permitted to grow

dynamically for greater flexibility.

3. The use of Invoice Mode and overrides is prohibited since the session obtained for the next

transaction is unknown. Invoice Mode could be used if the session was held for all of

the customer's transactions.

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Sample Coding

The following sample code listings have been accumulated to assist users in performing specific tasks.

Using EZTaxGetRates to Build an Override

The Get Rates function can be used to accomplish an override using the following steps.

1. Call EZTaxGetRates with the desired PCode for the jurisdiction

Call objEZTax.EZTaxGetRates(glHandle, OLATHE_PCODE, taxes)

2. Search the taxes Table returned in the Jurisdiction Data to find the desired Enhanced Override for your

tax type and level. This example searches for the state sales tax.

overrides = taxes.taxesTable

For i = 0 To taxes.taxesCount - 1

If (overrides(i).Type = SALES_TAX)

And (overrides(i).level = STATE_LEVEL) Then

Call printMessage("Found State Sales Tax")

Set stateSalesTax = overrides(i)

foundSalesTax = True

End If

Next I

3. Using the Enhanced Override object found, make the appropriate changes

If foundSalesTax Then

effectiveDates = stateSalesTax.dateTable

Set currentEffectiveDate = effectiveDates(0)

rates = currentEffectiveDate.rateTable

Set currentRate = rates(0)

currentRate.tax = 0.04

4. Apply the override to AFC

Call objEZTax.EZTaxOvrJCodeEx(glHandle, OLATHE_JCODE, stateSalesTax)

Call printMessage("Rate changed to 4%")

End If

AFC Sales and Use User Manual | 170 of 329

EZTaxSetNexus

EZTaxSetNexus allows applications the API functionality to set the nexus table that is to be used for Sales

and use functions. This API sets the session’s nexus table as requested by the user. If the user passes in a

NULL table, the session’s current nexus table is removed. The session nexus table is used when the

transaction nexus table is NULL.

The purpose of this API is to be able to set the nexus once for the entire session and not need to pass it in

on a transaction basis.

The following example code is supplied to aid in understanding how this function is to be used.

EZTaxStart();

taxTable = EZTaxInitEx(FALSE, NULL, &session);

if ( taxTable == NULL) {

cout << "Session initialization failed.\n";

EZTaxExit();

return 0;

}

nexus_count = 2;

nexus_r = (struct nexus_table *)calloc(nexus_count, sizeof(struct

nexus_table));

nexus_r[0].have_nexus = TRUE;

strcpy(nexus_r[0].state, "KS");

nexus_r[1].have_nexus = TRUE;

strcpy(nexus_r[1].state, "MO");

/* the following line sets up the session nexus table */

EZTaxSetNexus(session, nexus_r, nexus_count);

setupSales(sales);

sales.ship_from_P_Code = 1248900;

sales.ship_to_P_Code = 2149400;

sales.FOB = SAU_FOB_DESTINATION;

/* this sets up a default transaction */

sales.trans_data.attr = SAU_DEFAULT;

/* in the following line, since the nexus is not being passed in, it

will use the */

/* session nexus set above */

taxCount = EZTaxSAUPCode(session, &sales, NULL, 0, &error_code);

if ( error_code != 0 ) {

cout << "Problem in calculation of taxes\n";

}

else if (taxCount > 0)

{

ProcessResults(sales, taxTable, taxCount);

}

zipsales.trans_data = sales.trans_data;

zipsales.FOB = sales.FOB;

AFC Sales and Use User Manual | 171 of 329

/* this sets up a freight transaction */

sales.trans_data.attr = SAU_FREIGHT;

sales.trans_data.property.freight.CmnC = TRUE;

sales.trans_data.property.freight.Paid = TRUE;

sales.trans_data.property.freight.SReq = TRUE;

/* in this line, we are passing in a nexus, so it will NOT use */

/* the session nexus */

taxCount = EZTaxSAUPCode(session, &sales, nexus_r, nexus_count,

&error_code);

/* this line will remove the session nexus */

EZTaxSetNexus(session, NULL, 0 );

AFC Sales and Use User Manual | 172 of 329

Enhanced Override Structure Date Table and Rate Table Considerations

When using the EZTaxOvrJCodeEx, EZTaxOvrPCodeEx, EZTaxOvrNCodeEx or EZTaxOvrZCodeEx care must

be taken when loading the enhancedOverride structure.

When the user is adding date information to the dateTable, the overrideDate from

enhancedDateOverride that is being added MUST be in descending date order (future to past order).

For example:

/* Primary override structure for AFC release 9 */

struct enhancedOverride

{

short int scope; /* Scope of override */

short int type; /* tax type identifier */

short int level; /* tax level identifier */

short int dateCount; /* number of date records (normally 2) */

struct enhancedDateOverride *dateTable; /* address of array of date records */

};

When adding rate Table information to the enhancedDataOverride *rateTable, the actual rate

information in enhancedRateOverride structure must be in ascending order based on max_base.

For example:

/* entries in the dateTable for overrides if the tax type is telecom (non-sales tax) */

struct enhancedDateOverride

{

unsigned long int overrideDate; /* starting (effective) date for this set of tax rates */

short int rateCount; /* number of rate records for this date (normally 1) */

short int levelExempt; /* TRUE indicates tax can be exempted by an */

/* exemption for all taxes at the same level as */

/* this tax, FALSE indicates it canNOT be exempted. */

/* NOTE: Tax can still be exempted by specific tax */

/* exemption. */

struct enhancedRateOverride *rateTable; /* address of array of telecom rate records */

AFC Sales and Use User Manual | 173 of 329

API Listings

Table 7-3 APIs Listed Alphabetically

Sorted Alphabetically

EZTaxClearTSR

EZTaxCountryToPCode

EZTaxDBVersion

EZTaxDLLVersion

EZTaxExitSessionEx

EZTaxFlushToLogEx

EZTaxFreeRates

EZTaxFtoPCodeEx

EZTaxGetAddressEx

EZTaxGetCountryID

EZTaxGetCustomLog

EZTaxGetCustomLogCount

EZTaxGetLogName

EZTaxGetLogV914

EZTaxGetLogV914Count

EZTaxGetNoTaxTrans

EZTaxGetRates

EZTaxGetStateID

EZTaxGetTaxCatV98

EZTaxGetTaxDescription

EZTaxGetTSR

EZTaxGroupResults

EZTaxInitEx

EZTaxInitExMt

EZTaxInitV914

EZTaxInitV98

EZTaxJtoPCodeEx

EZTaxJTTypeEx

EZTaxMaxTaxCount

EZTaxNextAddressEx

EZTaxNextCustomerEx

EZTaxOvrJCodeEx

EZTaxOvrPCodeEx

EZTaxOvrZipEx

EZTaxPtoFipsEx

EZTaxPtoJCodeEx

EZTaxPTTypeEx

EZTaxRestoreEx

EZTaxSAUAdjFips

EZTaxSAUAdjJCode

EZTaxSAUAdjPCode

EZTaxSAUAdjTaxInclusiveJCode

EZTaxSAUAdjTaxInclusivePCode

EZTaxSAUAdjTaxInclusiveZip

EZTaxSAUAdjZip

AFC Sales and Use User Manual | 174 of 329

Table 7-3 APIs Listed Alphabetically

Sorted Alphabetically

EZTaxSAUDRAdjFips

EZTaxSAUDRAdjJCode

EZTaxSAUDRAdjPCode

EZTaxSAUDRAdjZip

EZTaxSAUFips

EZTaxSAUJCode

EZTaxSAUPCode

EZTaxSAUTaxInclusiveJCode

EZTaxSAUTaxInclusivePCode

EZTaxSAUTaxInclusiveZip

EZTaxSAUZip

EZTaxSessionDbVersion

EZTaxSetInvoiceModeEx

EZTaxSetInvoiceModeV98

EZTaxSetNexus

EZTaxSetStateExclusions

EZTaxSetStateNexus

EZTaxWriteToLogEx

EZTaxWriteToLogV914

EZTaxZtoJCodeEx

EZTaxZtoPCodeEx

EZTaxClearTSR

Description

EZTaxClearTSR allows API functionality to delete the data created by EZTaxGetTSR. This is used to

prevent memory leaks during operation.

Format

void EZTaxClearTSR(EZTaxSession session, struct rtr_data* rpt)

Return Value List

Void

Parameters

session : session handle returned for session when initialized with call to EZTaxInitEx

rpt : pointer to the T/S Report created by EZTaxGetTSR. This will be cleared from memory by

EZTaxClearTSR.

Remarks

None

AFC Sales and Use User Manual | 175 of 329

EZTaxCountryToPCode

Description

EZTaxCountryToPCode takes a 3 byte country ISO code and converts it to the correct PCode for

that country.

Format

unsigned long int EZTaxCountryToPCode(EZTaxSession session,

const char* iso_code,

int *err_code)

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

PCode : converted from the input fips code

0 : if conversion is unsuccessful

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*iso_code: 3 byte country ISO code to convert

*err_code : error status returned

Remarks

The value “UNS” will return the PCode for unsupported country. If the initial call fails due to the

county code not being supported, this can be a fallback value to use.

AFC Sales and Use User Manual | 176 of 329

EZTaxDBVersion

Description

Function EZTaxDbVersion reads the database version from EZTax.dll and returns it to the caller.

Format

short int EZTaxDbVersion(char *psz_EZTax_dat, char *psz_db_version);

Header(s) Required

EZTaxDefine.h,

EZTaxProto.h

Libraries

EZTax2.lib

Return Value List

TRUE if database version is returned in psz_db_version

FALSE if database version couldn't be obtained

Parameters

*psz_EZTax_dat : path to EZTax.dat file

*psz_db_version : address of character array that will receive the database version.

Remarks

The database version will be returned in the form ww.xx.yy.zz, where each piece of the database

version number can be 1 or 2 digits.

AFC Sales and Use User Manual | 177 of 329

EZTaxDLLVersion

Description

Function EZTaxDllVersion returns the version number of the AFC API.

Format

short int EZTaxDllVersion(char *psz_library_version);

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

Libraries

EZTax2.lib

Return Value List

TRUE : if the database version is returned in psz_library_version

FALSE : if database version couldn't be obtained

Parameters

psz_library_version : version string returned

Remarks

The version string is the same value that is displayed in the EZTax.sta status file.

AFC Sales and Use User Manual | 178 of 329

EZTaxExitSessionEx

Description

EZTaxExitSessionEx will terminate a session specified by valid session handle. EZTaxExitSessionEx

writes the current internal tax log buffers to the tax log disk file, de-allocates cached database

memory, closes all AFC database files, and performs other clean-up duties which free up resources

utilized for the specified session.

Format

short int EZTaxExitSessionEx(EZTaxSession session);

Header(s) Required

EZTaxProto.h

Libraries

EZTax2.lib

Return Value List

TRUE : if session exited successfully

FALSE : if an error occurred

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

Remarks

The session handle and the struct taxes_tbl * returned by EZTaxInitEx during the initialization of the

given session handle are invalidated by a call to this function. Attempting to use either after a call to

EZTaxExitSessionEx will cause errors.

AFC Sales and Use User Manual | 179 of 329

EZTaxFlushToLogEx

Description

EZtax FlushToLogEx writes the current internal tax log buffers to the tax log disk file. The internal tax

log buffers are normally written to when they are filled to capacity or EZTaxExit is called. This function

can be called to force a write to tax log disk file.

Format

short int EZTaxFlushToLogEx(EZTaxSession session);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

always returns TRUE

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

Remarks

EZTaxFlushToLogEx writes the content of internal tax log buffers to disk.

AFC Sales and Use User Manual | 180 of 329

EZTaxFreeRates

Description

EZTaxFreeRates frees up the memory from the table of all taxes for a jurisdiction returned from

EZTaxGetRates

Format

short int EZTaxFreeRates(struct jurisdictionTaxes *taxes);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

always returns 0

Parameters

*taxes : tax information to be freed

Remarks

None

AFC Sales and Use User Manual | 181 of 329

EZTaxFtoPCodeEx

Description

EZTaxFtoPCodeEx converts a Fips Code into a PCode. Zero is returned if not found.

Format

unsigned long int EZTaxFtoPCodeEx(EZTaxSession session, char *Fips,

int *err_code)

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

PCode : converted from the input fips code

[0]: if conversion is unsuccessful

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*Fips: Fips code to convert

*err_code : error status returned

Remarks

None

AFC Sales and Use User Manual | 182 of 329

EZTaxGetAddressEx

Description

EZTaxGetAddressEx utilizes a J-Code as input to produce the location /address data for the jurisdiction

identified by the J-Code.

Format

short int EZTaxGetAddressEx(EZTaxSession session,

unsigned long int j_code,

struct address_data_p4 *address,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

NOT_FOUND : EZTaxGetAddressEx failed due to invalid JCode or an error has occurred.

FOUND : EZTaxGetAddressEx successfully retrieved address

MORE : EZTaxGetAddressEx successfully retrieved address and other valid addresses exist for this

jurisdiction. Other address can be obtained by calling EZTaxNextAddressEx.

Parameters

Session : session handle returned when initialized with call to EZTaxInitEx

j_code : j-code to find an address for

*address : the address information returned

*err_code : error status code

Remarks

None

AFC Sales and Use User Manual | 183 of 329

EZTaxGetCountryID

Description

EZTaxGetCountryID returns the country ID associated with the PCode passed in.

For a list of country codes, refer to the NpaNxx Country Id column listed under “Appendix D –

International NPANXX IDs” in document TM_00561_AFC Comprehensive Guide to Reports and Data

Files.pdf.

Format

unsigned int EZTaxGetCountryID(EZTaxSession session, unsigned long int PCode, int *err_code);

Return Value List

unsigned int representing the country id associated with the PCode passed in.

Parameters

session : Session object returned for session when initialized with call to EZTaxInitEx.

PCode : AFC proprietary code representing a taxing jurisdiciton

*err_code: Error codes returned. See the header EZTaxDefine.h for definitions.

Remarks

None

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EZTaxGetCustomLog

Description

EZTaxGetCustomLog is a routine that returns a pointer to a log structure, which is used for

customized logging.

Format

struct EZTax_logEx *EZTaxGetCustomLog(EZTaxSession session)

Return Value List

NULL : Indicates an error has occurred

pointer : The logging structure pointer

Parameters

session: session handle returned with call to initialize the AFC session.

Remarks

This function is used after a call to initialize the AFC session and before any taxes are calculated.

The log structure returned can be used to call EZTaxWriteToLogEx to output the information to

the AFC log. EZTaxGetCustomLogCount can be used to get the record count in the log table as

needed.

When a transaction has been processed, the custom log structure will contain the tax information

generated by that transaction.

The value in eztax_logEx.p_code is the jcode representation of the jurisdiction.

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EZTaxGetCustomLogCount

Description

Function returns the number of records in the current custom log table. This function can be used in

conjunction with EZTaxGetCustomLog() which returns a pointer to the custom log table.

Format

short int EZTaxGetCustomLogCount(EZTaxSession session)

Return Value List

Count of records : 0 if no records exist, else the number of records in the custom log table.

Parameters

session: session handle returned with call to initialize the AFC session.

Remarks

GetCustomLogCount returns the number of taxes contained in the EZTaxGetCustomLog

structure. The log count includes no summarization. The log count always includes the non-

billable tax count.

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EZTaxGetLogName

Description

EZTaxGetLogName retrieves the log filename when it is specified using the filelocs.txt. Current use is

in the batch executables that open the log file and must know the filename.

Format

short int EZTaxGetLogName(EZTaxSession session, char *filename);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

SESSION_NOT_INIT : if session handle is invalid

TRUE : otherwise

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

*filename: filename from filelocs.txt configuration file or paths variable EZTaxInitEx was called with

Remarks

None

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EZTaxGetLogV914

Description

EZTaxGetLogV914 is a routine that returns a pointer to a log structure, which is used for customized

logging.

Format

struct eztax_log_v914 *EZTaxGetLogV914(EZTaxSession session)

Return Value List

NULL : Indicates an error has occurred

pointer : The v914 logging structure pointer

Parameters

session: session handle returned with call to initialize the AFC session.

Remarks

This function is used after a call to initialize the AFC session and before any taxes are calculated. The

log structure returned can be used to call EZTaxWriteToLogV914 to output the information to the AFC

log. EZTaxGetLogV914Count can be used to get the record count in the log table.

When a transaction has been processed, the V914 tax log structure will contain the tax information

generated by that transaction. In addition it will contain the charge and t/s pair used in the tax

calculation. This can be valuable when processing bundled transactions, as the t/s pair will be the

bundled product and the charge the % allocated to this t/s pair.

The value in eztax_log_v914.p_code is the jcode representation of the jurisdiction.

AFC Sales and Use User Manual | 188 of 329

EZTaxGetLogV914Count

Description

Function returns the number of records in the current custom log table. This function can be used in

conjunction with EZTaxGetLogV914 () which returns a pointer to the v9114 tax log table.

Format

short int EZTaxGetLogV914Count (EZTaxSession session)

Return Value List

Count of records : 0 if no records exist, else the number of records in the v914 tax log table.

Parameters

session: session handle returned with call to initialize the AFC session.

Remarks

GetLogV914Count returns the number of taxes contained inthe EZTaxGetLogV914

structure. The log count includes no summarization. The log count always includes the

non-billable tax count.

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EZTaxGetNoTaxTrans

Description

EZTaxGetNoTaxTrans is a routine that returns a pointer to a no-tax transaction structure, which is used

for tracking transactions that produce no taxes.

Format

struct no_tax_tbl *EZTaxGetNoTaxTrans(EZTaxSession session)

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

NULL : Indicates an error has occurred pointer : The no tax transaction structure pointer

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

Remarks

This function is used after a call to EZTaxInitEx.

AFC Sales and Use User Manual | 190 of 329

EZTaxGetStateID

Description

EZTaxGetStateID returns the state id associated with the PCode passed in.

For a list of US state codes, refer to the Id column listed under “Appendix B – Supported States,

Territories and Provinces” in document TM_00561_AFC Comprehensive Guide to Reports and Data

Files.pdf.

Format

unsigned int EZTaxGetStateID (EZTaxSession session, unsigned long int PCode, int *err_code);

Return Value List

unsigned int representing the state id associated with the PCode passed in.

Parameters

session : Session object returned for session when initialized with call to EZTaxInitEx.

PCode : AFC proprietary code representing a taxing jurisdiciton

*err_code: Error codes returned. See the header EZTaxDefine.h for definitions.

Remarks

None

AFC Sales and Use User Manual | 191 of 329

EZTaxGetRates

Description

EZTaxGetRates utilizes a P-Code as input to produce the table of all taxes for that jurisdiction.

Format

short int EZTaxGetRates(EZTaxSession session, unsigned long int p_code,

struct jurisdictionTaxes *taxes, int *err_code)

Header (s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

SUCCESS: 0

FAILURE: 1

Parameters

pCode : jurisdiction to get rate information for

*taxes : tax rates

*err_code : error codes

Remarks

None

AFC Sales and Use User Manual | 192 of 329

EZTaxGetTaxCatV98

Description

EZTaxGetTaxCatV98 retrieves the tax category description for a specified tax code. Current use is in

utilities reporting from the log, but users can also use this new feature.

Format

char *EZTaxGetTaxCatV98(EZTaxSession session, int taxCode);

Header (s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

the tax category description

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

taxCode : the tax type to get the description for

Remarks

None

AFC Sales and Use User Manual | 193 of 329

EZTaxGetTaxDescription

Description

EZTaxGetTaxDescription retrieves the tax description for a specified tax code. Current use is in utilities

reporting from the log, but users can also use this new feature.

Format

char *EZTaxGetTaxDescription(EZTaxSession session, int taxCode);

Header (s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

the tax description

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

taxCode : the tax type to get the description for

Remarks

None

AFC Sales and Use User Manual | 194 of 329

EZTaxGetTSR

Description

EZTaxGetTSR allows applications API functionality to get the transaction service report. A flag is used

to specify whether the report data should be returned or written to file.

Format

struct rtr_data* EZTaxGetTSR(EZTaxSession session, int *size, short int returnData)

Return Value List

Pointer to rtr_data : if method succeeded AND returnData is true

NULL : otherwise

Parameters

session: session handle returned with call to initialize the AFC session.

size : an integer passed by reference that will be set to the size of the returned array

returnData : flag that determines if the TSR data should be returned or written to file.

Remarks

EZTaxGetTSR returns a pointer to an array of data. This data is cleared from memory using

EZTaxClearTSR. Using EZTaxGetTSR without calling EZTaxClearTSR can lead to memory leaks.

If returnData is false, the function flushes the TSR data to file and clears the data from memory.

If returnData is true, the function returns the TSR data as an array and does not clear the data. Once

the returned data is processed and no longer needed, the calling application should call

EZTaxClearTSR() to clear the data from memory.

AFC Sales and Use User Manual | 195 of 329

EZTaxGroupResults

Description

EZTaxGroupResults sets the mode that AFC uses to group the returned taxes by. After calling this

function, the results in the tax return table will be grouped as specified by the groupMode parameter.

Format

short int EZTaxGroupResults(EZTaxSession session, unsigned long int groupMode);

Header (s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

short int : TRUE or FALSE indicating if the function succeeded or not.

Parameters:

int groupMode: Constant indicating how tax calculation results should be returned. The options to

group taxes by tax level are the following:

GROUP_SAME_LEVEL: This option indicates that taxes at the same level should be grouped

together.

GROUP_CO_LOCAL: When using this option, AFC will group all state taxes into a single record,

and county and local taxes will be grouped together into a separate record.

GROUP_ST_CO_LOCAL. State, county and local taxes will be grouped together.

The options to group sales taxes separately may be appended to a tax level option by using the bitwise

OR operator (|). These options are:

GROUP_SALES: Sales taxes (tax type 1) and Use Taxes (tax type 49) will be grouped separately

from other taxes.

GROUP_SALES_CATEGORY: All taxes in the sales tax category will be grouped into a single record.

The DEFAULT option may be used to disable tax grouping.

These options are included in the EZTaxDefine.h header file.

Remarks

None

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EZTaxInitEx

Description

EZTaxInitEx reads AFC files and initializes the AFC system. Multiple calls may be made to set up

completely independent sessions.

Format

struct enhanced_taxes_tbl *EZTaxInitEx(short int tax_log,

struct file_path *paths,

EZTaxSession *session);

Header(s) Required

EZTaxProto.h

EZTaxStruct.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

pointer : to structure where taxes are returned later

NULL : if an error occurred

Parameters

tax_log : flag to log taxes or not

*paths : data structure with file-paths, if null or incomplete, paths are read from file_locs.txt

*session : session handle returned

Remarks

This function initializes and starts an AFC session.

Multiple sessions can be initialized by successive calls to EZTaxInitEx.

AFC Sales and Use User Manual | 197 of 329

EZTaxInitExMt

Description

EZTaxInitExMt reads AFC files and initializes the AFC system. Multiple calls may be made to set up

completely independent sessions.

Format

struct enhanced_taxes_tbl *EZTaxInitEx(short int tax_log,

struct file_path *paths,

EZTaxSession *session,

char *directory);

Header(s) Required

EZTaxProto.h

EZTaxStruct.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

pointer : to structure where taxes are returned later

NULL : if an error occurred

Parameters

tax_log : flag to log taxes or not

*paths : data structure with file-paths, if null or incomplete, paths are read from file_locs.txt

*session : session object returned

*directory : name of directory that AFC will search for EZTax.cfg and filelocs.txt

Remarks

This function initializes and starts an AFC session.

This function is designed to be thread-safe – other sessions on other threads can be running AFC

calculations when this function is called.

Be sure to call EZTaxExitSessionEx for each EZTaxSession object created by EZTaxInitExMt. EZTaxExit

will not close sessions created by EZTaxInitExMt. Failure to call EZTaxExitSessionEx will result in

memory leaks.

AFC Sales and Use User Manual | 198 of 329

EZTaxInitV914

Description

EZTaxInitV914 reads AFC files and initializes the AFC system. Multiple calls may be made to set up

completely independent sessions.

The input structure allows all optional input files to be specified through the initialization method.

This method does not use filelocs.txt and will ignore exclusion, nexus and bundle file settings in

EZTax.cfg.

struct file_path_v914

{

char *EZTax_data_dir; /* EZTax data directory */

char *EZTax_work_dir; /* Working directory */

char *EZTax_log_file; /* EZTax log */

char *EZTax_status_file; /* EZTax status file */

char *EZTax_ovr_file; /* EZTax override file */

char *EZTax_exc_file; /* EZTax exclusion file */

char *EZTax_nex_file; /* EZTax nexus file */

char *EZTax_bdl_file; /* EZTax bundle file */

};

Format

struct enhanced_taxes_tbl * EZTaxInitV914(short int tax_log_enabled,

struct file_path_v914 *paths,

EZTaxSession *session);

Return Value List

pointer : to structure where taxes are returned later

NULL : if an error occurred

Parameters

tax_log_enabled : flag to enable the log taxes process

*paths : data structure with file-paths.

*session : session object returned

*directory : name of directory that AFC will search for EZTax.cfg and filelocs.txt

Remarks

This function initializes and starts an AFC session and is designed to be thread-safe - other sessions on

other threads can be running AFC calculations when this function is called.

Be sure to call EZTaxExitSessionEx for each EZTaxSession object created by EZTaxInitV914. EZTaxExit

will not close sessions created by EZTaxInitV914. Failure to call EZTaxExitSessionEx will result in

memory leaks.

AFC Sales and Use User Manual | 199 of 329

EZTaxInitV98

Description

EZTaxInitV98 reads AFC files and initializes the AFC system. It differs from EZTaxInitExMT in that the

tax table returned includes tax category information. Multiple calls may be made to set up completely

independent sessions.

Format

struct taxes_tbl_v98 *EZTaxInitV98(short int tax_log,

struct file_path *paths,

EZTaxSession *session,

char *directory);

Header(s) Required

EZTaxProto.h

EZTaxStruct.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

pointer : to structure where taxes are returned later

NULL : if an error occurred

Parameters

tax_log : flag to log taxes or not

*paths : data structure with file-paths, if null or incomplete, paths are read from file_locs.txt

*session : session object returned

*directory : name of directory that AFC will search for EZTax.cfg and filelocs.txt

Remarks

This function initializes and starts an AFC session.

This function is designed to be thread-safe – other sessions on other threads can be running AFC

calculations when this function is called.

Be sure to call EZTaxExitSessionEx for each EZTaxSession object created by EZTaxInitV98. Failure to

call EZTaxExitSessionEx will result in memory leaks.

AFC Sales and Use User Manual | 200 of 329

EZTaxJtoPCodeEx

Description

EZTaxJtoPCodeEx Returns PCode that is cross-referenced to a JCode.

Format

unsigned long int EZTaxJtoPCodeEx(EZTaxSession session,

unsigned long int JCode,

int *err_code);

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

PCode : for the input jcode if found, 0 otherwise

Parameters

session: Session handle returned when initialized with call to EZTaxInitEx

JCode: j-code to convert

*err_code: Error status returned

Remarks

None

AFC Sales and Use User Manual | 201 of 329

EZTaxJTTypeEx (EZTaxJTType deprecated)

Description

Returns transaction type for a given pair of JCodes indicating whether the call is interstate or

intrastate. The first JCode is the originating and the second the terminating JCode. Will set error code

to INTERSTATE_NOT_VALID_FOR_INTERNATIONAL_CALLS

If the originating country and terminating country are not the same.

The returned value can also be used to determine service types. For example

for transaction type, 19, 20, 21, 59, the interstate service type is 49, the

intrastate service is 50. For transaction type 61, the intersate service is 585,

intrastate service is 586. But caller is responsible to map INTERSTATE or INTRASTATE

to the right service type.

Format

short int EZTaxJTType(EZTaxSession session,

unsigned long int orig_J_Code,

unsigned long int term_J_Code,

int* err_code)

Return Value List

INTERSTATE or INTRASTATE : depending on the origination and termination States.

Parameters

session: Session handle returned when session was initialized

orig_J_Code: origination j-code

term_J_Code: termination j-code

*err_code : error status returned

Remarks

This call will eventually be deprecated. Recommend usage of EZTaxPTTypeEx(…) which works with

PCodes in place of this call.

AFC Sales and Use User Manual | 202 of 329

EZTaxMaxTaxCount

Description

EZTaxMaxTaxCount returns the maximum number of taxes that one transaction can generate.

Format

Short int EZTaxMaxTaxCount();

Header(s) Required

EZTaxProto.h

Libraries

EZTax2.lib

Return Value List

Count : Maximum tax count generated by one transaction

Parameters

None

Remarks

None

AFC Sales and Use User Manual | 203 of 329

EZTaxNextAddressEx

Description

EZTaxNextAddressEx returns the next sequential record containing alternative address information for

a specific JCode. This function can be used to obtain additional address for a specified jurisdiction

when EZTaxGetAddressEx returns MORE, indicating additional information is available. The majority of

jurisdictions have more than one set of address/zip code data associated with them.

Format

short int EZTaxNextAddressEx(EZTaxSession session,

struct address_data_p4 *address,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

FOUND : is returned if last address found

MORE : is returned if an address is found and more addresses are available

NOT_FOUND : is returned if not found

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*address : address information

*err_code : error status returned

Remarks

None

AFC Sales and Use User Manual | 204 of 329

EZTaxNextCustomerEx

Description

EZTaxNextCustomerEx puts the taxes calculated in the customer table into a customer tax table that

the client can reference, and reinitializes the customer table to prepare for the next set of customer

records.

Format

int EZTaxNextCustomerEx(EZTaxSession session);

Libraries

EZTax2.lib

Header(s) Required

EZTaxProto.h,

EZTaxDefine.h,

EZTaxStruct.h

Return Value List

Tax count : positive if all taxes waiting have been returned

-1 if there was an error

-1*tax count if more taxes are waiting to be retrieved

Parameters

session : Session handle returned for session when initialized with call to EZTaxInit.

Remarks

To be used if the system is in Invoice Mode. See EZTaxSetInvoiceMode. Reinitializes the customer

table to prepare for the next set of customer records when all waiting taxes have been retrieved. If

the

return value is negative (and not -1), EZTaxNextCustomer must be called again to retrieve more taxes.

Interface data structures are also described in detail in the AFC Data Structures section.

Note that the summarized taxes returned when calling EZTaxNextCustomer are identical to the total of

the individual taxes returned from the taxing APIs. Typically one or the other is used but not both.

Combining the individual taxes and the summarized taxes will result in twice as much taxes as should

be normal.

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EZTaxOvrJCodeEx

Description

EZTaxOvrJCodeEx specifies an override for a specific tax. Tax Jurisdiction information is passed via

jurisdiction code. It takes a J_Code and an override structure as input and inserts a tax override into

the AFC db system.

Format

short int EZTaxOvrJCodeEx(EZTaxSession session,

unsigned long int j_code,

struct enhancedOverride *over)

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Parameters

session : Session object returned for session when initialized with call to EZTaxInitEx

j_code : Specifies jurisdiction to override via JCode

*over : pointer to override information in the same form as returned by EZTaxGetRates. See struct

enhancedOverride in EZTaxStruct.h for detailed information. Note that this structure points to other

structures with detailed information on effective date for each tax rate and tax bracket. Interface

data structures are also described in detail in the AFC Data Structures section.

Return Value List

FALSE : Override failed

TRUE : Override established

Remarks

Taxes which are overridden are in effect from the time the override is established until the AFC session

is terminated. All overrides can be removed from the system using the method EZTaxRestore.

Overrides must be approached with caution. The system allows overrides of all taxes and allows the

user to specify the scope of the override. Overriding a tax on a state or county level can impact taxes

in excess of a thousand jurisdictions in some cases. Further detail is contained in the AFC Data

Structure section.

AFC Sales and Use User Manual | 206 of 329

EZTaxOvrPCodeEx

Description

EZTaxOvrPCodeEx specifies an override for a specific tax. Tax jurisdiction information is passed via

permanent jurisdiction code. It takes a P_Code and an override structure as input and inserts a tax

override into the AFC db system.

Format

short int EZTaxOvrPCodeEx(EZTaxSession session,

unsigned long int p_code,

struct enhancedOverride *over)

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Parameters

session : Session object returned for session when initialized with call to EZTaxInitEx

p_code : Specifies jurisdiction to override via PCode

*over : pointer to override information in the same form as returned by EZTaxGetRates. See struct

enhancedOverride in EZTaxStruct.h for detailed information. Note that this structure points to other

structures with detailed information on effective date for each tax rate and tax bracket. Interface data

structures are also described in detail in the AFC Data Structures section.

Return Value List

FALSE : Override failed

TRUE : Override established

Remarks

Taxes which are overridden are in effect from the time the override is established until the AFC session

is terminated. All overrides can be removed from the system using the method EZTaxRestore.

Overrides must be approached with caution. The system allows overrides of all taxes and allows the

user to specify the scope of the override. Overriding a tax on a state or county level can impact taxes

in excess of a thousand jurisdictions in some cases. Further detail is contained in the AFC Data

Structure section.

AFC Sales and Use User Manual | 207 of 329

EZTaxOvrZipEx

Description

EZTaxOvrZipEx specifies an override for a specific tax. Tax jurisdiction information is passed via zip

code and address. It takes zip code plus 4 and address information, as well as an override structure as

input and inserts a tax override into the AFC db system.

Format

short int EZTaxOvrZipEx(EZTaxSession session,

struct zip_address_p4 int zip_addr,

struct enhancedOverride *over,

int *err_code)

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

Libraries

EZTax2.lib

Parameters

session : Session object returned for session when initialized with call to EZTaxInitEx.

zip_addr : Specifies jurisdiction to override via Zip code and address.

*over : pointer to override information in the same form as returned by EZTaxGetRates. See struct

enhancedOverride and struct zip_address_p4 in EZTaxStruct.h for detailed information.

Note that the enhancedOverride structure points to other structures with detailed information on

effective date for each tax rate and tax bracket. Interface data structures are also described in detail

in the AFC Data Structures section.

err_code : error status returned

Return Value List

FALSE : Override failed

TRUE : Override established

Remarks

Taxes which are overridden are in effect from the time the override is established until the AFC

session is terminated. All overrides can be removed from the system using the method EZTaxRestore.

Overrides must be approached with caution. The system allows overrides of all taxes and allows the

user to specify the scope of the override. Overriding a tax on a state or county level can impact taxes

in excess of a thousand jurisdictions in some cases. Further detail is contained in the AFC Data

Structure section.

Either the two-character or three-character ISO country code may be used here.

AFC Sales and Use User Manual | 208 of 329

EZTaxPtoFipsEx

Description

EZTaxPtoFipsEx returns FIPS Code that is cross-referenced to a PCode. It converts a PCode into a Fips

Code. Zero is returned if not found.

Format

char *EZTaxPtoFipsEx(EZTaxSession session,

unsigned long int PCode,

int *err_code);

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

FALSE : (0) Indicates that the PCode specified was not found or an error has occurred.

FIPS Code : FIPS Jurisdiction code

Parameters

session : Session handle returned when initialized with call to EZTaxInitEx.

PCode : Permanent jurisdiction code.

*err_code : Error codes returned. See the header EZTaxDefine.h for definitions.

Remarks

If the supplied PCode was not found or an error has occurred 0 is returned.

AFC Sales and Use User Manual | 209 of 329

EZTaxPtoJCodeEx

Description

EZTaxPtoJCodeEx converts a PCode into a J-Code. PCODE_NOT_FOUND returned if not found.

Format

unsigned long int EZTaxPtoJCodeEx(EZTaxSession session, unsigned long

int PCode, int *err_code);

Header(s) Required

EZTaxDefine.h

EZTaxStruct.h

EZTaxProto.h

Libraries

EZTax2.lib

Return Value List

FALSE (0) : Indicates that the PCode specified was not found or an error has occurred.

JCode : Jurisdiction code

Parameters

session : Session handle returned when initialized with call to EZTaxInitEx

PCode : Permanent jurisdiction code.

*err_code : Error codes returned. See the header EZTaxDefine.h for definitions.

Remarks

If the supplied PCode was not found or an error has occurred 0 is returned, which is a valid U.S.

Federal level code.

Please check the error code before using the JCode that is returned.

AFC Sales and Use User Manual | 210 of 329

EZTaxPTTypeEx

Description

Returns transaction type for a given pair of PCodes indicating whether the call is interstate or

intrastate. The first JCode is the originating and the second the terminating PCode. Will set error code

to INTERSTATE_NOT_VALID_FOR_INTERNATIONAL_CALLS

If the originating country and terminating country are not the same.

The returned value can also be used to determine service types. For example

for transaction type, 19, 20, 21, 59, the interstate service type is 49, the

intrastate service is 50. For transaction type 61, the intersate service is 585,

intrastate service is 586. But caller is responsible to map INTERSTATE or INTRASTATE

to the right service type.

Format

short int EZTaxPTType(EZTaxSession session,

unsigned long int orig_PCode,

unsigned long int term_PCode,

int* err_code)

Return Value List

INTERSTATE or INTRASTATE : depending on the origination and termination States.

Parameters

session: Session handle returned when session was initialized

orig_PCode: origination p-code

term_PCode: termination p-code

*err_code : error status returned

Remarks

This is the preferred API to be used and replaces usage of EZTaxJTType and EZTaxJTTypeEx.

AFC Sales and Use User Manual | 211 of 329

EZTaxRestoreEx

Description

EZTaxRestoreEx removes all overrides that have been inserted, by the user, into the AFC databases.

This action occurs automatically on EZTaxExit. The function provides the user with the ability to

remove prior overrides, without terminating an AFC session.

This program restores the AFC db to its original state (i.e. before overrides). All tables modified,

except for the federal tax table, are restored by restoring EZTax.dll and clearing cache. This is so

because all tables are modified by appending overrides to the end of the table and changing the

references from the old record to the new record. Therefore, when cache is cleared and new data is

pulled from the unmodified EZTax.dll, it references the original, unmodified record in the associated

tables. As federal taxes do not work in this fashion, federal tax overrides are installed and restored

using a unique procedure.

Format

short int EZTaxRestoreEx(EZTaxSession session);

Header(s) Required

EZTaxDefine.h

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

TRUE : Restore succeeded

FALSE : Restore failed

Parameters

session : Session object returned for session when initialized with call to EZTaxInitEx.

Remarks

All prior overrides are lost and the system databases are returned to their original configuration.

AFC Sales and Use User Manual | 212 of 329

EZTaxSAUAdjFips

Description

EZTaxSAUAdjFips accepts transaction data and performs appropriate tax calculations. If the AFC

session was started with the tax log open, tax calculations are logged and will be reflected in tax

reports. FOB, ship_from and ship_to information is passed using fips codes.

Format

short int EZTaxSAUAdjFips(EZTaxSession session,

struct sau_Fips_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 213 of 329

EZTaxSAUAdjJCode

Description

EZTaxSAUAdjJCode accepts transaction data and performs appropriate tax calculations required to

refund or credit taxes (Debit transactions use EZTaxAdjDebitEx API’s). If the AFC session was started

with the tax log open, appropriate taxes reductions are logged and will be reflected in tax reports.

FOB, ship_from and ship_to information is passed using JCodes.

Format

short int EZTaxSAUAdjJCode(EZTaxSession session,

struct sau_J_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count, int adj_method,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n] : Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 214 of 329

EZTaxSAUAdjPCode

Description

EZTaxSAUAdjPCode accepts transaction data and performs appropriate tax calculations. If the AFC

session was started with the tax log open, tax calculations are logged and will be reflected in tax

reports. FOB, ship_from and ship_to information is passed using PCodes.

Format

short int EZTaxSAUAdjPCode(EZTaxSession session,

struct sau_P_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 215 of 329

EZTaxSAUAdjTaxInclusiveJCode (EZTaxSAUAdjRevJCode deprecated)

Description

EZTaxSAUAdjTaxInclusiveJCode accepts transaction data and performs a tax inclusive adjustment

calculation to arrive at the base sale amount. The desired total (charge plus all taxes) is placed in the

‘charge’ field in the transaction, and base charge necessary to generate that total is returned in the

‘base_sale’ parameter. Taxes for the desired transaction are returned in the same manner as

EZTaxSAUAdjJCode does. If the AFC session was started with the tax log open, tax calculations are

logged and will be reflected in tax reports. FOB, ship_from and ship_to information is passed using

JCodes. The base sale amount will also be stored in the ‘optional’ field in the log output, converted to

an integer.

Format

short int EZTaxSAUAdjTaxInclusiveJCode(EZTaxSession session,

struct sau_J_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

double *base_sale,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

[-1]: A critical error occurred while preparing the tax inclusive calculation session

[0]: No taxes calculated

[n] : Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

*trans: transaction information

*nex_tab: list of states where a business nexus exists.

nexus_count: number of entries in nex_tab

adj_method: adjustment method

*base_sale: calculated charge returned

*err_code: error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error. The base_sale

returned will equal the charge sent in. If the charge sent, is insufficient to cover the taxes generated,

AFC Sales and Use User Manual | 216 of 329

then no taxes will be calculated and the err_code will be set to -37. An error will be logged to the

status file indicating an insufficient charge error occurred.

**Note**: Non-billable taxes are not included in the calculation of the base sale amount. Adding the

base sale amount and all taxes that appear in the log for a transaction may result in a value greater than

the target amount, as any non-billable taxes returned by the transaction *will* be included in that

total.

AFC Sales and Use User Manual | 217 of 329

EZTaxSAUAdjTaxInclusivePCode (EZTaxSAUAdjRevPCode deprecated)

Description

EZTaxSAUAdjTaxInclusivePCode accepts transaction data and performs a tax inclusive adjustment

calculation to arrive at the base sale amount. The desired total (charge plus all taxes) is placed in the

‘charge’ field in the transaction, and base charge necessary to generate that total is returned in the

‘base_sale’ parameter. Taxes for the desired transaction are returned in the same manner as

EZTaxSAUAdjPCode does. If the AFC session was started with the tax log open, tax calculations are

logged and will be reflected in tax reports. FOB, ship_from and ship_to information is passed using

PCodes. The base sale amount will also be stored in the ‘optional’ field in the log output, converted to

an integer.

Format

short int EZTaxSAUAdjTaxInclusivePCode(EZTaxSession session,

struct sau_P_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

double *base_sale,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

[-1]: A critical error occurred while preparing the tax inclusive calculation session

[0]: No taxes calculated

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

*trans: transaction information

*nex_tab: list of states where a business nexus exists.

nexus_count: number of entries in nex_tab

adj_method: adjustment method

*base_sale: calculated charge returned

*err_code: error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error. The base_sale

returned will equal the charge sent in. If the charge sent in is insufficient to cover the taxes generated,

AFC Sales and Use User Manual | 218 of 329

then no taxes will be calculated and the err_code will be set to -37. An error will be logged to the

status file indicating an insufficient charge error occurred.

**Note**: Non-billable taxes are not included in the calculation of the base sale amount. Adding the

base sale amount and all taxes that appear in the log for a transaction may result in a value greater than

the target amount, as any non-billable taxes returned by the transaction *will* be included in that

total.

AFC Sales and Use User Manual | 219 of 329

EZTaxSAUAdjTaxInclusiveZip (EZTaxSAUAdjRevZip deprecated)

Description

EZTaxSAUAdjTaxInclusiveZip accepts transaction data and performs a tax inclusive adjustment

calculation to arrive at the base sale amount. The desired total (charge plus all taxes) is placed in the

‘charge’ field in the transaction, and base charge necessary to generate that total is returned in the

‘base_sale’ parameter. Taxes for the desired transaction are returned in the same manner as

EZTaxSAUAdjZip does. If the AFC session was started with the tax log open, tax calculations are

logged and will be reflected in tax reports. FOB, ship_from and ship_to information is passed using zip

codes. The base sale amount will also be stored in the ‘optional’ field in the log output, converted to

an integer.

Format

short int EZTaxSAUAdjTaxInclusiveZip(EZTaxSession session,

struct sau_Zip_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

double *base_sale,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

[-1]: A critical error occurred while preparing the tax inclusive calculation session

[0]: No taxes calculated

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

*trans: transaction information

*nex_tab: list of states where a business nexus exists.

nexus_count: number of entries in nex_tab

adj_method: adjustment method

*base_sale: calculated charge returned

*err_code: error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error. The base_sale

returned will equal the charge sent in. If the charge sent in is insufficient to cover the taxes generated,

AFC Sales and Use User Manual | 220 of 329

then no taxes will be calculated and the err_code will be set to -37. An error will be logged to the

status file indicating an insufficient charge error occurred.

**Note**: Non-billable taxes are not included in the calculation of the base sale amount. Adding the

base sale amount and all taxes that appear in the log for a transaction may result in a value greater than

the target amount, as any non-billable taxes returned by the transaction *will* be included in that

total.

AFC Sales and Use User Manual | 221 of 329

EZTaxSAUAdjZip

Description

EZTaxSAUAdjPCode accepts transaction data and performs appropriate tax calculations. If the AFC

session was started with the tax log open, tax calculations are logged and will be reflected in tax

reports. FOB, ship_from and ship_to information is passed using PCodes.

Format

short int EZTaxSAUAdjPCode(EZTaxSession session,

struct sau_P_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n] : Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 222 of 329

EZTaxSAUDRAdjFips

Description

EZTaxSAUDRAdjFips accepts transaction data and performs appropriate debit

adjustment tax calculations. If the AFC session was started with the tax log

open, tax calculations are logged and will be reflected in tax reports. FOB,

ship_from and ship_to information is passed using fips codes.

Format

short int EZTaxSAUDRAdjFips( EZTaxSession session,

struct sau_Fips_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

int *err_code );

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n] : Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 223 of 329

EZTaxSAUDRAdjJCode

Description

EZTaxSAUDRAdjJCode accepts transaction data and performs appropriate debit

adjustment tax calculations required to refund or credit taxes (Debit

transactions use EZTaxAdjDebitEx API’s). If the AFC session was started with

the tax log open, appropriate taxes reductions are logged and will be reflected

in tax reports. FOB, ship_from and ship_to information is passed using JCodes.

Format

short int EZTaxSAUDRAdjJCode( EZTaxSession session,

struct sau_J_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count, int adj_method,

int *err_code );

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n] : Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 224 of 329

EZTaxSAUDRAdjPCode

Description

EZTaxSAUDRAdjPCode accepts transaction data and performs appropriate

debit adjustment tax calculations. If the AFC session was started with the tax

log open, tax calculations are logged and will be reflected in tax reports. FOB,

ship_from and ship_to information is passed using PCodes.

Format

short int EZTaxSAUDRAdjPCode( EZTaxSession session,

struct sau_P_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

int *err_code );

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0] : No taxes calculated or an error was found

[n] : Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 225 of 329

EZTaxSAUDRAdjZip

Description

EZTaxSAUAdjPCode accepts transaction data and performs appropriate tax calculations. If the AFC

session was started with the tax log open, tax calculations are logged and will be reflected in tax

reports. FOB, ship_from and ship_to information is passed using PCodes.

Format

short int EZTaxSAUDRAdjPCode( EZTaxSession session,

struct sau_P_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int adj_method,

int *err_code );

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

adj_method : adjustment method (DLM)

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 226 of 329

EZTaxSAUFips

Description

EZTaxSAUFips accepts transaction data and performs appropriate tax calculations. If the AFC session

was started with the tax log open, tax calculations are logged and will be reflected in tax reports. FOB,

ship_from and ship_to information is passed using fips codes.

Format

short int EZTaxSAUFips(EZTaxSession session,

struct sau_Fips_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 227 of 329

EZTaxSAUJCode

Description

EZTaxSAUJCode accepts transaction data and performs appropriate tax calculations. If the AFC session

was started with the tax log open, tax calculations are logged and will be reflected in tax reports. FOB,

ship_from and ship_to information is passed using JCodes.

Format

short int EZTaxSAUJCode(EZTaxSession session,

struct sau_J_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 228 of 329

EZTaxSAUPCode

Description

EZTaxSAUPCode accepts transaction data and performs appropriate tax calculations. If the AFC session

was started with the tax log open, tax calculations are logged and will be reflected in tax reports. FOB,

ship_from and ship_to information is passed using PCodes.

Format

short int EZTaxSAUPCode(EZTaxSession session,

struct sau_P_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*nex_tab : list of states where a business nexus exists.

nexus_count : number of entries in nex_tab

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 229 of 329

EZTaxSAUTaxInclusiveJCode (EZTaxSAURevJCode deprecated)

Description

EZTaxSAUTaxInclusiveJCode accepts transaction data and performs a tax inclusive calculation to arrive

at the base sale amount. The desired total (charge plus all taxes) is placed in the ‘charge’ field in the

transaction, and base charge necessary to generate that total is returned in the ‘base_sale’ parameter.

Taxes for the desired transaction are returned in the same manner as EZTaxSAUJCode does. If the

AFC session was started with the tax log open, tax calculations are logged and will be reflected in tax

reports. FOB, ship_from and ship_to information is passed using JCodes. The base sale amount will

also be stored in the ‘optional’ field in the log output, converted to an integer.

Format

short int EZTaxSAUTaxInclusiveJCode (EZTaxSession session,

struct sau_J_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

double *base_sale,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

[-1]: A critical error occurred while preparing the tax inclusive calculation session

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

*trans: transaction information

*nex_tab: list of states where a business nexus exists.

nexus_count: number of entries in nex_tab

*base_sale: calculated charge returned

*err_code: error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error. The base_sale

returned will equal the charge sent in. If the charge sent in is insufficient to cover the taxes generated,

then no taxes will be calculated and the err_code will be set to -37. An error will be logged to the

status file indicating an insufficient charge error occurred.

AFC Sales and Use User Manual | 230 of 329

**Note**: Non-billable taxes are not included in the calculation of the base sale amount. Adding the

base sale amount and all taxes that appear in the log for a transaction may result in a value greater than

the target amount, as any non-billable taxes returned by the transaction *will* be included in that total.

AFC Sales and Use User Manual | 231 of 329

EZTaxSAUTaxInclusivePCode (EZTaxSAURevPCode deprecated)

Description

EZTaxSAUTaxInclusivePCode accepts transaction data and performs a tax inclusive calculation to arrive

at the base sale amount. The desired total (charge plus all taxes) is placed in the ‘charge’ field in the

transaction, and base charge necessary to generate that total is returned in the ‘base_sale’ parameter.

Taxes for the desired transaction are returned in the same manner as EZTaxSAUPCode does. If the

AFC session was started with the tax log open, tax calculations are logged and will be reflected in tax

reports. FOB, ship_from and ship_to information is passed using JCodes. The base sale amount will

also be stored in the ‘optional’ field in the log output, converted to an integer.

Format

short int EZTaxSAUTaxInclusivePCode(EZTaxSession session,

struct sau_P_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

double *base_sale,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

[-1]: A critical error occurred while preparing the tax inclusive calculation session

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

*trans: transaction information

*nex_tab: list of states where a business nexus exists.

nexus_count: number of entries in nex_tab

*base_sale: calculated charge returned

*err_code: error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error. The base_sale

returned will equal the charge sent in. If the charge sent in is insufficient to cover the taxes generated,

then no taxes will be calculated and the err_code will be set to -37. An error will be logged to the

status file indicating an insufficient charge error occurred.

AFC Sales and Use User Manual | 232 of 329

**Note**: Non-billable taxes are not included in the calculation of the base sale amount. Adding the

base sale amount and all taxes that appear in the log for a transaction may result in a value greater than

the target amount, as any non-billable taxes returned by the transaction *will* be included in that total.

AFC Sales and Use User Manual | 233 of 329

EZTaxSAUTaxInclusiveZip (EZTaxSAURevZip deprecated)

Description

EZTaxSAUTaxInclusiveZip accepts transaction data and performs a tax inclusive calculation to arrive at

the base sale amount. The desired total (charge plus all taxes) is placed in the ‘charge’ field in the

transaction, and base charge necessary to generate that total is returned in the ‘base_sale’ parameter.

Taxes for the desired transaction are returned in the same manner as EZTaxSAUZip does. If the AFC

session was started with the tax log open, tax calculations are logged and will be reflected in tax

reports. FOB, ship_from and ship_to information is passed using zip codes. The base sale amount will

also be stored in the ‘optional’ field in the log output, converted to an integer.

Format

short int EZTaxSAUTaxInclusiveZip(EZTaxSession session,

struct sau_Zip_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

double *base_sale,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

[-1]: A critical error occurred while preparing the tax inclusive calculation session

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session: session handle returned when initialized with call to EZTaxInitEx

*trans: transaction information

*nex_tab: list of states where a business nexus exists.

nexus_count: number of entries in nex_tab

*base_sale: calculated charge returned

*err_code: error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error. The base_sale

returned will equal the charge sent in. If the charge sent in is insufficient to cover the taxes

generated, then no taxes will be calculated and the err_code will be set to -37. An error will be logged

to the status file indicating an insufficient charge error occurred.

AFC Sales and Use User Manual | 234 of 329

**Note**: Non-billable taxes are not included in the calculation of the base sale amount. Adding the

base sale amount and all taxes that appear in the log for a transaction may result in a value greater than

the target amount, as any non-billable taxes returned by the transaction *will* be included in that

total.

AFC Sales and Use User Manual | 235 of 329

EZTaxSAUZip

Description

EZTaxSAUZip accepts transaction data and performs appropriate tax calculations. If the AFC session

was started with the tax log open, tax calculations are logged and will be reflected in tax reports. FOB,

ship_from and ship_to information is passed using zip information.

Format

short int EZTaxSAUZip(EZTaxSession session,

struct sau_Zip_Code *trans,

struct nexus_table *nexus_tab,

short int nexus_count,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

EZTaxSauProto.h

EZTaxSauDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: No taxes calculated or an error was found

[n]: Indicates number of taxes stored in the struct enhanced_taxes_tbl array for this transaction

Parameters

session : session handle returned when initialized with call to EZTaxInitEx

*trans : transaction information

*err_code : error status returned

Remarks

When both return and err_code are 0, no taxes were found, but there is no error.

AFC Sales and Use User Manual | 236 of 329

EZTaxSessionDbVersion

Description

Function EZTaxSessionDbVersion reads the database version being used by the specified AFC session

and returns it to the caller.

Format

short int EZTaxDbVersion(EZTaxSession session, char *psz_db_version);

Return Value List

TRUE if database version is returned in psz_db_version

FALSE if database version couldn't be obtained

Parameters

session : session handle

*psz_db_version : address of character array that will receive the database version.

Remarks

The database version will be returned in the form ww.xx.yy.zz, where each piece of the database

version number can be 1 or 2 digits.

AFC Sales and Use User Manual | 237 of 329

EZTaxSetInvoiceModeEx

Description

Function EZTaxSetInvoiceModeEx sets Invoice Mode on or off – allocating or freeing memory for

tables.

This function sets the Invoice Mode on or off. When the Invoice Mode is off AFC works in the normal

fashion, each transaction passed is taxed with caps and limits calculated on a per transaction basis.

When Invoice Mode is on, AFC performs appropriate tax calculations and returns the taxes calculated,

AFC also keeps the tax amounts in memory and uses them to apply caps and limits to the taxes

generated for each subsequent transaction. When EZTaxNextCustomerEx is called a summarized

version of the taxes is returned.

Format

struct enhanced_cust_taxes_tbl *EZTaxSetInvoiceModeEx(EZTaxSession session,

short int mode);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

pointer: to the tax table if successful

null: if an error occurred

Parameters

session : session handle returned for session when initialized with call to EZTaxInitEx

mode: flag for turning Invoice Mode on (TRUE) or off (FALSE)

Remarks

Interface data structures are also described in detail in the AFC Data Structures section.

Before setting the Invoice Mode to false, EZTaxNextCustomerEx must be called in order to get the

summarized taxes for the final customer (the summarized taxes should be processed prior to turning

off the Invoice Mode). Failure to call EZTaxNextCustomerEx will cause the last customer's summarized

taxes to be lost.

Note: The summarized taxes returned when calling EZTaxNextCustomerEx are identical to the total of the

individual taxes returned from the taxing APIs. Typically one or the other is used but not both. Combining

the individual taxes and the summarized taxes will result in twice as much taxes as should be normal.

AFC Sales and Use User Manual | 238 of 329

EZTaxSetInvoiceModeV98

Description

Function EZTaxSetInvoiceModeV98 sets Invoice Mode on or off – allocating or freeing memory for

tables. It differs from EZTaxSetInvoiceModeEx in that the tax table returned contains tax category

information.

This function sets the Invoice Mode on or off. When the Invoice Mode is off AFC works in the normal

fashion, each transaction passed is taxed with caps and limits calculated on a per transaction basis.

When customer mode is on, AFC performs appropriate tax calculations and returns the taxes

calculated, AFC also keeps the tax amounts in memory and uses them to apply caps and limits to the

taxes generated for each subsequent transaction. When EZTaxNextCustomerEx is called a summarized

version of the taxes is returned.

Format

struct cust_taxes_tbl_v98 *EZTaxSetInvoiceModeV98(EZTaxSession session,

short int mode);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

pointer: to the tax table if successful

null: if an error occurred

Parameters

session : session handle returned for session when initialized with call to EZTaxInitEx

mode: flag for turning Invoice Mode on (TRUE) or off (FALSE)

Remarks

Interface data structures are also described in detail in the AFC Data Structures section.

Before setting the Invoice Mode to false, EZTaxNextCustomerEx must be called in order to get the

summarized taxes for the final customer (the summarized taxes should be processed prior to turning

off the customer mode). Failure to call EZTaxNextCustomerEx will cause the last customer's

summarized taxes to be lost.

Note: The summarized taxes returned when calling EZTaxNextCustomerEx are identical to the total of

the individual taxes returned from the taxing APIs. Typically one or the other is used but not both.

Combining the individual taxes and the summarized taxes will result in twice as much taxes as should be

normal.

AFC Sales and Use User Manual | 239 of 329

EZTaxSetNexus

Description

Function EZTaxSetNexus sets nexus on or off for the specified states.

This function sets the nexus information by jurisdiction on or off. For each nexus point in the

nexus_table, the engine will calculate its jurisdiction and either set nexus on or off based on the

has_nexus variable of the nexus_table structure.

Format

short int EZTaxSetNexus(EZTaxSession session, struct nexus_table *nexus_tbl,

short int nexus_count);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

TRUE if nexus information was changed;

FALSE otherwise

Parameters

session : session handle returned for session when initialized with call to EZTaxInitEx

*nexus_table : Pointer to nexus table structure that contains nexus information.

See the nexus_table struct in the header file EZTaxStruct.h.

nexus_count : Number of nexus points in the structure.

Remarks

Interface data structures are also described in detail in the AFC Data Structures section.

Using this API with the nexus=on option in the configuration file is not recommended. This API is to be

used as a programmatic option instead of a configuration file option.

AFC Sales and Use User Manual | 240 of 329

EZTaxSetStateExclusions

Description

EZTaxSetStateExclusion uses the country code and, optionally, a state code to set an exclusion. A flag

is used to determine if the country/state jurisdiction is to be turned off (enable regular taxation) or on

(exclude country and/or state taxation for all jurisdictions within the country or state including county

and local taxation). Transactions for an excluded state continue to return federal (country) level taxes

for all transactions within the excluded state.

Note: The three-character country code should be used for countries and the two-character code

should be used for states, including US territories.

In this context, references to state apply to either a state or province.

For US territories, the USA Federal exclusions have precedence over US Terriotry jurisdictions. As a

result, all US Territory exclusions will be set or cleared along with US Federal exclusions when only USA

is specified.

Please make note, country codes for US territories have been deprecated.

Format

short int EZTaxSetStateExclusion(EZTaxSession session,

char country_ISO[4], char state_abv[3], short int flag);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

TRUE : EZTaxSetStateExclusion was successful.

FALSE : EZTaxSetStateExclusion failed.

Parameters

Session: session handle returned when initialized with call to EZTaxInitEx

country_ISO: The country code. These are listed in EZTaxDefine.h.

state_abv: The state abbreviation. These are listed in EZTaxDefine.h.

flag: TRUE – Exclude this state from taxation.

FALSE: Do not exclude this state from taxation.

Remarks

None

AFC Sales and Use User Manual | 241 of 329

EZTaxSetStateNexus

Description

EZTaxSetStateNexus uses a state code to set the nexus. A flag is used to determine if the state has

nexus (true) or not (false).

Format

short int EZTaxSetStateNexus(EZTaxSession session, char state_abv[3],

short int flag);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

TRUE : EZTaxSetStateNexus was successful.

FALSE : EZTaxSetStateNexus failed.

Parameters

Session: session handle returned when initialized with call to EZTaxInitEx

state_abv: The state abbreviation. These are listed in EZTaxDefine.h.

flag: TRUE or FALSE.

Remarks

None

AFC Sales and Use User Manual | 242 of 329

EZTaxWriteToLogEx

Description

Function EZTaxWriteToLogEx allows customers to create the correctly formatted binary AFC log from

scratch by passing in data they have stored from a different database or saved from AFC transactions

using EZTaxInitExp.

Format

short int EZTaxWriteToLogEx(EZTaxSession session, int count,

struct EZTax_logEx *log);

Header(s) Required

EZTaxProto.h

EZTaxStruct.h

Libraries

EZTax2.lib

Return Value List

FALSE : An error occurred

TRUE : Success

Parameters

session : Session handle returned when initialized with call to EZTaxInitEx

count: Number of taxes in the log structure

*log : Log structure to save information from

Remarks

EZTaxWriteToLogEx does not support logging of the transaction type and service type.

AFC Sales and Use User Manual | 243 of 329

EZTaxWriteToLogV914

Description

Function EZTaxWriteToLogV914 allows customers to create the correctly formatted binary AFC log

from scratch by passing in data they have stored from a different database or saved from AFC

transactions.

Format

short int EZTaxWriteToLogV914(EZTaxSession session, int count, struct eztax_log_v914 *log

Return Value List

FALSE : An error occurred

TRUE : Success

Parameters

session: session handle returned with call to initialize the AFC session.

count: Number of taxes in the log structure

*log : Log structure containing records to be written to file.

Remarks

EZTaxWriteToLogEx does not support logging of the transaction charge, the tax description, the tax

category id or the tax category description.

AFC Sales and Use User Manual | 244 of 329

EZTaxZtoJCodeEx

Description

EZTaxZtoJCodeEx utilizes zip code plus 4 and address information supplied by the user, to obtain a J-

Code.

Format

unsigned long int EZTaxZtoJCodeEx(EZTaxSession session,

struct zip_address_p4 *address,

int *err_code);

Header(s) Required

EZTaxProto.h

EZTaxDefine.h

Libraries

EZTax2.lib

Return Value List

[0]: Error Code has been set. If the supplied address was not found or an error has occurred 0 is

returned, which is a valid U.S. Federal level code. Please check the error code before using the JCode

that is returned.

JCode : Error Code has not been set.

Parameters

session : Session handle returned when initialized with call to EZTaxInitEx

address : Address information with zip+4

*err_code : Error status returned

Remarks

AFC currently has Zip Code information for U.S. and Canadian jurisdictions. The six character Canadian

postal code must be broken up for entry. The first 3 characters go into the zip code field and the last 3

characters go into the plus 4 field.

AFC Sales and Use User Manual | 245 of 329

EZTaxZtoPCodeEx

Description

EZTaxZtoPCodeEx returns PCode cross-referenced to a zip code and address.

Format

unsigned long int EZTaxZtoPCodeEx(EZTaxSession session, struct

zip_address_p4 *address, int *err_code);

Header(s) Required

EZTaxProto.h

Libraries

EZTax2.lib

Return Value List

PCode : Permanent jurisdiction code. If the supplied address was not found or an error has occurred 0

is returned which is a valid U.S. Federal level code. Please check the error code before using the

PCode that is returned.

Parameters

session : Session object returned for session when initialized with call to EZTaxInitEx.

*address : Pointer to zip_address_p4 structure containing valid address data, see struct in

EZTaxStruct.h Interface data structures are also described in detail in the AFC Data Structures

section.

*err_code : Error codes returned. See the header EZTaxDefine.h for definitions.

Remarks

AFC currently has Zip Code information for U.S. and Canadian jurisdictions. The six character Canadian

postal code must be broken up for entry. The first 3 characters go into the zip code field and the last 3

characters go into the plus 4 field.

AFC Sales and Use User Manual | 246 of 329

Appendices A - G

The complete content of the structures, constants and prototypes are provided in the following

Appendices. Also included are the monthly update procedures and a help guide.

8.1 EZTaxStruct.h

8.2 EZTaxDefine.h

8.3 EZTaxProto.h

8.4 EZTaxSauStruct.h

8.5 EZTaxSauDefine.h

8.6 EZTaxSauProto.h

8.7 Monthly Update Procedure

8.8 Help Guide

AFC Sales and Use User Manual | 247 of 329

Appendix A EZTaxStruct.h

EZTaxStruct.h

The file defines structures that are required to interface with

the EZTax system.

#ifndef _inc_EZTaxStruct_

#define _inc_EZTaxStruct_

/* If defined for C++ environment */

#ifdef __cplusplus

extern "C" {

#endif

#include "EZTaxDefine.h"

/* jurisdiction structure returned by EZTaxGetRates */

struct jurisdictionTaxes

{

unsigned long int pCode; /* jurisdiction's PCode */

short int taxesCount; /* count of all taxes for jurisdiction */

struct enhancedOverride *taxesTable; /* table of all taxes for jurisdiction in override

format */

/* notes: (1) the scope value will be set to the tax level */

/* (2) the taxesTable should be freed when the results */

/* are no longer needed to prevent a memory leak */

};

/* Primary override structure for EZTax release 9 */

struct enhancedOverride

{

short int scope; /* Scope of override */

short int type; /* tax type identifier */

short int level; /* tax level identifier */

short int dateCount; /* number of date records (normally 2) */

struct enhancedDateOverride *dateTable; /* address of array of date records */

};

/* entries in the dateTable for overrides if the tax type is telecom (non-sales tax) */

struct enhancedDateOverride

{

unsigned long int overrideDate; /* starting (effective) date for this set of tax rates */

short int rateCount; /* number of rate records for this date (normally 1) */

short int levelExempt; /* TRUE indicates tax can be exempted by an */

/* exemption for all taxes at the same level as */

/* this tax, FALSE indicates it cannot be exempted. */

/* NOTE: Tax can be exempted by specific tax exemption. */

struct enhancedRateOverride *rateTable; /* address of array of telecom rate records */

};

/* rate entries in rateTable for telecom taxes */

struct enhancedRateOverride

{

double tax; /* tax amount (rate) */

double max_base; /* max amount subject to this tax(end of bracket) */

short int repl_st; /* if TRUE tax replaces state tax */

double st_ovrd_tax; /* overrides state rate if present */

short int repl_co; /* if TRUE tax replaces county tax */

double co_ovrd_tax; /* if present, override county tax */

};

/* Deprecated tax override structure (Prior to version 9) */

struct tax_ovrd

{

short int scope; /* Scope of override */

AFC Sales and Use User Manual | 248 of 329

short int type; /* tax type identifier */

short int level; /* tax level identifier */

short int level_exempt; /* TRUE indicates tax can be exempted by an */

/* exemption for all taxes at the same level as */

/* this tax, FALSE indicates it cannot be exempted. */

/* NOTE: Tax can be exempted by specific tax exemption. */

short int limit; /* limit - applies to local taxes to indicate */

/* max lines to apply tax to. */

unsigned long int date; /* tax effective date */

float tax; /* tax amount */

float prev_tax; /* previous tax amount */

float max_base; /* max amount to which tax is */

/* applied - amounts above this */

/* will be taxed at excess rate if */

/* county has excess rate */

float excess_tax; /* rate for amount above max_base */

/* returned as part of county tax */

float st_ovrd_tax; /* overrides state rate if present */

float co_ovrd_tax; /* if present, override county tax */

short int repl_st; /* if TRUE tax replaces state tax */

short int repl_co; /* if TRUE tax replaces county tax */

};

/* logic Override structure */

struct logicOverride

{

short int trans_type; /* See the programmer user's manual or EZTaxDefine.h */

short int srv_type; /* See the programmer user's manual for valid svc */

short int type; /* tax type identifier */

short int level; /* tax level identifier */

short int scope; /* Scope of override */

short int dateCount; /* number of date records (normally 1) */

void *detailTable; /* pointer to table of detail logic overrides */

};

/* logic Override Detail per effective date */

struct logicOverrideDetail

{

unsigned long int date; /* logic effective date */

short int calc_type_id; /* calculation rule */

short int data_type_id; /* tax data type (rate, flat, et cetera */

short int eff_sales_id; /* effect on sales tax (city, co, st) */

short int surcharge; /* indicates that tax is surcharge */

short int sale; /* TRUE, FALSE */

short int resale; /* TRUE, FALSE */

short int business; /* TRUE, FALSE */

short int residential; /* TRUE, FALSE */

short int regulated; /* TRUE, FALSE */

short int unregulated; /* TRUE, FALSE */

short int senior_citizen; /* TRUE, FALSE */

short int industrial; /* TRUE, FALSE */

short int lifeline; /* TRUE, FALSE */

short int ilec; /* TRUE, FALSE */

short int clec; /* TRUE, FALSE */

short int primary_ld; /* TRUE, FALSE */

short int primary_local; /* TRUE, FALSE */

short int franchise; /* TRUE, FALSE */

short int nonfranchise; /* TRUE, FALSE */

short int facilities; /* TRUE, FALSE */

short int nonfacilities; /* TRUE, FALSE */

short int tier_at_transaction; /* TRUE, FALSE */

short int billable; /* TRUE, FALSE */

short int pro_rated; /* TRUE, FALSE */

short int unrolled_id; /* 1=Tax Level, 2=City, 3=Local */

short int tier_on_total; /* TRUE, FALSE */

short int tax_by_oth; /* TRUE, FALSE */

short int compliance; /* TRUE, FALSE */

double tam; /* Transaction amount multiplier */

double tas; /* Transaction exempt amount */

short int ex_flag; /* flag showing whether 0-rate */

/* brackets are exempt or not */

AFC Sales and Use User Manual | 249 of 329

short int taxTaxesCount; /* count of tax taxes entries */

struct taxTaxesOverride *taxTaxesTable; /* ptr to table of taxes that this is taxed by */

};

/* logic Override Detail per effective date, with prepaid flag */

struct logicOverrideDetailP

{

unsigned long int date; /* logic effective date */

short int calc_type_id; /* calculation rule */

short int data_type_id; /* tax data type (rate, flat, et cetera */

short int eff_sales_id; /* effect on sales tax (city, co, st) */

short int surcharge; /* indicates that tax is surcharge */

short int sale; /* TRUE, FALSE */

short int resale; /* TRUE, FALSE */

short int business; /* TRUE, FALSE */

short int residential; /* TRUE, FALSE */

short int regulated; /* TRUE, FALSE */

short int unregulated; /* TRUE, FALSE */

short int senior_citizen; /* TRUE, FALSE */

short int industrial; /* TRUE, FALSE */

short int lifeline; /* TRUE, FALSE */

short int lifeline_only; /* TRUE, FALSE */

short int ilec; /* TRUE, FALSE */

short int clec; /* TRUE, FALSE */

short int primary_ld; /* TRUE, FALSE */

short int primary_local; /* TRUE, FALSE */

short int franchise; /* TRUE, FALSE */

short int nonfranchise; /* TRUE, FALSE */

short int facilities; /* TRUE, FALSE */

short int nonfacilities; /* TRUE, FALSE */

short int tier_at_transaction; /* TRUE, FALSE */

short int billable; /* TRUE, FALSE */

short int pro_rated; /* TRUE, FALSE */

short int unrolled_id; /* 1=Tax Level, 2=Cty, 3=Local */

short int tier_on_total; /* TRUE, FALSE */

short int tax_by_oth; /* TRUE, FALSE */

short int compliance; /* TRUE, FALSE */

double tam; /* Transaction amount multiplier */

double tas; /* Transaction exempt amount */

short int ex_flag; /* flag showing whether 0-rate */

/* brackets are exempt or not */

short int prepaid; /* TRUE, FALSE */

short int taxTaxesCount; /* count of tax taxes entries */

struct taxTaxesOverride *taxTaxesTable; /* ptr to table of taxes that this is taxed by */

};

/* logic Override Detail per effective date, with prepaid flag */

struct logicOverrideDetailUseTax

{

unsigned long int date; /* logic effective date */

short int calc_type_id; /* calculation rule */

short int data_type_id; /* tax data type (rate, flat, et cetera */

short int eff_sales_id; /* effect on sales tax (city, co, st) */

short int surcharge; /* indicates that tax is surcharge */

short int sale; /* TRUE, FALSE */

short int resale; /* TRUE, FALSE */

short int business; /* TRUE, FALSE */

short int residential; /* TRUE, FALSE */

short int regulated; /* TRUE, FALSE */

short int unregulated; /* TRUE, FALSE */

short int senior_citizen; /* TRUE, FALSE */

short int industrial; /* TRUE, FALSE */

short int lifeline; /* TRUE, FALSE */

short int lifeline_only; /* TRUE, FALSE */

short int ilec; /* TRUE, FALSE */

short int clec; /* TRUE, FALSE */

short int primary_ld; /* TRUE, FALSE */

short int primary_local; /* TRUE, FALSE */

short int franchise; /* TRUE, FALSE */

AFC Sales and Use User Manual | 250 of 329

short int nonfranchise; /* TRUE, FALSE */

short int facilities; /* TRUE, FALSE */

short int nonfacilities; /* TRUE, FALSE */

short int tier_at_transaction; /* TRUE, FALSE */

short int billable; /* TRUE, FALSE */

short int pro_rated; /* TRUE, FALSE */

short int unrolled_id; /* 1=Tax Level(no Unroll), 2=Cty, 3=Local */

short int tier_on_total; /* TRUE, FALSE */

short int tax_by_oth; /* TRUE, FALSE */

short int compliance; /* TRUE, FALSE */

double tam; /* Transaction amount multiplier */

double tas; /* Transaction exempt amount */

short int ex_flag; /* flag showing whether 0-rate */

/* brackets are exempt or not */

short int sales_flag; /* TRUE, FALSE */

short int use_flag; /* TRUE, FALSE */

short int prepaid; /* TRUE, FALSE */

short int threshold; /* TRUE, FALSE */

short int consumed; /* TRUE, FALSE */

short int vendor_use; /* TRUE, FALSE */

short int taxTaxesCount; /* count of tax taxes entries */

struct taxTaxesOverride *taxTaxesTable; /* pointer to table of taxes that this is taxed by

};

/* structure for each tax that this tax is taxed by */

struct taxTaxesOverride

{

short int tax_type_id; /* Identifier of tax that has this tax applied to it. */

short int tax_level_id; /* Identifier of level of tax_type_id */

};

/* Individual tax exempt structure */

struct tax_exempt

{

short int tax_type; /* tax type identifier */

short int tax_level; /* tax level identifier */

unsigned long int exempt_J_Code; /* for local exemption */

};

/* EZTax_data structure contains data required for tax calculations */

struct EZTax_data

{

short int business; /* TRUE = business customer, FALSE = residential */

short int sale; /* TRUE = Sale, FALSE = Resale */

short int regulated; /* TRUE = Regulated, FALSE = unregulated */

short int trans_type; /* See the programmer user's manual or EZTaxDefine.h */

short int srv_type; /* See the programmer user's manual for valid trans */

/* transaction and service type combinations. */

/* EZTaxDefine.h defines valid service types */

unsigned long int date; /* Transaction bill date. Field is provided to */

/* allow rating and taxing to occur on */

/* date other than billing date. */

float charge; /* amount charge to customer for transaction */

float minutes; /* Minutes of call, defaults to zero when */

/* not appropiate (NOTE: some taxes are per minute. */

int lines; /* number of lines (use with transaction type */

/* LOCAL and service type LINES) */

int locations; /* number of locations (use with transaction */

/* type LOCAL and service type LOCATION) */

short int incorp; /* TRUE indicates within incorporated area */

/* of local jurisdiction, FALSE is outside */

short int FED_exempt; /* If TRUE, transaction exempt from Federal Tax */

short int st_exempt; /* If TRUE, transaction exempt from State Tax */

short int co_exempt; /* If TRUE, transaction exempt from County Tax */

short int loc_exempt; /* If TRUE, transaction exempt from local tax */

unsigned long int FED_J_Code; /* Jurisdiction for Federal exemption */

unsigned long int st_J_Code; /* Jurisdiction for state exemptionn */

unsigned long int co_J_Code; /* Jurisdiction for county exemption */

AFC Sales and Use User Manual | 251 of 329

unsigned long int loc_J_Code; /* Jurisdiction for local exemption */

short int spc_exempt; /* 0 indicates no of special exempts, */

/* other value indicates number of special exempts */

struct tax_exempt *s_exempt; /* Pointer to tax exempt structure that contains the */

/* number of special tax exemptions (spc_exempt) */

unsigned long int inv_no; /* Invoice number, user defined */

unsigned long int srv_lvl_no; /* Service level number, user defined */

unsigned long int optional; /* User defined value for reporting */

char cust_no[CUST_NO_SIZE]; /* Customer number, user defined */

};

/* EZTax_dataEx structure contains data required for tax calulations */

struct EZTax_dataEx

{

short int customer_type; /* 0=residential, 1=business, 2=Senior Citizen,

3=Industrial */

/* See the programmer user's manual or EZTaxDefine.h */

short int sale; /* TRUE = Sale, FALSE = Resale */

short int regulated; /* TRUE = Regulated, FALSE = unregulated */

short int trans_type; /* See the programmer user's manual or EZTaxDefine.h */

short int srv_type; /* See the programmer user's manual for valid trans */

/* transaction and service type combinations. */

/* EZTaxDefine.h defines valid service types */

short int business_class; /* CLEC = 1, ILEC = 0 */

short int service_class; /* Primary Long Distance = 1, Local Service = 0 */

/* (Default Long Distance) */

short int facilities_based; /* Facilities Based=TRUE, Non-Facilities Based=FALSE */

/* (Default Non-Facilities) */

short int franchise; /* Franchise = TRUE, Non-Franchise = FALSE */

/* (Default Non-Franchise) */

short int lifeline; /* Lifeline = TRUE, Non-lifeline = FALSE */

unsigned long int date; /* Transaction bill date. Field is provided to */

/* allow rating and taxing to occur on */

/* date other than billing date. */

double charge; /* amount charge to customer for transaction */

double minutes; /* Minutes of call, defaults to zero when not */

/* appropriate (some taxes are per minute) */

int lines; /* number of lines (use with transaction type */

/* LOCAL and service type LINES) */

int locations; /* number of locations (use with transaction */

/* type LOCAL and service type LOCATION) */

short int incorp; /* TRUE indicates within incorporated area */

/* of local jurisdiction, FALSE is outside */

short int FED_exempt; /* If TRUE, transaction exempt from Federal Tax */

short int st_exempt; /* If TRUE, transaction exempt from State Tax */

short int co_exempt; /* If TRUE, transaction exempt from County Tax */

short int loc_exempt; /* If TRUE, transaction exempt from local tax */

unsigned long int FED_J_Code; /* Jurisdiction for Federal exemption */

unsigned long int st_J_Code; /* Jurisdiction for state exemption */

unsigned long int co_J_Code; /* Jurisdiction for county exemption */

unsigned long int loc_J_Code; /* Jurisdiction for local exemption */

short int spc_exempt; /* 0 indicates no of special exempts, */

/* other value indicates number of special exempts */

struct tax_exempt *s_exempt; /* Pointer to tax exempt structure that contains the */

/* number of special tax exemptions (spc_exempt) */

short int exempt_type; /* Reason for exemption */

unsigned long int inv_no; /* Invoice number, user defined */

unsigned long int srv_lvl_no; /* Service level number, user defined */

unsigned long int optional; /* User defined value for reporting */

char cust_no[CUST_NO_SIZE]; /* Customer number, user defined */

char company_identifier[CO_IDENTIFIER_SIZE]; /* Company Identifier */

char opt_alpha_1[CUST_NO_SIZE]; /* optional alpha field */

unsigned long int opt_4; /* optional numeric field */

unsigned long int opt_5; /* optional numeric field */

unsigned long int opt_6; /* optional numeric field */

unsigned long int opt_7; /* optional numeric field */

unsigned long int opt_8; /* optional numeric field */

unsigned long int opt_9; /* optional numeric field */

unsigned long int opt_10; /* optional numeric field */

};

AFC Sales and Use User Manual | 252 of 329

/* The J_Code structure is used for interfacing with EZTax using J_Codes. */

/* This data structure is passed to EZTax with the function EZTaxJCode. */

struct J_Code

{

unsigned long int BTN_J_Code; /* Bill To Number Jurisdiction Code */

unsigned long int orig_J_Code; /* Origination number Jurisdiction Code */

unsigned long int term_J_Code; /* Termination number Jurisdiction Code */

struct EZTax_data tax_data; /* Required tax information */

};

/* The J_CodeEx structure is used for interfacing with EZTax using J_Codes. */

/* This data structure is passed to EZTax with the extended function EZTaxJCodeEx. */

struct J_CodeEx

{

unsigned long int BTN_J_Code; /* Bill To Number Jurisdiction Code */

unsigned long int orig_J_Code; /* Origination number Jurisdiction Code */

unsigned long int term_J_Code; /* Termination number Jurisdiction Code */

struct EZTax_dataEx tax_data; /* Required tax information */

};

/* The this_J_Code structure is used for interfacing with EZTax using */

/* a specific J_Code. This data structure is passed to EZTax with the */

/* function EZTaxThisJCode. With this function taxes will be calculated */

/* based upon the jurisdiction represented by the specified J_Code. */

struct this_J_Code

{

unsigned long int J_Code; /* Jurisdiction for tax determination */

struct EZTax_data tax_data; /* Required tax information */

};

/* The this_J_CodeEx structure is used for interfacing with EZTax using */

/* a specific J_Code. This data structure is passed to EZTax with the */

/* function EZTaxThisJCodeEx. With this function taxes will be calculated */

/* based upon the jurisdiction represented by the specified J_Code. */

struct this_J_CodeEx

{

unsigned long int J_Code; /* Jurisdiction for tax determination */

struct EZTax_dataEx tax_data; /* Required tax information */

};

/* The this_P_Code structure is used for interfacing with EZTax using */

/* a specific P_Code. This data structure is passed to EZTax with the */

/* function EZTaxThisPCode. With this function taxes will be calculated */

/* based upon the jurisdiction represented by the specified PCode. */

struct this_P_Code

{

unsigned long int P_Code; /* Jurisdiction for tax determination */

struct EZTax_data tax_data; /* Required tax information */

};

/* The this_P_Code structure is used for interfacing with EZTax using */

/* a specific P_Code. This data structure is passed to EZTax with the */

/* function EZTaxThisPCodeEx. With this function taxes will be calculated */

/* based upon the jurisdiction represented by the specified PCode. */

struct this_P_CodeEx

{

unsigned long int P_Code; /* Jurisdiction for tax determination */

struct EZTax_dataEx tax_data; /* Required tax information */

};

/* The priv_line_P_Code structure is used for interfacing with EZTax using */

/* two specifics P_Codes. This data structure is passed to EZTax with the */

/* function EZTaxPrivateLine. With this function taxes will be calculated */

/* based upon the jurisdictions represented by the specified PCode, */

/* allocated to each jurisdiction by the percentage value */

struct private_line_P_Code

{

unsigned long int point_A; /* Jurisdiction for tax determination */

unsigned long int point_Z; /* Jurisdiction for tax determination */

double split; /* percentage of charge that should */

/* be applied to the first jurisdiction */

AFC Sales and Use User Manual | 253 of 329

struct EZTax_dataEx tax_data; /* Required tax information */

};

/* The P_Code structure is used for interfacing with EZTax using P_Codes. */

/* This data structure is passed to EZTax with the function EZTaxPCode. */

struct P_Code

{

unsigned long int BTN_P_Code; /* Bill To Number PCode */

unsigned long int orig_P_Code; /* Origination number PCode */

unsigned long int term_P_Code; /* Termination number PCode */

struct EZTax_data tax_data; /* Required tax information */

};

/* The P_Code structure is used for interfacing with EZTax using P_Codes. */

/* This data structure is passed to EZTax with the function EZTaxPCodeEx. */

struct P_CodeEx

{

unsigned long int BTN_P_Code; /* Bill To Number PCode */

unsigned long int orig_P_Code; /* Origination number PCode */

unsigned long int term_P_Code; /* Termination number PCode */

struct EZTax_dataEx tax_data; /* Required tax information */

};

/* The NPANXX structure is used for interfacing with EZTax using NPANXXs. */

/* This data structure is passed to EZTax with the function EZTaxNPAN. */

struct NPANXX_code

{

unsigned long int BTN_NPANXX; /* Bill To NPANXX Code */

unsigned long int orig_NPANXX; /* Origination NPANXX Code */

unsigned long int term_NPANXX; /* Termination NPANXX Code */

struct EZTax_data tax_data; /* Required tax information */

};

/* The NPANXX_codeEx structure is used for interfacing with EZTax using NPANXXs. */

/* This data structure is passed to EZTax with the function EZTaxNPANEx. */

struct NPANXX_codeEx

{

unsigned long int BTN_NPANXX; /* Bill To NPANXX Code */

unsigned long int orig_NPANXX; /* Origination NPANXX Code */

unsigned long int term_NPANXX; /* Termination NPANXX Code */

struct EZTax_dataEx tax_data; /* Required tax information */

};

/* The zip_address structure is used to pass address data to */

/* EZTax in order to obtain a jurisdiction code. */

struct zip_address

{

long int zip_code; /* Zip code of taxing jurisdiction */

unsigned short int state_id; /* state identifier */

char county[25]; /* County name in null terminated string */

char locality[26]; /* Locality name in null terminated string */

};

/* zip_address structure to accommodate Zip code Plus 4 */

struct zip_address_p4

{

char zip_code[6]; /* String containing zip code */

char zip_p4[5]; /* String containing zip_p4 */

char country_ISO[4]; /* String containing country ISO code */

char state_abv[3]; /* String containing state level abbreviation */

char county[25]; /* County name in null terminated string */

char locality[26]; /* Locality name in null terminated string */

};

/* The zip_code structure is used for interfacing with EZTax using address */

/* information. This data structure is passed to EZTax with the function */

/* EZTaxZip. */

struct zip_code

AFC Sales and Use User Manual | 254 of 329

{

struct zip_address zip_addr; /* ZIP code and address information */

struct EZTax_data tax_data; /* Required tax information */

};

/* Zip code structure for use with Zip plus 4 */

struct zip_code_p4

{

struct zip_address_p4 zip_addr; /* ZIP code+4 and address information */

struct EZTax_data tax_data; /* Required tax information */

};

/* Zip code structure for use with Zip plus 4 */

struct zip_codeEx

{

struct zip_address_p4 zip_addr; /* ZIP code+4 and address information */

struct EZTax_dataEx tax_data; /* Required tax information */

};

/* The BridgeConferenceTransaction structure is used for calculating tax for a */

/* bridge conference with 1 to n participants. */

/* Note: USA PCode of 0 is considered invalid for Bridge/Billing/Host - for USA must be state

level or lower */

struct BridgeConferenceTransaction

{

unsigned short int ProcessInvalidParticipant; /* Process invalid Participants w/greatest tax

liability (default=false) */

unsigned short int IsAdjustment; /* Flag indicating call is an adjustment or

credit calculation */

unsigned short int DiscountType; /* Discount type (for adjustment calculation –

else ignored) */

int NumberOfParticipants; /* Size of participant list */

unsigned long int *ParticipantPCodeList; /* Participant PCode List */

unsigned long int *ParticipantNpaNxxList; /* Participant NpaNxx List */

struct zip_address_p4 *ParticipantAddressList; /* Participant Address List */

unsigned long int BridgePCode; /* Bridge PCode */

unsigned long int BridgeNpaNxx; /* Bridge NpaNxx */

struct zip_address_p4 BridgeAddress; /* Bridge Address */

unsigned long int HostPCode; /* Host PCode */

unsigned long int HostNpaNxx; /* Host NpaNxx */

struct zip_address_p4 HostAddress; /* Host Address */

unsigned long int BillingPCode; /* Billing PCode */

unsigned long int BillingNpaNxx; /* Billing NpaNxx */

struct zip_address_p4 BillingAddress; /* Billing Address */

struct EZTax_dataEx trans_data; /* Required transaction information */

};

struct BridgeConferenceParticipant

{

int ParticipantId; /* By order received - 1 to N */

int Offset; /* Where in tax table participant starts */

int TaxCount; /* Number of taxes in tax table for participant */

int ErrorCode; /* Error code (if applicable) for participant */

short int TransactionType; /* The transaction type used for participant */

short int ServiceType; /* The service type used for participant */

};

struct BridgeConferenceTaxes

{

struct EZTax_log_v914 *BCTaxes; /* Individual Participant Taxes for Conference */

unsigned short int TaxCount; /* Total number of taxes in BCTaxes array */

struct BridgeConferenceParticipant* BCParticipants; /* Participant array */

int ParticipantCount; /* Number of Participants in BCParticipants array */

};

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/* Structures use by EZTaxTPP and EZTaxAdjTPP */

struct TPP_addr

{

struct zip_address_p4 ship_from; /* origin ZIP code+4 and address information */

struct zip_address_p4 ship_to; /* delivery ZIP code+4 and address information */

struct zip_address_p4 point_of_accpt; /* bill-to ZIP code+4 and address information */

struct EZTax_data tax_data; /* Required tax information */

};

/* Structures use by EZTaxTPPEx and EZTaxAdjTPPEx */

struct TPP_addrEx

{

struct zip_address_p4 ship_from; /* origin ZIP code+4 and address information */

struct zip_address_p4 ship_to; /* delivery ZIP code+4 and address information */

struct zip_address_p4 point_of_accpt; /* bill-to ZIP code+4 and address information */

struct EZTax_dataEx tax_data; /* Required tax information */

};

struct nexus_table

{

char state[3]; /* state abbreviation */

short int have_nexus; /* TRUE, FALSE */

};

/* The taxes structure defines the data structure used to return tax */

/* information to the user. The functions EZTaxJCode, EZTaxNPAN, and */

/* EZTaxZip each return a short int. Zero indicates that no taxes were */

/* calculated for the transaction passed. If taxes were calculated, the */

/* value returned indicates the number of taxes returned in an array */

/* of struct taxes with the size of array being the number of taxes, */

/* Use the following definition to access the calculated taxes */

/* "extern struct taxes *tax_tbl;". The following code segment */

/* demonstrates an acceptable method of retrieving calculated tax data. */

/* */

/* struct taxes_tbl tax; */

/* extern struct taxes_tbl *EZTax_table; */

/* */

/* for (i=0; i<rtn_value; i++); */

/* { */

/* tax = EZTax_table[i]; */

/* */

/* -- Perform billing system required task */

/* */

/* } */

/* */

struct taxes_tbl

{

unsigned long int j_code; /* Despite the name, really the p-code */

short int tax_type; /* Tax type */

short int tax_level; /* Tax level */

short int calc_type; /* Calc type; RATE, FIXED, PER_MINUTE, PER_LINE,

SELFTAXING_RATE */

float rate; /* Tax rate or amount applied */

double tax_amount; /* Calculated tax amount */

#if defined(PF_V8_TAXABLE_MEASURE)

double taxable_measure; /* Amount of charge + any taxed taxes */

#endif

char *desc; /* Tax description string */

short int TVcalc_type_id; /* for EZView */

short int TVsurcharge; /* for EZView */

short int TVtax_type_id[EZVIEW_ID_ARRAY]; /* for EZView */

short int TVtax_level_id[EZVIEW_ID_ARRAY]; /* for EZView */

};

/* The enhanced_taxes_tbl structure provides for additional precision */

struct enhanced_taxes_tbl

{

AFC Sales and Use User Manual | 256 of 329

unsigned long int p_code; /* p-code for tax */

short int tax_type; /* Tax type */

short int tax_level; /* Tax level */

short int calc_type; /* Calc type; RATE, FIXED, PER_MINUTE, PER_LINE,

SELFTAXING_RATE */

double rate; /* Tax rate or amount applied */

double tax_amount; /* Calculated tax amount */

double taxable_measure; /* Amount of charge + any taxed taxes */

double exempt_sale_amt; /* Amount of the charge exempt from taxes */

char *desc; /* Tax description string */

short int billable; /* Billable flag from tax logic */

short int compliance; /* Compliance flag from tax logic */

short int surcharge_flag; /* Surcharge flag from tax logic */

short int TVcalc_type_id; /* for EZView */

short int TVsurcharge; /* for EZView */

short int TVtax_type_id[EZVIEW_ID_ARRAY]; /* for EZView */

short int TVtax_level_id[EZVIEW_ID_ARRAY]; /* for EZView */

};

/* The taxes_tbl_v98 structure adds tax category information */

struct taxes_tbl_v98

{

unsigned long int p_code; /* p-code for tax */

short int tax_type; /* Tax type */

short int tax_level; /* Tax level */

short int calc_type; /* Calc type; RATE, FIXED, PER_MINUTE, PER_LINE,

SELFTAXING_RATE */

double rate; /* Tax rate or amount applied */

double tax_amount; /* Calculated tax amount */

double taxable_measure; /* Amount of charge + any taxed taxes */

double exempt_sale_amt; /* Amount of the charge exempt from taxes */

char *desc; /* Tax description string */

short int billable; /* Billable flag from tax logic */

short int compliance; /* Compliance flag from tax logic */

short int surcharge_flag; /* Surcharge flag from tax logic */

short int tax_cat_id; /* Tax category */

char *tax_cat_desc; /* Tax category description string */

char reserved[RESERVE_SIZE]; /* reserved for BillSoft use */

short int TVcalc_type_id; /* for EZView */

short int TVsurcharge; /* for EZView */

short int TVtax_type_id[EZVIEW_ID_ARRAY]; /* for EZView */

short int TVtax_level_id[EZVIEW_ID_ARRAY]; /* for EZView */

};

/* The customer taxes table is similar to the taxes_tbl structure. See comments above */

/* This table is returned to the user from EZTaxSetCustMode(). This table contains a summarized

/* tax information per customer */

struct cust_taxes_tbl

{

unsigned long int j_code; /* Jurisdiction code for tax */

short int tax_type; /* Tax type */

short int tax_level; /* Tax level */

short int calc_type; /* Calc type; RATE, FIXED, PER_MINUTE, PER_LINE,

SELFTAXING_RATE */

float rate; /* Tax rate or amount applied */

double tax_amount; /* Calculated tax amount */

char *desc; /* Tax description string */

short int TVsurcharge; /* for EZView */

int lines; /* Number of lines from customer input */

int locations; /* Number of locations from customer input */

float max_base; /* max amount to which tax is applied */

/* amounts above this will be taxed at excess rate if */

/* county has excess rate */

float excess_tax; /* rate for amount above max_base */

/* returned as part of county tax */

int limit; /* limit on the amount a charge can be taxed*/

double total_charge; /* Sum of charges calc. on per customer basis */

};

AFC Sales and Use User Manual | 257 of 329

/* The enhanced invoice(customer) taxes table is similar to the taxes_tbl and */

/* cust_taxes_tbl structures. See comments for these two other structures */

/* above. This table is returned to the user from EZTaxSetCustModeEx() or

EZTaxSetInvoiceModeEx(). */

/* This table contains a summarized tax information per customer or invoice */

#define enhanced_invoice_taxes_tbl enhanced_cust_taxes_tbl

struct enhanced_cust_taxes_tbl

{

unsigned long int j_code; /* j-code for tax */

short int tax_type; /* Tax type */

short int tax_level; /* Tax level */

short int calc_type; /* Calculation type (RATE, FIXED, etc.) */

double rate; /* Tax rate or amount applied */

double tax_amount; /* Calculated tax amount */

double exempt_sale_amt; /* Amount of the charge exempt from taxes */

char *desc; /* Tax description string */

short int TVsurcharge; /* for EZView */

int lines; /* # of lines from customer input */

int locations; /* # of locations from customer input */

double minutes; /* # of minutes from customer input */

double max_base; /* max amount to which tax is applied. */

/* Amounts above this will be taxed at a */

/* higher bracketed rate (if applicable). */

double min_base; /* min amount to which tax is applied */

double excess_tax; /* rate for amount above max_base returned */

/* as part of county tax */

double total_charge; /* Sum of charges calc. on per customer basis */

void *cust_tax_data; /* Customer mode tax data for logging */

};

/* The invoice(customer) taxes table V98 is similar to the taxes_tbl and */

/* cust_taxes_tbl structures. See comments for these two other structures */

/* above. This table is returned to the user from EZTaxSetCustModeV98() or

EZTaxSetInvoiceModeV98(). */

/* This table contains a summarized tax information per customer or invoice */

#define invoice_taxes_tbl_v98 cust_taxes_tbl_v98

struct cust_taxes_tbl_v98

{

unsigned long int j_code; /* j-code for tax */

short int tax_type; /* Tax type */

short int tax_level; /* Tax level */

short int calc_type; /* Calculation type (RATE, FIXED, etc.) */

double rate; /* Tax rate or amount applied */

double tax_amount; /* Calculated tax amount */

double exempt_sale_amt; /* Amount of the charge exempt from taxes */

char *desc; /* Tax description string */

short int TVsurcharge; /* for EZView */

int lines; /* # of lines from customer input */

int locations; /* # of locations from customer input */

double minutes; /* # of minutes from customer input */

double max_base; /* max amount to which tax is applied. */

/* Amounts above this will be taxed at a */

/* higher bracketed rate (if applicable). */

double min_base; /* min amount to which tax is applied */

double excess_tax; /* rate for amount above max_base returned */

/* as part of county tax */

double total_charge; /* Sum of charges calc. on per customer basis */

short int tax_cat_id; /* Tax category */

char *tax_cat_desc; /* Tax category description string */

};

/* declare address structure */

struct address_data

{

short int tax_level; /* Federal, State, County/Parish, Local */

char locality[26]; /* City name string */

char county[25]; /* County name string */

char state[2]; /* Two character state abbreviation */

long int zip_begin; /* Lowest zip code in range for identified area */

long int zip_end; /* Highest zip code in range for identified area */

AFC Sales and Use User Manual | 258 of 329

};

struct address_data_p4

{

short int tax_level; /* Tax level identifier */

char locality[26]; /* City name string */

char county[25]; /* County name string */

char state[2]; /* Two character state abbreviation */

char country_ISO[4]; /* Country ISO code */

char zip_begin[6]; /* zip code or beginning of range */

char zipb_p4[5]; /* Zip begin plus 4 */

char zip_end[6]; /* zip code or end of range */

char zipe_p4[5]; /* Zip end plus 4 */

};

struct file_path

{

char *EZTax_data; /* EZTax db file */

char *EZTax_IDX; /* EZTax idx file */

char *EZTax_DLL; /* EZTax dll */

char *EZTax_log; /* EZTax log */

char *EZTax_npanxx; /* EZTax NPANXX file */

char *EZTax_status; /* EZTax status file */

char *EZTax_temp_file; /* EZTax temporary file */

char *EZTax_location; /* EZTax location description file */

char *EZTax_zip; /* EZTax zip code file */

char *EZTax_customer_key; /* EZTax customer key file */

char *EZTax_pcode; /* EZTax PCODE file */

char *EZTax_jcode; /* EZTax JCODE file */

char *EZTax_over; /* EZTax override file */

};

struct file_path_v914

{

char *EZTax_data_dir; /* EZTax data directory */

char *EZTax_work_dir; /* Working directory */

char *EZTax_log_file; /* EZTax log */

char *EZTax_status_file; /* EZTax status file */

char *EZTax_ovr_file; /* EZTax override file */

char *EZTax_exc_file; /* EZTax exclusion file */

char *EZTax_nex_file; /* EZTax nexus file */

char *EZTax_bdl_file; /* EZTax bundle file */

};

/* structure used when doing local logging using EZTaxInitExp */

struct taxes_tbl_exp

{

struct taxes_tbl *taxtable; /* pointer to tax table */

struct EZTax_log *EZTaxlog; /* pointer to EZTax binary log */

};

/* Tax log structure, Use this structure for writing to EZTax binary log. */

struct EZTax_log

{

unsigned long int p_code; /* from tax table, convert jcode to pcode */

short int tax_type; /* from tax table */

short int tax_level; /* from tax table */

double tax; /* from tax table */

double tax_amount; /* from tax table */

double sale_amt; /* taxable measure from tax table */

double exempt_sale_amt; /* taxable measure if tax = 0 */

double refund_uncollect; /* taxable measure if tax < 0 */

double net_taxable_sale; /* reserved by EZTax, default to 0 */

double minutes; /* customer input */

unsigned long int inv_no; /* optional, user defined invoice number */

unsigned long int srv_lvl_no; /* optional, service type */

unsigned long int optional; /* optional, transaction type */

int lines; /* customer input */

int locations; /* customer input */

short int calc_type; /* calculation type from tax table */

AFC Sales and Use User Manual | 259 of 329

char cust_no[CUST_NO_SIZE]; /* optional, user defined customer identifier */

int reserved1; /* reserved by EZTax, default to 0 */

int reserved2; /* reserved by EZTax, default to 0 */

double reserved3; /* reserved by EZTax, default to 0 */

};

/* Tax log structure, use this structure with EZTaxWriteToLogEx for writing to EZTax log. */

struct EZTax_logEx

{

unsigned long int p_code; /* from tax table, convert jcode to pcode */

int tax_type; /* from tax table */

short int tax_level; /* from tax table */

double tax; /* from tax table */

double tax_amount; /* from tax table */

double sale_amt; /* taxable measure from tax table */

double exempt_sale_amt; /* taxable measure if tax = 0 */

double refund_uncollect; /* taxable measure if tax < 0 */

double minutes; /* customer input */

unsigned long int inv_no; /* optional, user defined invoice number */

unsigned long int srv_lvl_no; /* optional, service type */

unsigned long int optional; /* optional, transaction type */

int lines; /* customer input */

int locations; /* customer input */

short int calc_type; /* calculation type from tax table */

short int billable; /* billable flag from tax_grp */

short int compliance; /* compliance flag from tax_grp */

char cust_no[CUST_NO_SIZE]; /* optional, user defined customer identifier */

int adj_type; /* adjustment type from customer input */

int exempt_type; /* exemption type from customer input */

int surcharge_flag; /* surcharge flag from tax table */

unsigned long int log_counter; /* counter of log records */

char company_identifier[CO_IDENTIFIER_SIZE]; /* customer number */

char opt_alpha_1[CUST_NO_SIZE]; /* optional user input */

unsigned long int opt_4; /* optional user input */

unsigned long int opt_5; /* optional user input */

unsigned long int opt_6; /* optional user input */

unsigned long int opt_7; /* optional user input */

unsigned long int opt_8; /* optional user input */

unsigned long int opt_9; /* optional user input */

unsigned long int opt_10; /* optional user input */

};

struct EZTax_log_v914

{

/* EZTax_logEx entries */

unsigned long int p_code; /* from tax table, convert jcode to pcode */

int tax_type; /* from tax table */

short int tax_level; /* from tax table */

double tax; /* from tax table */

double tax_amount; /* from tax table */

double sale_amt; /* taxable measure from tax table */

double exempt_sale_amt; /* taxable measure if tax = 0 */

double refund_uncollect; /* taxable measure if tax < 0 */

double minutes; /* customer input */

unsigned long int inv_no; /* optional, user defined invoice number */

unsigned long int srv_lvl_no; /* optional, service type */

unsigned long int optional; /* optional, transaction type */

int lines; /* customer input */

int locations; /* customer input */

short int calc_type; /* calculation type from tax table */

short int billable; /* billable flag from tax_grp */

short int compliance; /* compliance flag from tax_grp */

char cust_no[CUST_NO_SIZE]; /* optional, user defined customer identifier */

int adj_type; /* adjustment type from customer input */

int exempt_type; /* exemption type from customer input */

int surcharge_flag; /* surcharge flag from tax table */

unsigned long int log_counter; /* counter of log records */

char company_identifier[CO_IDENTIFIER_SIZE]; /* customer number */

char opt_alpha_1[CUST_NO_SIZE]; /* optional user input */

unsigned long int opt_4; /* optional user input */

AFC Sales and Use User Manual | 260 of 329

unsigned long int opt_5; /* optional user input */

unsigned long int opt_6; /* optional user input */

unsigned long int opt_7; /* optional user input */

unsigned long int opt_8; /* optional user input */

unsigned long int opt_9; /* optional user input */

unsigned long int opt_10; /* optional user input */

/* Extended entries */

short int trans_type; /* transaction type */

short int srv_type; /* service type */

double trans_charge; /* applied trans charge amount */

char *desc; /* Tax description string */

short int tax_cat_id; /* Tax category */

char *tax_cat_desc; /* Tax category description string */

void* int_data; /* pointer to internal data */

};

/* Reconcile transaction report data struct - extended tsr report data fields */

struct rtr_data

{

int reportId; /* eg: Report_Canada or 1 */

char location[32]; /* Holds text for country or state name */

short int stateId; /* State ID */

short int ctryId; /* Country ID */

int bundlePkg; /* eg: 20000 (maps to bundle transaction type) */

int bundleId; /* eg: 20008 (maps to bundle service type) */

int transType; /* Transaction type */

int svcType; /* Service Type */

double charge; /* Client supplied charge */

double calcCharge; /* Calculated charge (for tax inclusive calcs) */

};

/* no-tax transaction structure, use with EZTaxGetNoTaxTrans */

struct no_tax_tbl

{

unsigned long int p_code; /* jurisdiction applied */

short int trans_type; /* transaction type from input transaction */

short int srv_type; /* service type from input transaction */

short int attr; /* attribute from input transaction */

double charge; /* charge amount from input transaction */

char company_identifier[CO_IDENTIFIER_SIZE]; /* cust num from input trans */

char cust_no[CUST_NO_SIZE]; /* customer number from input transaction */

};

#ifdef __cplusplus

}

#endif

#endif /* _inc_EZTaxStruct_ */

AFC Sales and Use User Manual | 261 of 329

Appendix B EZTaxDefine.h

EZTaxDefine.h

#ifndef _inc_EZTaxDefine_

#define _inc_EZTaxDefine_

/* if defined for C++ environment */

#ifdef __cplusplus

extern "C" {

#endif

/* add a couple of platform-independence defines */

#if defined(WIN32)

#undef PF_V8_TAXABLE_MEASUR

/* function export define */

#ifndef PF_FUNC_SPEC

#ifdef BSI_EXPORT_DLL

#define PF_FUNC_SPEC __declspec (dllexport)

#else

#define PF_FUNC_SPEC __declspec (dllimport)

#endif

#else

#define PF_V8_TAXABLE_MEASURE 1

/* function export define */

#define PF_FUNC_SPEC

#endif

/* Define CACHE_ALL - Used to request caching of entire file */

#define CACHE_ALL 1000000

#define EZTAX_VERSION "9.19.1807.1"

#define EZTAX_MAJOR_VERSION 9

#define EZTAX_DB_VERSION 19z

/* Define VERSION_MAX_LENGTH: Maximum length of EZTAX_VERSION plus '\0' */

/* MINOR_VERSION is build number (eg: 1403) */

/* INCR_VERSION is build iteration (0-9) - the limit of 9 is from assembly version limits */

#define VERSION_MAX_LENGTH 13

#define MINOR_VERSION_MIN 0

#define MINOR_VERSION_MAX 9999

#define INCR_VERSION_MIN 0

#define INCR_VERSION_MAX 9

/* define maximum length for a starting directory path */

#define MAX_PATH_LEN 256

/* define upper limit for max_base in tax tables */

#define MAX_BASE_LIMIT 2147483647

typedef void *EZTaxSession;

/* Define TRUE and FALSE */

#ifndef TRUE

#define TRUE 1

#endif

#ifndef FALSE

#define FALSE 0

#endif

/* Define IO status values */

#ifndef MORE

#define MORE 0

#endif

AFC Sales and Use User Manual | 262 of 329

#ifndef FOUND

#define FOUND 1

#endif

#ifndef LAST

#define LAST 2

#endif

#ifndef NO_IO_YET

#define NO_IO_YET 3

#endif

#ifndef NOT_FOUND

#define NOT_FOUND 4

#endif

/* Define size of Cust_no in tax_log */

#define CUST_NO_SIZE 20

/* Define size of tax type description here so users */

/* will know the max size to store the description */

#define TAX_DESCRIPTION_LENGTH 51

/* Define size of company_identifier */

#define CO_IDENTIFIER_SIZE 20

/* Define size of EZView arrays inside taxes table */

#define EZVIEW_ID_ARRAY 10

/* define size of reserved space in taxes table */

#define RESERVE_SIZE 20

/* define adjustment method types */

#define ADJUSTMENT_DEFAULT 0

#define ADJUSTMENT_LEAST_FAVORABLE 1

#define ADJUSTMENT_MOST_FAVORABLE 2

#define ADJUSTMENT_NOT_APPLICABLE 3

/* Define default regulated/unregulated setting */

#define DEFAULT_REGULATED_UNREGULATED FALSE

/* Define customer types */

#define RESIDENTIAL 0

#define BUSINESS 1

#define SENIOR_CITIZEN 2

#define INDUSTRIAL 3

#define DEFAULT_CUSTOMER_TYPE 1

/* Define business classes */

#define CLEC 1

#define ILEC 0

#define DEFAULT_BUSINESS_CLASS 1

/* Define service classes */

#define PRIMARY_LONG_DISTANCE 1

#define PRIMARY_LOCAL_SERVICE 0

#define DEFAULT_SERVICE_CLASS 1

/* Define sale/resale/consumed values */

#define WHOLESALE 0 /* Resale and Wholesale are

synonymous */

#define RESALE 0

#define SALE_RETAIL 1 /* Sale and Retail are synonymous

#define SALE 1

#define CONSUMED 2

#define VENDOR_USE 3

/* Define relationship values */

#define EQUAL_TO 0

#define LESS_THAN -1

AFC Sales and Use User Manual | 263 of 329

#define GREATER_THAN 1

#define UNINITIALIZED 86

#define SAME_SIGN 2

/* Define Error Codes */

#define EZT_NO_ERROR 0

#define INVALID_TRANSACTION -1

#define JCODE_NOT_FOUND -11

#define PCODE_NOT_FOUND -12

#define ZIPCODE_NOT_FOUND -13

#define NPANXX_NOT_FOUND -14

#define ADDRESS_NOT_FOUND -15

#define CO_ST_ZP_NOT_FOUND -16

#define SESSION_NOT_INIT -17

#define JCDB_NOT_OPEN -18

#define PCDB_NOT_OPEN -19

#define ZIPDB_NOT_OPEN -20

#define NPDB_NOT_OPEN -21

#define ADDB_NOT_OPEN -22

#define JURISDICTION_NOT_FOUND -23

#define FIPS_NOT_FOUND -24

#define FIPS_NOT_OPEN -25

#define PCODEFIPS_NOT_OPEN -26

#define INVALID_TRANSACTION_DATE -27

#define INVALID_TRANSRV_PAIR -28

#define LOG_NAME_NOT_SET -29

#define INVALID_ATTR -30

#define INVALID_PROPERTY -31

#define TS_NOT_SUPPORTED -32

#define NEXUS_ERROR -33

#define TS_NOT_LICENSED -34

#define SYSTEM_MEMORY_ERROR -35

#define PRIVATE_LINE_SPLIT_OUT_OF_RANGE -36

#define REV_CALC_SESSION_FAILURE -37

#define TAX_INCLUSIVE_CALC_SESSION_FAILURE -37

#define TAX_ON_TAX_FAILURE -38

#define CUSTOM_LOG_SIZE_EXCEEDED -39

#define INVALID_EXCLUSION -40

#define INVALID_BRIDGECONF_DATA -41

#define INVALID_SAFE_HARBOR_TYPE -42

#define INVALID_SAFE_HARBOR_FRACTION -43

#define BUNDLEDITEM_TAX_ITEMS_EXCEEDED -44

#define BUNDLED_FIXED_EXCEEDS_CHARGE -45

#define BUNDLED_TS_PAIR_NOT_FOUND -46

#define BUNDLED_TS_PAIR_INVALID_SYNTAX -47

#define INTERSTATE_NOT_VALID_FOR_INTERNATIONAL_CALLS -48

/* Codes set by function EZTaxTPP and EZTaxAdjTPP */

#define MISSING_OR_INVALID_SHIP_FROM -27

#define INVALID_SHIP_TO_ADDRESS -28

#define INVALID_POINT_OF_ACCEPTANCE -29

#define INVALID_STATE_INPUT -30

#define ZIPCODE_DATABASE_NOT_OPEN -31

/* Deprecation error */

#define FUNCTION_DEPRECATED -50

/* Define size of getRates return table for RPG interface */

#define RPG_GETRATES_ARRY_SIZE 200

/* Codes set by RPG Wrapper APIs */

#define GETRATES_TAXES_TABLE_OVERFLOW -200

#define OVERRIDE_TAXES_TABLE_CNT_NOT_ONE_OR_MORE -201

#define OVERRIDE_INPUT_LARGER_THAN_DEFLT_ARRY_SIZE -202

#define OVERRIDE_CONTAINS_DUPLICATE_BRACKET_IN_RATES -203

#define MORE_THAN_ONE_TAX_STRUCT_PASSED_TO_OVERRIDE -204

/* Define user bundle id start range */

#define BUNDLE_ID_START 20000

AFC Sales and Use User Manual | 264 of 329

/* Group options for tax calculation results */

#define DEFAULT 0

#define GROUP_SAME_LEVEL 1

#define GROUP_CO_LOCAL 3

#define GROUP_ST_CO_LOCAL 4

#define GROUP_SALES 8

#define GROUP_SALES_CATEGORY 24

/* define file indicators */

#define NPANXX 1

#define ZIPCODE 2

#define ADDRESS 3

#define PCODE 4

#define JCODE 5

#define FIPS 6

#define PCDFIPS 7

/* Define tax levels */

#define FEDERAL_LEVEL 0

#define STATE_LEVEL 1

#define COUNTY_LEVEL 2

#define LOCAL_LEVEL 3

#define COUNTY_LEVEL_U 4

#define OTHER_LEVEL 5

#define ST_CO_LOCAL_LEVEL 6

#define CO_LOCAL_LEVEL 7

/* Define tax data calculation types. */

#define RATE 1

#define FIXED 2

#define PER_MINUTE 3

#define PER_LINE 4

#define SELFTAXING_RATE 5

#define PER_BRACKET 6

#define FIXED_ON_TIER 7

/* Customer mode specific calculations */

#define CUST_PER_LINE 8

#define CUST_PER_BRACKET 9

#define CUST_PER_LINE_TOTAL 10

#define CUST_PER_BRACKET_TOTAL 11

/* Define sort filters */

#define SORT_NO_FILTER_SET 0

#define SORT_FILTER_CUST_PER 1

#define SORT_FILTER_CUST_TOT 2

/* Define discount types */

#define NO_DISCOUNT 0

#define RETAIL_PRODUCT 1

#define MANUFACTURER_PRODUCT 2

#define ACCOUNT_LEVEL 3

#define SUBSIDIZED 4

#define GOODWILL 5

/* Define exemptions */

#define NO_EXEMPTION_TYPE 0

#define FED_SALES_SUPREMECY 1

#define STATE_LOCAL_GOV_SALES 2

#define SALES_FOR_RESALE 3

#define FED_COUPONS_WIC_VOUCHERS 4

#define REDUCED_FOOD_RATE 5

#define NON_PROFIT_SALES 6

#define PUBLIC_SCHOOL_SALES 7

#define RELIGIOUS_CHARITABLE_SALES 8

#define PRESCRIPTION_DRUG_SALES 9

#define PROSTHO_ORTHO_DEVICES 10

#define INSULIN_SALES 11

#define INTER_STATE_FOREIGN_SALES 12

#define INGREDIENT_COMPONENT_PARTS 13

/* Define tax-on-tax iterations */

AFC Sales and Use User Manual | 265 of 329

#define TAX_ON_TAX_ONCE 0

#define TAX_ON_TAX_ITERATE_ON_TAX_AMOUNT 1

#define TAX_ON_TAX_ITERATE_ON_TAXABLE_MEASURE 2

/* Define Safe Harbor Override Types */

#define EZTAX_SAFE_HARBOR_CELLULAR_TYPE 1

#define EZTAX_SAFE_HARBOR_VOIP_TYPE 2

#define EZTAX_SAFE_HARBOR_PAGING_TYPE 4

#define EZTAX_SAFE_HARBOR_CLEAR_ALL 7

/* Pro-rated adjustment related defines */

#define NO_PRORATED_APPLICATION 0

#define STANDARD_PRORATED_ADJUSTMENT 1

#define CANCEL_PRORATED_CALCULATION 2

#ifdef __cplusplus

}

#endif

#endif /* _inc_EZTaxDefine_ */

AFC Sales and Use User Manual | 266 of 329

EZTaxTaxType.h

#ifndef _inc_EZTaxTaxTypeDefine_

#define _inc_EZTaxTaxTypeDefine_

#ifdef __cplusplus

extern "C" {

#endif

/* Define tax types */

#define NO_TAX 0 /*No Tax*/

#define SALES_TAX 1 /*Sales Tax*/

#define BUSINESS_AND_OCCUPATION_TAX 2 /*Business and

Occupation Tax*/

#define CARRIER_GROSS_RECEIPTS 3 /*Carrier Gross

Receipts*/

#define DISTRICT_TAX 4 /*District Tax*/

#define EXCISE_TAX 5 /*Excise Tax*/

#define FEDERAL_EXCISE_TAX 6 /*Federal Excise

Tax*/

#define FED_USF_A_SCHOOL 7 /*Fed USF A -

School*/

#define LICENSE_TAX 8 /*License Tax*/

#define PUC_FEE 9 /*P.U.C. Fee*/

#define E911 10 /*E-911*/

#define SERVICE_TAX 11 /*Service Tax*/

#define SPECIAL_TAX 12 /*Special Tax*/

#define STATE_UNIVERSAL_SERVICE_FUND 13 /*State Universal

Service Fund*/

#define STATUTORY_GROSS_RECEIPTS 14 /*Statutory Gross

Receipts*/

#define SURCHARGE 15 /*Surcharge*/

#define UTILITY_USERS_TAX 16 /*Utility Users

Tax*/

#define SALES_WEB_HOSTING 17 /*Sales (Web

Hosting)*/

#define FED_UNIVERSAL_SERVICE_FUND 18 /*Fed Universal

Service Fund*/

#define STATE_HIGH_COST_FUND 19 /*State High Cost

Fund*/

#define STATE_DEAF_AND_DISABLED_FUND 20 /*State Deaf and

Disabled Fund*/

#define CA_TELECONNECT_FUND 21 /*CA Teleconnect

Fund*/

#define UNIVERSAL_LIFELINE_TELEPHONE_SERVICE_CHARGE 22 /*Universal

Lifeline Telephone Service Charge*/

#define TELECOM_RELAY_SURCHARGE 23 /*Telecom Relay

Surcharge*/

#define TELECOMMUNICATIONS_INFRASTRUCTURE_MAINTENANCE_FEE 24

/*Telecommunications Infrastructure Maintenance Fee*/

#define POISON_CONTROL_FUND 25 /*Poison Control

Fund*/

#define TELECOMMUNICATIONS_INFRASTRUCTURE_FUND 26

/*Telecommunications Infrastructure Fund*/

#define NY_MCTD_186C 27 /*NY MCTD 186c*/

#define NY_MCTD_184A 28 /*NY MCTD 184a*/

#define FRANCHISE_TAX 29 /*Franchise Tax*/

#define UTILITY_USERS_TAX_BUSINESS 30 /*Utility Users

Tax - Business*/

#define FED_TELECOMMUNICATIONS_RELAY_SERVICE 31 /*Fed

Telecommunications Relay Service*/

#define DISTRICT_TAX_RESIDENTIAL_ONLY 32 /*District Tax

(Residential Only)*/

#define TRANSIT_TAX 33 /*Transit Tax*/

#define TELECOMMUNICATIONS_ASSISTANCE_SERVICE_FUND 34

/*Telecommunications Assistance Service Fund*/

#define E911_BUSINESS 35 /*E911

(Business)*/

AFC Sales and Use User Manual | 267 of 329

#define TRS_BUSINESS 36 /*TRS

(Business)*/

#define UNIVERSAL_SERVICE_FUND_LINE 37 /*Universal

Service Fund (Line)*/

#define UNIVERSAL_SERVICE_FUND_BUSINESS_LINE 38 /*Universal

Service Fund (Business Line)*/

#define E911_PBX_TRUNK_LINE 39 /*E911 (PBX/Trunk

line)*/

#define LICENSE_TAX_BUSINESS 40 /*License Tax

(Business)*/

#define OPTIONAL_TIMF 41 /*Optional TIMF*/

#define SALES_TAX_BUSINESS 42 /*Sales Tax

(Business)*/

#define E911_RESIDENTIAL 43 /*E911

(Residential)*/

#define E911_WIRELESS 44 /*E911

(Wireless)*/

#define NY_FRANCHISE_184 45 /*NY Franchise

184*/

#define NY_FRANCHISE_184_USAGE 46 /*NY Franchise

184 Usage*/

#define NY_MCTD_184A_USAGE 47 /*NY MCTD 184a

Usage*/

#define UNIVERSAL_SERVICE_FUND_WIRELESS 48 /*Universal

Service Fund (Wireless)*/

#define USE_TAX 49 /*Use Tax*/

#define SALES_TAX_DATA 50 /*Sales Tax

(Data)*/

#define MUNICIPAL_RIGHT_OF_WAY 51 /*Municipal Right

of Way*/

#define MUNICIPAL_RIGHT_OF_WAY_BUSINESS 52 /*Municipal Right

of Way (Business)*/

#define MUNICIPAL_RIGHT_OF_WAY_PRIVATE_LINE 53 /*Municipal Right

of Way (Private Line)*/

#define UTILITY_USERS_TAX_WIRELESS 54 /*Utility Users

Tax - Wireless*/

#define FED_USF_CELLULAR 55 /*Fed USF

Cellular*/

#define FED_USF_PAGING 56 /*Fed USF

Paging*/

#define SALES_TAX_INTERSTATE 57 /*Sales Tax

(Interstate)*/

#define UTILITY_USERS_TAX_PBX_TRUNK 58 /*Utility Users

Tax (PBX Trunk)*/

#define DISTRICT_TAX_WEB_HOSTING 59 /*District Tax

(Web Hosting)*/

#define CA_HIGH_COST_FUND_A 60 /*CA High Cost

Fund A*/

#define TELECOMMUNICATIONS_EDUCATION_ACCESS_FUND 61

/*Telecommunications Education Access Fund*/

#define FED_TRS_CELLULAR 62 /*Fed TRS

Cellular*/

#define FED_TRS_PAGING 63 /*Fed TRS

Paging*/

#define COMMUNICATIONS_SERVICE_TAX 64 /*Communications

Service Tax*/

#define VALUE_ADDED_TAX 65 /*Value Added Tax

(VAT)*/

#define GOODS_AND_SERVICE_TAX 66 /*Goods and

Service Tax (GST)*/

#define HARMONIZED_SALES_TAX 67 /*Harmonized

Sales Tax (HST)*/

#define PROVINCIAL_SALES_TAX 68 /*Provincial

Sales Tax (PST)*/

#define QUEBEC_SALES_TAX 69 /*Quebec Sales

Tax (QST)*/

#define NATIONAL_CONTRIBUTION_REGIME 70 /*National

Contribution Regime (NCR)*/

#define UTILITY_USERS_TAX_CABLE_TELEVISION 71 /*Utility Users

Tax (Cable Television)*/

AFC Sales and Use User Manual | 268 of 329

#define FCC_REGULATORY_FEE 72 /*FCC Regulatory

Fee*/

#define FRANCHISE_TAX_CABLE 73 /*Franchise Tax

(Cable)*/

#define UNIVERSAL_SERVICE_FUND_PAGING 74 /*Universal

Service Fund (Paging)*/

#define STATUTORY_GROSS_RECEIPTS_WIRELESS 75 /*Statutory Gross

Receipts (Wireless)*/

#define SGT_E911_TAX 76 /*Sage E911 Tax*/

#define SGT_E911_TAX_BUSINESS 77 /*Sage E911 Tax

(Business)*/

#define SGT_E911_TAX_PBX_TRUNK_LINE 78 /*Sage E911 Tax

(PBX/Trunk line)*/

#define SGT_E911_TAX_RESIDENTIAL 79 /*Sage E911 Tax

(Residential)*/

#define SGT_E911_TAX_WIRELESS 80 /*Sage E911 Tax

(Wireless)*/

#define SGT_LICENSE_TAX 81 /*Sage License

Tax*/

#define FRANCHISE_TAX_WIRELESS 82 /*Franchise Tax

(Wireless)*/

#define FEDERAL_USF_ALTERNATE 83 /*Federal USF

(Alternate)*/

#define PEG_ACCESS_FEE 84 /*Public

Education and Government (PEG) Access Fee*/

#define COMMUNICATIONS_SERVICE_TAX_SATELLITE 85 /*Communications

Service Tax (Satellite)*/

#define FRANCHISE_TAX_SATELLITE 86 /*Franchise Tax

(Satellite)*/

#define CARRIER_COST_RECOVERY 87 /*Carrier Cost

Recovery*/

#define FEDERAL_TRS_ALTERNATE 88 /*Federal TRS

(Alternate)*/

#define TRS_CENTREX 89 /*TRS (Centrex)*/

#define UTILITY_USERS_TAX_CABLE_TELEVISION_BUSINESS 90 /*Utility Users

Tax (Cable Television - Business)*/

#define UTILITY_USERS_TAX_CENTREX 91 /*Utility Users

Tax (Centrex)*/

#define E911_CENTREX 92 /*E911

(Centrex)*/

#define UTILITY_USERS_TAX_LINE 93 /*Utility Users

Tax (Line)*/

#define CRIME_CONTROL_DISTRICT_TAX 94 /*Crime Control

District Tax*/

#define LIBRARY_DISTRICT_TAX 95 /*Library

District Tax*/

#define HOSPITAL_DISTRICT_TAX 96 /*Hospital

District Tax*/

#define HEALTH_SERVICES_DISTRICT_TAX 97 /*Health Services

District Tax*/

#define EMERGENCY_SERVICES_DISTRICT_TAX 98 /*Emergency

Services District Tax*/

#define IMPROVEMENT_DISTRICT_TAX 99 /*Improvement

District Tax*/

#define DEVELOPMENT_DISTRICT_TAX 100 /*Development

District Tax*/

#define TRANSIT_WEB_HOSTING_TAX 101 /*Transit Web

Hosting Tax*/

#define AMBULANCE_DISTRICT_TAX 102 /*Ambulance

District Tax*/

#define FIRE_DISTRICT_TAX 103 /*Fire District

Tax*/

#define POLICE_DISTRICT_TAX 104 /*Police District

Tax*/

#define FOOTBALL_DISTRICT_TAX 105 /*Football

District Tax*/

#define BASEBALL_DISTRICT_TAX 106 /*Baseball

District Tax*/

#define CRIME_CONTROL_DISTRICT_WEB_HOSTING_TAX 107 /*Crime Control

District Web Hosting Tax*/

AFC Sales and Use User Manual | 269 of 329

#define LIBRARY_DISTRICT_WEB_HOSTING_TAX 108 /*Library

District Web Hosting Tax*/

#define HOSPITAL_DISTRICT_WEB_HOSTING_TAX 109 /*Hospital

District Web Hosting Tax*/

#define HEALTH_SERVICES_DISTRICT_WEB_HOSTING_TAX 110 /*Health Services

District Web Hosting Tax*/

#define EMERGENCY_SERVICES_DISTRICT_WEB_HOSTING_TAX 111 /*Emergency

Services District Web Hosting Tax*/

#define IMPROVEMENT_DISTRICT_WEB_HOSTING_TAX 112 /*Improvement

District Web Hosting Tax*/

#define DEVELOPMENT_DISTRICT_WEB_HOSTING_TAX 113 /*Development

District Web Hosting Tax*/

#define UTILITY_USERS_TAX_INTERSTATE 114 /*Utility Users

Tax (Interstate)*/

#define UTILITY_USERS_TAX_TELEGRAPH 115 /*Utility Users

Tax (Telegraph)*/

#define E911_NETWORK_AND_DATABASE_SURCHARGE 116 /*E911 Network

And Database Surcharge*/

#define LICENSE_TAX_EMERGENCY 117 /*License Tax

Emergency*/

#define LICENSE_TAX_EMERGENCY_BUSINESS 118 /*License Tax

Emergency (Business)*/

#define EDUCATIONAL_SALES_TAX 119 /*Educational

Sales Tax*/

#define EDUCATIONAL_USE_TAX 120 /*Educational Use

Tax*/

#define E911_OPERATIONAL_SURCHARGE_COUNTY_COMMISSION 121 /*E911

Operational Surcharge County Commission*/

#define E911_OPERATIONAL_SURCHARGE_VOTER_APPROVED 122 /*E911

Operational Surcharge Voter Approved*/

#define SALES_TAX_NINE_HUNDRED 123 /*Sales Tax Nine

Hundred*/

#define CONVENTION_CENTER_TAX 124 /*Convention

Center Tax*/

#define E911_HIGH_CAPACITY_TRUNK 125 /*E911 High

Capacity Trunk*/

#define SCHOOL_BOARD_TAX_A 126 /*School Board

Tax A*/

#define SCHOOL_BOARD_TAX_B 127 /*School Board

Tax B*/

#define SCHOOL_BOARD_TAX_C 128 /*School Board

Tax C*/

#define SCHOOL_BOARD_TAX_D 129 /*School Board

Tax D*/

#define SCHOOL_BOARD_TAX_E 130 /*School Board

Tax E*/

#define SCHOOL_BOARD_TAX_F 131 /*School Board

Tax F*/

#define SCHOOL_DISTRICT_TAX 132 /*School District

Tax*/

#define POLICE_JURY_TAX_B 133 /*Police Jury Tax

B*/

#define POLICE_JURY_TAX_C 134 /*Police Jury Tax

C*/

#define POLICE_JURY_TAX_E 135 /*Police Jury Tax

E*/

#define COMMUNICATIONS_SERVICE_TAX_WIRELESS 136 /*Communications

Service Tax (Wireless)*/

#define SERVICE_PROVIDER_TAX 137 /*Service

Provider Tax*/

#define TELECOMMUNICATIONS_SALES_TAX 138

/*Telecommunications Sales Tax*/

#define ADVANCED_TRANSIT_TAX 139 /*Advanced

Transit Tax*/

#define ADVANCED_TRANSIT_WEB_HOSTING_TAX 140 /*Advanced

Transit Web Hosting Tax*/

#define MISSOURI_UNIVERSAL_SERVICE_FUND 141 /*Missouri

Universal Service Fund*/

#define BUSINESS_AND_OCCUPATION_TAX_WHOLESALE 142 /*Business and

Occupation Tax (Wholesale)*/

AFC Sales and Use User Manual | 270 of 329

#define TELECOMMUNICATIONS_EDUCATION_ACCESS_FUND_CENTREX 143

/*Telecommunications Education Access Fund (Centrex)*/

#define BUSINESS_AND_OCCUPATION_TAX_OTHER 144 /*Business and

Occupation Tax (Other)*/

#define TRIBAL_SALES_TAX 145 /*Tribal Sales

Tax*/

#define SALES_TAX_DATA_PROCESSING 146 /*Sales Tax (Data

Processing)*/

#define TRANSIT_TAX_DATA_PROCESSING 147 /*Transit Tax

(Data Processing)*/

#define CRIME_CONTROL_DISTRICT_TAX_DATA_PROCESSING 148 /*Crime Control

District Tax (Data Processing)*/

#define LIBRARY_DISTRICT_TAX_DATA_PROCESSING 149 /*Library

District Tax (Data Processing)*/

#define HOSPITAL_DISTRICT_TAX_DATA_PROCESSING 150 /*Hospital

District Tax (Data Processing)*/

#define HEALTH_SERVICES_DISTRICT_TAX_DATA_PROCESSING 151 /*Health Services

District Tax (Data Processing)*/

#define EMERGENCY_SERVICES_DISTRICT_TAX_DATA_PROCESSING 152 /*Emergency

Services District Tax (Data Processing)*/

#define IMPROVEMENT_DISTRICT_TAX_DATA_PROCESSING 153 /*Improvement

District Tax (Data Processing)*/

#define DEVELOPMENT_DISTRICT_TAX_DATA_PROCESSING 154 /*Development

District Tax (Data Processing)*/

#define ADVANCED_TRANSIT_TAX_DATA_PROCESSING 155 /*Advanced

Transit Tax (Data Processing)*/

#define CA_PSPE_SURCHARGE 156 /*CA PSPE

Surcharge*/

#define DISTRICT_TAX_DATA_PROCESSING 157 /*District Tax

(Data Processing)*/

#define TAX_TYPE_RESERVED_158 158 /*Eschelon UUT*/

#define CABLE_FRANCHISE_FEE 159 /*Cable Franchise

Fee*/

#define STATUTORY_GROSS_RECEIPTS_BUSINESS 160 /*Statutory Gross

Receipts (Business)*/

#define E911_VOIP 161 /*E911 (VoIP)*/

#define FUSF_VOIP 162 /*FUSF (VoIP)*/

#define FUSF 163 /*FUSF*/

#define COST_RECOVERY_SURCHARGE 164 /*Cost Recovery

Surcharge*/

#define UNIVERSAL_SERVICE_FUND_VOIP 165 /*Universal

Service Fund (VoIP)*/

#define COMMUNICATIONS_SERVICE_TAX_CABLE 166 /*Communications

Service Tax (Cable)*/

#define MUNICIPAL_RIGHT_OF_WAY_CABLE 167 /*Municipal Right

of Way (Cable)*/

#define TAX_TYPE_RESERVED_168 168 /*Reserved*/

#define FCC_REGULATORY_FEE_WIRELINE 169 /*FCC Regulatory

Fee (Wireline)*/

#define FCC_REGULATORY_FEE_WIRELESS 170 /*FCC Regulatory

Fee (Wireless)*/

#define TAX_TYPE_RESERVED_171 171 /*Reserved*/

#define STATUTORY_GROSS_RECEIPTS_VIDEO 172 /*Statutory Gross

Receipts (Video)*/

#define UTILITY_USERS_TAX_LIFELINE 173 /*Utility Users

Tax - Lifeline*/

#define TRS_LONG_DISTANCE 174 /*TRS - Long

Distance*/

#define TELECOM_RELAY_SURCHARGE_WIRELESS 175 /*Telecom Relay

Surcharge (Wireless)*/

#define SALES_TAX_SENIOR_CITIZEN 176 /*Sales Tax -

Senior Citizen*/

#define REGULATORY_COST_CHARGE_LOCAL 177 /*Regulatory Cost

Charge - Local*/

#define REGULATORY_COST_CHARGE_INTRASTATE 178 /*Regulatory Cost

Charge - Intrastate*/

#define REGULATORY_COST_CHARGE_CABLE 179 /*Regulatory Cost

Charge - Cable*/

#define PUC_FEE_CABLE 180 /*P.U.C. Fee -

Cable*/

AFC Sales and Use User Manual | 271 of 329

#define PROVINCIAL_SALES_TAX_TOLL 181 /*Provincial

Sales Tax (TOLL)*/

#define UUT 182 /*UUT*/

#define TAX_TYPE_RESERVED_183 183 /*Reserved*/

#define SALES_TAX_MANUFACTURING 184 /*Sales Tax-

Manufacturing*/

#define USE_TAX_MANUFACTURING 185 /*Use Tax-

Manufacturing*/

#define SALES_TAX_MOTOR_VEHICLES 186 /*Sales Tax-Motor

Vehicles*/

#define USE_TAX_MOTOR_VEHICLES 187 /*Use Tax-Motor

Vehicles*/

#define RENTAL_TAX 188 /*Rental Tax*/

#define RENTAL_TAX_LINEN 189 /*Rental Tax-

Linen*/

#define SALES_TAX_VENDING 190 /*Sales Tax-

Vending*/

#define RENTAL_TAX_MOTOR_VEHICLES 191 /*Rental Tax-

Motor Vehicles*/

#define SALES_TAX_WHOLESALE 192 /*Sales Tax-

Wholesale*/

#define SALES_TAX_FOOD_AND_DRUGS 193 /*Sales Tax-Food

and Drugs*/

#define SALES_TAX_FOOD 194 /*Sales Tax-

Food*/

#define FUR_TAX 195 /*Fur Tax*/

#define PRIVILEGE_TAX_MANUFACTURING 196 /*Privilege Tax-

Manufacturing*/

#define LEAD_ACID_BATTERY_FEE 197 /*Lead Acid

Battery Fee*/

#define SALES_TAX_MOTOR_FUEL 198 /*Sales Tax-Motor

Fuel*/

#define LEAD_ACID_BATTERY_FEE_LARGER_BATTERY 199 /*Lead Acid

Battery Fee-Larger Battery*/

#define SALES_TAX_PARKING 200 /*Sales Tax-

Parking*/

#define PRIVILEGE_TAX_RECREATION 201 /*Privilege Tax-

Recreation*/

#define DRY_CLEANING_FEE 202 /*Dry Cleaning

Fee*/

#define WHITE_GOODS_TAX 203 /*White Goods

Tax*/

#define SALES_TAX_MEDICAL_EQUIPMENT 204 /*Sales Tax-

Medical Equipment*/

#define ELECTRONIC_WASTE_RECYCLING_FEE_SMALL 205 /*Electronic

Waste Recycling Fee-Small*/

#define ELECTRONIC_WASTE_RECYCLING_FEE_MEDIUM 206 /*Electronic

Waste Recycling Fee-Medium*/

#define ELECTRONIC_WASTE_RECYCLING_FEE_LARGE 207 /*Electronic

Waste Recycling Fee-Large*/

#define ALCOHOLIC_BEVERAGE_TAX 208 /*Alcoholic

Beverage Tax*/

#define SALES_TAX_ALCOHOL 209 /*Sales Tax-

Alcohol*/

#define LIQUOR_DRINK_TAX 210 /*Liquor Drink

Tax*/

#define IN_UNIVERSAL_SERVICE_CHARGE 211 /*IN Universal

Service Charge*/

#define TRS_PAGING 212 /*TRS (Paging)*/

#define CONNECTME_FUND 213 /*ConnectME

Fund*/

#define PA_PURTA_SURCHARGE 214 /*PA PURTA

Surcharge*/

#define CONNECTME_FUND_VOIP 215 /*ConnectME Fund

(VoIP)*/

#define CONNECTME_FUND_CABLE 216 /*ConnectME Fund

(Cable)*/

#define TRS_VOIP 217 /*TRS (VoIP)*/

#define CONSUMER_COUNSEL_FEE 218 /*Consumer

Counsel Fee*/

AFC Sales and Use User Manual | 272 of 329

#define SAN_DIEGO_UNDERGROUND_CONVERSION_SURCHARGE 219 /*San Diego

Underground Conversion Surcharge*/

#define RSPF_SURCHARGE 220 /*RSPF

Surcharge*/

#define NETWORK_ACCESS_FEE 221 /*Network Access

Fee*/

#define FRANCHISE_FEE 222 /*Franchise Fee*/

#define CASF 223 /*CASF*/

#define LICENSE_TAX_CABLE 224 /*License Tax

(Cable)*/

#define RELAY_MISSOURI_SURCHARGE 225 /*Relay Missouri

Surcharge*/

#define FCC_REGULATORY_FEE_VOIP 226 /*FCC Regulatory

Fee (VoIP)*/

#define TAX_TYPE_RESERVED_227 227 /*Reserved*/

#define MUNICIPAL_RIGHT_OF_WAY_EXTENSION 228 /*Municipal Right

of Way (Extension)*/

#define CARRIER_COST_RECOVERY_VOIP 229 /*Carrier Cost

Recovery (VoIP)*/

#define SALES_TAX_VIDEO 230 /*Sales Tax-

Video*/

#define NORTH_CAROLINA_TELECOMMUNICATIONS_SALES_TAX 231 /*North Carolina

Telecommunications Sales Tax*/

#define TELECOMMUNICATIONS_RELAY_SURCHARGE_CELLULAR 232

/*Telecommunications Relay Surcharge (Cellular)*/

#define E911_PREPAID_WIRELESS 233 /*E-911 Prepaid

Wireless*/

#define TELECOMMUNICATIONS_RELAY_SURCHARGE_PAGING 234

/*Telecommunications Relay Surcharge (Paging)*/

#define TELECOMMUNICATIONS_RELAY_SURCHARGE_VOIP 235

/*Telecommunications Relay Surcharge (VoIP)*/

#define TDAP 236 /*TDAP*/

#define TAP_SURCHARGE 237 /*TAP Surcharge*/

#define COMMUNICATIONS_SERVICE_TAX_NON_FACILITIES 238 /*Communications

Service Tax (Non-Facilities)*/

#define E911_VOIP_ALTERNATE 239 /*E-911 (VoIP)

Alternate*/

#define E911_VOIP_PBX 240 /*E-911 (VoIP

PBX)*/

#define UTILITY_USERS_TAX_VOIP 241 /*Utility Users

Tax (VoIP)*/

#define UTILITY_USERS_TAX_VOIP_BUSINESS 242 /*Utility Users

Tax (VoIP-Business)*/

#define SOLID_WASTE_COLLECTION_TAX 243 /*Solid Waste

Collection Tax*/

#define E911_VOIP_BUSINESS 244 /*E-911 (VoIP

Business)*/

#define E911_VOIP_NOMADIC 245 /*E-911 (VoIP-

Nomadic)*/

#define E911_PREPAID_WIRELESS_ALTERNATE 246 /*E-911 Prepaid

Wireless (Alternate)*/

#define POLICE_AND_FIRE_PROTECTION_FEE 247 /*Police and Fire

Protection Fee*/

#define SAN_FRANCISCO_ACCESS_LINE_TAX 248 /*San Francisco

Access Line Tax*/

#define SAN_FRANCISCO_ACCESS_LINE_TAX_PBX_TRUNK_LINE 249 /*San Francisco

Access Line Tax (PBX/Trunk Line)*/

#define SAN_FRANCISCO_ACCESS_LINE_TAX_VOIP 250 /*San Francisco

Access line Tax (VoIP)*/

#define SAN_FRANCISCO_ACCESS_LINE_TAX_WIRELESS 251 /*San Francisco

Access Line Tax (Wireless)*/

#define SAN_FRANCISCO_ACCESS_LINE_TAX_HIGH_CAP_TRUNK 252 /*San Francisco

Access Line Tax (High Cap Trunk)*/

#define CITY_OF_SAN_JOSE_TELEPHONE_LINE_TAX 253 /*City of San

Jose Telephone Line Tax*/

#define CITY_OF_SAN_JOSE_TELEPHONE_LINE_TAX_PBX_TRUNK_LINE 254 /*City of San

Jose Telephone Line Tax-PBX/Trunk Line*/

#define CITY_OF_SAN_JOSE_TELEPHONE_LINE_TAX_VOIP 255 /*City of San

Jose Telephone Line Tax (VoIP)*/

#define CITY_OF_SAN_JOSE_TELEPHONE_LINE_TAX_WIRELESS 256 /*CIty of San

Jose Telephone Line Tax (Wireless)*/

AFC Sales and Use User Manual | 273 of 329

#define SAN_LEANDRO_EMERG_COM_SYS_ACCESS_TAX 257 /*San Leandro

Emerg Com Sys Access Tax*/

#define SAN_LEANDRO_EMERG_COM_SYS_ACCESS_TAX_PBX_TRUNK 258 /*San Leandro

Emerg Com Sys Access Tax (PBX Trunk)*/

#define SAN_LEANDRO_EMERG_COM_SYS_ACCESS_TAX_VOIP 259 /*San Leandro

Emerg Com Sys Access Tax (VoIP)*/

#define SAN_LEANDRO_EMERG_COM_SYS_ACCESS_TAX_WIRELESS 260 /*San Leandro

Emerg Com Sys Access Tax (Wireless)*/

#define SAN_LEANDRO_EMERG_COM_SYS_ACCESS_TAX_HIGH_CAP_TRNK 261 /*San Leandro

Emerg Com Sys Access Tax-High Cap Trnk*/

#define POLICE_AND_FIRE_PROTECTION_FEE_PREPAID 262 /*Police and Fire

Protection Fee (Prepaid)*/

#define PUBLIC_SAFETY_COMMUNICATIONS_SURCHARGE 263 /*Public Safety

Communications Surcharge*/

#define E911_TECHNICAL_CHARGE 264 /*E-911 Technical

Charge*/

#define TELECOM_ASSISTANCE_SVC_FUND_HIGH_CAPACITY_TRUNK 265 /*Telecom

Assistance Svc Fund-High Capacity Trunk*/

#define CRT_LEVY 266 /*CRT Levy*/

#define ACCESS_LINE_TAX 267 /*Access Line

Tax*/

#define ACCESS_LINE_TAX_PBX_TRUNK_LINE 268 /*Access Line Tax

(PBX/Trunk Line)*/

#define ACCESS_LINE_TAX_VOIP 269 /*Access Line Tax

(VoIP)*/

#define ACCESS_LINE_TAX_WIRELESS 270 /*Access Line Tax

(Wireless)*/

#define WI_USF 271 /*WI USF*/

#define NETWORK_ACCESS_FEE_INTERSTATE 272 /*Network Access

Fee-Interstate*/

#define SALES_TAX_OTHER 273 /*Sales Tax -

Other*/

#define FCC_REGULATORY_FEE_VOIP_ALTERNATE 274 /*FCC Regulatory

fee (VoIP Alternate)*/

#define EXCISE_TAX_WIRELESS 275 /*Excise Tax

(Wireless)*/

#define RESERVED_276 276 /*Reserved_276*/

#define FEDERAL_UNIVERSAL_SERVICE_FUND_NON_BILLABLE 277 /*Federal

Universal Service Fund (Non-Billable)*/

#define MUNICIPAL_RIGHT_OF_WAY_HIGH_CAPACITY_TRUNK 278 /*Municipal Right

of Way-High Capacity Trunk*/

#define EDUCATION_CESS 279 /*Education

Cess*/

#define SECONDARY_AND_HIGHER_EDUCATION_CESS 280 /*Secondary and

Higher Education Cess*/

#define UTILITY_USERS_TAX_VIDEO 281 /*Utility Users

Tax (Video)*/

#define STATE_USF_VOIP_ALTERNATE 282 /*State USF (VoIP

Alternate)*/

#define TRS_VOIP_BUSINESS 283 /*TRS (VoIP

Business)*/

#define TRS_TRUNK 284 /*TRS (Trunk)*/

#define DEAF_AND_DISABLED_FUND_WIRELESS 285 /*Deaf and

Disabled Fund (Wireless)*/

#define UTILITY_USERS_TAX_WIRELESSBUSINESS 286 /*Utility Users

Tax-Wireless(Business)*/

#define TELECOMMUNICATIONS_SALES_TAX_PREPAID 287

/*Telecommunications Sales Tax-Prepaid*/

#define CA_HIGH_COST_FUND_A_VOIP_ACTUAL 288 /*CA High Cost

Fund A (VoIP Actual)*/

#define STATE_HIGH_COST_FUND_VOIP_ACTUAL 289 /*State High Cost

Fund (VoIP Actual)*/

#define UNIVERSAL_LIFELINE_TELEPHONE_SVC_CHG_VOIP_ACTUAL 290 /*Universal

Lifeline Telephone Svc Chg (VoIP Actual)*/

#define TELECOMMUNICATIONS_RELAY_SVC_CHARGE_VOIP_ACTUAL 291

/*Telecommunications Relay Svc Charge (VoIP Actual)*/

#define CA_TELECONNECT_FUND_VOIP_ACTUAL 292 /*CA Teleconnect

Fund (VoIP Actual)*/

#define CASF_VOIP_ACTUAL 293 /*CASF (VoIP

Actual)*/

AFC Sales and Use User Manual | 274 of 329

#define OKLAHOMA_SALES_TAX 294 /*Oklahoma Sales

Tax*/

#define BUSINESS_AND_OCCUPATION_TAX_PRTG_AND_PUBLISHING 295 /*Business and

Occupation Tax (Prtg and Publishing)*/

#define PREMIER_RESORT_AREA_TAX 296 /*Premier Resort

Area Tax*/

#define E911_EQUALIZATION_SURCHARGE 297 /*E911

Equalization Surcharge*/

#define UNIVERSAL_SERVICE_FEE 298 /*Universal

Service Fee*/

#define NE_UNIVERSAL_SERVICE 299 /*NE Universal

Service*/

#define TAP_SURCHARGE_WIRELESS 300 /*TAP Surcharge

(Wireless)*/

#define GA_UNIVERSAL_ACCESS_FUND 301 /*GA Universal

Access Fund*/

#define CA_HIGH_COST_FUND_A_WIRELESS 302 /*CA High Cost

Fund A (Wireless)*/

#define CA_TELECONNECT_FUND_WIRELESS 303 /*CA Teleconnect

Fund (Wireless)*/

#define CASF_WIRELESS 304 /*CASF

(Wireless)*/

#define STATE_HIGH_COST_FUND_WIRELESS 305 /*State High Cost

Fund (Wireless)*/

#define PUC_FEE_WIRELESS 306 /*PUC Fee

(Wireless)*/

#define UNIVERSAL_LIFELINE_TELEPHONE_SVC_CHARGE_WIRELESS 307 /*Universal

Lifeline Telephone Svc Charge (Wireless)*/

#define NY_TAF 308 /*NY TAF*/

#define PREPAID_WIRELESS_E911_TRS_SURCHARGE 309 /*Prepaid

Wireless E911 TRS Surcharge*/

#define TRS_PREPAID_WIRELESS 310 /*TRS-Prepaid

Wireless*/

#define FUSF_MULTI_LINE 311 /*FUSF (Multi-

line)*/

#define ND_GROSS_RECEIPTS_TAX 312 /*ND Gross

Receipts Tax*/

#define NY_SALES_TAX 313 /*NY Sales Tax*/

#define NY_LOCAL_TRANSIT_TAX 314 /*NY Local

Transit Tax*/

#define NY_LOCAL_DISTRICT_TAX 315 /*NY Local

District Tax*/

#define SALES_TAX_SATELLITE 316 /*Sales Tax-

Satellite*/

#define SALES_TAX_COMMERCIAL_LEASE 317 /*Sales Tax-

Commercial Lease*/

#define FOOD_AND_BEVERAGE_TAX 318 /*Food and

Beverage Tax*/

#define NETWORK_ACCESS_FEE_LD_INTERSTATE 319 /*Network Access

Fee LD-Interstate*/

#define NETWORK_ACCESS_FEE_LD_INTRASTATE 320 /*Network Access

Fee LD-Intrastate*/

#define VENDOR_USE_TAX 321 /*Vendor Use

Tax*/

#define DISTRICT_VENDOR_USE_TAX 322 /*District Vendor

Use Tax*/

#define SPECIAL_VENDOR_USE_TAX 323 /*Special Vendor

Use Tax*/

#define TRANSIT_VENDOR_USE_TAX 324 /*Transit Vendor

Use Tax*/

#define CRIME_CONTROL_DISTRICT_VENDOR_USE_TAX 325 /*Crime Control

District Vendor Use Tax*/

#define LIBRARY_DISTRICT_VENDOR_USE_TAX 326 /*Library

District Vendor Use Tax*/

#define HOSPITAL_DISTRICT_VENDOR_USE_TAX 327 /*Hospital

District Vendor Use Tax*/

#define HEALTH_SERVICES_DISTRICT_VENDOR_USE_TAX 328 /*Health Services

District Vendor Use Tax*/

#define EMERGENCY_SERVICES_DISTRICT_VENDOR_USE_TAX 329 /*Emergency

Services District Vendor Use Tax*/

AFC Sales and Use User Manual | 275 of 329

#define IMPROVEMENT_DISTRICT_VENDOR_USE_TAX 330 /*Improvement

District Vendor Use Tax*/

#define DEVELOPMENT_DISTRICT_VENDOR_USE_TAX 331 /*Development

District Vendor Use Tax*/

#define AMBULANCE_DISTRICT_VENDOR_USE_TAX 332 /*Ambulance

District Vendor Use Tax*/

#define FIRE_DISTRICT_VENDOR_USE_TAX 333 /*Fire District

Vendor Use Tax*/

#define FOOTBALL_DISTRICT_VENDOR_USE_TAX 334 /*Football

District Vendor Use Tax*/

#define BASEBALL_DISTRICT_VENDOR_USE_TAX 335 /*Baseball

District Vendor Use Tax*/

#define EDUCATIONAL_VENDOR_USE_TAX 336 /*Educational

Vendor Use Tax*/

#define SCHOOL_DISTRICT_VENDOR_USE_TAX 337 /*School District

Vendor Use Tax*/

#define ADVANCED_TRANSIT_VENDOR_USE_TAX 338 /*Advanced

Transit Vendor Use Tax*/

#define TRIBAL_VENDOR_USE_TAX 339 /*Tribal Vendor

Use Tax*/

#define VENDOR_USE_TAX_SENIOR_CITIZEN 340 /*Vendor Use Tax-

Senior Citizen*/

#define VENDOR_USE_TAX_MANUFACTURING 341 /*Vendor Use Tax-

Manufacturing*/

#define VENDOR_USE_TAX_MOTOR_VEHICLES 342 /*Vendor Use Tax-

Motor Vehicles*/

#define VENDOR_USE_TAX_VENDING 343 /*Vendor Use Tax-

Vending*/

#define VENDOR_USE_TAX_FOOD_AND_DRUGS 344 /*Vendor Use Tax-

Food and Drugs*/

#define VENDOR_USE_TAX_FOOD 345 /*Vendor Use Tax-

Food*/

#define VENDOR_USE_TAX_MOTOR_FUEL 346 /*Vendor Use Tax-

Motor Fuel*/

#define VENDOR_USE_TAX_PARKING 347 /*Vendor Use Tax-

Parking*/

#define VENDOR_USE_TAX_MEDICAL_EQUIPMENT 348 /*Vendor Use Tax-

Medical Equipment*/

#define ALCOHOLIC_BEVERAGE_VENDOR_USE_TAX 349 /*Alcoholic

Beverage Vendor Use Tax*/

#define VENDOR_USE_TAX_ALCOHOL 350 /*Vendor Use Tax-

Alcohol*/

#define LIQUOR_DRINK_VENDOR_USE_TAX 351 /*Liquor Drink

Vendor Use Tax*/

#define VENDOR_USE_TAX_VIDEO 352 /*Vendor Use Tax-

Video*/

#define PREMIER_RESORT_AREA_VENDOR_USE_TAX 353 /*Premier Resort

Area Vendor Use Tax*/

#define NY_TRANSIT_VENDOR_USE_TAX 354 /*NY Transit

Vendor Use Tax*/

#define NY_DISTRICT_VENDOR_USE_TAX 355 /*NY District

Vendor Use Tax*/

#define VENDOR_USE_TAX_FOOD_AND_BEVERAGE 356 /*Vendor Use Tax-

Food and Beverage*/

#define CONSUMER_USE_TAX 357 /*Consumer Use

Tax*/

#define DISTRICT_CONSUMER_USE_TAX 358 /*District

Consumer Use Tax*/

#define SPECIAL_CONSUMER_USE_TAX 359 /*Special

Consumer Use Tax*/

#define TRANSIT_CONSUMER_USE_TAX 360 /*Transit

Consumer Use Tax*/

#define CRIME_CONTROL_DISTRICT_CONSUMER_USE_TAX 361 /*Crime Control

District Consumer Use Tax*/

#define LIBRARY_DISTRICT_CONSUMER_USE_TAX 362 /*Library

District Consumer Use Tax*/

#define HOSPITAL_DISTRICT_CONSUMER_USE_TAX 363 /*Hospital

District Consumer Use Tax*/

#define HEALTH_SERVICES_DISTRICT_CONSUMER_USE_TAX 364 /*Health Services

District Consumer Use Tax*/

AFC Sales and Use User Manual | 276 of 329

#define EMERGENCY_SERVICES_DISTRICT_CONSUMER_USETAX 365 /*Emergency

Services District Consumer UseTax*/

#define IMPROVEMENT_DISTRICT_CONSUMER_USE_TAX 366 /*Improvement

District Consumer Use Tax*/

#define DEVELOPMENT_DISTRICT_CONSUMER_USE_TAX 367 /*Development

District Consumer Use Tax*/

#define AMBULANCE_DISTRICT_CONSUMER_USE_TAX 368 /*Ambulance

District Consumer Use Tax*/

#define FIRE_DISTRICT_CONSUMER_USE_TAX 369 /*Fire District

Consumer Use Tax*/

#define FOOTBALL_DISTRICT_CONSUMER_USE_TAX 370 /*Football

District Consumer Use Tax*/

#define BASEBALL_DISTRICT_CONSUMER_USE_TAX 371 /*Baseball

District Consumer Use Tax*/

#define EDUCATIONAL_CONSUMER_USE_TAX 372 /*Educational

Consumer Use Tax*/

#define SCHOOL_DISTRICT_CONSUMER_USE_TAX 373 /*School District

Consumer Use Tax*/

#define ADVANCED_TRANSIT_CONSUMER_USE_TAX 374 /*Advanced

Transit Consumer Use Tax*/

#define TRIBAL_CONSUMER_USE_TAX 375 /*Tribal Consumer

Use Tax*/

#define CONSUMER_USE_TAX_SENIOR_CITIZEN 376 /*Consumer Use

Tax-Senior Citizen*/

#define CONSUMER_USE_TAX_MANUFACTURING 377 /*Consumer Use

Tax-Manufacturing*/

#define CONSUMER_USE_TAX_MOTOR_VEHICLES 378 /*Consumer Use

Tax-Motor Vehicles*/

#define CONSUMER_USE_TAX_VENDING 379 /*Consumer Use

Tax-Vending*/

#define CONSUMER_USE_TAX_FOOD_AND_DRUGS 380 /*Consumer Use

Tax-Food and Drugs*/

#define CONSUMER_USE_TAX_FOOD 381 /*Consumer Use

Tax-Food*/

#define CONSUMER_USE_TAX_MOTOR_FUEL 382 /*Consumer Use

Tax-Motor Fuel*/

#define CONSUMER_USE_TAX_PARKING 383 /*Consumer Use

Tax-Parking*/

#define CONSUMER_USE_TAX_MEDICAL_EQUIPMENT 384 /*Consumer Use

Tax-Medical Equipment*/

#define ALCOHOLIC_BEVERAGE_CONSUMER_USE_TAX 385 /*Alcoholic

Beverage Consumer Use Tax*/

#define CONSUMER_USE_TAX_ALCOHOL 386 /*Consumer Use

Tax-Alcohol*/

#define LIQUOR_DRINK_CONSUMER_USE_TAX 387 /*Liquor Drink

Consumer Use Tax*/

#define CONSUMER_USE_TAX_VIDEO 388 /*Consumer Use

Tax-Video*/

#define PREMIER_RESORT_AREA_CONSUMER_USE_TAX 389 /*Premier Resort

Area Consumer Use Tax*/

#define NY_LOCAL_TRANSIT_CONSUMER_USE_TAX 390 /*NY Transit

Consumer Use Tax*/

#define NY_DISTRICT_CONSUMER_USE_TAX 391 /*NY District

Consumer Use Tax*/

#define CONSUMER_USE_TAX_FOOD_AND_BEVERAGE 392 /*Consumer Use

Tax-Food and Beverage*/

#define TASA_DE_CONTROL 393 /*Tasa de

Control*/

#define RADIO_RIGHTS_FEE 394 /*Radio Rights

Fee*/

#define BUSINESS_AND_OCCUPATION_TAX_RENT_AND_ROYALTY 395 /*Business and

Occupation Tax-Rent and Royalty*/

#define BUSINESS_AND_OCCUPATION_TAX_OTHER_SERVICES 396 /*Business and

Occupation Tax-Other Services*/

#define MONTANA_EXCISE_TAX 397 /*Montana Excise

Tax*/

#define RURAL_TRANSPORTATION_AUTHORITY_DISTRICT_TAX 398 /*Rural

Transportation Authority District Tax*/

#define MHA_DISTRICT_TAX 399 /*MHA District

Tax*/

AFC Sales and Use User Manual | 277 of 329

#define PUBLIC_SAFETY_IMPROVEMENTS_DISTRICT_TAX 400 /*Public Safety

Improvements District Tax*/

#define MASS_TRANSIT_DISTRICT_TAX 401 /*Mass Transit

District Tax*/

#define METROPOLITAN_DISTRICT_TAX 402 /*Metropolitan

District Tax*/

#define RTA_CONSUMER_USE_TAX 403 /*RTA Consumer

Use Tax*/

#define RTA_VENDOR_USE_TAX 404 /*RTA Vendor Use

Tax*/

#define MHA_CONSUMER_USE_TAX 405 /*MHA Consumer

Use Tax*/

#define MHA_VENDOR_USE_TAX 406 /*MHA Vendor Use

Tax*/

#define MASS_TRANSIT_DISTRICT_CONSUMER_USE_TAX 407 /*Mass Transit

District Consumer Use Tax*/

#define MASS_TRANSIT_DISTRICT_VENDOR_USE_TAX 408 /*Mass Transit

District Vendor Use Tax*/

#define VAT_REDUCED_RATE 409 /*VAT (Reduced

Rate)*/

#define POISON_CONTROL_FUND_WIRELESS 410 /*Poison Control

Fund (Wireless)*/

#define STATE_INSPECTION_AND_SUPERVISION 411 /*State

Inspection and Supervision*/

#define EDUCATION_SALES_VENDING 412 /*Education

Sales-Vending*/

#define EDUCATION_SALES_MOTOR_VEHICLES 413 /*Education

Sales-Motor Vehicles*/

#define EDUCATION_USE_MOTOR_VEHICLES 414 /*Education Use-

Motor Vehicles*/

#define EDUCATION_CONSUMER_USE_MOTOR_VEHICLES 415 /*Education

Consumer Use-Motor Vehicles*/

#define EDUCATION_VENDOR_USE_MOTOR_VEHICLES 416 /*Education

Vendor Use-Motor Vehicles*/

#define EDUCATION_SALES_MANUFACTURING 417 /*Education

Sales-Manufacturing*/

#define EDUCATION_USE_MANUFACTURING 418 /*Education Use-

Manufacturing*/

#define EDUCATION_CONSUMER_USE_MANUFACTURING 419 /*Education

Consumer Use - Manufacturing*/

#define EDUCATION_VENDOR_USE_MANUFACTURING 420 /*Education

Vendor Use - Manufacturing*/

#define RENTAL_USE_TAX_MOTOR_VEHICLES 421 /*Rental Use Tax

- Motor Vehicles*/

#define CONSUMER_USE_RENTAL_TAX_MOTOR_VEHICLES 422 /*Consumer Use

Rental Tax - Motor Vehicles*/

#define VENDOR_USE_RENTAL_TAX_MOTOR_VEHICLES 423 /*Vendor Use

Rental Tax - Motor Vehicles*/

#define REVENUE_STATEMENT 424 /*Revenue

Statement*/

#define NY_MCTD_186C_WIRELESS 425 /*NY MCTD 186c

(Wireless)*/

#define NY_MCTD_186C_WIRELESS 425 /*NY MCTD 186c

(Wireless)*/

#define WY_USF 426 /*WY USF*/

#define WY_USF_PAGING 427 /*WY USF

(Paging)*/

#define WY_USF_WIRELESS 428 /*WY USF

(Wireless)*/

#define FCC_REGULATORY_FEE_TOLL_FREE 429 /*FCC Regulatory

Fee-Toll Free*/

#define FCC_REGULATORY_FEE_SATELLITE 430 /*FCC Regulatory

Fee (Satellite)*/

#define COMMERCE_TAX 431 /*Commerce Tax*/

#define TELECOM_ASSISTANCE_SVC_FUND_VOIP 432 /*Telecom

Assistance Svc Fund - VoIP*/

#define TELECOM_ASSISTANCE_SVC_FUND_VOIP_HIGH_CAP_TRNK 433 /*Telecom

Assistance Svc Fund - VoIP High Cap Trnk*/

#define E911_VOIP_NOMADIC_PBX 434 /*E-911 (VoIP-

Nomadic PBX)*/

AFC Sales and Use User Manual | 278 of 329

#define E911_SERVICE_FEE_NL_911_BUREAU 435 /*E-911 Service

Fee (NL 911 Bureau)*/

#define COPYRIGHT_FEE_RATED 436 /*Copyright Fee

(Rated)*/

#define COPYRIGHT_FEE_FIXED 437 /*Copyright Fee

(Fixed)*/

#define UTILITY_TAX 438 /*Utility Tax*/

#define AUDIO_VIDEO_SERVICE_TAX 439 /*Audio-Video

Service Tax*/

#define SWACHH_BHARAT_CESS 440 /*Swachh Bharat

Cess*/

#define PIS 441 /*PIS*/

#define COFINS 442 /*COFINS*/

#define ICMS 443 /*ICMS*/

#define FEDERAL_USF_CENTREX 444 /*Federal USF

(Centrex)*/

#define UUT_PREPAID_WIRELESS 445 /*UUT (Prepaid

Wireless)*/

#define MOBILE_TELEPHONY_SERVICES_SURCHARGE 446 /*Mobile

Telephony Services Surcharge*/

#define ACCESS_LINE_TAX_PREPAID_WIRELESS 447 /*Access Line Tax

(Prepaid Wireless)*/

#define SAN_LEANDRO_EMERG_COM_SYS_ACC_TAX_PPD_WIRELESS 448 /*San Leandro

Emerg Com Sys Acc Tax(Ppd Wireless)*/

#define RENTAL_TAX_LOWER_RATE 449 /*Rental Tax

(Lower Rate)*/

#define CA_HIGH_COST_FUND_A_VOIP 450 /*CA High Cost

Fund A (VoIP)*/

#define STATE_HIGH_COST_FUND_VOIP 451 /*State High Cost

Fund (VoIP)*/

#define CA_TELECONNECT_FUND_VOIP 452 /*CA Teleconnect

Fund (VoIP)*/

#define CASF_VOIP 453 /*CASF (VoIP)*/

#define UNIVERSAL_LIFELINE_TELEPHONE_SERVICE_CHARGE_VOIP 454 /*Universal

Lifeline Telephone Service Charge (VoIP)*/

#define FUNTTEL 455 /*FUNTTEL*/

#define FUST 456 /*FUST*/

#define TELECOMMUNICATIONS_USE_TAX 457 /*Telecommunicati

ons Use Tax*/

#define KRISHI_KALYAN_CESS 458 /*Krishi Kalyan

Cess*/

#define SCHOOL_AND_LIBRARY_FUND_SURCHARGE 459 /*School and

Library Fund Surcharge*/

#define STATE_911_CHARGE 460 /*State 911

Charge*/

#define ITAC_ASSESSMENT 461 /*ITAC

Assessment*/

#define STATE_911_CHARGE_WIRELESS 462 /*State 911

Charge (Wireless)*/

#define E911_ADVANCED_SERVICES 463 /*E-911 (Advanced

Services)*/

#define VAT_WIRELESS 464 /*VAT

(Wireless)*/

#define VAT_COMMUNICATIONS 465 /*VAT

(Communications)*/

#define CA_TRS 466 /*CA TRS*/

#define CA_TRS_WIRELESS 467 /*CA TRS

(Wireless)*/

#define CA_PUC_FEE 468 /*CA PUC Fee*/

#define USE_TAX_RENTAL 469 /*Use Tax

(Rental)*/

#define USE_TAX_OTHER 470 /*Use Tax

(Other)*/

#define CONSUMER_USE_TAX_OTHER 471 /*Consumer Use

Tax (Other)*/

#define VENDOR_USE_TAX_OTHER 472 /*Vendor Use Tax

(Other)*/

#define SC_USF 473 /*SC USF*/

#define USF_PREPAID_WIRELESS 474 /*USF (Prepaid

Wireless)*/

AFC Sales and Use User Manual | 279 of 329

#define E911_LIFELINE 475 /*E-911

(Lifeline)*/

#define UTILITY_TAX_NF 476 /*Utility Tax

NF*/

#define TELECOMMUNICATIONS_SALES_TAX_WHOLESALES 477 /*Telecommuni-

cations Sales Tax (Wholesale)*/

#define E_RATE_BROADBAND_PROGRAM 478 /*E-rate

Broadband Program*/

#define E_RATE_BROADBAND_PROGRAM_BUSINESS_LINE 479 /*E-rate

Broadband Program (Business Line)*/

#define E_RATE_BROADBAND_PROGRAM_LINE 480 /*E-rate

Broadband Program (Line)*/

#define E_RATE_BROADBAND_PROGRAM_WIRELESS 481 /*E-rate

Broadband Program (Wireless)*/

#define IGST_COMMUNICATIONS 482 /*IGST

(Communications)*/

#define CGST 483 /*CGST*/

#define CGST_COMMUNICATIONS 484 /*CGST

(Communications)*/

#define SGST 485 /*SGST*/

#define SGST_COMMUNICATIONS 486 /*SGST

(Communications)*/

#define UNIVERSAL_SERVICE_FUND_OTHER 487 /*Universal

Service Fund (Other)*/

#define IGST 488 /*IGST*/

#define KENTUCKY_LIFELINE_SURCHARGE 489 /*Kentucky

Lifeline Surcharge*/

#define TELECOMMUNICATIONS_SALES_TAX_NF 490 /*Telecommuni

cations Sales Tax NF*/

#define PUBLIC_SAFETY_COMMUNICATIONS_SURCHARGE_PREPAID 491 /*Public Safety

Communications Surcharge (Prepaid)*/

#define STATUTORY_GROSS_RECEIPTS_NF 492 /*Statutory Gross

Receipts NF*/

#define PUC_FRANCHISE_FEE_VIDEO_NF 493 /*PUC Franchise

Fee (Video) NF*/

#define SALES_TAX_NF 494 /*Sales Tax NF*/

#define DISTRICT_TAX_NF 495 /*District Tax

NF*/

#define HOSPITAL_DISTRICT_TAX_NF 496 /*Hospital

District Tax NF*/

#define IMPROVEMENT_DISTRICT_TAX_NF 497 /*Improvement

District Tax NF*/

#define MASS_TRANSIT_DISTRICT_TAX_NF 498 /*Mass Transit

District Tax NF*/

#define METROPOLITAN_DISTRICT_TAX_NF 499 /*Metropolitan

District Tax NF*/

#define MHA_DISTRICT_TAX_NF 500 /*MHA District

Tax NF*/

#define PUBLIC_SAFETY_IMPROVEMENT_DISTRICT_TAX_NF 501 /*Public Safety

Improvement District Tax NF*/

#define RURAL_TRANSPORTATION_AUTHORITY_DISTRICT_TAX_NF 502 /*Rural

Transportation Authority District Tax NF*/

#define TRANSIT_TAX_NF 503 /*Transit Tax

NF*/

#define DISTRICT_CONSUMER_USE_TAX_NF 504 /*District

Consumer Use Tax NF*/

#define HOSPITAL_DISTRICT_CONSUMER_USE_TAX_NF 505 /*Hospital

District Consumer Use Tax NF*/

#define IMPROVEMENT_DISTRICT_CONSUMER_USE_TAX_NF 506 /*Improvement

District Consumer Use Tax NF*/

#define MASS_TRANSIT_DISTRICT_CONSUMER_USE_TAX_NF 507 /*Mass Transit

District Consumer Use Tax NF*/

#define MHA_CONSUMER_USE_TAX_NF 508 /*MHA Consumer

Use Tax NF*/

#define RTA_CONSUMER_USE_TAX_NF 509 /*RTA Consumer

Use Tax NF*/

#define TRANSIT_CONSUMER_USE_TAX_NF 510 /*Transit

Consumer Use Tax NF*/

#define DISTRICT_VENDOR_USE_TAX_NF 511 /*District Vendor

Use Tax NF*/

AFC Sales and Use User Manual | 280 of 329

#define HOSPITAL_DISTRICT_VENDOR_USE_TAX_NF 512 /*Hospital

District Vendor Use Tax NF*/

#define IMPROVEMENT_DISTRICT_VENDOR_USE_TAX_NF 513 /*Improvement

District Vendor Use Tax NF*/

#define MASS_TRANSIT_DISTRICT_VENDOR_USE_TAX_NF 514 /*Mass Transit

District Vendor Use Tax NF*/

#define MHA_VENDOR_USE_TAX_NF 515 /*MHA Vendor Use

Tax NF*/

#define RTA_VENDOR_USE_TAX_NF 516 /*RTA Vendor Use

Tax NF*/

#define TRANSIT_VENDOR_USE_TAX_NF 517 /*Transit Vendor

Use Tax NF*/

#define STATE_USF_VOIP_ALTERNATE_NF 518 /*State USF (VoIP

Alternate) NF*/

#define E_RATE_BROADBAND_PROGRAM_VOIP_ALTERNATE 519 /*E-rate

Broadband Program (VoIP Alternate)*/

#define CONNECTME_FUND_VOIP_ALTERNATE 520 /*ConnectME Fund

(VoIP Alternate)*/

#define TELECOMM_SALE_TAX 32711 /*For BillSoft

internal use only*/

/* Deprecated Tax Type constants */

#define BUSINESS_OCCUPATION_TAX BUSINESS_AND_OCCUPATION_TAX

#define FEDERAL_EXCISE FEDERAL_EXCISE_TAX

#define FED_USF_SCHOOL_A FED_USF_A_SCHOOL

#define E911_TAX E911

#define STATE_USF STATE_UNIVERSAL_SERVICE_FUND

#define FED_USF_HIGHCOST_B FED_UNIVERSAL_SERVICE_FUND

#define STATE_DEAF_DISABLED_FUND STATE_DEAF_AND_DISABLED_FUND

#define TELECOMMUNICATIONS_RELAY_SERVICE_CHARGE TELECOM_RELAY_SURCHARGE

#define TELECOM_RELAY_CHARGE TELECOM_RELAY_SURCHARGE

#define TELCOMMUNICATIONS_INFRASTRUCTURE_FUND

TELECOMMUNICATIONS_INFRASTRUCTURE_FUND

#define NY_MCTD_186c NY_MCTD_186C

#define NY_MCTD_184a NY_MCTD_184A

#define TELECOMMUNICATIONS_ASSISTANCE_FUND

TELECOMMUNICATIONS_ASSISTANCE_SERVICE_FUND

#define E911_TAX_PBX_TRUNK_LINE E911_PBX_TRUNK_LINE

#define E911_TAX_RESIDENTIAL E911_RESIDENTIAL

#define E911_TAX_WIRELESS E911_WIRELESS

#define NY_MCTD_184a_USAGE NY_MCTD_184A_USAGE

#define MUNICIPAL_RIGHT_OF_WAY_RESIDENTIAL MUNICIPAL_RIGHT_OF_WAY

#define COMMUNICATIONS_SERVICES_TAX COMMUNICATIONS_SERVICE_TAX

#define GOODS_SERVICE_TAX GOODS_AND_SERVICE_TAX

#define SGT_E911 SGT_E911_TAX

#define SGT_E911_BUSINESS SGT_E911_TAX_BUSINESS

#define SGT_E911_LICENSE_TAX SGT_LICENSE_TAX

#define FRANCISE_TAX_WIRELESS FRANCHISE_TAX_WIRELESS

#define E911_TAX_CENTREX E911_CENTREX

#define BUSINESS_OCCUPATION_TAX_WHOLESALE BUSINESS_AND_OCCUPATION_TAX_WHOLESALE

#define BUSINESS_OCCUPATION_TAX_OTHER BUSINESS_AND_OCCUPATION_TAX_OTHER

#define STATE_USF_VOIP UNIVERSAL_SERVICE_FUND_VOIP

#define COMMUNICATIONS_SERVICES_TAX_CABLE COMMUNICATIONS_SERVICE_TAX_CABLE

#define TRS_WIRELESS TELECOM_RELAY_SURCHARGE_WIRELESS

#define TELECOM_RELAY_CHARGE_WIRELESS TELECOM_RELAY_SURCHARGE_WIRELESS

#define CONNECT_ME_FUND CONNECTME_FUND

#define CONNECT_ME_FUND_VOIP CONNECTME_FUND_VOIP

#define CONNECT_ME_FUND_CABLE CONNECTME_FUND_CABLE

#define FUSF_NONBILLABLE

FEDERAL_UNIVERSAL_SERVICE_FUND_NON_BILLABLE

#define UUT_WIRELESS_BUSINESS UTILITY_USERS_TAX_WIRELESSBUSINESS

#define STATE_UNIV_SVC_FUND_ALTERNATE GA_UNIVERSAL_ACCESS_FUND

#define UNIV_LIFElINE_TELE_SVC_CHARGE_WIRELESS

UNIVERSAL_LIFELINE_TELEPHONE_SVC_CHARGE_WIRELESS

#define FUSF__MULTI_LINE FUSF_MULTI_LINE

#define NY_TRANSIT_CONSUMER_USE_TAX NY_LOCAL_TRANSIT_CONSUMER_USE_TAX

#ifdef __cplusplus

}

#endif

AFC Sales and Use User Manual | 281 of 329

#endif /* _inc_EZTaxTaxTypeDefine_ */

AFC Sales and Use User Manual | 282 of 329

EZTaxTransType.h

#ifndef _inc_EZTaxTransTypeDefine_

#define _inc_EZTaxTransTypeDefine_

#ifdef __cplusplus

extern "C" {

#endif

/* Define transaction types */

#define TRANS_NO_TAX 0 /*No Tax*/

#define INTERSTATE 1 /*Interstate*/

#define INTRASTATE 2 /*Intrastate*/

#define OTHER 3 /*Other*/

#define NON_RECURRING 4 /*Non-Recurring*/

#define INTERNET 5 /*Internet*/

#define PAGING 6 /*Paging*/

#define LOCAL 7 /*Local*/

#define FAX 8 /*Fax*/

#define VOICE_MAIL 9 /*Voice Mail*/

#define SALES 10 /*Sales*/

#define SHIPPING 11 /*Shipping*/

#define NATURAL_GAS 12 /*Natural Gas*/

#define CELLULAR 13 /*Cellular*/

#define INTERNATIONAL 14 /*International*/

#define TELEPHONY 15 /*Telephony*/

#define CABLE_TELEVISION 16 /*Cable

Television*/

#define SGT 17 /*Sage*/

#define SATELLITE_TELEVISION 18 /*Satellite

Television*/

#define VOIP 19 /*VoIP*/

#define VOIPA 20 /*VoIPA*/

#define PAYPHONE 21 /*Payphone*/

#define SOFTWARE 24 /*Software*/

#define TIMESHARING 25 /*Timesharing*/

#define ALCOHOL 27 /*Alcohol*/

#define BEVERAGES 28 /*Beverages*/

#define BOOKS 29 /*Books*/

#define CLOTHING 30 /*Clothing*/

#define DRUGS 31 /*Drugs*/

#define ELECTRONIC_EQUIPMENT_AND_COMPUTER_HARDWARE 32 /*Electronic

Equipment and Computer Hardware*/

#define FUEL 33 /*Fuel*/

#define GENERAL_MERCHANDISE 34 /*General

Merchandise*/

#define GROCERIES 35 /*Groceries*/

#define MAGAZINES 36 /*Magazines*/

#define MANUFACTURING 37 /*Manufacturing*/

#define MEDICAL_DURABLE_EQUIPMENT 38 /*Medical-Durable

Equipment*/

#define MEDICAL_MOBILITY_ENHANCING_EQUIPMENT 39 /*Medical-

Mobility Enhancing Equipment*/

#define MEDICAL_PROSTHETIC_DEVICES 40 /*Medical-

Prosthetic Devices*/

#define MOTOR_VEHICLES 41 /*Motor

Vehicles*/

#define NEWSPAPER 42 /*Newspaper*/

#define PREPARED_FOOD 43 /*Prepared Food*/

#define RENTALS_AND_LEASING 44 /*Rentals and

Leasing*/

#define SERVICES_CLEANING 45 /*Services-

Cleaning*/

#define SERVICES_LODGING 46 /*Services-

Lodging*/

#define SERVICES_PRINTING 47 /*Services-

Printing*/

#define SERVICES_PROFESSIONAL 48 /*Services-

Professional*/

AFC Sales and Use User Manual | 283 of 329

#define SERVICES_RECREATION 49 /*Services-

Recreation*/

#define SERVICES_REPAIR 50 /*Services-

Repair*/

#define SERVICES_STORAGE 51 /*Services-

Storage*/

#define TIRES 52 /*Tires*/

#define TOBACCO 53 /*Tobacco*/

#define TOOLING 54 /*Tooling*/

#define VENDING 55 /*Vending*/

#define INFORMATION_SERVICES 56 /*Information

Services*/

#define DIGITAL_GOODS 57 /*Digital Goods*/

#define DARK_FIBER 58 /*Dark Fiber*/

#define VOIP_NOMADIC 59 /*VoIP-Nomadic*/

#define SATELLITE_PHONE 60 /*Satellite

Phone*/

#define VPN 61 /*VPN*/

#define RESERVED_62 62 /*Reserved_62*/

#define RESERVED_63 63 /*Reserved_63*/

#define CONFERENCING 64 /*Conferencing*/

#define NON_INTERCONNECTED_VOIP 65 /*Non-

Interconnected VoIP*/

/* Deprecated transaction type constants */

#define DO_NOT_APPLY_TAX NO_TAX

#define INTERPROVINCIAL INTERSTATE

#define INTRAPROVINCIAL INTRASTATE

#define WIRELESS CELLULAR

#ifdef __cplusplus

}

#endif

#endif /* _inc_EZTaxTransTypeDefine_ */

AFC Sales and Use User Manual | 284 of 329

EZTaxServType.h

#ifndef _inc_EZTaxServTypeDefine_

#define _inc_EZTaxServTypeDefine_

#ifdef __cplusplus

extern "C" {

#endif

/* Define service types */

#define TOLL 1 /*Toll*/

#define TOLL_FREE 2 /*Toll-Free*/

#define WATS 3 /*WATS*/

#define PRIVATE_LINE 4 /*Private

Line*/

#define LOCAL_EXCHANGE 5 /*Local

Exchange*/

#define ACCESS_CHARGE 6 /*Access

Charge*/

#define SERVICE 7 /*Service*/

#define INSTALL 8 /*Install*/

#define DIRECTORY_ADS 9 /*Directory

Ads*/

#define USAGE 10 /*Usage*/

#define ACTIVATION 11 /*Activation*/

#define INTERNATIONAL_TOLL 12

/*International Toll*/

#define EQUIPMENT_REPAIR 13 /*Equipment

Repair*/

#define LATE_CHARGE 14 /*Late

Charge*/

#define PRODUCT 15 /*Product*/

#define N_900_SERVICE 16 /*900*/

#define FOB_ORIGIN 17 /*FOB Origin*/

#define FOB_DESTINATION 18 /*FOB

Destination*/

#define CONSUMPTION 19

/*Consumption*/

#define FCC_SUBSCRIBER_LINE_FEE 20 /*FCC

Subscriber Line Fee*/

#define LINES 21 /*Lines*/

#define COIN 22 /*Coin*/

#define LOCATION 23 /*Location*/

#define PBX_TRUNK 24 /*PBX/Trunk*/

#define USA_INBOUND 25 /*USA

Inbound*/

#define PREPAID 26 /*Prepaid*/

#define DATA 27 /*Data*/

#define E911_CALL 28 /*E911 Call*/

#define WEB_HOSTING 29 /*WEB

Hosting*/

#define LOCAL_FEATURE_CHARGE 30 /*Local

Feature Charge*/

#define USE 31 /*Use*/

#define DEBIT 32 /*Debit*/

#define ROAMING_CHARGE 33 /*Roaming

Charge*/

#define CONFERENCE_BRIDGE 34 /*Conference

Bridge*/

#define PREMIUM_SERVICE 35 /*Premium

Service*/

#define PAY_PER_VIEW_SERVICE 36 /*Pay Per View

Service*/

#define EQUIPMENT_RENTAL 37 /*Equipment

Rental*/

#define WIRE_MAINTENANCE_PLAN 38 /*Wire

Maintenance Plan*/

#define TV_GUIDE 39 /*TV Guide*/

#define CENTREX_DID_EXTENSION 40 /*Centrex/DID

Extension*/

AFC Sales and Use User Manual | 285 of 329

#define PBX_EXTENSION 41 /*PBX

Extension*/

#define CENTREX_TRUNK 42 /*Centrex

Trunk*/

#define INVOICE 43 /*Invoice*/

#define TELEGRAPH 44 /*Telegraph*/

#define HIGH_CAPACITY_TRUNK 45 /*High

Capacity Trunk*/

#define PICC 46 /*PICC*/

#define NO_PICK_PICC 47 /*No Pick

PICC*/

#define WIRELESS_ACCESS_CHARGE 48 /*Wireless

Access Charge*/

#define INTERSTATE_USAGE 49 /*Interstate

Usage*/

#define INTRASTATE_USAGE 50 /*Intrastate

Usage*/

#undef INTERNATIONAL_USAGE

#define INTERNATIONAL_USAGE 51

/*International Usage*/

#define WIRELESS_LINES 52 /*Wireless

Lines*/

#define LNP 53 /*LNP*/

#define DIRECTORY_ASSISTANCE 54 /*Directory

Assistance*/

#define LOCAL_USAGE 55 /*Local

Usage*/

#define PROVISIONING 56

/*Provisioning*/

#define DATA_PROCESSING 57 /*Data

Processing*/

#define ACCESS_LINE 58 /*Access

Line*/

#define LICENSED_SOFTWARE 59 /*Licensed

Software*/

#define SOFTWARE_MAINTENANCE_AGREEMENT 60 /*Software

Maintenance Agreement*/

#define REPORT_ON_CD_PAPER_FORM 61 /*Report On

CD/Paper Form*/

#define INFORMATION_RETRIEVAL 62 /*Information

Retrieval*/

#define RESTOCKING_FEE_RENTAL 63 /*Restocking

Fee - Rental*/

#define RESTOCKING_FEE_PURCHASE 64 /*Restocking

Fee - Purchase*/

#define PARTIAL_CREDIT 65 /*Partial

Credit*/

#define LATE_CHARGE_BUNDLE 84 /*Late Charge

Bundle*/

#define LOCAL_EXCHANGE_BUNDLE 85 /*Local

Exchange Bundle*/

#define FCC_SUBSCRIBER_LINE_FEE_BUNDLE 86 /*FCC

Subscriber Line Fee Bundle*/

#define LINES_BUNDLE 87 /*Lines

Bundle*/

#define LOCATION_BUNDLE 88 /*Location

Bundle*/

#define PBX_TRUNK_BUNDLE 89 /*PBX Trunk

Bundle*/

#define LOCAL_FEATURE_CHARGE_BUNDLE 90 /*Local

Feature Charge Bundle*/

#define CENTREX_EXTENSION_BUNDLE 91 /*Centrex

Extension Bundle*/

#define PBX_EXTENSION_BUNDLE 92 /*PBX

Extension Bundle*/

#define CENTREX_TRUNK_BUNDLE 93 /*Centrex

Trunk Bundle*/

#define INVOICE_BUNDLE 94 /*Invoice

Bundle*/

#define HIGH_CAPACITY_TRUNK_BUNDLE 95 /*High

Capacity Trunk Bundle*/

AFC Sales and Use User Manual | 286 of 329

#define NO_PICK_PICC_BUNDLE 96 /*No Pick PICC

Bundle*/

#define PICC_BUNDLE 97 /*PICC

Bundle*/

#define ACCESS_NUMBER 98 /*Access

Number*/

#define INTERSTATE_ACCESS_CHARGE 99 /*Interstate

Access Charge*/

#define INTRASTATE_ACCESS_CHARGE 100 /*Intrastate

Access Charge*/

#define INTERSTATE_ROAMING 101 /*Interstate

Roaming*/

#define INTRASTATE_ROAMING 102 /*Intrastate

Roaming*/

#define SALES_TAX_AND_FUSF 103 /*Sales Tax

and FUSF*/

#define GENERAL_RULE 106 /*General

Rule*/

#define BEVERAGE_ABOVE_7_PCT_CONTENT_BY_WEIGHT 107 /*Beverage

Above 7% Content By Weight*/

#define BEVERAGE_BELOW_7_PCT_CONTENT_BY_WEIGHT 108 /*Beverage

Below 7% Content By Weight*/

#define MIXED_BEVERAGE_ABOVE_7_PCT_CONTENT_BY_WEIGHT 109 /*Mixed

Beverage above 7% Content By Weight*/

#define MIXED_BEVERAGE_BELOW_7_PCT_CONTENT_BY_WEIGHT 110 /*Mixed

Beverage below 7% Content By Weight*/

#define NON_MIXED_SERVED_IN_RESTAURANT_ABOVE_7_PCT 111 /*Non Mixed

Served in Restaurant Above 7%*/

#define NON_MIXED_SERVED_IN_RESTAURANT_BELOW_7_PCT 112 /*Non Mixed

Served in Restaurant Below 7%*/

#define CARBONATED_BEVERAGES 113 /*Carbonated

Beverages*/

#define SWEETENED_CARBONATED_BEVERAGES 114 /*Sweetened

Carbonated Beverages*/

#define BOTTLED_WATER 115 /*Bottled

Water*/

#define BOTTLED_WATER_CARBONATED_AND_OR_FLAVORED 116 /*Bottled

Water - Carbonated and/or Flavored*/

#define BOTTLED_WATER_CARBONATED_AND_OR_SWEETENED 117 /*Bottled

Water-Carbonated and/or Sweetened*/

#define SOFT_DRINKS 118 /*Soft

Drinks*/

#define NATURAL_FRUIT_OR_VEGETABLE_JUICES 119 /*Natural

Fruit or Vegetable Juices*/

#define NATURAL_CONTENTS_BETWEEN_0_PCT_24_PCT 120 /*Natural

Contents Between 0%-24%*/

#define NATURAL_CONTENTS_BETWEEN_25_PCT_49_PCT 121 /*Natural

Contents Between 25%-49%*/

#define NATURAL_CONTENTS_BETWEEN_50_PCT_69_PCT 122 /*Natural

Contents Between 50%-69%*/

#define NATURAL_CONTENTS_BETWEEN_70_PCT_100_PCT 123 /*Natural

Contents Between 70%-100%*/

#define BOTTLED_TEA 124 /*Bottled

Tea*/

#define COFFEE 125 /*Coffee*/

#define RELIGIOUS 126 /*Religious*/

#define EDUCATIONAL_KINDERGARTEN_THROUGH_12TH_GRADE 127 /*Educational-

Kindergarten Through 12th Grade*/

#define EDUCATIONAL_COLLEGE_AND_TRADE_SCHOOL 128 /*Educational-

College and Trade School*/

#define EVERYDAY 129 /*Everyday*/

#define SPORTING_ACTIVITIES 130 /*Sporting

Activities*/

#define SPORTING_EQUIPMENT 131 /*Sporting

Equipment*/

#define PROTECTIVE 132 /*Protective*/

#define PROTECTIVE_MANUFACTURING 133

/*Protective/Manufacturing*/

#define FURS 134 /*Furs*/

#define UNIFORMS 135 /*Uniforms*/

AFC Sales and Use User Manual | 287 of 329

#define FORMAL_OR_SPECIAL_OCCASION_WEAR 136 /*Formal or

Special Occasion Wear*/

#define COSTUMES 137 /*Costumes*/

#define ACCESSORIES 138

/*Accessories*/

#define DISPLAY_SAMPLES 139 /*Display

Samples*/

#define CLOTH_DIAPERS 140 /*Cloth

Diapers*/

#define CLEAN_ROOM 141 /*Clean Room*/

#define BATHING_CAPS 142 /*Bathing

Caps*/

#define BELT_BUCKLES 143 /*Belt

Buckles*/

#define BOWLING_SHOES 144 /*Bowling

Shoes*/

#define SKI_BOOTS 145 /*Ski Boots*/

#define WADERS 146 /*Waders*/

#define SHOE_LACES 147 /*Shoe Laces*/

#define PRESCRIPTION_LEGEND 148 /*Prescription

- Legend*/

#define PRESCRIPTION_OVER_THE_COUNTER_HUMAN 149 /*Prescription

- Over the Counter-Human*/

#define NONPRESCRIPTION_OVER_THE_COUNTER_HUMAN 150

/*Nonprescription - Over the Counter-Human*/

#define PRESCRIPTION_OVER_THE_COUNTER_ANIMAL 151 /*Prescription

- Over the Counter-Animal*/

#define NONPRESCRIPTION_OVER_THE_COUNTER_ANIMAL 152

/*Nonprescription - Over the Counter-Animal*/

#define COUGH_DROPS 153 /*Cough

Drops*/

#define PRESCRIPTION_INSULIN_HUMAN_USE 154 /*Prescription

- Insulin - Human Use*/

#define NONPRESCRIPTION_INSULIN_HUMAN_USE 155

/*Nonprescription - Insulin - Human Use*/

#define PRESCRIPTION_INSULIN_ANIMAL_USE 156 /*Prescription

- Insulin - Animal Use*/

#define NONPRESCRIPTION_INSULIN_ANIMAL_USE 157

/*Nonprescription - Insulin - Animal Use*/

#define PRESCRIPTION_OXYGEN_HUMAN_USE 158 /*Prescription

- Oxygen-Human Use*/

#define NONPRESCRIPTION_OXYGEN_MEDICINAL_HUMAN_USE 159

/*Nonprescription - Oxygen-Medicinal-Human Use*/

#define PRESCRIPTION_OXYGEN_ANIMAL_USE 160 /*Prescription

- Oxygen-Animal Use*/

#define NONPRESCRIPTION_OXYGEN_MEDICINAL_ANIMAL_USE 161

/*Nonprescription-Oxygen-Medicinal-Animal Use*/

#define ENEMAS_AND_SUPPOSITORIES 162 /*Enemas and

Suppositories*/

#define PRESCRIPTION_ANIMAL_CONSUMPTION 163

/*Prescription-Animal Consumption*/

#define NONPRESCRIPTION_ANIMAL_CONSUMPTION 164

/*Nonprescription-Animal Consumption*/

#define NON_PRESC_SOLD_TO_HOSPITALS_HUMAN 165 /*Non-Presc

Sold to Hospitals-Human*/

#define PRESC_SOLD_TO_HOSPITALS_HUMAN 166 /*Presc Sold

to Hospitals-Human*/

#define NON_PRESC_SOLD_TO_HOSPITALS_ANIMALS 167 /*Non-Presc

Sold to Hospitals-Animals*/

#define PRESC_SOLD_TO_HOSPITALS_ANIMALS 168 /*Presc Sold

to Hospitals-Animals*/

#define TAXABLE_AND_NONTAXABLE_BUNDLED_TOGETHER 169 /*Taxable and

Nontaxable Bundled Together*/

#define FREE_SAMPLE_HUMAN_USE 170 /*Free Sample-

Human Use*/

#define FREE_SAMPLE_PRESC_HUMAN_USE 171 /*Free Sample-

Presc-Human Use*/

#define FREE_SAMPLE_ANIMAL_USE 172 /*Free Sample-

Animal Use*/

#define FREE_SAMPLE_PRESC_ANIMAL_USE 173 /*Free Sample-

Presc-Animal Use*/

AFC Sales and Use User Manual | 288 of 329

#define MONITORS_LESS_THAN_4_INCHES 174 /*Monitors

Less Than 4 Inches*/

#define MONITORS_BETWEEN_5_14_INCHES 175 /*Monitors

Between 5-14 inches*/

#define MONITORS_BETWEEN_THAN_15_34_INCHES 176 /*Monitors

Between Than 15-34 Inches*/

#define MONITORS_GREATER_THAN_35_INCHES 177 /*Monitors

Greater Than 35 Inches*/

#define UNLEADED_FUEL_W_O_EXCISE_TAX 178 /*Unleaded

Fuel w/o Excise Tax*/

#define DIESEL_FUEL_W_O_EXCISE_TAX 179 /*Diesel Fuel

w/o Excise Tax*/

#define GASOHOL_W_O_EXCISE_TAX 180 /*Gasohol w/o

Excise Tax*/

#define FUEL_TO_COMMON_CARRIERS_W_O_EXCISE_TAX 181 /*Fuel to

Common Carriers w/o Excise Tax*/

#define FUEL_PASSENGER_COMMON_CARRIER_W_O_EXCISE_TAX 182 /*Fuel-

Passenger Common Carrier w/o Excise Tax*/

#define UNLEADED_FUEL_W_EXCISE_TAX 183 /*Unleaded

Fuel w/Excise Tax*/

#define DIESEL_FUEL_W_EXCISE_TAX 184 /*Diesel Fuel

w/Excise Tax*/

#define GASOHOL_W_EXCISE_TAX 185 /*Gasohol

w/Excise Tax*/

#define FUEL_TO_COMMON_CARRIERS_W_EXCISE_TAX 186 /*Fuel to

Common Carriers w/Excise Tax*/

#define FUEL_PASSENGER_COMMON_CARRIER_W_EXCISE_TAX 187 /*Fuel-

Passenger Common Carrier w/ Excise Tax*/

#define FUEL_FOR_OFF_ROAD_PURPOSES 188 /*Fuel For Off

Road Purposes*/

#define JET_FUEL 189 /*Jet Fuel*/

#define JET_FUEL_COMMON_CARRIERS 190 /*Jet Fuel--

Common Carriers*/

#define APPLIANCES 191 /*Appliances*/

#define BABY_OIL 192 /*Baby Oil*/

#define US_FLAG 193 /*US Flag*/

#define COINS_WORK_OF_ART_PURE_METAL 194 /*Coins-Work

of Art-Pure Metal*/

#define COINS_FOREIGN_CURRENCY_PURE_METAL 195 /*Coins-

Foreign Currency-Pure Metal*/

#define COINS_COLLECTIBLE_PURE_METAL 196 /*Coins-

Collectible-Pure Metal*/

#define COINS_INVESTMENT_PURPOSES_PURE_METAL 197 /*Coins-

Investment Purposes-Pure Metal*/

#define COINS_WORK_OF_ART_90_PCT_OR_GREATER 198 /*Coins-Work

of Art-90% or Greater*/

#define COINS_FOREIGN_CURRENCY_90_PCT_OR_GREATER 199 /*Coins-

Foreign Currency-90% or Greater*/

#define COINS_COLLECTIBLE_90_PCT_OR_GREATER 200 /*Coins-

Collectible-90% or Greater*/

#define COINS_INVESTMENT_PURPOSES_90_PCT_OR_GREATER 201 /*Coins-

Investment Purposes-90% or Greater*/

#define COINS_WORK_OF_ART_BETWEEN_80_90_PCT 202 /*Coins-Work

of Art-Between 80-90%*/

#define COINS_FOREIGN_CURRENCY_BETWEEN_80_90_PCT 203 /*Coins-

Foreign Currency-Between 80-90%*/

#define COINS_COLLECTIBLE_BETWEEN_80_90_PCT 204 /*Coins-

Collectible-Between 80-90%*/

#define COINS_INVESTMENT_PURPOSES_BETWEEN_80_90_PCT 205 /*Coins-

Investment Purposes-Between 80-90%*/

#define COINS_WORK_OF_ART_LESS_THAN_80_PCT 206 /*Coins-Work

of Art-Less Than 80%*/

#define COINS_FOREIGN_CURRENCY_LESS_THAN_80_PCT 207 /*Coins-

Foreign Currency-Less Than 80%*/

#define COINS_COLLECTIBLE_LESS_THAN_80_PCT 208 /*Coins-

Collectible-Less Than 80%*/

#define COINS_INVESTMENT_PURPOSES_LESS_THAN_80_PCT 209 /*Coins-

Investment Purposes-Less Than 80%*/

#define UNCANCELLED_STAMPS_FOR_COLLECTIBLE_PURPOSES 210 /*Uncancelled

Stamps-For Collectible Purposes*/

AFC Sales and Use User Manual | 289 of 329

#define CANCELLED_STAMPS 211 /*Cancelled

Stamps*/

#define UNCANCELLED_STAMPS_FOR_POSTAGE_PURPOSES 212 /*Uncancelled

Stamps-For Postage Purposes*/

#define CASKETS_FOR_HUMAN_REMAINS 213 /*Caskets-For

Human Remains*/

#define BURIAL_VAULTS_FOR_HUMAN_REMAINS 214 /*Burial

Vaults-For Human Remains*/

#define CASKETS_FOR_ALL_OTHER_REMAINS 215 /*Caskets-For

All Other Remains*/

#define BURIAL_VAULTS_FOR_ALL_OTHER_REMAINS 216 /*Burial

Vaults-For All Other Remains*/

#define HEADSTONE_BURIAL_MARKER_W_O_INSTALLATION 217

/*Headstone/Burial Marker-w/o Installation*/

#define HEADSTONE_BURIAL_MARKER_W_INSTALLATION 218

/*Headstone/Burial Marker-w/ Installation*/

#define SANITARY_NAPKINS_OR_TAMPONS 219 /*Sanitary

Napkins or Tampons*/

#define OTHER_STATE_FLAG 220 /*Other State

Flag*/

#define HOME_STATE_FLAG 221 /*Home State

Flag*/

#define POW_FLAG 222 /*POW Flag*/

#define GROOMING_AND_HYGIENE_PRODUCTS_FOR_HUMAN_USE 223 /*Grooming and

Hygiene Products for Human Use*/

#define GROOMING_AND_HYGIENE_PRODUCTS_FOR_ANIMAL_USE 224 /*Grooming and

Hygiene Products for Animal Use*/

#define TOOTHPASTE_TOOTHBRUSH_DENTAL_FLOSS 225 /*Toothpaste,

Toothbrush, Dental Floss*/

#define GAMING_COINS_METAL_CONTENT_IS_GREATER_THAN_80_PCT 226 /*Gaming

Coins-Metal Content is Greater than 80%*/

#define GAMING_COINS_METAL_CONTENT_IS_LESS_THAN_80_PCT 227 /*Gaming

Coins-Metal Content is Less than 80%*/

#define MARINE_EQUIPMENT 228 /*Marine

Equipment*/

#define CHARCOAL 229 /*Charcoal*/

#define COUPON_BOOKS 230 /*Coupon

Books*/

#define SUPPLIES_AND_FOOD_FOR_SEEING_EYE_DOG 231 /*Supplies and

Food for Seeing Eye Dog*/

#define NON_LEAD_BASED_BATTERIES 232 /*Non-Lead

Based Batteries*/

#define CANDY 233 /*Candy*/

#define CHEWING_GUM 234 /*Chewing

Gum*/

#define FOOD_ADDITIVES 235 /*Food

Additives*/

#define CONFECTIONARY_ITEMS 236

/*Confectionary Items*/

#define ICE 237 /*Ice*/

#define DIETARY_SUPPLEMENTS_QUALIFY 238 /*Dietary

Supplements-Qualify*/

#define DIETARY_SUPPLEMENTS_NON_QUALIFY 239 /*Dietary

Supplements-Non Qualify*/

#define RETAIL_PUBLISHED_MONTHLY 240 /*Retail -

Published Monthly*/

#define RETAIL_PUBLISHED_ANNUALLY 241 /*Retail -

Published Annually*/

#define RETAIL_PUBLISHED_SEMI_MONTHLY 242 /*Retail -

Published Semi-Monthly*/

#define RETAIL_PUBLISHED_SEMI_ANNUALLY 243 /*Retail -

Published Semi-Annually*/

#define RETAIL_PUBLISHED_QUARTERLY 244 /*Retail -

Published Quarterly*/

#define RETAIL_PUBLISHED_WEEKLY 245 /*Retail -

Published Weekly*/

#define SUBSCRIPTION_MONTHLY_US_MAIL 246

/*Subscription-Monthly-US Mail*/

#define SUBSCRIPTION_ANNUALLY_DELIVERED_BY_US_MAIL 247

/*Subscription-Annually-Delivered by US Mail*/

AFC Sales and Use User Manual | 290 of 329

#define SUBSCRIPTION_SEMI_MONTHLY_DELIVERED_BY_US_MAIL 248

/*Subscription-Semi-Monthly-Delivered by US Mail*/

#define SUBSCRIPTION_SEMI_ANNUALLY_DELIVERED_BY_US_MAIL 249

/*Subscription-Semi-Annually-Delivered by US Mail*/

#define SUBSCRIPTION_QUARTERLY_DELIVERED_BY_US_MAIL 250

/*Subscription-Quarterly-Delivered by US Mail*/

#define SUBSCRIPTION_WEEKLY_DELIVERED_BY_US_MAIL 251

/*Subscription-Weekly-Delivered by US Mail*/

#define SUBSCRIPTION_MONTHLY_NOT_DELIVERED_BY_US_MAIL 252

/*Subscription-Monthly-Not Delivered by US Mail*/

#define SUBSCRIPTION_ANNUALLY_NOT_DELIVERED_BY_US_MAIL 253

/*Subscription-Annually-Not Delivered by US Mail*/

#define SUBSCRIPTION_SEMI_MONTHLY_NOT_DELIVERED_BY_US_MAIL 254

/*Subscription-Semi-Monthly-Not Delivered by US Mail*/

#define SUBSCRIPTION_SEMI_ANNUALLY_NOT_DELIVERED_BY_USMAIL 255

/*Subscription-Semi-Annually-Not Delivered by USMail*/

#define SUBSCRIPTION_QUARTERLY_NOT_DELIVERED_BY_US_MAIL 256

/*Subscription-Quarterly-Not Delivered by US Mail*/

#define SUBSCRIPTION_WEEKLY_NOT_DELIVERED_BY_US_MAIL 257

/*Subscription-Weekly-Not Delivered by US Mail*/

#define SUBSCRIPTION_MONTHLY_DOOR_TO_DOOR_DELIVERY 258

/*Subscription-Monthly-Door to Door Delivery*/

#define SUBSCRIPTION_ANNUALLY_DOOR_TO_DOOR_DELIVERY 259

/*Subscription-Annually-Door to Door Delivery*/

#define SUBSCRIPTION_SEMI_MONTHLY_DOOR_TO_DOOR_DELIVERY 260

/*Subscription-Semi-Monthly-Door to Door Delivery*/

#define SUBSCRIPTION_SEMI_ANNUALLY_DOOR_TO_DOOR_DELIVERY 261

/*Subscription-Semi-Annually-Door to Door Delivery*/

#define SUBSCRIPTION_QUARTERLY_DOOR_TO_DOOR_DELIVERY 262

/*Subscription-Quarterly-Door to Door Delivery*/

#define SUBSCRIPTION_WEEKLY_DOOR_TO_DOOR_DELIVERY 263

/*Subscription-Weekly-Door to Door Delivery*/

#define EQUIPMENT_EXISTING_FACILITIES 264 /*Equipment-

Existing Facilities*/

#define EQUIPMENT_ECONOMIC_EXPANSION_OF_FACILITIES 265 /*Equipment-

Economic Expansion of Facilities*/

#define EQUIPMENT_PHYSICAL_EXPANSION_OF_FACILITIES 266 /*Equipment-

Physical Expansion of Facilities*/

#define EQUIPMENT_NEW_FACILITIES 267 /*Equipment-

New Facilities*/

#define REPAIR_PARTS_EXISTING_FACILITIES 268 /*Repair

parts-Existing Facilities*/

#define REPAIR_PARTS_ECONOMIC_EXPANSION 269 /*Repair

Parts-Economic Expansion*/

#define REPAIR_PARTS_PHYSICAL_EXPANSION 270 /*Repair

Parts-Physical Expansion*/

#define REPAIR_PARTS_NEW_FACILITIES 271 /*Repair

Parts-New Facilities*/

#define REPAIR_LABOR_SEPARATELY_STATED 272 /*Repair

Labor-Separately Stated*/

#define REPAIR_LABOR_NOT_SEPARATELY_STATED 273 /*Repair

Labor-Not Separately Stated*/

#define INSTALLATION_LABOR_EQUIPMENT_SEPARATELY_STATED 274 /*Installation

Labor-Equipment-Separately Stated*/

#define INSTALLATION_LABOR_EQUIPMENT_NOT_SEPARATELY_STATED 275 /*Installation

Labor-Equipment-Not Separately Stated*/

#define AUTOMOBILE_SPECIFIC_EQUIPMENT_SEPARATELY_STATED 276 /*Automobile

Specific -Equipment-Separately Stated*/

#define OUTSIDE_INSTALLATION_LABOR_EQUIP_SEPARATELY_STATED 277 /*Outside

Installation Labor-Equip-Separately Stated*/

#define REPAIR_EQUIPMENT_SEPARATELY_STATED 278 /*Repair

Equipment-Separately Stated*/

#define REPLACEMENT_EQUIPMENT_SEPARATELY_STATED 279 /*Replacement

Equipment-Separately Stated*/

#define CLEAN_ROOM_EQUIPMENT 280 /*Clean room

Equipment*/

#define ENVIRONMENTAL_CONTROL_EQUIP 281

/*Environmental Control Equip*/

#define SAFETY_EQUIP 282 /*Safety

Equip*/

AFC Sales and Use User Manual | 291 of 329

#define PACKING_AND_SHIPPING_EQUIP 283 /*Packing and

Shipping Equip*/

#define INTRAPLANT_EQUIP 284 /*Intraplant

Equip*/

#define HAND_TOOLS 285 /*Hand Tools*/

#define WAREHOUSE_EQUIPMENT 286 /*Warehouse

Equipment*/

#define NOT_HOME_USE_WITHOUT_A_PRESCRIPTION 287 /*Not Home

Use-Without A Prescription*/

#define NOT_HOME_USE_WITH_A_PRESCRIPTION 288 /*Not Home

Use-With A Prescription*/

#define NOT_HOME_USE_PAID_FOR_BY_MEDICARE 289 /*Not Home

Use-Paid For By Medicare*/

#define NOT_HOME_USE_REIMBURSED_BY_MEDICARE 290 /*Not Home

Use-Reimbursed By Medicare*/

#define NOT_HOME_USE_PAID_FOR_BY_MEDICAID 291 /*Not Home

Use-Paid For By Medicaid*/

#define NOT_HOME_USE_REIMBURSED_BY_MEDICAID 292 /*Not Home

Use-Reimbursed By Medicaid*/

#define HOME_USE_WITHOUT_A_PRESCRIPTION 293 /*Home Use-

Without A Prescription*/

#define HOME_USE_WITH_A_PRESCRIPTION 294 /*Home Use-

With A Prescription*/

#define HOME_USE_PAID_FOR_BY_MEDICARE 295 /*Home Use-

Paid For By Medicare*/

#define HOME_USE_REIMBURSED_BY_MEDICARE 296 /*Home Use-

Reimbursed By Medicare*/

#define HOME_USE_PAID_FOR_BY_MEDICAID 297 /*Home Use-

Paid For By Medicaid*/

#define HOME_USE_REIMBURSED_BY_MEDICAID 298 /*Home Use-

Reimbursed By Medicaid*/

#define EQUIP_WITHOUT_A_PRESCRIPTION 299 /*Equip

Without a Prescription*/

#define EQUIP_WITH_A_PRESCRIPTION 300 /*Equip With a

Prescription*/

#define EQUIP_PAID_FOR_BY_MEDICARE 301 /*Equip Paid

for by Medicare*/

#define EQUIP_REIMBURSED_BY_MEDICARE 302 /*Equip

Reimbursed by Medicare*/

#define EQUIP_PAID_FOR_BY_MEDICAID 303 /*Equip Paid

for by Medicaid*/

#define EQUIP_REIMBURSED_BY_MEDICAID 304 /*Equip

Reimbursed by Medicaid*/

#define GENERAL_WITHOUT_A_PRESCRIPTION 305 /*General-

Without a Prescription*/

#define GENERAL_WITH_A_PRESCRIPTION 306 /*General-With

a Prescription*/

#define GENERAL_PAID_FOR_BY_MEDICARE 307 /*General-Paid

for by Medicare*/

#define GENERAL_REIMBURSED_BY_MEDICARE 308 /*General-

Reimbursed by Medicare*/

#define GENERAL_PAID_FOR_BY_MEDICAID 309 /*General-Paid

for by Medicaid*/

#define GENERAL_REIMBURSED_BY_MEDICAID 310 /*General-

Reimbursed by Medicaid*/

#define CORRECTIVE_EYEGLASSES_WITHOUT_A_PRESCRIPTION 311 /*Corrective

Eyeglasses-Without a Prescription*/

#define CORRECTIVE_EYEGLASSES_WITH_A_PRESCRIPTION 312 /*Corrective

Eyeglasses-With a Prescription*/

#define CORRECTIVE_EYEGLASSES_PAID_FOR_BY_MEDICARE 313 /*Corrective

Eyeglasses-Paid for by Medicare*/

#define CORRECTIVE_EYEGLASSES_REIMBURSED_BY_MEDICARE 314 /*Corrective

Eyeglasses-Reimbursed by Medicare*/

#define CORRECTIVE_EYEGLASSES_PAID_FOR_BY_MEDICAID 315 /*Corrective

Eyeglasses-Paid for by Medicaid*/

#define CORRECTIVE_EYEGLASSES_REIMBURSED_BY_MEDICAID 316 /*Corrective

Eyeglasses-Reimbursed by Medicaid*/

#define CONTACT_LENSES_WITHOUT_A_PRESCRIPTION 317 /*Contact

Lenses-Without a prescription*/

#define CONTACT_LENSES_WITH_A_PRESCRIPTION 318 /*Contact

Lenses-With a prescription*/

AFC Sales and Use User Manual | 292 of 329

#define CONTACT_LENSES_PAID_FOR_BY_MEDICARE 319 /*Contact

Lenses-Paid for by Medicare*/

#define CONTACT_LENSES_REIMBURSED_BY_MEDICARE 320 /*Contact

Lenses-Reimbursed by Medicare*/

#define CONTACT_LENSES_PAID_FOR_BY_MEDICAID 321 /*Contact

Lenses-Paid for by Medicaid*/

#define CONTACT_LENSES_REIMBURSED_BY_MEDICAID 322 /*Contact

Lenses-Reimbursed by Medicaid*/

#define HEARING_AIDS_WITHOUT_A_PRESCRIPTION 323 /*Hearing

Aids-Without a Prescription*/

#define HEARING_AIDS_WITH_A_PRESCRIPTION 324 /*Hearing

Aids-With a Prescription*/

#define HEARING_AIDS_PAID_FOR_BY_MEDICARE 325 /*Hearing

Aids-Paid for by Medicare*/

#define HEARING_AIDS_REIMBURSED_BY_MEDICARE 326 /*Hearing

Aids-Reimbursed by Medicare*/

#define HEARING_AIDS_PAID_FOR_BY_MEDICAID 327 /*Hearing

Aids-Paid for by Medicaid*/

#define HEARING_AIDS_REIMBURSED_BY_MEDICAID 328 /*Hearing

Aids-Reimbursed by Medicaid*/

#define DENTAL_PROSTHESIS_WITHOUT_A_PRESCRIPTION 329 /*Dental

Prosthesis-Without a prescription*/

#define DENTAL_PROSTHESIS_WITH_A_PRESCRIPTION 330 /*Dental

Prosthesis-With a prescription*/

#define DENTAL_PROSTHESIS_PAID_FOR_BY_MEDICARE 331 /*Dental

Prosthesis-Paid for by Medicare*/

#define DENTAL_PROSTHESIS_REIMBURSED_BY_MEDICARE 332 /*Dental

Prosthesis-Reimbursed by Medicare*/

#define DENTAL_PROSTHESIS_PAID_FOR_BY_MEDICAID 333 /*Dental

Prosthesis-Paid for by Medicaid*/

#define DENTAL_PROSTHESIS_REIMBURSED_BY_MEDICAID 334 /*Dental

Prosthesis-Reimbursed by Medicaid*/

#define LOW_EMISSION_VEHICLE_EXCEEDING_10000_LBS 335 /*Low Emission

Vehicle exceeding 10,000 lbs*/

#define VEHICLES_SOLD_TO_NATIVE_AMERICANS 336 /*Vehicles

sold to Native Americans*/

#define MOTOR_VEHICLES_USING_ALTERNATIVE_FUELS 337 /*Motor

Vehicles using Alternative Fuels*/

#define LOW_SPEED_ELECTRICAL_VEHICLES 338 /*Low Speed

Electrical Vehicles*/

#define SALE_TO_NON_RESIDENTS 339 /*Sale to Non-

Residents*/

#define TRUCKS_GENERAL_RULE 340 /*Trucks -

General Rule*/

#define USED_IN_INTERSTATE_COMMERCE 341 /*Used in

Interstate Commerce*/

#define TRAILER_13_16_AND_HALF_TONS_INTERSTATE_COMMERCE 342 /*Trailer 13-

16.5 Tons-Interstate Commerce*/

#define TRACTOR_EXCEEDS_16_AND_HALF_TONS_INTERSTATE_COMMERCE 343 /*Tractor

Exceeds 16.5 Tons-Interstate Commerce*/

#define USED_AS_A_CONTACT_CARRIER 344 /*Used as a

Contact Carrier*/

#define TRAILER_EXCEEDS_13_TONS_CONTRACT_CARRIER 345 /*Trailer

Exceeds 13 Tons-Contract Carrier*/

#define TRACTOR_EXCEEDS_16_AND_HALF_TONS_CONTRACT_CARRIER 346 /*Tractor

Exceeds 16.5 Tons-Contract Carrier*/

#define MOTOR_BOATS 347 /*Motor

Boats*/

#define AIRCRAFT 348 /*Aircraft*/

#define AIRCRAFT_FOR_INTERSTATE_TRANSPORT 349 /*Aircraft for

Interstate Transport*/

#define BATTERIES_LESS_THAN_12_VOLTS_LEAD_BASED 350 /*Batteries

Less than 12 Volts--Lead Based*/

#define BATTERIES_GREATER_THAN_12_VOLTS_LEAD_BASED 351 /*Batteries

Greater than 12 Volts--Lead Based*/

#define MOTORCYCLES 352

/*Motorcycles*/

#define MOPEDS 353 /*Mopeds*/

#define OFF_ROAD_VEHICLES 354 /*Off-Road

Vehicles*/

AFC Sales and Use User Manual | 293 of 329

#define SNOWMOBILES 355

/*Snowmobiles*/

#define MOTOR_OIL 356 /*Motor Oil*/

#define ANTIFREEZE 357 /*Antifreeze*/

#define BOAT_MOTOR 358 /*Boat Motor*/

#define RETAIL 359 /*Retail*/

#define CD_ROM_MICROFICHE 360 /*CD ROM

Microfiche*/

#define DIGITAL_PRODUCT_RETAIL 361 /*Digital

Product - Retail*/

#define DIGITAL_PRODUCT_SUBSCRIPTION 362 /*Digital

Product - Subscription*/

#define SUBSCRIPTION_MAIL 363 /*Subscription

Mail*/

#define SUBSCRIPTION_DELIVERY 364 /*Subscription

Delivery*/

#define FOOD_SOLD_BY_A_FOOD_MANUFACTURER 365 /*Food sold by

a Food Manufacturer*/

#define FOOD_SOLD_IN_AN_UNHEATED_STATE 366 /*Food sold in

an unheated state*/

#define BAKERY_ITEMS 367 /*Bakery

items*/

#define EMPLOYEE_MEALS_FULL_PRICE 368 /*Employee

Meals--Full Price*/

#define EMPLOYEE_MEALS_REDUCED_PRICE 369 /*Employee

Meals--Reduced Price*/

#define EMPLOYEE_MEALS_FREE_TO_EMPLOYEES 370 /*Employee

Meals--Free to Employees*/

#define TIPS_VOLUNTARY 371 /*Tips,

Voluntary*/

#define TIPS_MANDATORY 372 /*Tips,

Mandatory*/

#define NON_TIP_BASED_SERVICE_CHARGE 373 /*Non-Tip

Based Service Charge*/

#define UNIFORM_RENTAL_SERVICE 374 /*Uniform

Rental Service*/

#define AUTOMOTIVE_RENTAL_30_DAYS_OR_LESS 375 /*Automotive

Rental--30 Days or Less*/

#define AUTOMOTIVE_RENTAL_30_180_DAYS 376 /*Automotive

Rental--30-180 Days*/

#define AUTOMOTIVE_RENTAL_180_DAYS_TO_1_YEAR 377 /*Automotive

Rental--180 Days to 1 Year*/

#define AUTOMOTIVE_RENTAL_1_YEAR_OR_GREATER 378 /*Automotive

Rental--1 Year or Greater*/

#define AUTOMOTIVE_RENTAL_0_30_DAYS_TAX_PAID 379 /*Automotive

Rental-0-30 Days-Tax Paid*/

#define AUTOMOTIVE_RENTAL_31_180_DAYS_TAX_PAID 380 /*Automotive

Rental-31-180 Days-Tax Paid*/

#define AUTOMOTIVE_RENTAL_180_DAYS_1_YEAR_TAX_PAID 381 /*Automotive

Rental-180 Days-1 Year-Tax Paid*/

#define AUTOMOTIVE_RENTAL_GREATER_THAN_1_YEAR_TAX_PAID 382 /*Automotive

Rental-Greater than 1 Year-Tax Paid*/

#define LEASE_OF_AUTOMOBILE_TO_BE_REGISTERED_BY_LESSEE 383 /*Lease of

Automobile to be registered by lessee*/

#define AMUSEMENT_RELATED_PROPERTY 384 /*Amusement

Related Property*/

#define RENTALS_INCIDENTAL_TO_SERVICE 385 /*Rentals

Incidental to Service*/

#define MOVIE_RENTALS_PRIVATE_USE_PHYSICAL_MEDIUM 386 /*Movie

Rentals--Private Use--Physical Medium*/

#define MOVIE_RENTALS_PRIVATE_USE_DIGITAL_DOWNLOAD 387 /*Movie

Rentals--Private Use--Digital Download*/

#define MOVIE_RENTALS_AS_PART_OF_EXHIBITION_TO_PUBLIC 388 /*Movie

Rentals--As part of exhibition to public*/

#define MOVIE_RENTALS_TO_A_TELEVISION_STATION 389 /*Movie

Rentals--To a Television Station*/

#define DRY_CLEANING_CLOTHING 390 /*Dry

Cleaning-Clothing*/

#define DRY_CLEANING_NON_CLOTHING 391 /*Dry

Cleaning-Non Clothing*/

AFC Sales and Use User Manual | 294 of 329

#define CLEANING_SERVICES 392 /*Cleaning

Services*/

#define LAUNDRY_AND_CLOTHING_CARE_OTHER_ITEMS 393 /*Laundry and

Clothing Care-Other Items*/

#define LAUNDRY_AND_CLOTHING_CARE_CLOTH_DIAPERS 394 /*Laundry and

Clothing Care-Cloth Diapers*/

#define LAUNDRY_AND_CLOTHING_CARE_COIN_OPERATED 395 /*Laundry and

Clothing Care-Coin Operated*/

#define RUG_CLEANING_OFF_CUSTOMER_PREMISES 396 /*Rug Cleaning

off customer premises*/

#define RUG_CLEANING_ON_CUSTOMER_PREMISES 397 /*Rug Cleaning

on customer premises*/

#define WASHING_MOTOR_VEHICLES 398 /*Washing

Motor Vehicles*/

#define WASHING_MOTOR_VEHICLES_COIN_OPERATED_DEVICE 399 /*Washing

Motor Vehicles-Coin Operated Device*/

#define SOLID_WASTE_DISPOSAL 400 /*Solid Waste

Disposal*/

#define SWIMMING_POOL_SERVICES 401 /*Swimming

Pool Services*/

#define HOTEL_ROOMS_LESS_THAN_28_DAYS 402 /*Hotel Rooms

Less than 28 Days*/

#define HOTEL_ROOMS_28_29_DAYS 403 /*Hotel Rooms

28-29 Days*/

#define HOTEL_ROOMS_30_31_DAYS 404 /*Hotel Rooms

30-31 Days*/

#define HOTEL_ROOMS_32_60_DAYS 405 /*Hotel Rooms

32-60 Days*/

#define HOTEL_ROOMS_61_90_DAYS 406 /*Hotel Rooms

61-90 Days*/

#define HOTEL_ROOMS_91_120_DAYS 407 /*Hotel Rooms-

91-120 Days*/

#define HOTEL_ROOMS_121_180_DAYS 408 /*Hotel Rooms

121-180 Days*/

#define HOTEL_ROOMS_GREATER_THAN_180_DAYS 409 /*Hotel Rooms

Greater than 180 Days*/

#define PHOTOGRAPHY_SERVICES_LABOR_ONLY 410 /*Photography

Services-Labor Only*/

#define PHOTOGRAPHY_SERVICES_LABOR_WITH_PICTURES 411 /*Photography

Services-Labor with pictures*/

#define NEGATIVE_TO_STANDARD_SIZED_PICTURES_LABOR_ONLY 412 /*Negative to

Standard Sized Pictures-Labor Only*/

#define NEGATIVE_TO_ENLARGEMENT_SIZED_PICTURES_LABOR_ONLY 413 /*Negative to

Enlargement Sized Pictures-Labor Only*/

#define PRINTING_SERVICES 414 /*Printing

Services*/

#define COPYING_SERVICES 415 /*Copying

Services*/

#define CREDIT_CARD_PROCESSING_FEE_PART_OF_SALE 416 /*Credit Card

Processing Fee-Part of Sale*/

#define CREDIT_CARD_PROCESSING_FEE_SEPARATE_SALE 417 /*Credit Card

Processing Fee-Separate Sale*/

#define PROFESSIONAL_SERVICES 418 /*Professional

Services*/

#define INVESTIGATIVE_SERVICES 419

/*Investigative Services*/

#define PROTECTION_AND_SECURITY_SERVICES 420 /*Protection

and Security Services*/

#define PEST_CONTROL 421 /*Pest

Control*/

#define INTERIOR_DESIGN_SERVICES 422 /*Interior

Design Services*/

#define SKIN_ALTERATION_AND_CARE 423 /*Skin

Alteration and Care*/

#define MANICURE_AND_PEDICURE 424 /*Manicure and

Pedicure*/

#define FUNERAL_SERVICES 425 /*Funeral

Services*/

#define COSMETIC_MEDICAL_PROCEDURES 426 /*Cosmetic

Medical Procedures*/

AFC Sales and Use User Manual | 295 of 329

#define PROFESSIONAL_MEDICAL_SERVICES 427 /*Professional

Medical Services*/

#define TITLE 428 /*Title*/

#define DATING_SERVICE 429 /*Dating

Service*/

#define ESCROW 430 /*Escrow*/

#define MASSAGES 431 /*Massages*/

#define GIFT_WRAPPING 432 /*Gift

Wrapping*/

#define FLORAL_SERVICES 433 /*Floral

Services*/

#define ADVERTISING 434

/*Advertising*/

#define CREDIT_AND_REPORTING_SERVICES 435 /*Credit and

Reporting Services*/

#define PERSONNEL_SERVICES 436 /*Personnel

Services*/

#define LETTERING_SERVICES 437 /*Lettering

Services*/

#define COLLECTION_SERVICES 438 /*Collection

Services*/

#define BACKGROUND_MUSIC_SERVICES 439 /*Background

Music Services*/

#define LOCKSMITH_SERVICES 440 /*Locksmith

Services*/

#define LOBBYING 441 /*Lobbying*/

#define FLIGHT_INSTRUCTION 442 /*Flight

Instruction*/

#define INVESTMENT_COUNSELING 443 /*Investment

Counseling*/

#define SERVICE_CHG_FINANCIAL_INSTITUTION 444 /*Service Chg.

Financial Institution*/

#define TOW_SERVICE 445 /*Tow

Service*/

#define TAXIDERMY 446 /*Taxidermy*/

#define TELEPHONE_ANSWERING_SERVICE 447 /*Telephone

Answering Service*/

#define LIMOUSINE_SERVICE 448 /*Limousine

Service*/

#define ARCHITECTURE 449

/*Architecture*/

#define TANNING_SERVICES 450 /*Tanning

Services*/

#define PET_GROOMING_NOT_DONE_IN_MEDICAL_SETTING 451 /*Pet

Grooming--Not done in medical setting*/

#define PET_GROOMING_DONE_IN_MEDICAL_SETTING 452 /*Pet

Grooming--Done in Medical Setting*/

#define ENGRAVING 453 /*Engraving*/

#define HOUSE_MOVING 454 /*House

Moving*/

#define COUNSELING 455 /*Counseling*/

#define DAY_CARE_SERVICES 456 /*Day Care

Services*/

#define INVESTMENT_COMMISSIONS 457 /*Investment

Commissions*/

#define SALE_OF_INSURANCE 458 /*Sale of

Insurance*/

#define SPORTING_EVENT_WITH_FOOD_OR_PROPERTY 459 /*Sporting

Event with Food or Property*/

#define SPORTING_EVENT_WITHOUT_FOOD_OR_PROPERTY 460 /*Sporting

Event without Food or Property*/

#define AMUSEMENT_PARK_ENTRY_WITH_FOOD_OR_PROPERTY 461 /*Amusement

Park Entry with Food or Property*/

#define AMUSEMENT_PARK_ENTRY_WITHOUT_FOOD_OR_PROPERTY 462 /*Amusement

Park Entry without Food or Property*/

#define OTHER_AMUSEMENT_ENTRY_WITH_FOOD_OR_PROPERTY 463 /*Other

Amusement Entry with Food or Property*/

#define OTHER_AMUSEMENT_ENTRY_WITHOUT_FOOD_OR_PROPERTY 464 /*Other

Amusement Entry without Food or Property*/

#define ADMISSION_TO_BOXING_AND_WRESTLING 465 /*Admission to

Boxing and Wrestling*/

AFC Sales and Use User Manual | 296 of 329

#define ADMISSION_TO_HORSE_RACING 466 /*Admission to

Horse Racing*/

#define ADMISSION_TO_A_MOTION_PICTURE 467 /*Admission to

a Motion Picture*/

#define TOURS_FOR_8_25_PEOPLE 468 /*Tours for 8-

25 people*/

#define TOURS_FOR_MORE_THAN_25_PEOPLE 469 /*Tours for

more than 25 people*/

#define TOURS_FOR_8_25_PEOPLE_COMMISSIONS 470 /*Tours for 8-

25 people--Commissions*/

#define TOURS_FOR_MORE_THAN_25_PEOPLE_COMMISSIONS 471 /*Tours for

more than 25 people--Commissions*/

#define SPORT_FITNESS_AND_RECREATION_CLUB 472 /*Sport,

Fitness and Recreation Club*/

#define REPAIR_PARTS_GENERAL_RULE 473 /*Repair Parts

- General Rule*/

#define REPAIR_AND_LABOR_COMBINED 474 /*Repair and

Labor Combined*/

#define PARTS_USED_IN_CLOTHING_OR_SHOES 475 /*Parts used

in Clothing or Shoes*/

#define PARTS_USED_IN_REPAIR_OF_COMMERCIAL_AIRPLANES 476 /*Parts used

in repair of Commercial Airplanes*/

#define EXTENDED_WARRANTY_REPAIR_PARTS_USED 477 /*Extended

Warranty - Repair Parts Used*/

#define EXTENDED_WARRANTY_SERVICE_REPAIRS_USED 478 /*Extended

Warranty - Service Repairs Used*/

#define REPAIR_LABOR_GENERAL_RULE 479 /*Repair Labor

- General Rule*/

#define REPAIRS_OF_CLOTHING 480 /*Repairs of

Clothing*/

#define REPAIR_OF_RAILROAD_ROLLING_STOCK_AND_ENGINES 481 /*Repair of

Railroad Rolling Stock and Engines*/

#define REPAIR_OF_MOTOR_VEHICLE 482 /*Repair of

Motor Vehicle*/

#define SHOE_REPAIR_AND_CLEANING 483 /*Shoe Repair

and Cleaning*/

#define AUTOMOTIVE_PAINTING 484 /*Automotive

Painting*/

#define LANDSCAPING_AND_LAWN_CARE 485 /*Landscaping

and Lawn Care*/

#define SNOW_REMOVAL 486 /*Snow

Removal*/

#define REPAIR_OF_COMMERCIAL_JET_AIRCRAFT 487 /*Repair of

Commercial Jet Aircraft*/

#define JEWELRY_REPAIR 488 /*Jewelry

Repair*/

#define STORAGE 489 /*Storage*/

#define PARKING 490 /*Parking*/

#define CANNED_SOFTWARE 491 /*Canned

Software*/

#define MODIFIED_CHARGES 492 /*Modified

Charges*/

#define MODIFIED_SOFTWARE 493 /*Modified

Software*/

#define CUSTOM_SOFTWARE 494 /*Custom

Software*/

#define CANNED_SOFTWARE_LOAD_AND_LEAVE 495 /*Canned

Software-Load and Leave*/

#define CUSTOM_SOFTWARE_LOAD_AND_LEAVE 496 /*Custom

Software-Load and Leave*/

#define LICENSED_SOFTWARE_LOAD_AND_LEAVE 497 /*Licensed

Software-Load and Leave*/

#define MODIFIED_SOFTWARE_LOAD_AND_LEAVE 498 /*Modified

Software-Load and Leave*/

#define DOWNLOADED_CUSTOM_SOFTWARE 499 /*Downloaded

Custom Software*/

#define DOWNLOADED_CANNED_SOFTWARE 500 /*Downloaded

Canned Software*/

#define LICENSED_SOFTWARE_DOWNLOAD 501 /*Licensed

Software-Download*/

AFC Sales and Use User Manual | 297 of 329

#define MODIFIED_SOFTWARE_DOWNLOAD 502 /*Modified

Software-Download*/

#define SOFTWARE_SET_UP_OPTIONAL_CANNED 503 /*Software Set

Up-Optional-Canned*/

#define SOFTWARE_SET_UP_OPTIONAL_CUSTOM 504 /*Software Set

Up-Optional-Custom*/

#define SOFTWARE_SET_UP_OPTIONAL_DOWNLOADED 505 /*Software Set

Up-Optional-Downloaded*/

#define SOFTWARE_SET_UP_OPTIONAL_LOAD_AND_LEAVE 506 /*Software Set

Up-Optional-Load and Leave*/

#define SOFTWARE_SET_UP_OPTIONAL_MODIFIED 507 /*Software Set

Up-Optional-Modified*/

#define SOFTWARE_SET_UP_MANDATORY_CANNED 508 /*Software Set

Up-Mandatory-Canned*/

#define SOFTWARE_SET_UP_MANDATORY_CUSTOM 509 /*Software Set

Up-Mandatory-Custom*/

#define SOFTWARE_SET_UP_MANDATORY_DOWNLOADED 510 /*Software Set

Up-Mandatory-Downloaded*/

#define SOFTWARE_SET_UP_MANDATORY_LOAD_AND_LEAVE 511 /*Software Set

Up-Mandatory-Load and Leave*/

#define SOFTWARE_SET_UP_MANDATORY_MODIFIED 512 /*Software Set

Up-Mandatory-Modified*/

#define COMPUTER_CONSULTING_OPTIONAL_CANNED 513 /*Computer

Consulting-Optional-Canned*/

#define COMPUTER_CONSULTING_MANDATORY_CANNED 514 /*Computer

Consulting-Mandatory-Canned*/

#define COMPUTER_CONSULTING_OPTIONAL_CUSTOM 515 /*Computer

Consulting-Optional-Custom*/

#define COMPUTER_CONSULTING_MANDATORY_CUSTOM 516 /*Computer

Consulting-Mandatory-Custom*/

#define COMPUTER_CONSULTING_OPTIONAL_DOWNLOADED 517 /*Computer

Consulting-Optional-Downloaded*/

#define COMPUTER_CONSULTING_MANDATORY_DOWNLOADED 518 /*Computer

Consulting-Mandatory-Downloaded*/

#define COMPUTER_CONSULTING_OPTIONAL_LOAD_AND_LEAVE 519 /*Computer

Consulting-Optional-Load and Leave*/

#define COMPUTER_CONSULTING_MANDATORY_LOAD_AND_LEAVE 520 /*Computer

Consulting-Mandatory-Load and Leave*/

#define COMPUTER_CONSULTING_OPTIONAL_MODIFIED 521 /*Computer

Consulting-Optional-Modified*/

#define COMPUTER_CONSULTING_MANDATORY_MODIFIED 522 /*Computer

Consulting-Mandatory-Modified*/

#define COMPUTER_TRAINING_OPTIONAL_CANNED 523 /*Computer

Training-Optional-Canned*/

#define COMPUTER_TRAINING_MANDATORY_CANNED 524 /*Computer

Training-Mandatory-Canned*/

#define COMPUTER_TRAINING_OPTIONAL_CUSTOM 525 /*Computer

Training-Optional-Custom*/

#define COMPUTER_TRAINING_MANDATORY_CUSTOM 526 /*Computer

Training-Mandatory-Custom*/

#define COMPUTER_TRAINING_OPTIONAL_DOWNLOADED 527 /*Computer

Training-Optional-Downloaded*/

#define COMPUTER_TRAINING_MANDATORY_DOWNLOADED 528 /*Computer

Training-Mandatory-Downloaded*/

#define COMPUTER_TRAINING_OPTIONAL_LOAD_AND_LEAVE 529 /*Computer

Training-Optional-Load and Leave*/

#define COMPUTER_TRAINING_MANDATORY_LOAD_AND_LEAVE 530 /*Computer

Training-Mandatory-Load and Leave*/

#define COMPUTER_TRAINING_OPTIONAL_MODIFIED 531 /*Computer

Training-Optional-Modified*/

#define COMPUTER_TRAINING_MANDATORY_MODIFIED 532 /*Computer

Training-Mandatory-Modified*/

#define TIMESHARING_OFF_SITE_USE_OF_CPU_GENERAL_RULE 533 /*Timesharing

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

#define CPU_LOCATED_OUT_OF_STATE 534 /*CPU Located

out of State*/

#define CIGARETTES 535 /*Cigarettes*/

#define USEFUL_LIFE_BETWEEN_12_MONTHS_AND_3_YEARS 536 /*Useful Life

Between 12 Months and 3 years*/

#define USEFUL_LIFE_BETWEEN_6_12_MONTHS 537 /*Useful Life

Between 6-12 Months*/

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#define USEFUL_LIFE_EXCEEDS_3_YEARS 538 /*Useful Life

Exceeds 3 years*/

#define USEFUL_LIFE_LESS_THAN_6_MONTHS 539 /*Useful Life

Less Than 6 Months*/

#define CANDY_SOLD_FOR_76_CENTS_OR_MORE 540 /*Candy Sold

For $0.76 or More*/

#define CANDY_SOLD_FOR_50_CENTS_OR_LESS 541 /*Candy Sold

For $0.50 or Less*/

#define CANDY_BETWEEN_51_AND_75_CENTS 542 /*Candy

Between $0.51 and $0.75*/

#define CHEWING_GUM_SOLD_FOR_76_CENTS_OR_MORE 543 /*Chewing Gum

Sold For $0.76 or More*/

#define CHEWING_GUM_SOLD_FOR_50_CENTS_OR_LESS 544 /*Chewing Gum

Sold For $0.50 or Less*/

#define CHEWING_GUM_BETWEEN_51_AND_75_CENTS 545 /*Chewing Gum

Between $0.51 and $0.75*/

#define HOT_PREPARED_FOOD 546 /*Hot Prepared

Food*/

#define CARBONATED_BEVERAGES_FOR_76_CENTS_OR_MORE 547 /*Carbonated

Beverages For $0.76 or More*/

#define CARBONATED_BEVERAGES_FOR_51_TO_75_CENTS 548 /*Carbonated

Beverages For $0.51 to $0.75*/

#define CARBONATED_BEVERAGES_FOR_50_CENTS_OR_LESS 549 /*Carbonated

Beverages For $0.50 or Less*/

#define NON_CARBONATED_BEVERAGES 550 /*Non-

Carbonated Beverages*/

#define HOT_BEVERAGES 551 /*Hot

Beverages*/

#define PUBLIC_PHYSICAL_TRANSMISSION 552 /*Public-

Physical Transmission*/

#define PUBLIC_ELECTRONIC_TRANSMISSION 553 /*Public-

Electronic Transmission*/

#define PRIVATE_PHYSICAL_TRANSMISSION 554 /*Private-

Physical Transmission*/

#define PRIVATE_ELECTRONIC_TRANSMISSION 555 /*Private-

Electronic Transmission*/

#define LICENSED_SOFTWARE_PHYSICAL_TRANSMISSION 556 /*Licensed

Software-Physical Transmission*/

#define INFORMATION_SYSTEMS_SERVICES 557 /*Information

Systems Services*/

#define REPORT_PHYSICAL_TRANSMISSION 558 /*Report-

Physical Transmission*/

#define REMOTE_INFORMATION_RETREIVAL 559 /*Remote

Information Retreival*/

#define DOWNLOAD_FROM_INTERNET 560 /*Download

from Internet*/

#define DOWNLOAD_TO_PHONE 561 /*Download to

Phone*/

#define INTERSTATE_LOCAL_LOOP 562 /*local loop*/

#define LEASE_FACILITIES 563 /*Lease-

Facilities*/

#define LEASE_NON_FACILITIES 564 /*Lease-Non-

Facilities*/

#define DEBIT_WIRELESS 565 /*Debit-

Wireless*/

#define PBX_OUTBOUND_CHANNEL 566 /*PBX Outbound

Channel*/

#define PBX_OUTBOUND_CHANNEL_BUNDLE 567 /*PBX Outbound

Channel Bundle*/

#define CENTRAL_OFFICE_EQUIPMENT_SALES 568 /*Central

Office Equipment-Sales*/

#define CENTRAL_OFFICE_EQUIPMENT_USE 569 /*Central

Office Equipment-Use*/

#define DIRECTORY_LISTING 570 /*Directory

Listing*/

#define RECYCLING 571 /*Recycling*/

#define DIGITAL_DOWNLOAD 572 /*Digital

Download*/

#define RESERVED_573 573 /*Reserved_

573*/

#define FIXTURE 574 /*Fixture*/

AFC Sales and Use User Manual | 299 of 329

#define CONFERENCE_BRIDGE_INTRASTATE 575 /*Conference

Bridge-Intrastate*/

#define CONFERENCE_BRIDGE_INTRASTATE_W_DIAL_IN 576 /*Conference

Bridge-Intrastate w Dial In*/

#define ENHANCED_FEATURES 577 /*Enhanced

Features*/

#define PBX 578 /*PBX*/

#define PBX_HIGH_CAPACITY 579 /*PBX High

Capacity*/

#define HIGH_CAPACITY_EXTENSION 580 /*High

Capacity Extension*/

#define HIGH_CAPACITY_EXTENSION_BUNDLE 581 /*High

Capacity Extension Bundle*/

#define HIGH_CAPACITY_OUTBOUND_CHANNEL 582 /*High

Capacity Outbound Channel*/

#define HIGH_CAPACITY_OUTBOUND_CHANNEL_BUNDLE 583 /*High

Capacity Outbound Channel Bundle*/

#define DIGITAL_CHANNEL_TIER 584 /*Digital

Channel Tier*/

#define INTERSTATE_MPLS 585 /*Interstate

MPLS*/

#define INTRASTATE_MPLS 586 /*Intrastate

MPLS*/

#define CENTREX_OUTBOUND_CHANNEL 587 /*Centrex

Outbound Channel*/

#define CENTREX_OUTBOUND_CHANNEL_BUNDLE 588 /*Centrex

Outbound Channel Bundle*/

#define CONFERENCE_BRIDGE_INTERSTATE 589 /*Conference

Bridge-Interstate*/

#define RESERVED_590 590 /*Reserved_

590*/

#define ACCESS_CHARGE_NO_CONTRACT 591 /*Access

Charge-No Contract*/

#define ACCESS_NUMBER_NO_CONTRACT 592 /*Access

Number-No Contract*/

#define INFO_SVCS_PRIVATE_PHYSICAL_TRANS 593 /*Info Svcs-

Private Physical Trans*/

#define INFO_SVCS_PRIVATE_ELECTRONIC_TRANS 594 /*Info Svcs-

Private Electronic Trans*/

#define DOWNLOADED_LICENSED_SOFTWARE 595 /*Downloaded

Licensed Software*/

#define ACCESS_LOCAL_ONLY_SERVICE 596 /*Access-Local

Only Service*/

#define INFO_SVCS_PUBLIC_ELECTRONIC_TRANS 597 /*Info Svcs-

Public Electronic Trans*/

#define INFO_SVCS_PUBLIC_PHYSICAL_TRANS 598 /*Info Svcs-

Public Physical Trans*/

#define E_MAIL_HOSTING_SERVICE 599 /*E-mail

Hosting Service*/

#define REAL_PROPERTY_RENTAL 600 /*Real

Property Rental*/

#define RESERVED_601 601 /*Reserved -

601*/

#define SVCS_PROFESSIONAL 602 /*Services-

Professional*/

#define ONLINE_SERVICES 603 /*Online

Services*/

#define LEASE_FACILITIES_LOCAL_SERVICE 604 /*Lease-

Facilities-Local Service*/

#define LEASE_NON_FACILITIES_LOCAL_SVC 605 /*Lease-Non-

Facilities-Local Svc*/

#define RESERVED_606 606 /*Reserved_

606*/

#define RESERVED_607 607 /*Reserved_

607*/

#define CONFERENCE_BRIDGE_INTERSTATE_W_DIAL_IN 608 /*Conference

Bridge Interstate w Dial In*/

#define STREAMING_VIDEO 609 /*Streaming

Video*/

#define EARLY_TERMINATION_FEES 610 /*Early

Termination Fees*/

AFC Sales and Use User Manual | 300 of 329

#define RESERVED_611 611 /*Reserved-

611*/

#define FCC_SUBSCRIBER_LINE_FEE_MULTI_LINE 612 /*FCC

Subscriber Line Fee Multi line*/

#define FCC_SUBSCRIBER_LINE_FEE_MULTI_LINE_BUNDLE 613 /*FCC

Subscriber Line Fee Multi Line Bundle*/

#define TELECOM_EQUIPMENT_RENTAL 614 /*Telecom

Equipment Rental*/

#define EQUIPMENT_SALES 615 /*Equipment

Sales*/

#define HURRICANE_SUPPLIES 616 /*Hurricane

Supplies*/

#define SCHOOL_SUPPLIES 617 /*School

Supplies*/

#define APPLIANCES_ENERGY_STAR 618 /*Appliances-

Energy Star*/

#define HUNTING_SUPPLIES 619 /*Hunting

Supplies*/

#define TAKE_AND_BAKE_PIZZA 620 /*Take and

Bake Pizza*/

#define BULK_ITEMS 621 /*Bulk Items*/

#define TEXT_MESSAGE 622 /*Text

Message*/

#define CENTREX_INVOICE 623 /*Centrex

Invoice*/

#define WIRELESS_SERVICE 624 /*Wireless

Service*/

#define CUSTOMER_PREMISE_EQUIP_RENTAL 625 /*Customer

Premise Equip Rental*/

#define CUSTOMER_PREMISE_EQUIP_RENTAL 625 /*Customer

Premise Equip Rental*/

#define RESERVED_626_ 626 /*Reserved-626

#define INTERNET_ACCESS 627 /*Internet

Access*/

#define RESERVED_628_ 628 /*Reserved-628

#define MESSAGING_SERVICES 629 /*Messaging

Services*/

#define PRIVATE_LINE_10_PCT_RULE 630 /*Private Line

(10% Rule)*/

#define DATA_10_PCT_RULE 631 /*Data (10%

Rule)*/

#define SERVICE_CONTRACTS 632 /*Service

Contracts*/

#define DOWNLOADED_VIDEO 633 /*Downloaded

Video*/

#define SERV_TYPE_RESERVED_634 634 /*Reserved*/

#define TOLL_FREE_NUMBER 635 /*Toll-Free

Number*/

#define REMOTELY_ACCESSED_SOFTWARE 636 /*Remotely

Accessed Software*/

#define REMOTE_ACCESS_OF_SOFTWARE 637 /*Remote

Access of Software*/

#define SECURITY_MONITORING_SERVICES 638 /*Security

Monitoring Services*/

#define STREAMING_INTERNET_VIDEO 639 /*Streaming

Internet Video*/

#define RESTOCKING_FEE 640 /*Restocking

Fee*/

#define FCC_SUBSCRIBER_LINE_CHARGE_CENTREX 641 /*FCC

Subscriber Line Charge Centrex*/

#define FCC_SUBSCRIBER_LINE_CHARGE_CENTREX_BUNDLE 642 /*FCC

Subscriber Line Charge Centrex Bundle*/

#define DEBIT_WIRELESS_INDIRECT_NON_CARRIER_SALE 643 /*Debit-

Wireless (Indirect Non-Carrier Sale)*/

#define INFO_SVCS_PUB_ELEC_TRANS_FIN_AND_SECURITIES 644 /*Info Svcs-

Pub Elec Trans (Fin and Securities)*/

#define PUBLIC_ELEC_TRANS_FINANCIAL_AND_SECURITIES 645 /*Public-Elec

Trans (Financial and Securities)*/

AFC Sales and Use User Manual | 301 of 329

#define INFORMATION_RETRIEVAL_PROVIDER_DATA 646 /*Information

Retrieval (Provider Data)*/

#define REMOTE_INFORMATION_RETRIEVAL_PROVIDER_DATA 647 /*Remote

Information Retrieval (Provider Data)*/

#define INTRASTATE_WITH_FCC_JURISDICTION 648 /*Intrastate

with FCC Jurisdiction*/

#define INTERSTATE_WITHOUT_FCC_JURISDICTION 649 /*Interstate

without FCC Jurisdiction*/

#define MPLS_INTRASTATE_ACTIVATION 650 /*MPLS

Intrastate Activation*/

#define MPLS_INSTALL 651 /*MPLS

Install*/

#define MPLS_SERVICE 652 /*MPLS

Service*/

#define MPLS_INTERSTATE_ACTIVATION 653 /*MPLS

Interstate Activation*/

#define EQUIPMENT_RENTAL_BASIC 654 /*Equipment

Rental Basic*/

#define LOCKED_CELL_PHONE 655 /*Locked Cell

Phone*/

#define SERVICE_INDIA_INTERSTATE_SUPPLY 656 /*Service -

India Interstate Supply*/

#define SERVICE_INDIA_INTRASTATE_SUPPLY 657 /*Service -

India Intrastate Supply*/

#define PRODUCT_INDIA_INTERSTATE_SUPPLY 658 /*Product -

India Interstate Supply*/

#define PRODUCT_INDIA_INTRASTATE_SUPPLY 659 /*Product -

India Intrastate Supply*/

#define NO_RETRIEVAL_DISASTER_RECOVERY 660 /*No

Retrieval-Disaster Recovery*/

/* Deprecated constants */

#define N800 TOLL_FREE

#define LOCAL_LOOP ACCESS_CHARGE

#define CABLE_TELEVISION_BASIC_SERVICE ACCESS_CHARGE

#define LOCAL_ACTIVATION INSTALL

#define LOCAL_INSTALL INSTALL

#define DIR_AD DIRECTORY_ADS

#define NUMBER_PORTABILITY_RECOVERY FCC_SUBSCRIBER_LINE_FEE

#define CENTREX_EXTENSION CENTREX_DID_EXTENSION

#define TRUNK CENTREX_TRUNK

#define LICENSE_SOFTWARE LICENSED_SOFTWARE

#define BEVERAGE_ABOVE_7_PCTCONTENT_BY_WEIGHT

BEVERAGE_ABOVE_7_PCT_CONTENT_BY_WEIGHT

#define EDUCATIONAL_COLLEGE_OR_TRADE_SCHOOL EDUCATIONAL_COLLEGE_AND_TRADE_SCHOOL

#define TOOTHPASTE TOOTHPASTE_TOOTHBRUSH_DENTAL_FLOSS

#define LOW_EMISSION_VEHICLE_EXCEEDING_10

LOW_EMISSION_VEHICLE_EXCEEDING_10000_LBS

#define TIPS TIPS_VOLUNTARY

#define SPORT SPORT_FITNESS_AND_RECREATION_CLUB

#define INFORMATION_SYSTEM_SERVICES INFORMATION_SYSTEMS_SERVICES

#define LEASE_FACILITIES_LOCAL_SVC LEASE_FACILITIES_LOCAL_SERVICE

#define CONFERENCE_BRIDGE_INTERSTATE_W_DIALIN

CONFERENCE_BRIDGE_INTERSTATE_W_DIAL_IN

#ifdef __cplusplus

}

#endif

#endif /* _inc_EZTaxServTypeDefine_ */

AFC Sales and Use User Manual | 302 of 329

EZTaxStateType.h

#ifndef _inc_EZTaxStateTypeDefine_

#define _inc_EZTaxStateTypeDefine_

#ifdef __cplusplus

extern "C" {

#endif

/* Define state types */

#define NO_STATE 0 /**/

#define Alabama 1 /*Alabama*/

#define Alaska 2 /*Alaska*/

#define Arizona 3 /*Arizona*/

#define Arkansas 4 /*Arkansas*/

#define California 5 /*California*/

#define Colorado 6 /*Colorado*/

#define Connecticut 7 /*Connecticut*/

#define Delaware 8 /*Delaware*/

#define Washington_DC 9 /*Washington,

D.C.*/

#define Florida 10 /*Florida*/

#define Georgia 11 /*Georgia*/

#define Hawaii 12 /*Hawaii*/

#define Idaho 13 /*Idaho*/

#define Illinois 14 /*Illinois*/

#define Indiana 15 /*Indiana*/

#define Iowa 16 /*Iowa*/

#define Kansas 17 /*Kansas*/

#define Kentucky 18 /*Kentucky*/

#define Louisiana 19 /*Louisiana*/

#define Maine 20 /*Maine*/

#define Maryland 21 /*Maryland*/

#define Massachusetts 22 /*Massachusetts*/

#define Michigan 23 /*Michigan*/

#define Minnesota 24 /*Minnesota*/

#define Mississippi 25 /*Mississippi*/

#define Missouri 26 /*Missouri*/

#define Montana 27 /*Montana*/

#define Nebraska 28 /*Nebraska*/

#define Nevada 29 /*Nevada*/

#define New_Hampshire 30 /*New Hampshire*/

#define New_Jersey 31 /*New Jersey*/

#define New_Mexico 32 /*New Mexico*/

#define New_York 33 /*New York*/

#define North_Carolina 34 /*North

Carolina*/

#define North_Dakota 35 /*North Dakota*/

#define Ohio 36 /*Ohio*/

#define Oklahoma 37 /*Oklahoma*/

#define Oregon 38 /*Oregon*/

#define Pennsylvania 39 /*Pennsylvania*/

#define Rhode_Island 40 /*Rhode Island*/

#define South_Carolina 41 /*South

Carolina*/

#define South_Dakota 42 /*South Dakota*/

#define Tennessee 43 /*Tennessee*/

#define Texas 44 /*Texas*/

#define Utah 45 /*Utah*/

#define Vermont 46 /*Vermont*/

#define Virginia 47 /*Virginia*/

#define Washington 48 /*Washington*/

#define West_Virginia 49 /*West Virginia*/

#define Wisconsin 50 /*Wisconsin*/

#define Wyoming 51 /*Wyoming*/

#define Alberta 52 /*Alberta*/

#define Anguar 53 /*Anguar*/

#define British_Columbia 54 /*British

Columbia*/

#define Guam 55 /*Guam*/

AFC Sales and Use User Manual | 303 of 329

#define Koror 56 /*Koror*/

#define Kosrae 57 /*Kosrae*/

#define Manitoba 58 /*Manitoba*/

#define Manua_Islands 59 /*Manua Islands*/

#define New_Brunswick 60 /*New Brunswick*/

#define Newfoundland 61 /*Newfoundland*/

#define Northwest_Territories 62 /*Northwest

Territories*/

#define Nova_Scotia 63 /*Nova Scotia*/

#define Ontario 64 /*Ontario*/

#define Peleliu 65 /*Peleliu*/

#define Pohnpei 66 /*Pohnpei*/

#define Prince_Edward_Island 67 /*Prince Edward

Island*/

#define Puerto_Rico 68 /*Puerto Rico*/

#define Quebec 69 /*Quebec*/

#define Ralik_Chain 70 /*Ralik Chain*/

#define Ratak_Chain 71 /*Ratak Chain*/

#define Rose_Island 72 /*Rose Island*/

#define Rota 73 /*Rota*/

#define Saint_Croix 74 /*Saint Croix*/

#define Saint_John 75 /*Saint John*/

#define Saint_Thomas 76 /*Saint Thomas*/

#define Saipan 77 /*Saipan*/

#define Saskatchewan 78 /*Saskatchewan*/

#define Swains_Island 79 /*Swains Island*/

#define Tinian 80 /*Tinian*/

#define Truk 81 /*Truk*/

#define Tutulia_Island 82 /*Tutulia

Island*/

#define Yap 83 /*Yap*/

#define Yukon_Territory 84 /*Yukon

Territory*/

#define Dodecanese 85 /*Dodecanese*/

#define Lesvos 86 /*Lesvos*/

#define Chios 87 /*Chios*/

#define Samos 88 /*Samos*/

#define Thassos 89 /*Thassos*/

#define Samothraki 90 /*Samothraki*/

#define Cyclades 91 /*Cyclades*/

#define North_Sporades 92 /*North

Sporades*/

#define Skyros 93 /*Skyros*/

#define Nunavut 94 /*Nunavut*/

#define Bermuda 95 /*Bermuda*/

#define American_Samoa 96 /*American

Samoa*/

#define Fed_St_of_Micronesia 97 /*Fed St of

Micronesia*/

#define Marshall_Islands 98 /*Marshall

Islands*/

#define Northern_Mariana_Islands 99 /*Northern

Mariana Islands*/

#define Palau 100 /*Palau*/

#define US_Virgin_Islands 101 /*US Virgin

Islands*/

#define Sao_Paulo 102 /*Sao Paulo*/

#define Rio_de_Janeiro 103 /*Rio de

Janeiro*/

#define Distrito_Federal 104 /*Distrito

Federal*/

#define Sergipe 105 /*Sergipe*/

#define Bahia 106 /*Bahia*/

#define Amapa 107 /*Amapa*/

#define Acre 108 /*Acre*/

#define Alagoas 109 /*Alagoas*/

#define Amazonas 110 /*Amazonas*/

#define Ceara 111 /*Ceara*/

#define Espirito_Santo 112 /*Espirito

Santo*/

#define Goias 113 /*Goias*/

AFC Sales and Use User Manual | 304 of 329

#define Maranhao 114 /*Maranhao*/

#define Mato_Grosso 115 /*Mato Grosso*/

#define Mato_Grosso_do_Sul 116 /*Mato Grosso do

Sul*/

#define Minas_Gerais 117 /*Minas Gerais*/

#define Para 118 /*Para*/

#define Paraiba 119 /*Paraiba*/

#define Parana 120 /*Parana*/

#define Pernambuco 121 /*Pernambuco*/

#define Piaui 122 /*Piaui*/

#define Rio_Grande_do_Norte 123 /*Rio Grande do

Norte*/

#define Rio_Grande_do_Sul 124 /*Rio Grande do

Sul*/

#define Rondonia 125 /*Rondonia*/

#define Roraima 126 /*Roraima*/

#define Santa_Catarina 127 /*Santa

Catarina*/

#define Tocantins 128 /*Tocantins*/

#define Andhra_Pradesh 129 /*Andhra

Pradesh*/

#define Arunachal_Pradesh 130 /*Arunachal

Pradesh*/

#define Assam 131 /*Assam*/

#define Bihar 132 /*Bihar*/

#define Chhattisgarh 133 /*Chhattisgarh*/

#define Goa 134 /*Goa*/

#define Gujarat 135 /*Gujarat*/

#define Haryana 136 /*Haryana*/

#define Himachal_Pradesh 137 /*Himachal

Pradesh*/

#define Jammu_and_Kashmir 138 /*Jammu and

Kashmir*/

#define Jharkhand 139 /*Jharkhand*/

#define Karnataka 140 /*Karnataka*/

#define Kerala 141 /*Kerala*/

#define Madhya_Pradesh 142 /*Madhya

Pradesh*/

#define Maharashtra 143 /*Maharashtra*/

#define Manipur 144 /*Manipur*/

#define Meghalaya 145 /*Meghalaya*/

#define Mizoram 146 /*Mizoram*/

#define Nagaland 147 /*Nagaland*/

#define Odisha 148 /*Odisha*/

#define Punjab 149 /*Punjab*/

#define Rajasthan 150 /*Rajasthan*/

#define Sikkim 151 /*Sikkim*/

#define Tamil_Nadu 152 /*Tamil Nadu*/

#define Telangana 153 /*Telangana*/

#define Tripura 154 /*Tripura*/

#define Uttar_Pradesh 155 /*Uttar Pradesh*/

#define Uttarakhand 156 /*Uttarakhand*/

#define West_Bengal 157 /*West Bengal*/

#define Andaman_and_Nicobar 158 /*Andaman and

Nicobar*/

#define Chandigarh 159 /*Chandigarh*/

#define Dadra_Nagar_Haveli 160 /*Dadra Nagar

Haveli*/

#define Daman_and_Diu 161 /*Daman and Diu*/

#define Delhi 162 /*Delhi*/

#define Lakshadweep 163 /*Lakshadweep*/

#define Puducherry 164 /*Puducherry*/

/* Deprecated state type constants */

#define Distric_of_Columbia Washington_DC

#ifdef __cplusplus

}

#endif

AFC Sales and Use User Manual | 305 of 329

#endif /* _inc_EZTaxStateTypeDefine_ */

EZTaxCountryType.h

#ifndef _inc_EZTaxCountryTypeDefine_

#define _inc_EZTaxCountryTypeDefine_

#ifdef __cplusplus

extern "C" {

#endif

/* Foreign countries apply to Telecom transactions only */

/* Define Country Ids */

#define UNITED_STATES_OF_AMERICA 0 /*United States

Of America*/

#define ARGENTINA 2 /*Argentina*/

#define AUSTRALIA 3 /*Australia*/

#define AUSTRIA 4 /*Austria*/

#define AZERBAIJAN 5 /*Azerbaijan*/

#define BARBADOS 6 /*Barbados*/

#define BELGIUM 7 /*Belgium*/

#define BOLIVIA 8 /*Bolivia*/

#define BULGARIA 9 /*Bulgaria*/

#define CAMBODIA 10 /*Cambodia*/

#define CANADA 11 /*Canada*/

#define CHINA 12 /*China*/

#define COLOMBIA 13 /*Colombia*/

#define COSTA_RICA 14 /*Costa Rica*/

#define CROATIA 15 /*Croatia*/

#define CYPRUS 16 /*Cyprus*/

#define CZECH_REPUBLIC 17 /*Czech

Republic*/

#define DENMARK 18 /*Denmark*/

#define ECUADOR 19 /*Ecuador*/

#define ESTONIA 20 /*Estonia*/

#define FIJI 22 /*Fiji*/

#define FINLAND 23 /*Finland*/

#define FRANCE 24 /*France*/

#define GERMANY 25 /*Germany*/

#define GHANA 26 /*Ghana*/

#define ZAMBIA 27 /*Zambia*/

#define HONDURAS 29 /*Honduras*/

#define HUNGARY 30 /*Hungary*/

#define INDONESIA 31 /*Indonesia*/

#define IRELAND 32 /*Ireland*/

#define ITALY 33 /*Italy*/

#define JAPAN 34 /*Japan*/

#define KENYA 35 /*Kenya*/

#define LATVIA 36 /*Latvia*/

#define LITHUANIA 37 /*Lithuania*/

#define LUXEMBOURG 38 /*Luxembourg*/

#define MAURITIUS 40 /*Mauritius*/

#define MEXICO 41 /*Mexico*/

#define MOROCCO 42 /*Morocco*/

#define NAMIBIA 43 /*Namibia*/

#define NETHERLANDS 44 /*Netherlands*/

#define NEW_ZEALAND 45 /*New Zealand*/

#define NORWAY 47 /*Norway*/

#define PANAMA 49 /*Panama*/

#define PAPUA_NEW_GUINEA 50 /*Papua New

Guinea*/

#define PERU 51 /*Peru*/

#define POLAND 52 /*Poland*/

#define PORTUGAL 53 /*Portugal*/

#define ROMANIA 54 /*Romania*/

#define RUSSIA 56 /*Russia*/

#define SINGAPORE 57 /*Singapore*/

AFC Sales and Use User Manual | 306 of 329

#define SLOVENIA 58 /*Slovenia*/

#define SOUTH_AFRICA 59 /*South Africa*/

#define SPAIN 60 /*Spain*/

#define SWEDEN 61 /*Sweden*/

#define SWITZERLAND 62 /*Switzerland*/

#define TAIWAN 63 /*Taiwan*/

#define TANZANIA 64 /*Tanzania*/

#define THAILAND 65 /*Thailand*/

#define TRINIDAD_AND_TOBAGO 66 /*Trinidad And

Tobago*/

#define TURKEY 67 /*Turkey*/

#define UGANDA 68 /*Uganda*/

#define UKRAINE 69 /*Ukraine*/

#define UNITED_KINGDOM 70 /*United

Kingdom*/

#define URUGUAY 71 /*Uruguay*/

#define VENEZUELA 73 /*Venezuela*/

#define VIETNAM 74 /*Vietnam*/

#define GREECE 75 /*Greece*/

#define ICELAND 76 /*Iceland*/

#define INDIA 77 /*India*/

#define NIGERIA 78 /*Nigeria*/

#define SOUTH_KOREA 79 /*South Korea*/

#define SLOVAK_REPUBLIC 80 /*Slovak

Republic*/

#define BERMUDA 81 /*Bermuda*/

#define UNSUPPORTED_COUNTRY 82 /*Unsupported

Country*/

#define REPUBLIC_OF_MALTA 83 /*Republic Of

Malta*/

#define MALAYSIA 84 /*Malaysia*/

#define REUNION_ISLAND 85 /*Reunion

Island*/

#define ST_KITTS_AND_NEVIS 86 /*St Kitts And

Nevis*/

#define ANTIGUA 87 /*Antigua*/

#define BELIZE 88 /*Belize*/

#define DOMINICA 89 /*Dominica*/

#define DOMINICAN_REPUBLIC 90 /*Dominican

Republic*/

#define EL_SALVADOR 91 /*El Salvador*/

#define GRENADA 92 /*Grenada*/

#define GUATEMALA 93 /*Guatemala*/

#define GUYANA 94 /*Guyana*/

#define JAMAICA 95 /*Jamaica*/

#define NICARAGUA 96 /*Nicaragua*/

#define ST_VINCENT 97 /*St Vincent*/

#define CHILE 98 /*Chile*/

#define PHILIPPINES 99 /*Philippines*/

#define ISRAEL 100 /*Israel*/

#define BOSNIA_AND_HERZEGOVINA 101 /*Bosnia And

Herzegovina*/

#define LEBANON 102 /*Lebanon*/

#define SERBIA 103 /*Serbia*/

#define EGYPT 104 /*Egypt*/

#define BAHAMAS 105 /*Bahamas*/

#define BRAZIL 106 /*Brazil*/

#define SENEGAL 107 /*Senegal*/

#define BAHRAIN 108 /*Bahrain*/

#define KUWAIT 109 /*Kuwait*/

#define OMAN 110 /*Oman*/

#define QATAR 111 /*Qatar*/

#define SAUDI_ARABIA 112 /*Saudi Arabia*/

#define UNITED_ARAB_EMIRATES 113 /*United Arab

Emirates*/

#define USA 0 /*United States

Of America*/

#define ARG 2 /*Argentina*/

#define AUS 3 /*Australia*/

AFC Sales and Use User Manual | 307 of 329

#define AUT 4 /*Austria*/

#define AZE 5 /*Azerbaijan*/

#define BRB 6 /*Barbados*/

#define BEL 7 /*Belgium*/

#define BOL 8 /*Bolivia*/

#define BGR 9 /*Bulgaria*/

#define KHM 10 /*Cambodia*/

#define CAN 11 /*Canada*/

#define CHN 12 /*China*/

#define COL 13 /*Colombia*/

#define CRI 14 /*Costa Rica*/

#define HRV 15 /*Croatia*/

#define CYP 16 /*Cyprus*/

#define CZE 17 /*Czech

Republic*/

#define DNK 18 /*Denmark*/

#define ECU 19 /*Ecuador*/

#define EST 20 /*Estonia*/

#define FJI 22 /*Fiji*/

#define FIN 23 /*Finland*/

#define FRA 24 /*France*/

#define DEU 25 /*Germany*/

#define GHA 26 /*Ghana*/

#define ZMB 27 /*Zambia*/

#define HND 29 /*Honduras*/

#define HUN 30 /*Hungary*/

#define IDN 31 /*Indonesia*/

#define IRL 32 /*Ireland*/

#define ITA 33 /*Italy*/

#define JPN 34 /*Japan*/

#define KEN 35 /*Kenya*/

#define LVA 36 /*Latvia*/

#define LTU 37 /*Lithuania*/

#define LUX 38 /*Luxembourg*/

#define MUS 40 /*Mauritius*/

#define MEX 41 /*Mexico*/

#define MAR 42 /*Morocco*/

#define NAM 43 /*Namibia*/

#define NLD 44 /*Netherlands*/

#define NZL 45 /*New Zealand*/

#define NOR 47 /*Norway*/

#define PAN 49 /*Panama*/

#define PNG 50 /*Papua New

Guinea*/

#define PER 51 /*Peru*/

#define POL 52 /*Poland*/

#define PRT 53 /*Portugal*/

#define ROU 54 /*Romania*/

#define RUS 56 /*Russia*/

#define SGP 57 /*Singapore*/

#define SVN 58 /*Slovenia*/

#define ZAF 59 /*South Africa*/

#define ESP 60 /*Spain*/

#define SWE 61 /*Sweden*/

#define CHE 62 /*Switzerland*/

#define TWN 63 /*Taiwan*/

#define TZA 64 /*Tanzania*/

#define THA 65 /*Thailand*/

#define TTO 66 /*Trinidad And

Tobago*/

#define TUR 67 /*Turkey*/

#define UGA 68 /*Uganda*/

#define UKR 69 /*Ukraine*/

#define GBR 70 /*United

Kingdom*/

#define URY 71 /*Uruguay*/

#define VEN 73 /*Venezuela*/

#define VNM 74 /*Vietnam*/

#define GRC 75 /*Greece*/

#define ISL 76 /*Iceland*/

#define IND 77 /*India*/

AFC Sales and Use User Manual | 308 of 329

#define NGA 78 /*Nigeria*/

#define KOR 79 /*South Korea*/

#define SVK 80 /*Slovak

Republic*/

#define BMU 81 /*Bermuda*/

#define UNS 82 /*Unsupported

Country*/

#define MLT 83 /*Republic Of

Malta*/

#define MYS 84 /*Malaysia*/

#define REU 85 /*Reunion

Island*/

#define KNA 86 /*St Kitts And

Nevis*/

#define ATG 87 /*Antigua*/

#define BLZ 88 /*Belize*/

#define DMA 89 /*Dominica*/

#define DOM 90 /*Dominican

Republic*/

#define SLV 91 /*El Salvador*/

#define GRD 92 /*Grenada*/

#define GTM 93 /*Guatemala*/

#define GUY 94 /*Guyana*/

#define JAM 95 /*Jamaica*/

#define NIC 96 /*Nicaragua*/

#define VCT 97 /*St Vincent*/

#define CHL 98 /*Chile*/

#define PHL 99 /*Philippines*/

#define ISR 100 /*Israel*/

#define BIH 101 /*Bosnia And

Herzegovina*/

#define LBN 102 /*Lebanon*/

#define SRB 103 /*Serbia*/

#define EGY 104 /*Egypt*/

#define BHS 105 /*Bahamas*/

#define BRA 106 /*Brazil*/

#define SEN 107 /*Senegal*/

#define BHR 108 /*Bahrain*/

#define KWT 109 /*Kuwait*/

#define OMN 110 /*Oman*/

#define QAT 111 /*Qatar*/

#define SAU 112 /*Saudi Arabia*/

#define ARE 113 /*United Arab

Emirates*/

#define END_OF_COUNTRY_ISO 114 /* This should

always be last numerically */

/* Deprecated country ids */

#define AMERICAN_SAMOA 1 /*American

Samoa*/

#define ASM 1 /*American

Samoa*/

#define FEDERATED_STATES_OF_MICRONESIA 21 /*Federated

States Of Micronesia*/

#define FSM 21 /*Federated

States Of Micronesia*/

#define GUAM 28 /*Guam*/

#define GUM 28 /*Guam*/

#define MARSHALL_ISLANDS 39 /*Marshall

Islands*/

#define MHL 39 /*Marshall

Islands*/

#define NORTHERN_MARIANA_ISLANDS 46 /*Northern

Mariana Islands*/

#define MNP 46 /*Northern

Mariana Islands*/

#define PALAU 48 /*Palau*/

#define PLW 48 /*Palau*/

AFC Sales and Use User Manual | 309 of 329

#define PUERTO_RICO 55 /*Puerto Rico*/

#define PRI 55 /*Puerto Rico*/

#define US_VIRGIN_ISLANDS 72 /*Us Virgin

Islands*/

#define VIR 72 /*Us Virgin

Islands*/

#define AMERICA_SAMOA AMERICAN_SAMOA

#define NIGERA NIGERIA

#define ROM ROU

#define BELGUIM BELGIUM

#define COLUMBIA COLOMBIA

#ifdef __cplusplus

}

#endif

#endif /* _inc_EZTaxCountryTypeDefine_ */

AFC Sales and Use User Manual | 310 of 329

Appendix C EZTaxProto.h

#ifndef _inc_EZTaxProto_

#define _inc_EZTaxProto_

/* If defined for C++ environment */

#ifdef __cplusplus

extern "C" {

#endif

#include "EZTaxStruct.h"

/*******************************************************/

/* For more information on the API calls please */

/* refer to the EZTax Users Manual */

/*******************************************************/

/* Initialization / Termination Function Prototypes */

PF_FUNC_SPEC void EZTaxStart(void);

PF_FUNC_SPEC struct taxes_tbl_v98 *EZTaxInitV98(short int tax_log, struct file_path *paths,

EZTaxSession *session, char *working_dir);

PF_FUNC_SPEC struct enhanced_taxes_tbl *EZTaxInitDirEx(short int tax_log, struct file_path

*paths, EZTaxSession *session, char *working_dir);

PF_FUNC_SPEC struct enhanced_taxes_tbl *EZTaxInitEx(short int tax_log, struct file_path

*paths, EZTaxSession *session);

PF_FUNC_SPEC struct enhanced_taxes_tbl *EZTaxInitExMT(short int tax_log, struct file_path

*paths, EZTaxSession *session, char *working_dir);

PF_FUNC_SPEC struct enhanced_taxes_tbl *EZTaxInitV914(short int tax_log_enabled, struct

file_path_v914 *paths, EZTaxSession *session);

PF_FUNC_SPEC short int EZTaxExit(void);

PF_FUNC_SPEC short int EZTaxExitSessionEx(EZTaxSession session);

/* Set / Modify Prototypes */

PF_FUNC_SPEC short int EZTaxClearExclusion(EZTaxSession session);

PF_FUNC_SPEC short int EZTaxFreeRates(struct jurisdictionTaxes *taxes);

PF_FUNC_SPEC short int EZTaxGroupResults(EZTaxSession session, unsigned long int groupMode);

PF_FUNC_SPEC short int EZTaxRestoreEx(EZTaxSession session);

PF_FUNC_SPEC short int EZTaxSetLogName(EZTaxSession session, char *fileName);

PF_FUNC_SPEC short int EZTaxSetNexus(EZTaxSession session, struct nexus_table * nexus_tbl, int

nexus_count);

PF_FUNC_SPEC short int EZTaxSetStateExclusion(EZTaxSession session, char country_ISO[4], char

state_abv[3], short int flag);

PF_FUNC_SPEC short int EZTaxSetStateNexus(EZTaxSession session, char country_ISO[4], char

state_abv[3], short int flag);

PF_FUNC_SPEC short int EZTaxSetWorkingDir(char *directory);

/* Jurisdiction Calculation / Conversion Prototypes */

PF_FUNC_SPEC unsigned long int EZTaxCalcJurisdiction(EZTaxSession session, struct J_CodeEx

*trans, int *err_code);

PF_FUNC_SPEC unsigned long int EZTaxGetJurisdiction(EZTaxSession session, struct J_CodeEx

trans, int *err_code);

PF_FUNC_SPEC char* EZTaxPtoFipsEx(EZTaxSession session, unsigned long int PCode, int

*err_code);

PF_FUNC_SPEC unsigned long int EZTaxFtoPCodeEx(EZTaxSession session, char* Fips, int

*err_code);

PF_FUNC_SPEC unsigned long int EZTaxJtoPCodeEx(EZTaxSession session, unsigned long int JCode,

int *err_code);

PF_FUNC_SPEC unsigned long int EZTaxNtoJCodeEx(EZTaxSession session, unsigned long int npanxx,

int *err_code);

PF_FUNC_SPEC unsigned long int EZTaxPtoJCodeEx(EZTaxSession session, unsigned long int PCode,

int *err_code);

PF_FUNC_SPEC unsigned long int EZTaxZtoJCodeEx(EZTaxSession session, struct zip_address_p4

*address, int *err_code);

PF_FUNC_SPEC unsigned long int EZTaxZtoPCodeEx(EZTaxSession session, struct zip_address_p4

*address, int *err_code);

PF_FUNC_SPEC unsigned long int EZTaxCountryToPCode(EZTaxSession session, const char* iso_code,

int *err_code);

PF_FUNC_SPEC short int EZTaxNextAddressEx(EZTaxSession session, struct address_data_p4

*address, int *err_code);

AFC Sales and Use User Manual | 311 of 329

PF_FUNC_SPEC short int EZTaxJTType(unsigned long int orig_J_Code, unsigned long int

term_J_Code);

PF_FUNC_SPEC short int EZTaxJTTypeEx(EZTaxSession session, unsigned long int orig_J_Code,

unsigned long int term_J_Code, int *err_code);

PF_FUNC_SPEC short int EZTaxNTTypeEx(EZTaxSession session, unsigned long int orig_NPANXX,

unsigned long int term_NPANXX);

PF_FUNC_SPEC short int EZTaxPTTypeEx(EZTaxSession session, unsigned long int orig_PCode,

unsigned long int term_PCode, int *err_code);

PF_FUNC_SPEC short int EZTaxGetAddressEx(EZTaxSession session, unsigned long int j_code,

struct address_data_p4 *address, int *err_code);

PF_FUNC_SPEC unsigned int EZTaxGetCountryID(EZTaxSession session, unsigned long int PCode, int

*err_code);

PF_FUNC_SPEC unsigned int EZTaxGetStateID(EZTaxSession session, unsigned long int PCode, int

*err_code);

/* Misc Data Retrieval Prototypes */

PF_FUNC_SPEC char *EZTaxGetTaxCatV98(EZTaxSession session, int tax_type);

PF_FUNC_SPEC char *EZTaxGetTaxDescription(EZTaxSession session, int taxCode);

PF_FUNC_SPEC short int EZTaxDbVersion(char* psz_EZTax_dat, char* psz_db_version);

PF_FUNC_SPEC short int EZTaxSessionDbVersion(EZTaxSession session, char* psz_db_version);

PF_FUNC_SPEC short int EZTaxDllVersion(char* psz_library_version);

PF_FUNC_SPEC short int EZTaxGetLogName(EZTaxSession session, char* filename);

PF_FUNC_SPEC short int EZTaxGetRates(EZTaxSession session, unsigned long int pCode, struct

jurisdictionTaxes *taxes, int *err_code);

PF_FUNC_SPEC struct no_tax_tbl *EZTaxGetNoTaxTrans(EZTaxSession session);

PF_FUNC_SPEC short int EZTaxMaxTaxCount(void);

PF_FUNC_SPEC struct rtr_data* EZTaxGetTSR(EZTaxSession session, int *size, short int

returnData);

PF_FUNC_SPEC void EZTaxClearTSR(EZTaxSession session, struct rtr_data* rpt);

/* Customer Mode Related Prototypes */

PF_FUNC_SPEC int EZTaxNextCustomerEx(EZTaxSession session);

PF_FUNC_SPEC struct cust_taxes_tbl_v98 *EZTaxSetCustModeV98(EZTaxSession session, short int

mode);

PF_FUNC_SPEC struct enhanced_cust_taxes_tbl *EZTaxSetCustModeEx(EZTaxSession session, short

int mode);

/* Invoice Mode Related Prototypes */

PF_FUNC_SPEC int EZTaxNextInvoiceEx(EZTaxSession session);

PF_FUNC_SPEC struct invoice_taxes_tbl_v98 *EZTaxSetInvoiceModeV98(EZTaxSession session, short

int mode);

PF_FUNC_SPEC struct enhanced_invoice_taxes_tbl *EZTaxSetInvoiceModeEx(EZTaxSession session,

short int mode);

/* Debit Tax Calculation Prototypes*/

PF_FUNC_SPEC short int EZTaxDebitJEx(EZTaxSession session, struct J_CodeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxDebitNEx(EZTaxSession session, struct NPANXX_codeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxDebitPEx(EZTaxSession session, struct P_CodeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxDebitTaxInclusiveJCode(EZTaxSession session, struct J_CodeEx

*trans, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxDebitTaxInclusiveNPAN(EZTaxSession session, struct NPANXX_codeEx

*trans, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxDebitTaxInclusivePCode(EZTaxSession session, struct P_CodeEx

*trans, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxDebitTaxInclusiveZip(EZTaxSession session, struct zip_codeEx

*trans, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxDebitZEx(EZTaxSession session, struct zip_codeEx *trans, int

*err_code);

/* Credit / Adjustment Tax Calculation Prototypes*/

PF_FUNC_SPEC short int EZTaxAdjDebitJEx(EZTaxSession session, struct J_CodeEx *trans, int

discount_type, int adj_method, int *err_code);

AFC Sales and Use User Manual | 312 of 329

PF_FUNC_SPEC short int EZTaxAdjDebitNEx(EZTaxSession session, struct NPANXX_codeEx *trans, int

discount_type, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitPEx(EZTaxSession session, struct P_CodeEx *trans, int

discount_type, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitTaxInclusiveJCode(EZTaxSession session, struct J_CodeEx

*trans, int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitTaxInclusiveNPAN(EZTaxSession session, struct

NPANXX_codeEx *trans, int discount_type, int adj_method, double *base_sale, int

*err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitTaxInclusivePCode(EZTaxSession session, struct P_CodeEx

*trans, int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitTaxInclusiveZip(EZTaxSession session, struct zip_codeEx

*trans, int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitZEx(EZTaxSession session, struct zip_codeEx *trans, int

discount_type, int adj_method, int *err_code);

/* API Override Prototypes */

PF_FUNC_SPEC short int EZTaxOvrJCodeEx(EZTaxSession session, unsigned long int j_code, struct

enhancedOverride *over);

PF_FUNC_SPEC short int EZTaxOvrJCodeWithAdd(EZTaxSession session, unsigned long int j_code,

struct enhancedOverride *over);

PF_FUNC_SPEC short int EZTaxOvrNPANEx(EZTaxSession session, unsigned long int npanxx, struct

enhancedOverride *over);

PF_FUNC_SPEC short int EZTaxOvrPCodeEx(EZTaxSession session, unsigned long int p_code, struct

enhancedOverride *over);

PF_FUNC_SPEC short int EZTaxOvrZipEx(EZTaxSession session, struct zip_address_p4 zip_addr,

struct enhancedOverride *over, int *err_code);

PF_FUNC_SPEC short int EZTaxLogicOvrJCodeEx(EZTaxSession session, unsigned long int j_code,

struct logicOverride *over);

PF_FUNC_SPEC short int EZTaxLogicOvrJCodeExP(EZTaxSession session, unsigned long int j_code,

struct logicOverrideP *over);

PF_FUNC_SPEC short int EZTaxOldOvrJCodeEx(EZTaxSession session, unsigned long int j_code,

struct tax_ovrd *over);

PF_FUNC_SPEC short int EZTaxSetSafeHarborTAMOverride(EZTaxSession session,

short int safe_harbor_type, double original_federal_tam, double new_federal_tam, int

*err_code);

PF_FUNC_SPEC short int EZTaxClearSafeHarborTAMOverride(EZTaxSession session,

short int safe_harbor_type, int *err_code);

/* Standard Tax Calculation Prototypes*/

PF_FUNC_SPEC short int EZTaxJCodeEx(EZTaxSession session, struct J_CodeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxNPANEx(EZTaxSession session, struct NPANXX_codeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxPCodeEx(EZTaxSession session, struct P_CodeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxProRateJCodeEx(EZTaxSession session, struct J_CodeEx *trans,

double percent, int *err_code);

PF_FUNC_SPEC short int EZTaxProRateNPANEx(EZTaxSession session, struct NPANXX_codeEx *trans,

double percent, int *err_code);

PF_FUNC_SPEC short int EZTaxProRatePCodeEx(EZTaxSession session, struct P_CodeEx *trans,

double percent, int *err_code);

PF_FUNC_SPEC short int EZTaxProRateThisJCodeEx(EZTaxSession session, struct this_J_CodeEx

*trans, double percent, int *err_code);

PF_FUNC_SPEC short int EZTaxProRateThisPCodeEx(EZTaxSession session, struct this_P_CodeEx

*trans, double percent, int *err_code);

PF_FUNC_SPEC short int EZTaxProRateZipEx(EZTaxSession session, struct zip_codeEx *trans,

double percent, int *err_code);

PF_FUNC_SPEC short int EZTaxTaxInclusiveJCode(EZTaxSession session, struct J_CodeEx *trans,

double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxTaxInclusiveNPAN(EZTaxSession session, struct NPANXX_codeEx

*trans, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxTaxInclusivePCode(EZTaxSession session, struct P_CodeEx *trans,

double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxTaxInclusiveZip(EZTaxSession session, struct zip_codeEx *trans,

double *base_sale, int *err_code);

AFC Sales and Use User Manual | 313 of 329

PF_FUNC_SPEC short int EZTaxTPPEx(EZTaxSession session, struct TPP_addrEx *tpp_trans, struct

nexus_table *nex_tab, short int table_length, int *err_code);

PF_FUNC_SPEC short int EZTaxZipEx(EZTaxSession session, struct zip_codeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxThisJCodeEx(EZTaxSession session, struct this_J_CodeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxThisPCodeEx(EZTaxSession session, struct this_P_CodeEx *trans, int

*err_code);

PF_FUNC_SPEC short int EZTaxPrivateLine(EZTaxSession session, struct private_line_P_Code

*trans, int *err_code);

PF_FUNC_SPEC short int EZTaxPrivateLineAdj(EZTaxSession session, struct private_line_P_Code

*trans, int discount_type, int adj_method, int *err_code);

/* Bridge Conferencing Prototypes */

PF_FUNC_SPEC short int EZTaxBridgeConference(EZTaxSession session, struct

BridgeConferenceTransaction* bconft, struct BridgeConferenceTaxes** pbctaxes, int

*err_code);

PF_FUNC_SPEC void FreeBridgeParticipantMemory(struct BridgeConferenceTaxes* pBCT);

/* Credit / Adjustment Tax Calculation Prototypes*/

PF_FUNC_SPEC short int EZTaxAdjTaxInclusiveJCode(EZTaxSession session, struct J_CodeEx *trans,

int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjTaxInclusiveNPAN(EZTaxSession session, struct NPANXX_codeEx

*trans, int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjTaxInclusivePCode(EZTaxSession session, struct P_CodeEx *trans,

int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjTaxInclusiveZip(EZTaxSession session, struct zip_codeEx *trans,

int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjJCodeEx(EZTaxSession session, struct J_CodeEx *trans, int

discount_type, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjNPANEx(EZTaxSession session, struct NPANXX_codeEx *trans, int

discount_type, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjPCodeEx(EZTaxSession session, struct P_CodeEx *trans, int

discount_type, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateJCode(EZTaxSession session, struct J_CodeEx *trans, int

discount_type, double percent, int adj_method, int prorate_credit_or_cancel,int

*err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateNPAN(EZTaxSession session, struct NPANXX_codeEx *trans,

int discount_type, double percent, int adj_method, int prorate_credit_or_cancel,int

*err_code);

PF_FUNC_SPEC short int EZTaxAdjProRatePCode(EZTaxSession session, struct P_CodeEx *trans, int

discount_type, double percent, int adj_method, int prorate_credit_or_cancel,int

*err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateThisJCode(EZTaxSession session, struct this_J_CodeEx

*trans, int discount_type, double percent, int adj_method, int

prorate_credit_or_cancel,int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateThisPCode(EZTaxSession session, struct this_P_CodeEx

*trans, int discount_type, double percent, int adj_method, int

prorate_credit_or_cancel,int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateZip(EZTaxSession session, struct zip_codeEx *trans, int

discount_type, double percent, int adj_method, int prorate_credit_or_cancel,int

*err_code);

PF_FUNC_SPEC short int EZTaxAdjTPPEx(EZTaxSession session, struct TPP_addrEx *tpp_trans, int

discount_type, struct nexus_table *nex_tab, short _count, int adj_method, int

*err_code);

PF_FUNC_SPEC short int EZTaxAdjZipEx(EZTaxSession session, struct zip_codeEx *trans, int

discount_type, int adj_method, int *err_code);

/* Tax Log Prototypes */

PF_FUNC_SPEC struct EZTax_logEx *EZTaxGetCustomLog(EZTaxSession session);

PF_FUNC_SPEC short int EZTaxGetCustomLogCount(EZTaxSession session);

PF_FUNC_SPEC short int EZTaxWriteToLogEx(EZTaxSession session, int count, struct EZTax_logEx

*log);

PF_FUNC_SPEC struct EZTax_log_v914 *EZTaxGetLogV914(EZTaxSession session);

PF_FUNC_SPEC short int EZTaxGetLogV914Count(EZTaxSession session);

PF_FUNC_SPEC short int EZTaxWriteToLogV914(EZTaxSession session, int count, struct

EZTax_log_v914 *log);

/* The flush function works for all log types */

AFC Sales and Use User Manual | 314 of 329

PF_FUNC_SPEC short int EZTaxFlushToLogEx(EZTaxSession session

/* Deprecated Prototypes (preserved for backwards compatibility) */

PF_FUNC_SPEC short int EZTaxAdjProRateJCodeEx(EZTaxSession session, struct J_CodeEx *trans,

int discount_type, double percent, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateNPANEx(EZTaxSession session, struct NPANXX_codeEx

*trans, int discount_type, double percent, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRatePCodeEx(EZTaxSession session, struct P_CodeEx *trans,

int discount_type, double percent, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateThisJCodeEx(EZTaxSession session, struct this_J_CodeEx

*trans, int discount_type, double percent, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateThisPCodeEx(EZTaxSession session, struct this_P_CodeEx

*trans, int discount_type, double percent, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjProRateZipEx(EZTaxSession session, struct zip_codeEx *trans,

int discount_type, double percent, int adj_method, int *err_code);

PF_FUNC_SPEC short int EZTaxDebitRevJCode(EZTaxSession session, struct J_CodeEx *trans, double

*base_sale, int *err_code); //Replaced by EZTaxDebitTaxInclusiveJCode

PF_FUNC_SPEC short int EZTaxDebitRevNPAN(EZTaxSession session, struct NPANXX_codeEx *trans,

double *base_sale, int *err_code); //Replaced by EZTaxDebitTaxInclusiveNPAN

PF_FUNC_SPEC short int EZTaxDebitRevPCode(EZTaxSession session, struct P_CodeEx *trans, double

*base_sale, int *err_code); //Replaced by EZTaxDebitTaxInclusivePCode

PF_FUNC_SPEC short int EZTaxDebitRevZip(EZTaxSession session, struct zip_codeEx *trans, double

*base_sale, int *err_code); //Replaced by EZTaxDebitTaxInclusiveZip

PF_FUNC_SPEC short int EZTaxAdjDebitRevJCode(EZTaxSession session, struct J_CodeEx *trans, int

discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitRevNPAN(EZTaxSession session, struct NPANXX_codeEx *trans,

int discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitRevPCode(EZTaxSession session, struct P_CodeEx *trans, int

discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjDebitRevZip(EZTaxSession session, struct zip_codeEx *trans, int

discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxRevJCode(EZTaxSession session, struct J_CodeEx *trans, double

*base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxRevNPAN(EZTaxSession session, struct NPANXX_codeEx *trans, double

*base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxRevPCode(EZTaxSession session, struct P_CodeEx *trans, double

*base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxRevZip(EZTaxSession session, struct zip_codeEx *trans, double

*base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjRevJCode(EZTaxSession session, struct J_CodeEx *trans, int

discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjRevNPAN(EZTaxSession session, struct NPANXX_codeEx *trans, int

discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjRevPCode(EZTaxSession session, struct P_CodeEx *trans, int

discount_type, int adj_method, double *base_sale, int *err_code);

PF_FUNC_SPEC short int EZTaxAdjRevZip(EZTaxSession session, struct zip_codeEx *trans, int

discount_type, int adj_method, double *base_sale, int *err_code);

/* If defined for C++ environment */

#ifdef __cplusplus

}

#endif

#endif /* _inc_EZTaxProto_ */

AFC Sales and Use User Manual | 315 of 329

Appendix D EZTaxSauStruct.h

#ifndef _inc_EZTaxSAUStruct_

#define _inc_EZTaxSAUStruct_

/* If defined for C++ environment */

#ifdef __cplusplus

extern "C" {

#endif

/* this structure defined for customer use only in determining how to setup a freight transaction

/* for sales and use */

struct sau_freight_properties

{

short int Paid; /* Paid to Seller - 0 = False, 1 = True */

short int CmnC; /* Common Carrier - 0 = False, 1 = True */

short int SReq; /* Seller Required Shipping - 0 = False. 1 = True */

};

/* this structure defined for customer use only in determining how to setup a discount

transaction */

/* for sales and use */

struct sau_discount_properties

{

short int type; /* see Manual, 12 diff types */

};

/* this structure defined for customer use only in determining how to setup a finance transaction

/* for sales and use */

struct sau_finance_properties

{

short int type; /* interest type - 1=original, 2=rebilled, 3=3rd party */

};

/* this structure defined for customer use only in determining how to setup an installation

transaction */

/* for sales and use */

struct sau_installation_properties

{

short int type; /* see Manual, 10 diff types */

};

/* this structure defined for customer use only in determining how to setup a ship & handling

transaction */

/* for sales and use */

struct sau_shipandhandling_properties

{

short int SReq; /* Seller Required Shipping - 0 = False. 1 = True */

};

/* this structure defined for customer use only in determining how to setup a software maint.

transaction */

/* for sales and use */

struct sau_softwaremaint_properties

{

short int SReq; /* Seller Required - 0 = False. 1 = True */

short int type; /* Agreement type - 0 = N/A, 1 = Updates, 2 = Service, */

/* 3 = Updates & Service, 4 = Customer Support */

short int UpdType; /* Update Type - 0 = N/A, 1 = Tangible, 2 = Electronic */

};

/* this structure defined for customer use only in determining how to setup a service contract

transaction */

/* for sales and use */

struct sau_svc_contract_properties

{

short int SReq; /* Seller Required - 0 = False. 1 = True */

AFC Sales and Use User Manual | 316 of 329

short int type; /* Agreement Type - 1 = Parts, 2 = Labor, 3 = Parts & Labor */

short int SaleType; /* Sale Type: 1 = Initial Sale, 2 = After Initial Sale */

short int ItemType; /* Item Type - 0 = Product, 1 = Service */

};

struct sau_maint_agreement_properties

{

short int SReq; /* Seller Required - 0 = False. 1 = True */

short int type; /* Agreement Type - 1 = Parts, 2 = Labor, */

/* 3 = Parts & Labor, 4 = Service Only */

short int SaleType; /* Sale Type - 1 = Initial Sale, 2 = After Initial Sale */

short int ItemType; /* Item Type - 0 = Product, 1 = Service */

};

struct sau_factory_warranty_properties

{

short int SReq; /* Seller Required - 0 = False. 1 = True */

short int type; /* Agreement Type - 1 = Parts, 2 = Labor, 3 = Parts & Labor */

};

struct sau_ext_warranty_properties

{

short int SReq; /* Seller Required - 0 = False. 1 = True */

short int type; /* Agreement Type - 1 = Parts, 2 = Labor, */

/* 3 = Parts & Labor, 4 = Service Only */

/* 5 = Parts on TPP, 6 = Labor on TPP, */

/* 7 = Parts & Labor on TPP, 8 = Service Only on TPP */

short int SaleType; /* Sale Type - 1 = Initial Sale, 2 = After Initial Sale */

};

struct sau_tax_data

{

short int customer_type; /* 0=residential, 1=business, 2=Senior Citizen, 3=Industrial */

short int sale; /* flag - retail/sale or wholesale/resale */

short int trans_type; /* see the programmer user's */

short int srv_type; /* manual for valid transaction service type pairs */

short int attr; /* SAU_FREIGHT, SAU_DEMURRAGE, SAU_DEPOSITS, ... */

union prop_union

{

struct sau_freight_properties freight; /* for freight */

struct sau_discount_properties discount; /* for discounts */

struct sau_finance_properties finance; /* for finance */

struct sau_installation_properties installation; /* for installation */

struct sau_shipandhandling_properties shipandhandle; /* for shipping and handling */

struct sau_softwaremaint_properties softwaremaint;

struct sau_svc_contract_properties svccontract;

struct sau_maint_agreement_properties maintagreement;

struct sau_factory_warranty_properties facwarranty;

struct sau_ext_warranty_properties extwarranty;

} property;

unsigned long int date; /* transaction bill date */

double charge; /* amount charged to customer */

int count; /* number of items */

short int incorp; /* incorporated or unincorporated area */