Adding New Tax Information for an Existing Geocode

If you want to immediately begin using the new JIT/geocode information delivered in the Vertex monthly updates, you can manually enter the data in the Cities window before receiving and applying the Oracle Quarterly Statutory Update. If you do not intend on using the data before applying the Oracle Quarterly Statutory Update, you do not need to complete this procedure.

arrow icon   To add a new county, school district or head tax for an existing geocode:

  1. Query the state in the State Name field, the county in the County Name field and city in the City Name field.

  2. Click View/Update Tax Information to activate the County Tax and City Tax tabs.

  3. Click the County Tax tab to navigate to the County Tax window.

  4. Enter the effective date of the information in the As Of date and click the checkbox under county and/or head tax.

  5. Click the School District tab to navigate to the School District Tax window.

  6. Enter the School District Name and School District Code.

  7. Save your work.

arrow icon   To add a new city, school district or head tax for an existing geocode:

  1. Query the state in the State Name field, the county in the County Name field and city in the City Name field.

  2. If there is a single zip or post code for the city, enter the zip code in the Zip Start field and leave the Zip End field blank.

  3. If there is a range of zip codes for the city, enter the first code of the range in the Zip Start field and the last code in the range in the Zip End field.

  4. Click View/Update Tax Information to activate the County Tax and City Tax tabs.

  5. Click the City Tax tab to navigate to the City Tax window.

  6. Enter the effective date of the information in the As Of date and click the checkbox under city and/or head tax.

  7. Enter the School District Name and School District Code.

  8. Save your work.