Location Listing [R0915]

The Location Listing report [R0915] is a table of states, counties and cities and their corresponding use tax rates. This report shows the taxing entities that are on file and should be used to verify the accuracy of tax rates.

The report is organized alphabetically by State Code. The report may be accessed through the Operational report menu [R09] and may be interactively selected for:

• All states, counties and cities
• A state
• A county

 

Location Listing Selection

• ALL
  Enter X to report on all states, counties and cities. Leave blank to report on a specific state or county.

• STATE
  Enter the state code (the 2 letter state abbreviation) upon which to report.Use Help to see a list of valid state codes. Leave blank if reporting across states.

• COUNTY
  First enter the state and then the county code (the 4 letter county abbreviation) upon which to report. Use Help for an alphabetic list of counties in the state specified. Leave blank if reporting across counties for a specific state or reporting for all states and counties.

  Note: In order to handle county level taxes for Australian states, a standalone conversion program is required.

 

Location Listing Report

The Location Listing report [R0915] is at the taxing entity level and provides the following information:

• STATE CODE
  The 2 letter state abbreviation (e.g., CA, NY, etc.) is displayed.

• CNTY CODE
  The 4 letter county abbreviation (e.g., SANM = San Mateo) is displayed. This county code is determined when entering the county tax information through the Location update [U0701].

• CITY CODE
  The 4 letter city abbreviation (e.g., BURL = Burlingame) is displayed. This city code is determined when entering the city tax information through the Location update [U0701].

• ENTITY
  The entity description (State, County or City) is displayed.
  
  
• NAME
  The complete state, county or city name corresponding to the ENTITY is displayed.

• CURRENT RATE
  The rate currently being used by the system to calculate use tax is displayed.

• EFFECTIVE DATE
  The date of the next use tax rate change, if applicable, as input by the operator is displayed.

• EFFECTIVE RATE
  The new use tax rate as of the EFFECTIVE DATE, if applicable, is displayed.

• STATE MAX TAX
  The maximum use tax that may be assessed per lease payment at the state level is displayed. If this maximum tax is greater than zero, LeasePak does not assess a state use tax amount greater than this maximum. If the calculated use tax is greater than the maximum, the maximum amount is assessed. The maximum tax may be changed through the Location update [U0701].

• CNTY MAX TAX
  The maximum use tax that may be assessed per lease payment at the county level is displayed. If this maximum tax is greater than zero, LeasePak does not assess a county use tax amount greater than this maximum. If the calculated use tax is greater than the maximum, the maximum amount is assessed. The maximum tax may be changed through the Location update [U0701].

• CITY MAX TAX
  The maximum use tax that may be assessed (per lease payment) at the city level is displayed. If this maximum tax is greater than zero, LeasePak does not assess a city use tax amount greater than this maximum. If the calculated use tax is greater than the maximum, the maximum amount is assessed. The maximum tax may be changed through the Location update [U0701].

 

LeasePak  Reference Guide

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