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F8 Vertex-O Test Tools

The Vertex-O Test Tools are part of the Vertex-O optional module. With this module, you can access the test tools from the main window by selecting Options → Vertex-O Test Tools or by pressing F8.

This tax request and response tool is only a tool and will not make the actual assessments that would go onto the invoice.

Vertex-O test tool supports tax area ID address search and a Vertex O tax request/response functions. This test tool is divided in two tabs.

• Address Search
• Tax Request/Response

Address Search Tab

Enter the required information to get the tax area Id of a specific address. LeasePak defaults the entered address information into the asset address search criteria search screen. Click on the search button to retrieve or select a Vertex O address. When user clicks on the search button LeasePak display a new search window for TAID based on the input search criteria given by the user. For more details, see Address and Tax Area Id Search.

Field Descriptions

TAID

Tax Area ID retrieved form search criteria search screen is displayed.

Address 1

Displays street address 1. Defaults from Tax Area ID Search screen.

Address 2

Displays street address 2. Defaults from Tax Area ID Search screen.

City

Displays City location. Defaults from Tax Area ID Search screen.

County

Display County location. Defaults from Tax Area ID Search screen.

State

Display State location. Defaults from Tax Area ID Search screen.

ZIP

Display ZIP code. Defaults from Tax Area ID Search screen.

Click on the search button , the following Tax Area ID search screen will appear.

The address fields information on this screen can either be entered or carried over from the Asset Search lookup screen as below:

Search Criteria

Field Descriptions

Current Tax Area ID

Address 1

Enter street address 1.

Address 2

Enter additional address information.

City

Enter the city name, as it will appear for mailing if known.

State

Select one of the required state listed in dropdown menu. The list is populated form RST State table.

ZIP

Enter valid zip code.

County

Enter the name of the county.

Retrieve

Click the Retrieve button to send the search criteria entered to Vertex O and get a list of possible tax Area IDs. All the search criteria except TAID will also be copied to the return information. If no tax area ID returned from Vertex O, LeasePak will prompt an error message about the missing or incorrect input of search criteria.

Clear

Click this button to clear out any search criteria entered except the Tax Area ID.

Tax Area ID

Previously selected TAID will be displayed; if one already exists, will be display only. It will only be used to default the selection to this TAID if retrieved.

Field Descriptions

Tax Area ID

Displays a Vertex TAID. Vertex TAID is an identifier that precisely identifies the combination of overlapping taxing jurisdictions for a given location.

Cong. Ind

Displays the correct confidence indicator based on the input criteria. The higher the percentage or matching criteria, the greater the likelihood of a correct match.

Country

Displays any jurisdiction name returned by the Vertex for jurisdiction level matching to country.

State

Displays any jurisdiction name returned by the Vertex for jurisdiction level matching to state.

County

Displays any jurisdiction name returned by the Vertex jurisdiction level matching to county or parish.

City

Displays any jurisdiction name returned by the Vertex jurisdiction level matching to city or APO, borough, fpo, or township.

District

Displays any jurisdiction name returned by Vertex for jurisdiction matching to district, local improvement district, special purpose district, transit district, or trade block.

Address Information

Address information displays the address information returned by Vertex O for the selected TAID from above grid of TAID. If address cleansing is available, address information will display the cleansed address. Otherwise, it will contain the correct spelling of city, county, state, zip, and country jurisdictions available.

Field Descriptions

Address 1

Displays cleansed street address if available.

Address 2

Displays cleansed street address line 2 if available.

City

Displays the cleansed county name or a possible county name in the tax area ID.

County

Displays the cleansed county name or a possible county name in the tax area ID.

State

Displays the cleansed state name or a possible state name in the tax area ID.

ZIP

Displays the cleansed nine-digit zip code or possible zip code in the tax area ID.

Return Information

Field Descriptions

Address 1 (Mandatory)

Enter the street address.

Address 2 (Optional)

Enter the additional address information. This is an optional address field and can be left blank.

City (Mandatory)

Displays the city name as it would appear for mailing either from the search criteria or as selected from address information. This can be different from the jurisdiction city name as displayed in the TAID.

State (Mandatory)

Displays the state abbreviation as it would appear for mailing either from search criteria or as selected from address information. The field cannot be blank and is limited to the valid list.

ZIP (Mandatory)

Displays the county name from the search criteria or the one selected from the address information.

County (Mandatory)

Displays the county name from the search criteria or the one selected from the address information.

Tax Area ID

Displays a Vertex tax area ID as an identifier that precisely identifies the combination of overlapping taxing jurisdiction for a given location. Users can change this TAID by selecting a different TAID from the Tax Area ID.

Select

Click on this button once a required TAID has been selected to validate the return information and getting back to the actual screen to proceed with the process. If the returning information does not pass validation, the information will not be sent and the window will not be closed and prompts a validation error message.

Cancel

Click on this button to close the search window without selecting any TAID.

Tax Request/Response Tab

The tax request and response tool is used to calculate the Vertex O tax amount for a particular leasee level assessment that would be placed onto an existing invoice. This tool also creates the xml data file that is being sent to the Vertex O server as well as creates the xml data file from the Vertex O server contain the tax amount.

Criteria

Field Descriptions

Invoice

Enter a valid Vertex O invoice number.

Assmt Type

Select a lease level assessment type that would be placed onto the existing Vertex O invoice indicated above.

Amount

Enter the amount indicated on the above mentioned invoice number that would be assessed onto the existing Vertex O invoice.

Orig Tax

Displays the total Vertex O tax amount that is on the invoice #. The displayed amount cannot be changed.

New Tax

Displays the tax amount for the selected assessment type and amount entered in Amount field.

Total

The total amount of the tax that would be displayed on the invoice number, if the assessment was made. The displayed amount cannot be changed.

Display Request XML

Displays the XML data file that is sent to the Vertex O server.

Display Response XML

Displays the xml data that is sent back from the Vertex O server.