County level sales tax calculations

[Dave Tenerowicz]

Once again I am trying to get sales tax calculations to be done at the
zipcode level. I notice that there was a Jira issue (resolved) about
this in 2006, but I still cannot get this to work. First of all, the
checkout is being done as anonymous checkout - this is an order entry
application, not ecommerce.

I have loaded data into TaxAuthority, using geoId's that are configured
at the postal code level. Working with NY state data, this means an
entry for each geo (postal code, like 00401) with the tax AuthPartyId as
NY_DTF. I have setup an entry for each geo in TaxAuthorityCategory,
associating the geos to a single taxable product category. Finally, I
setup entries in TaxAuthorityRateProduct that assigns a tax rate for
each of the (postal) geos. Although I do not think it matters, I also
created relevant rows in PartyTaxAuthInfo as well.

Note that I did not use the ZipSalesTaxLookup entity, based upon
suggestions in a previous thread. We are using rev # 594566.

The net result is that no tax is being calculated, but I cannot see why.
No relevant errors are in the log. Any suggestions on what might be
missing? Has anyone else ever successfully configured for sales tax
calculations at the county/zip level??

Thanks!

--
Dave Tenerowicz
[hidden email]

Office: 303.493.6727
Mobile [phone]
Fax [phone]

Visit us at http://www.salmonllc.com
For ERP Information: http://www.salmonllc.com/Jsp/vanity/ERP_CRM.jsp?nav=2&NavBarId=ERP_CRMServices

[David E Jones]

There is some example data in OFBiz for the setup of this feature. See:

GeoData_US.xml starting line 271
DemoTaxAuthority.xml starting line 48, 96; note partyId UT_TAXMAN

Because the TaxAuthority rate calculation does Geo expansion you don't  
have to have rates for each postal code, the postal codes just have to  
be associated with the county or whatever.

-David


On Feb 19, 2008, at 5:11 PM, Dave Tenerowicz wrote:

> Once again I am trying to get sales tax calculations to be done at  
> the zipcode level. I notice that there was a Jira issue (resolved)  
> about this in 2006, but I still cannot get this to work. First of  
> all, the checkout is being done as anonymous checkout - this is an  
> order entry application, not ecommerce.
>
> I have loaded data into TaxAuthority, using geoId's that are  
> configured at the postal code level. Working with NY state data,  
> this means an entry for each geo (postal code, like 00401) with the  
> tax AuthPartyId as NY_DTF. I have setup an entry for each geo in  
> TaxAuthorityCategory, associating the geos to a single taxable  
> product category. Finally, I setup entries in  
> TaxAuthorityRateProduct that assigns a tax rate for each of the  
> (postal) geos. Although I do not think it matters, I also created  
> relevant rows in PartyTaxAuthInfo as well.
>
> Note that I did not use the ZipSalesTaxLookup entity, based upon  
> suggestions in a previous thread. We are using rev # 594566.
>
> The net result is that no tax is being calculated, but I cannot see  
> why. No relevant errors are in the log. Any suggestions on what  
> might be missing? Has anyone else ever successfully configured for  
> sales tax calculations at the county/zip level??
>
> Thanks!
>
> --
> Dave Tenerowicz
> [hidden email]
>
> Office: 303.493.6727
> Mobile [phone]
> Fax [phone]
>
> Visit us at http://www.salmonllc.com
> For ERP Information: http://www.salmonllc.com/Jsp/vanity/ERP_CRM.jsp?nav=2&NavBarId=ERP_CRMServices
>

[Dave Tenerowicz]

Thanks David. I didn't have all the geoAssoc values setup. Once I did
that, tax calculation by county works perfectly. Appreciate the help!
-Dave

David E Jones wrote:

>
> There is some example data in OFBiz for the setup of this feature. See:
>
> GeoData_US.xml starting line 271
> DemoTaxAuthority.xml starting line 48, 96; note partyId UT_TAXMAN
>
> Because the TaxAuthority rate calculation does Geo expansion you don't
> have to have rates for each postal code, the postal codes just have to
> be associated with the county or whatever.
>
> -David
>
>
> On Feb 19, 2008, at 5:11 PM, Dave Tenerowicz wrote:
>
>> Once again I am trying to get sales tax calculations to be done at
>> the zipcode level. I notice that there was a Jira issue (resolved)
>> about this in 2006, but I still cannot get this to work. First of
>> all, the checkout is being done as anonymous checkout - this is an
>> order entry application, not ecommerce.
>>
>> I have loaded data into TaxAuthority, using geoId's that are
>> configured at the postal code level. Working with NY state data, this
>> means an entry for each geo (postal code, like 00401) with the tax
>> AuthPartyId as NY_DTF. I have setup an entry for each geo in
>> TaxAuthorityCategory, associating the geos to a single taxable
>> product category. Finally, I setup entries in TaxAuthorityRateProduct
>> that assigns a tax rate for each of the (postal) geos. Although I do
>> not think it matters, I also created relevant rows in
>> PartyTaxAuthInfo as well.
>>
>> Note that I did not use the ZipSalesTaxLookup entity, based upon
>> suggestions in a previous thread. We are using rev # 594566.
>>
>> The net result is that no tax is being calculated, but I cannot see
>> why. No relevant errors are in the log. Any suggestions on what might
>> be missing? Has anyone else ever successfully configured for sales
>> tax calculations at the county/zip level??
>>
>> Thanks!
>>
>> --
>> Dave Tenerowicz
>> [hidden email]
>>
>> Office: 303.493.6727
>> Mobile [phone]
>> Fax [phone]
>>
>> Visit us at http://www.salmonllc.com
>> For ERP Information:
>> http://www.salmonllc.com/Jsp/vanity/ERP_CRM.jsp?nav=2&NavBarId=ERP_CRMServices 
>>
>>
>
>
>

--
Dave Tenerowicz
[hidden email]

Office: 303.493.6727
Mobile [phone]
Fax [phone]

Visit us at http://www.salmonllc.com
For ERP Information: http://www.salmonllc.com/Jsp/vanity/ERP_CRM.jsp?nav=2&NavBarId=ERP_CRMServices

[Ken288]

I followed your methodology on the Utah Sanpete (UT-SANPETE or UT_SANPETE) example but it doesn't work. I just wonder if you can shed some light (best with screenshots starting from party group creation, geo id creation to tax authorization configuration, and etc) on how you set up the zip-county tax calculation. Your kind advise will be most appreciated.

David E Jones wrote

There is some example data in OFBiz for the setup of this feature. See:

GeoData_US.xml starting line 271
DemoTaxAuthority.xml starting line 48, 96; note partyId UT_TAXMAN

Because the TaxAuthority rate calculation does Geo expansion you don't  
have to have rates for each postal code, the postal codes just have to  
be associated with the county or whatever.

-David


On Feb 19, 2008, at 5:11 PM, Dave Tenerowicz wrote:

> Once again I am trying to get sales tax calculations to be done at  
> the zipcode level. I notice that there was a Jira issue (resolved)  
> about this in 2006, but I still cannot get this to work. First of  
> all, the checkout is being done as anonymous checkout - this is an  
> order entry application, not ecommerce.
>
> I have loaded data into TaxAuthority, using geoId's that are  
> configured at the postal code level. Working with NY state data,  
> this means an entry for each geo (postal code, like 00401) with the  
> tax AuthPartyId as NY_DTF. I have setup an entry for each geo in  
> TaxAuthorityCategory, associating the geos to a single taxable  
> product category. Finally, I setup entries in  
> TaxAuthorityRateProduct that assigns a tax rate for each of the  
> (postal) geos. Although I do not think it matters, I also created  
> relevant rows in PartyTaxAuthInfo as well.
>
> Note that I did not use the ZipSalesTaxLookup entity, based upon  
> suggestions in a previous thread. We are using rev # 594566.
>
> The net result is that no tax is being calculated, but I cannot see  
> why. No relevant errors are in the log. Any suggestions on what  
> might be missing? Has anyone else ever successfully configured for  
> sales tax calculations at the county/zip level??
>
> Thanks!
>
> --
> Dave Tenerowicz
> [e-mail]
>
> Office: 303.493.6727
> Mobile [phone]
> Fax [phone]
>
> Visit us at http://www.salmonllc.com
> For ERP Information: http://www.salmonllc.com/Jsp/vanity/ERP_CRM.jsp?nav=2&NavBarId=ERP_CRMServices
>