Transaction and Service Types
AvaTax for Communications uses a system of numbers to represent the Transaction Types and Service Types for the service you wish to tax. Passing valid combinations of transaction service type pairs provides AFC part of the information necessary to produce the appropriate taxes for a specific jurisdiction. These tables list the valid pairs and provide a primary usage description for each one. AvaTax for Communications (AFC) doesn't return accurate taxation if improper transaction service type pairs are selected.
The AFC Product Catalog Mapping Worksheet is available to help map your existing products and services to the AvaTax for Communications Transaction and Service Types.
There are a few categories of Transaction and Service Types:
- Telecom - these Transaction/Service pairs are found in the AFC Telecom engine. Telecom Transaction/Service pairs are only available for use within the United States and Canada.
- Transaction/Service Pairs for Overrides - these Transaction/Service pairs are available for use with an override. No taxation will return for these T/S pairs as part of core content.
- Telecom and SAU - these Transaction/Service pairs are only available for use within the United States, and are only available to Avalara AvaTax for Communications SaaS Pro (REST) v2 and Avalara AvaTax for Communications SaaS Standard users. The Telecom and SAU Transaction/Service pairs are not available for use with Avalara AvaTax for Communications License or AvaTax for Communications Viewer (Telecom). Using these Transaction/Service pairs in those environments will result in an error.
- International - these Transaction/Service pairs are found in the AFC Telecom engine and are only suitable for use with international jurisdictions. International Transaction/Service pairs are not available for use within the United States or Canada. See our International Mapping Guidelines for more information on mapping for international jurisdictions.
Telecom
Telecom Transaction/Service pairs are only available for use within the United States and Canada. Note that some Transaction/Service pairs can apply to multiple service types, so you may find multiple descriptions for a single Transaction/Service pair.
| Transaction Type | Service Type | Name | Description | Module | Required Input Data |
|---|---|---|---|---|---|
| 0 | 0 | No Tax/No Tax | Usage of this mapping combination will ensure that no federal, state or local taxes are returned. Not for use with override customizations. | Core | Amount, Lines, Minutes |
| 1 | 1 | Interstate/Toll | Interstate toll calls, MRC (monthly recurring charges), and other related service-type charges and features. (Call originates and terminates in different states.) | Long-Distance | Amount, Minutes |
| 1 | 2 | Interstate/Toll-Free | Interstate and international toll-free calls, MRCs, and other related service type charges and features. (Same as Interstate Toll call above, however the owner of the toll-free number pays all the applicable long distance charges.) | Long-Distance | Amount, Minutes |
| 1 | 3 | Interstate/WATS | Interstate and international WATS service charge, MRC, and other related service type charges and features. (Same as Interstate Toll call above, but often sold as a set-pricing scheme for a designated long distance calling area.) | Long-Distance | Amount, Minutes |
| 1 | 4 | Interstate/Private Line | Interstate or international private line service charge, MRC, and other related service type charges and features. (Charges are for a service in which the service originates at the customer's premises and connects only to a designated termination location. No switching or access to other third party lines. The private line will cross over a state or country border.) | Long-Distance | Amount, Minutes |
| 1 | 12 | Interstate/International Toll | International calls that originate in the US, terminate outside the US, and are billed to a US address. | Long-Distance | Amount, Minutes |
| 1 | 14 | Interstate/Late Charge | Late charge imposed on customers of interstate or international LD services. | Long-Distance | Amount |
| 1 | 16 | Interstate/900 | Interstate or international 900 service charge, MRC, and other related service type charges and features. (Same as Interstate Toll call above, but the caller of the 900 number pays for the applicable long distance charges.) | Long-Distance | Amount, Minutes |
| 1 | 27 | Interstate/Data | Interstate or international data service charge, MRC, and other related service type charges and features. (This combination is appropriate for transmissions that carry data exclusively. Use Private Line if any component is voice. This is a recommended mapping for data transmissions carried over DSL, ATM, T-1, frame relay lines and other non-voice services. This is not for Internet Access provided over DSL lines.) | Long-Distance | Amount, Minutes |
| 1 | 54 | Interstate/Directory Assistance | Charges for Directory Assistance calls that cross state boundaries. | Long-Distance | Amount |
| 1 | 562 | Interstate/Local Loop | Local loop charge that is not part of a local exchange service and is sold in conjunction with an interstate private line. | Long-Distance | Amount |
| 1 | 635 | Interstate/Toll Free Number | Monthly recurring charge for access to a toll free number. This represents the interstate portion. (FCC Regulatory Fee-Toll Free is calculated based on the number of transactions passed. For two phone numbers you would pass two transactions.) | Long-Distance | Amount, Minutes |
| 2 | 1 | Intrastate/Toll | Intrastate toll call, MRCs, and other related service types charges and features. (Call originates and terminates within the same state.) | Long-Distance | Amount, Minutes |
| 2 | 2 | Intrastate/Toll-Free | Intrastate toll-free calls, MRC, and other related service type charges and features. (Same as Intrastate Toll call above, however the owner of the toll-free number pays all the applicable long distance charges.) | Long-Distance | Amount, Minutes |
| 2 | 3 | Intrastate/WATS | Intrastate WATS service charge, MRC, and other related service type charges and features. (Same as Intrastate Toll call above, but often sold as a set-pricing scheme for a designated long distance calling area.) | Long-Distance | Amount, Minutes |
| 2 | 4 | Intrastate/Private Line | Intrastate private line service charge, MRC, and other related service type charges and features. (Charges are for a service in which the service originates at the customer's premises and connects only to a designated termination location. No switching or access to other third party lines. The private line will be entirely within a state and not cross a state border.) | Long-Distance | Amount, Minutes |
| 2 | 5 | Intrastate/Local Exchange | The basic flat rate for intrastate local exchange service. This transaction/service types will include any applicable long distance access line charges, or other local service-related fees and charges. (Does not include local feature charges.) | Long-Distance | Amount, Minutes |
| 2 | 14 | Intrastate/Late Charge | Late charge imposed on customers of intrastate LD services. | Long-Distance | Amount |
| 2 | 16 | Intrastate/900 | Intrastate 900 service charge, MRC, and other related service type charges and features. (Same as Intrastate Toll call above, but the caller of the 900 number pays for the applicable long distance charges.) | Long-Distance | Amount, Minutes |
| 2 | 27 | Intrastate/Data | Intrastate data service charge, MRC, and other related service type charges and features. (This combination is appropriate for transmissions that carry data exclusively. Use Private Line if any component is voice. This is a recommended mapping for data transmissions carried over DSL, ATM, T-1, frame relay lines and other non-voice services. This is not for Internet Access provided over DSL lines.) | Long-Distance | Amount, Minutes |
| 2 | 54 | Intrastate/Directory Assistance | Charges for Directory Assistance calls that are contained wholly in one state. | Long-Distance | Amount |
| 2 | 630 | Intrastate/Private Line (10% Rule) | Intrastate private line service charge, MRC, and other related service type charges and features. (Charges are for a service in which the service originates at the customer's premises and connects only to a designated termination location. The private line will be entirely within a state and not cross a state border.) Traffic on this type of line is considered mixed use and interstate traffic exceeds 10 percent; thus the revenues are treated as interstate for Universal Service contribution purposes. | Long-Distance | Amount, Minutes |
| 2 | 631 | Intrastate/Data (10% Rule) | Intrastate data service charge, MRC, and other related service type charges and features. (This combination is appropriate for transmissions that carry data exclusively. Use Private Line if any component is voice. This is a recommended mapping for data transmissions carried over DSL, ATM, T-1, frame relay lines and other non-voice services. This is not for Internet Access provided over DSL lines.) Traffic on this type of line is considered mixed use and interstate traffic exceeds 10 percent; thus the revenues are treated as interstate for Universal Service contribution purposes. | Long-Distance | Amount, Minutes |
| 2 | 635 | Intrastate/Toll Free Number | Monthly recurring charge for access to a toll free number. This represents the intrastate portion. | Long-Distance | Amount, Minutes |
| 3 | 6 |
Other/Access Charge |
Access for a service that is not already defined as a transaction/service type. Catch-all local access charge category. | Core | Amount, Minutes |
| 3 | 6 | Other/Local Loop | Local loop charge that is not part of a local exchange service and does not fall within any other transaction/service type category. (Local exchange providers who are billing local loop charges for local exchange services should map this charge under transaction/service type 07-05 [Local Local Exchange].) | Core | Amount, Minutes |
| 3 | 9 | Other/Directory Ads | Directory advertisement charges. | Core | Amount |
| 3 | 14 | Other/Late Charge | Category for late charges that were originally taxed using one of the “Other” (03) transaction categories. | Core | Amount |
| 3 | 34 | Other/Conference Bridge | Charges for connecting conference participants utilizing a conferencing bridge including dial in or dial out service. This transaction should be used when transactions are interstate or cannot be separated from intrastate services. | Core | Amount, Minutes |
| 3 | 37 | Other/Equipment Rental | Charges for Rental of Equipment. | Core | Amount |
| 3 | 38 | Other/Wire Maintenance Plan | Monthly recurring charges for inside wiring maintenance between customer phone and the local carrier's demarc box. | Core | Amount |
| 3 | 46 | Other/PICC | This combination should be used for the charge assessed by either a LEC or LD company for maintaining record of an end user’s choice of LD carrier. | Core | Amount |
| 3 | 47 | Other/No Pick PICC | This combination should be used for the charge assessed by a LEC for maintaining record that end users choose not to declare an LD carrier. This combination will only return the necessary State Taxes. It is important to distinguish this transaction from 03/46 because No Pick PICC’s are not subject to FUSF. | Core | Amount |
| 3 | 57 | Other/Data Processing | Charge for the manipulation of user’s data. This is not to be confused with the transmission of data. | Core | Amount |
| 3 | 96 | Other/No Pick PICC Bundle | This combination should be used for the charge assessed by a LEC for maintaining record that end users choose not to declare an LD carrier. This combination will only return the necessary State Taxes. It is important to distinguish this transaction from 03/97 because No Pick PICC’s are not subject to FUSF. This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Core | Amount |
| 3 | 97 | Other/PICC Bundle | This combination should be used for the charge assessed by either a LEC or LD company for maintaining record of an end users choice of LD carrier. It will return the proper Federal taxes, such as USF, in addition to necessary State Taxes, such as Sales Tax. This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET | Core | Amount |
| 3 | 570 | Other/Directory Listing | Directory listing charges. | Core | Amount |
| 3 | 575 | Other/Conference Bridge-Intrastate | Charges for connecting intrastate conference participants utilizing a conferencing bridge. This transaction should be used when intrastate services do not include dial in or dial out services. | Core | Amount, Minutes |
| 3 | 576 | Other/Conference Bridge-Intrastate w Dial In | Per-minute and per-participant charges for dial-in service provided in conjunction with connecting conference participants utilizing a conferencing bridge when all participants are located within one state. | Core | Amount, Minutes |
| 3 | 589 | Other/Conference Bridge-Interstate | Charges for connecting interstate conference participants utilizing a conferencing bridge. This transaction should be used when interstate services do not include dial in or dial out services. | Core | Amount, Minutes |
| 3 | 593 | Other/Info Svcs-Private Physical Trans | A service providing information to private customers by physical means such as paper. | Core | Amount |
| 3 | 594 | Other/Info Svcs-Private Electronic Trans | A service providing information to private customers by electronic means. | Core | Amount |
| 3 | 597 | Other/Info Svcs-Public Electronic Trans | A service providing the passive receipt of information other than financial account or securities trading data to the public by electronic means. | Core | Amount |
| 3 | 598 | Other/Info Svcs-Public Physical Trans | A service providing information to the public by physical means such as paper. | Core | Amount |
| 3 | 599 | Other/E-mail Hosting Service | A service providing e-mail hosting to customers. | Core | Amount |
| 3 | 600 | Other/Real Property Rental | Rental of Real Property space. | Core | Amount |
| 3 | 602 | Other/Services-Professional | A service rendered for a fee in one of the learned professions. | Core | Amount |
| 3 | 603 | Other/Online Services | Access to a computer through a remote terminal that allows retrieval of stored data created by the service provider. | Core | Amount |
| 3 | 608 | Other/Conference Bridge Interstate w Dial In | Per-minute and per-participant charges for dial in service provided in conjunction with connecting conference participants utilizing a conferencing bridge when all participants are located in different states. | Core | Amount, Minutes |
| 3 | 614 | Other/Telecom Equipment Rental | Charge for renting telecommunications equipment. | Core | Amount |
| 3 | 632 | Other/Service Contracts | An optional contract to cover repairs including parts and labor. This type of service contract is sold at the same time the product being covered by the service contract is sold. | Core | Amount |
| 3 | 638 | Other/Security Monitoring Services | A fee paid for the service of monitoring the security of real or tangible personal property. | Core | Amount |
| 3 | 639 | Other/Streaming Internet Video | The purchase of video via the internet. The purchaser does not retain possession of the video. | Core | Amount |
| 3 | 644 | Other/Info Svcs-Pub Elec Trans (Fin & Securities) | A service providing the passive receipt of financial account or securities trading data on to the public by electronic means. | Core | Amount |
| 3 | 687 | Other/Admissions | Charges for acces to a live, in person event. User may choose to use event location as the billing address when sending transactions to calculate taxes at the venue location. | Core | Amount |
| 4 | 7 | Non-recurring/Service | One-time charge for the actual provisioning of manual service to a phone system or account. All manual repair services should fall into this category. (This designation should not be used for administrative fees or service change fees.) | Core | Amount |
| 4 | 8 | Non-recurring/Install | One-time charge for the installation, administration, modification, or termination of a telecommunication service account or service. (Use for install fee, change order fees, add-service fees, and termination account/service fees. Not for repair/service fees.) | Core | Amount |
| 4 | 11 | Non-recurring/Activation | One-time charge for the activation of a local exchange service account. (mutually exclusive of the other local charges.) | Core | Amount |
| 4 | 14 | Non-recurring/Late Charge | Category for late charges that were originally taxed using one of the “Non-Recurring” (04) transaction categories. | Core | Amount |
| 5 | 6 | Internet/Access Charge | Charges for internet access services, MRC, and other related service type charges and features. (Both per-minute and flat fee amounts for internet access services will be mapped to this transaction/service type.) | Core | Amount, Minutes |
| 5 | 7 | Internet/Service | One-time charge for manual, physical service to an internet system or account, such as a truck roll to the customer premise. All manual repair services should fall into this category. This designation should not be used for administrative fees or service change fees. | Core | Amount |
| 5 | 8 | Internet/Install | One-time charge for the installation, administration, modification, or termination of an internet service account or service. This should be used for install fee, change order fees, add-service fees, and termination account/service fees, but not for repair/service fees.) | Core | Amount |
| 5 | 10 | Internet/Usage | Used for internet access sales that are not a monthly recurring charge, but are sold to customers on a per usage basis. | Core | Amount, Minutes |
| 5 | 11 | Internet/Activation | One-time charge for the activation of an internet service account. It is mutually exclusive of the other internet charges. | Core | Amount |
| 5 | 29 | Internet/Web Hosting | Charges for internet web hosting, MRC, and other related service type charges and features. | Core | Amount |
| 5 | 58 | Internet/Access Line | A telecommunications line purchased, used, or sold by a provider of Internet access to provide Internet access as long as the charges are distinguishable from other uses. | Core | Amount, Minutes |
| 6 | 6 | Paging/Access Charge | Basic monthly flat-rate charges for paging services. (Mutually exclusive of the other paging charges.) | Wireless | Amount, Minutes |
| 6 | 10 | Paging/Usage | Paging charges for usage. Charges are in addition to any services covered in the monthly access charge. (Mutually exclusive of the other paging charges.) | Wireless | Amount, Minutes |
| 6 | 11 | Paging/Activation | One-time charges for activating a paging account. (Mutually exclusive of the other paging charges.) | Wireless | Amount |
| 6 | 13 | Paging/Equipment Repair | Charges for paging equipment repair and service. (Mutually exclusive of the other paging charges.) | Wireless | Amount |
| 7 | 4 | Local/Private Line | Local private line service charge, MRC, and other related service type charges and features. (Charges are for a service in which the service originates at the customer's premises and connects only to a designated termination location. No switching or access to other third party lines. The private line will originate and terminate entirely within a single city. If the private line is charged on a basis of time and distance per call or used to make tolls calls outside of the local calling areas for a set periodic/flat fee charge, then the private line should be mapped as a toll, toll free, or WATS type of service.) | Local | Amount, Minutes |
| 7 | 5 | Local/Local Exchange Services | Charges for monthly recurring charge, usage, local loop, local flat rates and other similar charges for local telecom service. This will also include dial tone and any applicable long distance access line charges, or other local service-related fees and charges. (Does not include local feature charges. See below) | Local | Amount, Minutes |
| 7 | 14 | Local/Late Charge | Category for late charges that were originally taxed using one of the “Local” (07) transaction categories. | Local | Amount |
| 7 | 20 | Local/FCC Subscriber Line Fee | Charge for recovering the cost of connecting the customer premise to the local phone network, often referred to as the Federal Subscriber Line Charge (SLC) or the End User Common Line (EUCL) Charge. The FCC has established per-line caps for primary and secondary line charges. This charge is not a tax or a governmental assessment, but an authorized charge for the recovery of cost for providing local exchange service. | Local | Amount |
| 7 | 20 | Local/Number Portability Recovery | Fixed, monthly charge through which local telephone companies may recover some of the costs associated with providing local number portability service. This is not the LNP Administrative Fee. | Local | Amount |
| 7 | 21 | Local/Lines | Designates the number of lines a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field.) | Local | Lines |
| 7 | 24 | Local/PBX/Trunk | Designates the number of PBX trunks a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field. Used in conjunction with 07/41 and 07/566.) | Local | Lines |
| 7 | 27 | Local/Data | Local data service charge, MRC, and other related service type charges and features. (This combination is appropriate for transmissions that carry data exclusively. Use Private Line if any component is voice. This is a recommended mapping for data transmissions carried over DSL, ATM, T-1, frame relay lines and other non-voice services. This is not for Internet Access provided over DSL lines.) | Local | Amount, Minutes |
| 7 | 30 | Local/Local Feature Charge | Charges and fee for additional feature charges of local exchange services. (Includes services such as call waiting, caller ID, call blocking, call forwarding, etc.) | Local | Amount |
| 7 | 40 | Local/Centrex / DID Extension | Designates the number of Centrex / Direct Inward Dialing extensions a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/42 and 07/587.) | Local | Lines |
| 7 | 41 | Local/PBX Extension | Designates the number of PBX extensions a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/24 and 07/566.) | Local | Lines |
| 7 | 42 | Local/Centrex Trunk | Designates the number of Centrex trunks a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of trunks designated in the lines field. Used in conjunction with 07/40 and 07/587.) | Local | Lines |
| 7 | 43 | Local/Invoice | Mapping category for transactions on a per invoice basis. (Tax is based per invoice per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) | Local | Amount |
| 7 | 45 | Local/High Capacity Trunk | Designates the number of High Capacity Trunks a customer is using. High Capacity Trunks are usually defined as T1 or greater. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of High Capacity trunks designated in the lines field. Used in conjunction with 07/580 and 07/582.) | Local | Lines |
| 7 | 84 | Local/Late Charge Bundle | Category for late charges that were originally taxed using one of the “Local” (07) transaction categories associated with bundled transactions. This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Amount |
| 7 | 85 | Local/Local Exchange Bundle | Charges for monthly recurring charge, usage, local loop, local flat rates and other similar charges for local telecom service. This will also include dial tone and any applicable long distance access line charges, or other local service-related fees and charges. (Does not include local feature charges. See below). This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Amount, Minutes |
| 7 | 86 | Local/FCC Subscriber Line Fee Bundle | Charge for recovering the cost of connecting the customer premise to the local phone network, often referred to as the Federal Subscriber Line Charge (SLC) or the End User Common Line (EUCL) Charge. The FCC has established per-line caps for primary and secondary line charges. This charge is not a tax or a governmental assessment, but an authorized charge for the recovery of cost for providing local exchange service. This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return Federal Excise Tax (FET). | Local | Amount, Minutes |
| 7 | 86 | Local/Number Portability Recovery Bundle | Fixed, monthly charge through which local telephone companies may recover some of the costs associated with providing local number portability service. This is not the LNP Administrative Fee. This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Amount, Minutes |
| 7 | 87 | Local/Lines Bundle | Designates the number of lines a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field.). This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 89 | Local/PBX Trunk Bundle | Designates the number of PBX trunks a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field. Used in conjunction with 07/92 and 07/567.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 90 | Local/Local Feature Charge Bundle | Charges and fee for additional feature charges of local exchange services. (Includes services such as call waiting, caller ID, call blocking, call forwarding, etc.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Amount |
| 7 | 91 | Local/Centrex Extension Bundle | Designates the number of Centrex / Direct Inward Dialing extensions a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/93 and 07/588.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 92 | Local/PBX Extension Bundle | Designates the number of PBX extensions a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/89 and 07/567.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 93 | Local/Centrex Trunk Bundle | Designates the number of Centrex trunks a local service customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of trunks designated in the lines field. Used in conjunction with 07/91 and 07/588.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 94 | Local/Invoice Bundle | Mapping category for transactions on a per invoice basis. (Tax is based per invoice per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Amount |
| 7 | 95 | Local/High Capacity Trunk Bundle | Designates the number of High Capacity Trunks a customer is using. High Capacity Trunks are usually defined as T1 or greater. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of High Capacity trunks designated in the lines field. Used in conjunction with 07/581 and 07/583.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 566 | Local/PBX Outbound Channel | Designates the number of voice grade communications channels leaving a subscriber's premises through a PBX connecting the subscriber's premises to the public switched network. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/24 and 07/41.) |
Local | Lines |
| 7 | 567 | Local/PBX Outbound Channel Bundle | Designates the number of voice grade communications channels leaving a subscriber's premises through a PBX connecting the subscriber's premises to the public switched network. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/89 and 07/92.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. |
Local | Lines |
| 7 | 580 | Local/High Capacity Extension | Designates the number of extensions a local customer is using on a High Capacity Trunk. High Capacity Trunks are usually defined as T1 or greater. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of High Capacity Extensions designated in the lines field. Used in Conjunction with 07/45 and 07/582.) | Local | Lines |
| 7 | 581 | Local/High Capacity Extension Bundle | Designates the number of extensions a local service customer is using on a High Capacity Trunk. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/95 and 07/583.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 582 | Local/High Capacity Outbound Channel | Designates the number of outbound channels a local service customer is using on a High Capacity Trunk. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of outbound channels designated in the lines field. Used in conjunction with 07/45 and 07/580.) | Local | Lines |
| 7 | 583 | Local/High Capacity Outbound Channel Bundle | Designates the number of outbound channels a local service customer is using on a High Capacity Trunk. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/95 and 07/581.) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 587 | Local/Centrex Outbound Channel | Designates the number of outbound channels a local service customer is using on a Centrex Trunk. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of outbound channels designated in the lines field. Used in conjunction with 07/40 and 07/42) | Local | Lines |
| 7 | 588 | Local/Centrex Outbound Channel Bundle | Designates the number of outbound channels a local service customer is using on a Centrex Trunk. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 07/91 and 07/93) This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return FET. | Local | Lines |
| 7 | 612 | Local/FCC Subscriber Line Charge Multi-line | Charge for recovering the cost of connecting a multi-line customer premise to the local phone network, often referred to as the Federal Subscriber Line Charge (SLC) or the End User Common Line (EUCL) Charge. The FCC has established per-line caps for primary and secondary line charges. This charge is not a tax or a governmental assessment, but an authorized charge for the recovery of cost for providing local exchange for multi-line service. | Local | Amount |
| 7 | 613 | Local/FCC Subscriber Line Charge Multi-line Bundle | Charge for recovering the cost of connecting a multi-line customer premise to the local phone network, often referred to as the Federal Subscriber Line Charge (SLC) or the End User Common Line (EUCL) Charge. The FCC has established per-line caps for primary and secondary line charges. This charge is not a tax or a governmental assessment, but an authorized charge for the recovery of cost for providing local exchange for multi-line service. This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return Federal Excise Tax (FET). | Local | Amount |
| 7 | 623 | Local/Centrex Invoice | Mapping category for transactions on a per invoice basis. (Tax is based on a per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) | Local | Amount |
| 7 | 625 | Local/Customer Premise Equip Rental | Rental of equipment located at a subscriber's premises that enable customers to access local communications services as defined by the IRS as it will return FET. | Local | Amount |
| 7 | 641 | Local/FCC Subscriber Line Charge Centrex | Charge for recovering the cost of connecting the Centrex customer premise to the local phone network, often referred to as the Federal Subscriber Line Charge (SLC) or the End User Common Line (EUCL) Charge. The FCC has established per-line caps for primary and secondary line charges. This charge is not a tax or a governmental assessment, but an authorized charge for the recovery of cost for providing local exchange service. This transaction is intended only for taxation of the Subscriber Line Fee (not the actual fees for Centrex services or the line counts on Centrex systems). | Local | Amount |
| 7 | 642 | Local/FCC Subscriber Line Charge Centrex Bundle | Charge for recovering the cost of connecting the Centrex customer premise to the local phone network, often referred to as the Federal Subscriber Line Charge (SLC) or the End User Common Line (EUCL) Charge. The FCC has established per-line caps for primary and secondary line charges. This charge is not a tax or a governmental assessment, but an authorized charge for the recovery of cost for providing local exchange service. This transaction is intended only for taxation of the Subscriber Line Fee (not the actual fees for Centrex services or the line counts on Centrex systems). This service type should be used when passing bundled local service as defined in IRS Notice 2006-50, as it will not return Federal Excise Tax (FET). | Local | Amount |
| 8 | 10 | Fax/Usage | Charges for fax services, MRCs, or other related service-type fee and charges. | Core | Amount |
| 9 | 6 | Voice Mail/Access Charge | Basic monthly flat-rate charges for voice mail services. | Core | Amount |
| 9 | 10 | Voice Mail/Usage | Voice mail charges for usage. Charges are in addition to any services provided in the monthly access charge. | Core | Amount |
| 9 | 11 | Voice Mail/Activation | One-time charge for activating a voice mail account. | Core | Amount |
| 9 | 14 | Voice Mail/Late Charge | Category for late charges that were originally taxed using one of the “Voice Mail” (09) transaction categories. | Core | Amount |
| 10 | 15 | Sales/Product | General sales tax rates. | Core | Amount |
| 10 | 31 | Sales/Use | General use tax rates. | Core | Amount |
| 10 | 32 | Sales/Debit | Calculation of sales tax on a debit charge (prepaid charge) that is determined by state law to be a point of sale transaction. | Core | Amount |
| 10 | 63 | Sales/Restocking Fee - Rental | Fee charged to reimburse the cost of restocking a rented item. The returned item cannot be modified in any form. | Core | Amount |
| 10 | 64 | Sales/Restocking Fee – Purchase | Fee charged to reimburse the cost of restocking a purchased item. The returned item cannot be modified in any form. | Core | Amount |
| 10 | 65 | Sales/Partial Credit | A credit that is less than the full amount of the original purchase. The reason for the credit reduction must me due to a restocking or handling type fee. | Core | Amount |
| 10 | 103 | Sales/Sales Tax and FUSF | This transaction/service pair returns Sales Tax and FUSF. AFC does not recommend using this combination for any type of telecom service. However, if you feel you provide a service that is only subject to Sales Tax and FUSF, then you can use this transaction/service combination. | Core | Amount |
| 10 | 174 | Sales/Monitors Less Than 4 Inches | Monitors or Device and Monitors with a viewing screen of less than 4 inches. | Core | Amount |
| 10 | 175 | Sales/Monitors Between 5-14 inches | Monitors or Device and Monitors with a viewing screen of between 5-14 inches. | Core | Amount |
| 10 | 177 | Sales/Monitors Greater Than 35 Inches. | Monitors or Device and Monitors with a viewing screen of greater than 35 inches. | Core | Amount |
| 10 | 565 | Sales/Debit-Wireless | The Point-of-Sale (POS) purchase of prepaid, pay-as-you-go wireless services sold by the phone carrier or a party controlled by the phone carrier. | Core | Amount |
| 10 | 568 | Sales/Central Office Equipment-Sales | Sale of tangible property to a telecommunications provider for the provision of phone service. | Core | Amount |
| 10 | 569 | Sales/Central Office Equipment-Use | Use of tangible property to a telecommunications provider for the provision of phone service. | Core | Amount |
| 10 | 643 | Sales/Debit-Wireless (Indirect Non-Carrier Sale) | The Point-of-Sale (POS) purchase of prepaid, pay-as-you-go wireless services sold by a party other than the phone carrier or a party controlled by the phone carrier. | Core | Amount |
| 10 | 655 | Sales/Locked Cell Phone | Purchase of cell phone equipment restricted to a particular cell phone network by a locking code. | Core | Amount |
| 10 | 688 | Sales/Roadside Assistance | Monthly recurring charge for membership that provides coverage for the costs of emergency road services in the instance of mechanical failure or break down of a vehicle (does not include TPP). | Core | Amount |
| 10 | 689 | Sales/Equipment Insurance Coverage - Mandatory | Charges for coverage of equipment for accidental damage, lost, or stolen equipment. Purchase of coverage is required as a condition for sale of equipment. | Core | Amount |
| 10 | 691 | Sales/Equipment Insurance Coverage - Optional | Charges for coverage of equipment for accidental damage, lost, or stolen equipment. Purchase of coverage is not required as a condition for sale of equipment. | Core | Amount |
| 10 | 692 | Sales/Equipment Extended Warranty - Mandatory | Charges for coverage of equipment for defects and malfunctions. Purchase of coverage is required as a condition for sale of equipment. | Core | Amount |
| 10 | 693 | Sales/Equipment Extended Warranty - Optional | Charges for coverage of equipment for defects and malfunctions. Purchase of coverage is not required as a condition for sale of equipment. | Core | Amount |
| 10 | 709 | Sales/Monitors Between 15-34 inches | Monitors or Device and Monitors with a viewing screen of between 15-34 inches. | Core | Amount |
| 11 | 17 | Shipping/FOB Origin | Shipping charges paid to the seller where the title to the product is transferred at the time of sale and prior to shipment. (Shipping charges only) | Core | Amount |
| 11 | 18 | Shipping/FOB Destination | Shipping charges paid to the seller where the title to the product is transferred at the time the customer takes possession of the goods. (Shipping charges only) | Core | Amount |
| 13 | 6 | Cellular/Access Charge | Basic monthly flat-rate charge for cellular/wireless service. | Wireless | Amount, Minutes |
| 13 | 10 | Cellular/Usage | Cellular/wireless per-minute and/or per-use charges. Charges are in addition to any monthly access or roaming charges billed to customer. | Wireless | Amount, Minutes |
| 13 | 11 | Cellular/Activation | One-time charge for activating a cellular/wireless account. | Wireless | Amount |
| 13 | 14 | Cellular/Late Charge | Category for late charges that were originally taxed using one of the “Cellular” (13) transaction categories. | Wireless | Amount |
| 13 | 30 | Cellular/Local Feature Charge | Charges and fees for additional feature charges of Cellular services. (Includes services such as call waiting, caller ID, call blocking, call forwarding, etc.) | Wireless | Amount |
| 13 | 33 | Cellular/Roaming Charge | Per-use, per-minute charges for cellular use outside of the designated service area of the providing carrier. | Wireless | Amount, Minutes |
| 13 | 43 | Cellular/Invoice | Mapping category for transactions on a per invoice basis. (Tax is based per invoice per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) | Wireless | Amount |
| 13 | 49 | Cellular/Interstate Usage | For use when carrier is passing actual traffic and not using safe harbor percentages. Cellular/wireless per-minute and/or per-use interstate charges. Charges are in addition to any interstate monthly access or interstate roaming charges billed to customer. | Wireless | Amount, Minutes |
| 13 | 50 | Cellular/Intrastate Usage | For use when carrier is passing actual traffic and not using safe harbor percentages. Cellular/wireless per-minute and/or per-use intrastate charges. Charges are in addition to any intrastate monthly access or intrastate roaming charges billed to customer. | Wireless | Amount, Minutes |
| 13 | 51 | Cellular/International Usage | Portion of MRC, or per-minute charges, attributable to calls that originate inside the United States and terminate outside the United States. | Wireless | Amount, Minutes |
| 13 | 98 | Cellular/Access Number | For use when carrier is passing actual traffic and not using safe harbor percentages or for passing transactions for multiple line accounts. Designates the number of access numbers assigned to an account. | Wireless | Lines |
| 13 | 99 | Cellular/Interstate Access Charge | For use when carrier is passing actual traffic and not using safe harbor percentages. Designates the portion of the basic monthly access charge that is interstate. | Wireless | Amount, Minutes |
| 13 | 100 | Cellular/Intrastate Access Charge | For use when carrier is passing actual traffic and not using safe harbor percentages. Designates the portion of the basic monthly access charge that is intrastate. | Wireless | Amount, Minutes |
| 13 | 101 | Cellular/Interstate Roaming | For use when carrier is passing actual traffic and not using safe harbor percentages. Per-use, per-minute charges for interstate cellular use outside of the designated service area of the providing carrier. | Wireless | Amount, Minutes |
| 13 | 102 | Cellular/Intrastate Roaming | For use when carrier is passing actual traffic and not using safe harbor percentages. Per-use, per-minute charges for intrastate cellular use outside of the designated service area of the providing carrier. | Wireless | Amount, Minutes |
| 13 | 572 | Cellular/Digital Download | The purchase of goods such as ringtones downloaded to a cell phone. | Wireless | Amount |
| 13 | 577 | Cellular/Enhanced Features | Charges and fees for additional feature charges of wireless services which are separate from voice transmission related features as defined by the FCC. (Includes services such as voicemail, interactive voice response, audio text information services, and protocol processing.) | Wireless | Amount |
| 13 | 591 | Cellular/Access Charge-No Contract | Basic monthly flat rate charge for cellular/wireless service that is sold without a contract. | Wireless | Amount, Minutes |
| 13 | 592 | Cellular/Access Number-No Contract | For use when carrier is passing actual traffic and not using safe harbor percentages or for customers with multiple line accounts. Designates the number of access numbers assigned to a wireless account that is sold without a contract. | Wireless | Lines |
| 13 | 610 | Cellular/Early Termination Fees | A fee charged to cellular customers for early termination of services. | Wireless | Amount |
| 13 | 622 | Cellular/Text Message | A fee charged to cellular customers for Text Messaging services. | Wireless | Amount |
| 16 | 6 | Cable Television/Access Charge (Alias Basic Service) | Basic monthly flat-rate charge for cable television service. | Cable & Satellite TV | Amount |
| 16 | 8 | Cable Television/Install | One-time charge for the installation of any cable television service. | Cable & Satellite TV | Amount |
| 16 | 13 | Cable Television/Equipment Repair | Charges for cable equipment repair and service. | Cable & Satellite TV | Amount |
| 16 | 14 | Cable Television/Late Charge | Category for late charges that were originally taxed using one of the “Cable” (16) transaction categories. | Cable & Satellite TV | Amount |
| 16 | 35 | Cable Television/Premium Service | Premium monthly flat-rate charge for cable television premium channel(s) service. | Cable & Satellite TV | Amount |
| 16 | 36 | Cable Television/Pay Per View Service | Pay per view monthly charges for cable television pay per view service. | Cable & Satellite TV | Amount |
| 16 | 37 | Cable Television/Equipment Rental | Equipment (box/switch) monthly charges for cable television. | Cable & Satellite TV | Amount |
| 16 | 39 | Cable Television/TV Guide | Charge for TV Guide Sourcing publication for cable television services. | Cable & Satellite TV | Amount |
| 16 | 584 | Cable Television/Digital Channel Tier | Charge for cable television digital tier service. | Cable & Satellite TV | Amount |
| 16 | 610 | Cable Television/Early Termination Fees | A fee charged to cable television customers for early termination of services. | Cable & Satellite TV | Amount |
| 16 | 615 | Cable Television/Equipment Sales | Sales of Cable Television Equipment. | Cable & Satellite TV | Amount |
| 16 | 654 | Cable Television/Equipment Rental Basic | Equipment (box/switch) monthly charges for cable television that provide basic service only. | Cable & Satellite TV | Amount |
| 18 | 6 | Satellite Television/Access Charge (Alias Basic Service) | Basic monthly flat-rate charge for satellite television service. | Cable & Satellite TV | Amount |
| 18 | 8 | Satellite Television/Install | One-time charge for the installation of any satellite television service. | Cable & Satellite TV | Amount |
| 18 | 13 | Satellite Television/Equipment Repair | Charges for satellite equipment repair and service. | Cable & Satellite TV | Amount |
| 18 | 14 | Satellite Television/Late Charge | Category for late charges that were originally taxed using one of the “Satellite” (18) transaction categories. | Cable & Satellite TV | Amount |
| 18 | 35 | Satellite Television/Premium Service | Premium monthly flat rate charge for satellite television premium channel(s) service. | Cable & Satellite TV | Amount |
| 18 | 36 | Satellite Television/Pay Per View Service | Pay per view monthly charges for satellite television pay per view service. | Cable & Satellite TV | Amount |
| 18 | 37 | Satellite Television/Equipment Rental | Equipment (box/switch) monthly charges for satellite television. | Cable & Satellite TV | Amount |
| 18 | 39 | Satellite Television/TV Guide | Charge for TV Guide Sourcing publication for satellite television service. | Cable & Satellite TV | Amount |
| 19 | 6 | VoIP/Access Charge | Basic monthly flat rate for VoIP service. | VoIP | Amount, Minutes |
| 19 | 8 | VoIP/Install | Charge for installation of VoIP services. | VoIP | Amount |
| 19 | 11 | VoIP/Activation | One-time charges for activating a VoIP account. (Mutually exclusive of the other VoIP charges.) | VoIP | Amount |
| 19 | 13 | VoIP/Equipment Repair | Charge for repair of equipment necessary to make VoIP calls. | VoIP | Amount |
| 19 | 14 | VoIP/Late Charge | Category for late charges that were originally taxed using one of the “VoIP” (19) transaction categories. | VoIP | Amount |
| 19 | 21 | VoIP/Lines | Designates the quantity of numbers a VoIP customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field.) This service type will return E911 at the landline rate regardless of whether it is paired with the VoIP or VoIPA transaction type. | VoIP | Lines |
| 19 | 30 | VoIP/Local Feature Charge | Charges and fees for additional feature charges of VoIP services. (Includes services such as call waiting, caller ID, call blocking, call forwarding, etc.) | VoIP | Amount |
| 19 | 37 | VoIP/Equipment Rental | Charge for renting equipment necessary to make VoIP phone calls. | VoIP | Amount |
| 19 | 41 | VoIP/PBX Extension | Designates the number of VoIP PBX extensions a local service customer is using. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 19/566 and 19/578. | VoIP | Lines |
| 19 | 43 | VoIP/Invoice | Mapping category for transactions on a per invoice basis. (Tax is based per invoice per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) | VoIP | Amount |
| 19 | 48 | VoIP/Wireless Access Charge | This will tax similar to Cellular/Access Charge. Federal and State USF are applied, but at the wireless safe harbor rate. | VoIP | Amount, Minutes |
| 19 | 49 | VoIP/Interstate Usage | Portion of MRC, or per-minute charges, attributable to calls that cross state lines but do not leave the United States. | VoIP | Amount, Minutes |
| 19 | 50 | VoIP/Intrastate Usage | Portion of MRC, or per-minute charges, attributable to calls that do not cross state lines. | VoIP | Amount, Minutes |
| 19 | 51 | VoIP/International Usage | Portion of MRC, or per-minute charges, attributable to calls that originate inside the United States and terminate outside the United States. | VoIP | Amount, Minutes |
| 19 | 52 | VoIP/Wireless Lines | Designates the quantity of numbers a VoIP customer is using. (Taxable amount and number of lines are irrelevant for this service type. Tax is calculated based on the number of transactions passed. For two lines you would pass two transactions.) This service type will return E911 at the wireless rate regardless of whether it is paired with the VoIP or VoIPA transaction type. | VoIP | Lines |
| 19 | 53 | VoIP/LNP | Fixed, monthly charge associated with transferring an existing phone number to a VoIP service provider. | VoIP | Amount |
| 19 | 566 | VoIP/PBX Outbound Channel | Designates the number of voice grade communications channels leaving a subscriber's premises through a VoIP PBX connecting the subscriber's premises to the public switched network. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 19/41 and 19/578. | VoIP | Lines |
| 19 | 577 | VoIP/Enhanced Features | Charges and fees for additional feature charges of VoIP services which are separate from basic transmission services. (Includes services such as voicemail, interactive voice response, audiotext information services, and protocol processing.) | VoIP | Amount |
| 19 | 578 | VoIP/PBX | Designates the number of PBX trunks a VoIP customer is using. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of trunks designated in the lines field. Used in conjunction with 19/41 and 19/566. | VoIP | Lines |
| 19 | 579 | VoIP/PBX High Capacity | Designates the number of High Capacity Trunks a customer is using. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of High Capacity Trunks designated in the lines field. Used in conjunction with 19/580 and 19/582. | VoIP | Lines |
| 19 | 580 | VoIP/High Capacity Extension | Designates the number of VoIP extensions a VoIP service customer is using on a High Capacity Trunk. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 19/579 and 19/582. | VoIP | Lines |
| 19 | 582 | VoIP/High Capacity Outbound Channel | Designates the number of voice grade communications channels leaving a subscriber's premises through a VoIP High Capacity Trunk connecting the subscriber's premises to the public switched network. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of outbound channels designated in the lines field. Used in conjunction with 19/579 and 19/580. | VoIP | Lines |
| 19 | 596 | VoIP/Access-Local Only Service | Basic monthly flat rate charge for Local Only Service VoIP. | VoIP | Amount, Minutes |
| 19 | 635 | VoIP/Toll Free Number | Monthly recurring charge for access to a VoIP toll free number. (FCC Regulatory Fee-Toll Free is calculated based on the number of transactions passed. For two phone numbers you would pass two transactions.) | VoIP | Amount, Minutes |
| 20 | 6 | VoIPA/Access Charge | Basic monthly flat rate for VoIP service. | VoIP | Amount, Minutes |
| 20 | 8 | VoIPA/Install | Charge for installation of VoIP services. | VoIP | Amount |
| 20 | 11 | VoIPA/Activation | One-time charges for activating a VoIP account. (Mutually exclusive of the other VoIP charges.) | VoIP | Amount |
| 20 | 13 | VoIPA/Equipment Repair | Charge for repair of equipment necessary to make VoIP calls. | VoIP | Amount |
| 20 | 14 | VoIPA/Late Charge | Category for late charges that were originally taxed using one of the “VoIPA” (20) transaction categories. | VoIP | Amount |
| 20 | 21 | VoIPA/Lines | Designates the quantity of numbers a VoIP customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field.) This service type will return E911 at the landline rate regardless of whether it is paired with the VoIP or VoIPA transaction type. | VoIP | Lines |
| 20 | 30 | VoIPA/Local Feature Charge | Charges and fees for additional feature charges of VoIP services. (Includes services such as call waiting, caller ID, call blocking, call forwarding, etc.) | VoIP | Amount |
| 20 | 37 | VoIPA/Equipment Rental | Charge for renting equipment necessary to make VoIP phone calls. | VoIP | Amount |
| 20 | 41 | VoIPA/PBX Extension | Designates the number of VoIP PBX extensions a VoIP service customer is using. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 20/566 and 20/578. | VoIP | Lines |
| 20 | 43 | VoIPA/Invoice | Mapping category for transactions on a per invoice basis. (Tax is based per invoice per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) | VoIP | Amount |
| 20 | 48 | VoIPA/Wireless Access Charge | This will tax similar to Cellular/Access Charge. Federal and State USF are applied, but at the wireless safe harbor rate. | VoIP | Amount, Minutes |
| 20 | 49 | VoIPA/Interstate Usage | Portion of MRC, or per-minute charges, attributable to calls that cross state lines but do not leave the United States. | VoIP | Amount, Minutes |
| 20 | 50 | VoIPA/Intrastate Usage | Portion of MRC, or per-minute charges, attributable to calls that do not cross state lines. | VoIP | Amount, Minutes |
| 20 | 51 | VoIPA/International Usage | Portion of MRC, or per-minute charges, attributable to calls that originate inside the United States and terminate outside the United States. | VoIP | Amount, Minutes |
| 20 | 52 | VoIPA/Wireless Lines | Designates the quantity of numbers a VoIP customer is using. (Taxable amount and number of lines are irrelevant for this service type. Tax is calculated based on the number of transactions passed. For two lines you would pass two transactions.) This service type will return E911 at the wireless rate regardless of whether it is paired with the VoIP or VoIPA transaction type. | VoIP | Lines |
| 20 | 53 | VoIPA/LNP | Fixed, monthly charge associated with transferring an existing phone number to a VoIP service provider. | VoIP | Amount |
| 20 | 566 | VoIPA/PBX Outbound Channel | Designates the number of voice grade communications channels leaving a subscriber's premises through a VoIP PBX connecting the subscribers premises to the public switched network. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of outbound channels designated in the lines field. Used in conjunction with 20/41 and 20/578. | VoIP | Lines |
| 20 | 577 | VoIPA/Enhanced Features | Charges and fees for additional feature charges of VoIP services which are separate from basic transmission services. (Includes services such as voicemail, interactive voice response, audiotext information services, and protocol processing.) | VoIP | Amount |
| 20 | 578 | VoIPA/PBX | Designates the number of PBX trunks a VoIP customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of trunks designated in the lines field. Used in conjunction with 20/41 and 20/566.) | VoIP | Lines |
| 20 | 579 | VoIPA/PBX High Capacity | Designates the number of High Capacity Trunks a customer is using. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of High Capacity Trunks designated in the lines field. Used in conjunction with 20/580 and 20/582. | VoIP | Lines |
| 20 | 580 | VoIPA/High Capacity Extension | Designates the number of VoIP extensions a VoIP service customer is using on a High Capacity Trunk. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 20/579 and 20/582. | VoIP | Lines |
| 20 | 582 | VoIPA/High Capacity Outbound Channel | Designates the number of voice grade communications channels leaving a subscriber's premises through a VoIP High Capacity Trunk connecting the subscriber's premises to the public switched network. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of High Capacity Outbound Channels designated in the lines field. Used in conjunction with 20/579 and 20/580. | VoIP | Lines |
| 20 | 596 | VoIPA/Access Local Only Service | Basic monthly flat rate charge for Local Only Service VoIP. | VoIP | Amount, Minutes |
| 20 | 635 | VoIPA/Toll Free Number | Monthly recurring charge for access to a VoIP toll free number. (FCC Regulatory Fee-Toll Free is calculated based on the number of transactions passed. For two phone numbers you would pass two transactions.) | VoIP | Amount, Minutes |
| 21 | 21 | Payphone/Lines | Line charges for provisioning of service to a coin operated phone. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field.) | Core | Lines |
| 21 | 49 | Payphone/Interstate Usage | Charges for calls that cross state boundaries from a coin operated phone. | Core | Amount, Minutes |
| 21 | 50 | Payphone/Intrastate Usage | Charges for calls that do not cross state boundaries from a coin operated phone. | Core | Amount, Minutes |
| 21 | 55 | Payphone/Local Usage | Charges for local calls from a coin operated phone. | Core | Amount, Minutes |
| 21 | 56 | Payphone/Provisioning | MRC related charges for the provisioning of service to a coin-operated phone. | Core | Amount, Minutes |
| 24 | 59 | Software/Licensed Software | An agreement for the use of software for a specified period. Transferrable to the customer by physical means which the customer retains. | Core | Amount |
| 24 | 60 | Software/Software Maintenance Agreement | The purchase of an agreement that covers updates and services of canned software. Purchase of agreement is required as a condition of sale of the software. | Core | Amount |
| 24 | 60 | Software/Software Maintenance Agreement-Mandatory-Canned | The purchase of an agreement that covers updates and services of canned software. Purchase of agreement is required as a condition of sale of the software. | Core | Amount |
| 24 | 61 | Software/Report on CD or Paper Form | Report generated and provided to end user delivered on CD or paper. | Core | Amount |
| 24 | 595 | Software/Downloaded Licensed Software | An agreement for the use of software for a specified period. Transferable to the computer by electronic means. | Core | Amount |
| 24 | 636 | Software/Remotely Accessed Software | A service that provides access and usage 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. | Core | Amount |
| 24 | 663 | Software/Software Set Up-Optional-Remotely Accessed | Charges for the initial set up of remotely accessed software for use by the purchaser. The user is not required to purchase set up service as a condition of the software purchase. | Core | Amount |
| 24 | 666 | Software/Computer Consulting-Optional-Remotely Access | Charges for support of remotely accessed software. The user is not required to purchase consulting services as a condition of the software purchase. | Core | Amount |
| 24 | 667 | Software/Computer Training-Optional-Remotely Accessed | Charges for training related to remotely accessed software. The user is not required to purchase training services as a condition of the software purchase. | Core | Amount |
| 24 | 668 | Software/Software Setup-Mandatory-Remotely Accessed | Charges for the initial set up of remotely accessed software for use by the purchaser. The user is required to purchase set up service as a condition of the software purchase. | Core | Amount |
| 24 | 669 | Software/Computer Consulting-Mandatory-Remotely Accessed | Charges for support of remotely accessed software. The user is required to purchase consulting services as a condition of the software purchase. | Core | Amount |
| 24 | 670 | Software/Computer Training-Mandatory-Remotely Accessed | Charges for training related to remotely accessed software. The user is required to purchase training services as a condition of the software purchase. | Core | Amount |
| 24 | 671 | Software/Modification Charges-Remotely Accessed Software | Charges to modify remotely accessed software for a specific user. | Core | Amount |
|
24 |
694 |
Software/Software Maintenance Agreement-Optional-Canned |
The purchase of an agreement that covers updates and services of canned software. Purchase of agreement is not required as a condition of sale of the software. |
Core |
Amount |
|
24 |
695 |
Software/Software Maintenance Agreement-Mandatory-Custom |
The purchase of an agreement that covers updates and services of custom software. Purchase of agreement is required as a condition of sale of the software. |
Core |
Amount |
|
24 |
696 |
Software/Software Maintenance Agreement-Optional-Custom |
The purchase of an agreement that covers updates and services of custom software. Purchase of agreement is not required as a condition of sale of the software. |
Core |
Amount |
|
24 |
699 |
Software/Software Maint Agreement-Mandatory-Downloaded |
The purchase of an agreement that covers updates and services of electronically downloaded software. Purchase of agreement is required as a condition of sale of the software. |
Core |
Amount |
|
24 |
700 |
Software/Software Maint Agreement-Mandatory-Load and Leave |
The purchase of an agreement that covers updates and services of load and leave software. Purchase of agreement is required as a condition of sale of the software. |
Core |
Amount |
|
24 |
702 |
Software/Software Maint Agreement-Mandatory-Remote Access |
The purchase of an agreement that covers updates and services of remotely accessed software. Purchase of agreement is required as a condition of sale of the software. |
Core |
Amount |
|
24 |
703 |
Software/Software Maint Agreement-Optional-Downloaded |
The purchase of an agreement that covers updates and services of electronically downloaded software. Purchase of agreement is not required as a condition of sale of the software. |
Core |
Amount |
|
24 |
704 |
Software/Software Maint Agreement-Optional-Load and Leave |
The purchase of an agreement that covers updates and services of load and leave software. Purchase of agreement is not required as a condition of sale of the software. |
Core |
Amount |
|
24 |
705 |
Software/Software Maint Agreement-Optional-Remote Access |
The purchase of an agreement that covers updates and services of remotely accessed software. Purchase of agreement is not required as a condition of sale of the software. |
Core |
Amount |
| 24 | 707 | Software/Licensed Load and Leave Software | 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. | Core | Amount |
| 25 | 62 | Timesharing/Information Retrieval | Access to computer through a remote terminal that allows retrieval of stored data created by the user. | Core | Amount |
| 25 | 646 | Timesharing/Information Retrieval (Provider Data) | Access to computer through a remote terminal that allows retrieval of stored data created by the service provider. | Core | Amount |
| 25 | 660 | Timesharing/No Retrieval-Disaster Recovery | Access to a computer through a remote terminal for the purposes of data storage. Retrieval only for disaster recovery. | Core | Amount |
| 25 | 706 | Timesharing/Off - Site Use of CPU | Access to computer through a remote terminal that allows computations | Core | Amount |
| 48 | 708 | Services-Professional/Information System Services | A fee paid for support, service, or management of information systems. | Core | Amount |
| 57 | 661 | Digital Goods/ Streaming Audio | The purchase of audio via the internet. The purchaser does not retain possession of the audio. | Core | Amount |
| 57 | 662 | Digital Goods/ Downloaded Audio | The purchase of audio via the internet. The purchaser retains possession of the audio. | Core | Amount |
| 57 | 672 | Digital Goods/Streaming Video - On-Net - Live | Live broadcasting of video that originates and is transmitted to a device residing on seller provided network via the internet. | Core | Amount |
| 57 | 673 | Digital Goods/Streaming Video - On-Net - On Demand | Video on demand purchase that originates and is transmitted to a device residing on seller provided network via the internet. | Core | Amount |
| 57 | 674 | Digital Goods/Streaming Video - OTT - Live | Live broadcasting of video as an over-the-top, standalone product streamed via the internet. | Core | Amount |
| 57 | 675 | Digital Goods/Streaming Video - OTT - On Demand | Video on demand purchase as an over-the-top, standalone product streamed via the internet. | Core | Amount |
| 57 | 678 | Digital Goods/Digital Downloaded Video | The purchase of video via the internet. The purchaser retains possession of the video. | Core | Amount |
| 58 | 563 | Dark Fiber/Lease-Facilities | Lease of Dark Fiber installed on property owned by the lessor. | Core | Amount |
| 58 | 564 | Dark Fiber/Lease-Non-Facilities | Lease of Dark Fiber installed on property not owned by the lessor. | Core | Amount |
| 58 | 604 | Dark Fiber/Lease-Facilities-Local Svc | Lease of Dark Fiber installed on property owned by the lessor used for local telecommunications service. | Core | Amount |
| 58 | 605 | Dark Fiber/Lease-Non-Facilities-Local Svc | Lease of Dark Fiber installed on property not owned by the lessor used for local telecommunications service. | Core | Amount |
| 59 | 6 | VoIP-Nomadic/Access Charge | Basic monthly flat rate for VoIP service. | VoIP | Amount, Minutes |
| 59 | 8 | VoIP-Nomadic/Install | Charge for installation of VoIP services. | VoIP | Amount |
| 59 | 11 | VoIP-Nomadic/Activation | One-time charges for activating a VoIP account. (Mutually exclusive of the other VoIP charges.) | VoIP | Amount |
| 59 | 13 | VoIP-Nomadic/Equipment Repair | Charge for repair of equipment necessary to make VoIP calls. | VoIP | Amount |
| 59 | 14 | VoIP-Nomadic/Late Charge | Category for late charges that were originally taxed using one of the “VoIP-Nomadic” transaction categories. | VoIP | Amount |
| 59 | 21 | VoIP-Nomadic/Lines | Designates the quantity of numbers a VoIP customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field.) | VoIP | Lines |
| 59 | 30 | VoIP-Nomadic/Local Feature Charge | Charges and fees for additional feature charges of VoIP services. (Includes services such as call waiting, caller ID, call blocking, call forwarding, etc.) | VoIP | Amount |
| 59 | 37 | VoIP-Nomadic/Equipment Rental | Charge for renting equipment necessary to make VoIP phone calls. | VoIP | Amount |
| 59 | 41 | VoIP-Nomadic/PBX Extension | Designates the number of VoIP PBX extensions a local service customer is using. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 59/566 and 59/578. | VoIP | Lines |
| 59 | 43 | VoIP-Nomadic/Invoice | Mapping category for transactions on a per invoice basis. (Tax is based per invoice per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) | VoIP | Amount |
| 59 | 49 | VoIP-Nomadic/Interstate Usage | Portion of MRC, or per-minute charges, attributable to calls that cross state lines but do not leave the United States. | VoIP | Amount, Minutes |
| 59 | 50 | VoIP-Nomadic/Intrastate Usage | Portion of MRC, or per-minute charges, attributable to calls that do not cross state lines. | VoIP | Amount, Minutes |
| 59 | 51 | VoIP-Nomadic/International Usage | Portion of MRC, or per-minute charges, attributable to calls that originate inside the United States and terminate outside the United States. | VoIP | Amount, Minutes |
| 59 | 53 | VoIP-Nomadic/LNP | Fixed, monthly charge associated with transferring an existing phone number to a VoIP service provider. | VoIP | Amount |
| 59 | 566 | VoIP-Nomadic/PBX Outbound Channel | Designates the number of voice grade communications channels leaving a subscriber's premises through a VoIP PBX connecting the subscriber's premises to the public switched network. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of outbound channels designated in the lines field. Used in conjunction with 59/41 and 59/578. | VoIP | Lines |
| 59 | 577 | VoIP-Nomadic/Enhanced Features | Charges and fees for additional feature charges of VoIP services which are separate from basic transmission services. (Includes services such as voicemail, interactive voice response, audio text information services, and protocol processing.) | VoIP | Amount |
| 59 | 578 | VoIP-Nomadic/PBX | Designates the number of PBX trunks a VoIP customer is using. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of trunks designated in the lines field. Used in conjunction with 59/41 and 59/566.) | VoIP | Lines |
| 59 | 579 | VoIP-Nomadic/PBX High Capacity | Designates the number of High Capacity Trunks a customer is using. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of High Capacity Trunks designated in the lines field. Used in conjunction with 59/580 and 59/582. | VoIP | Lines |
| 59 | 580 | VoIP-Nomadic/High Capacity Extension | Designates the number of VoIP extensions a VoIP service customer is using on a High Capacity Trunk. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of extensions designated in the lines field. Used in conjunction with 59/579 and 59/582. | VoIP | Lines |
| 59 | 582 | VoIP-Nomadic/High Capacity Outbound Channel | Designates the number of voice grade communications channels leaving a subscriber's premises through a VoIP High Capacity Trunk connecting the subscriber's premises to the public switched network. Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of outbound channels designated in the lines field. Used in conjunction with 59/579 and 59/580. | VoIP | Lines |
| 59 | 635 | VoIP-Nomadic/Toll Free Number | Monthly recurring charge for access to a VoIP-Nomadic toll free number. (FCC Regulatory Fee-Toll Free is calculated based on the number of transactions passed. For two phone numbers you would pass two transactions.) | VoIP | Amount, Minutes |
| 60 | 10 | Satellite Phone/Usage | Satellite per minute and/or per use charges. | Cable & Satellite TV | Amount |
| 61 | 585 | VPN/Interstate MPLS | Charge for Interstate Virtual Private Network using MPLS. | Core | Amount |
| 61 | 586 | VPN/Intrastate MPLS | Charge for Intrastate Virtual Private Network using MPLS. | Core | Amount |
| 61 | 650 | VPN/MPLS Intrastate Activation | One-time charge for the activation of an intrastate virtual private network (VPN) using multiprotocol label switching (MPLS). It is mutually exclusive of the other VPN charges. | Core | Amount |
| 61 | 651 | VPN/MPLS Install | One-time charge for the installation, administration, modification, or termination of a virtual private network (VPN) using multiprotocol label switching (MPLS). This should be used for install fee, change order fees, add-service fees, and termination account/service fees, but not for repair/service fees. | Core | Amount |
| 61 | 652 | VPN/MPLS Service | One-time charge for manual, physical service to a virtual private network (VPN) using multiprotocol label switching (MPLS), such as a truck roll to the customer premise. All manual repair services should fall into this category. This designation should not be used for administrative fees or service change fees. | Core | Amount |
| 61 | 653 | VPN/MPLS Interstate Activation | One-time charge for the activation of an interstate virtual private network (VPN) using multiprotocol label switching (MPLS). It is mutually exclusive of the other VPN charges. | Core | Amount |
| 64 | 577 | Conferencing/Enhanced Features | Charges for additional features of web conferencing services which are separate from voice transmission related features. (Includes but not limited to services such as whiteboarding, recording, remote control, chat features, and presence information.) | Core | Amount, Minutes |
| 64 | 648 | Conferencing/Intrastate with FCC Jurisdiction | Per-minute and per-participant charges for dial-in service provided in conjunction with connecting conference participants utilizing a conferencing bridge when all participants are located within one state. Intended to be used to return Federal charges with the State charges. | Core | Amount, Minutes |
| 64 | 649 | Conferencing/Interstate without FCC Jurisdiction | Per-minute and per-participant charges for dial in service provided in conjunction with connecting conference participants utilizing a conferencing bridge when all participants are located in different states. Intended to be used to return State charges for conferencing without Federal charges. | Core | Amount, Minutes |
| 64 | 683 | Conferencing/Bridge w Enhanced Features | Charges for connecting conferencing participants who have access to utilize enhanced features. This transaction does not include dial in or dial out services. Used in conjunction with T/S pair 64/577. | Core | Amount, Minutes |
| 64 | 684 | Conferencing/Interstate Dial in w Enhanced Features | Charges for connecting and providing interstate dial-in or dial-out service provided in conjunction with connecting conferencing participants who have access to utilize enhanced features. Used in conjunction with T/S pair 64/577. | Core | Amount, Minutes |
| 64 | 685 | Conferencing/Interstate Dial in W Enhanced Features | Charges for connecting and providing intrastate dial-in or dial-out service provided in conjunction with connecting conferencing participants who have access to utilize enhanced features. Used in conjunction with T/S pair 64/577. | Core | Amount, Minutes |
| 64 | 686 | Conferencing/Concierge | Charges for operator assistance and real-time technical support of conference calls. | Core | Amount, Minutes |
| 65 | 6 | Non-Interconnected VoIP/Access Charge | Basic monthly flat rate for non-interconnected VoIP service. | VoIP | Amount, Minutes |
| 65 | 11 | Non-Interconnected VoIP/Activation | One-time charges for activating a non-interconnected VoIP account. (Mutually exclusive of the other VoIP charges.) | VoIP | Amount |
| 65 | 14 | Non-Interconnected VoIP/Late Charge | Category for late charges that were originally taxed using one of the "Non-Interconnected VoIP" transaction categories. | VoIP | Amount |
| 65 | 30 | Non-Interconnected VoIP/Local Feature Charge | Charges and fees for additional feature charges of non-interconnected VoIP services. (Includes services such as call waiting, caller ID, call blocking, call forwarding, etc.) | VoIP | Amount |
| 65 | 43 | Non-Interconnected VoIP/Invoice | Mapping category for non-interconnected VoIP transactions on a per invoice basis. (Tax is based per invoice per account per billing cycle. Taxable amount or numbers of lines are irrelevant for this transaction/service type.) | VoIP | Amount |
| 65 | 49 | Non-Interconnected VoIP/Interstate Usage | Portion of MRC, or per-minute charges, attributable to non-interconnected VoIP calls that cross state lines but do not leave the United States. | VoIP | Amount, Minutes |
| 65 | 50 | Non-Interconnected VoIP/Intrastate Usage | Portion of MRC, or per-minute charges, attributable to non-interconnected VoIP calls that do not cross state lines. | VoIP | Amount, Minutes |
| 65 | 51 | Non-Interconnected VoIP/International Usage | Portion of MRC, or per-minute charges, attributable to non-interconnected VoIP calls that originate inside the United States and terminate outside the United States. | VoIP | Amount, Minutes |
| 65 | 577 | Non-Interconnected VoIP/Enhanced Features | Charges and fees for additional feature charges of non-interconnected VoIP services which are separate from basic transmission services. (Includes services such as voicemail, interactive voice response, audio text information services, and protocol processing.) | VoIP | Amount |
Transaction/Service Pairs for Overrides
The following T/S pairs are available for use with override customizations. No taxation will return for these T/S pairs as part of core content. See Overrides in AvaTax for Communications for more information about using overrides.
|
Transaction Type |
Service Type |
Name |
Description |
Module |
Required Input Data |
|---|---|---|---|---|---|
|
66 |
710 |
Override/Service One |
For use with an override. No taxation will apply in core content. Available for adding user specific transactions in AFC. |
Core |
Amount |
|
66 |
711 |
Override/Service Two |
For use with an override. No taxation will apply in core content. Available for adding user specific transactions in AFC. |
Core |
Amount |
|
66 |
712 |
Override/Service Three |
For use with an override. No taxation will apply in core content. Available for adding user specific transactions in AFC. |
Core |
Amount |
|
66 |
713 |
Override/Service Four |
For use with an override. No taxation will apply in core content. Available for adding user specific transactions in AFC. |
Core |
Amount |
|
66 |
714 |
Override/Service Five |
For use with an override. No taxation will apply in core content. Available for adding user specific transactions in AFC. (Taxable amount is irrelevant for this transaction/service type. Tax is calculated based on the number of lines designated in the lines field.) |
Core |
Lines |
Telecom and SAU
The Telecom and SAU Transaction/Service pairs are only available for use within the United States, and are only available to Avalara AvaTax for Communications SaaS Pro (REST) v2 and Avalara AvaTax for Communications SaaS Standard users.
The Telecom and SAU Transaction/Service pairs are not available for use with Avalara AvaTax for Communications License or AvaTax for Communications Viewer (Telecom). Using these Transaction/Service pairs in those environments will result in an error.
| Transaction Type | Service Type | Name | Description | Module | Required Input Data |
|---|---|---|---|---|---|
| 24 | 491 | Software/Canned Software | Software written for multiple users. Transferable to the computer by physical means which the customer retains. | Sales and Use | Amount |
| 24 | 492 | Software/Modified Charges | Charges to modify canned software for a specific user. | Sales and Use | Amount |
| 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 | Sales and Use | Amount |
| 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 | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 24 | 500 | Software/Downloaded Canned Software | Software written for multiple users. Transferable to the computer by electronic means. | Sales and Use | Amount |
| 24 | 502 | Software/Modified Software-Download | Software modified for a specific purpose for a specific user. Transferable to the computer by electronic means. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 24 | 513 | Software/Computer Consulting-Optional-Canned | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 514 | Software/Computer Consulting-Mandatory-Canned | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 515 | Software/Computer Consulting-Optional-Custom | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 516 | Software/Computer Consulting-Mandatory-Custom | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 517 | Software/Computer Consulting-Optional-Downloaded | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 518 | Software/Computer Consulting-Mandatory-Downloaded | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 519 | Software/Computer Consulting-Optional-Load and Leave | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 520 | Software/Computer Consulting-Mandatory-Load and Leave | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 521 | Software/Computer Consulting-Optional-Modified | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 24 | 522 | Software/Computer Consulting-Mandatory-Modified | Charges often considered design and planning for software but not to include actual training. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 25 | 533 | Timesharing/Timesharing - Off-Site Use of CPU - General Rule | Access to computer through a remote terminal that allows computations. | Sales and Use | Amount |
| 25 | 534 | Timesharing/CPU Located out of State | Access to computer through a remote terminal that allows computations. | Sales and Use | Amount |
| 29 | 128 | Books/Educational/College & Trade School | Books used specifically for students of college and trade school. | Sales and Use | Amount |
| 32 | 106 | Electronic Equipment & Computer Hardware/General Rule | Covers any electronic equipment or computer hardware not otherwise mentioned. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 34 | 106 | General Merchandise/General Rule | Any tangible personal property not otherwise considered in any other transaction type/service type. | Sales and Use | Amount |
| 34 | 230 | General Merchandise/Coupon Books | Books that have coupons enclosed to use as discounts at various establishments. | Sales and Use | Amount |
| 34 | 232 | General Merchandise/Non-Lead Based Batteries | Batteries | Sales and Use | Amount |
| 34 | 574 | General Merchandise/Fixture | Tangible personal property that is installed in real property and qualifies as a fixture of the real property. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 36 | 361 | Magazines/Digital Product – Retail | A magazine publication transveyed electronically and sold online on a per copy basis. | Sales and Use | Amount |
| 36 | 362 | Magazines/Digital Product – Subscription | A magazine publication transveyed electronically and sold online as part of a subscription to the magazine. | Sales and Use | Amount |
| 42 | 361 | Newspaper/Digital Product - Retail | A newsprint publication transveyed electronically and sold online on a per copy basis. | Sales and Use | Amount |
| 42 | 362 | Newspaper/Digital Product - Subscription | A newsprint publication transveyed electronically and sold online as part of a subscription to the newspaper. | Sales and Use | Amount |
| 44 | 387 | Rentals & Leasing/Movie Rentals--Private Use--Digital Download | Movies rented for private viewing transveyed by electronic means. | Sales and Use | Amount |
| 47 | 414 | Services Printing/Printing Services | Charges for printing or imprinting items unto tangible personal property provided directly or indirectly by the customer. | Sales and Use | Amount |
| 47 | 415 | Services Printing/Copying Services | Charges for duplicating customer provided materials to another document. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 48 | 420 | Services Professional/Protection & Security Services | A fee paid for the service of protecting or securing real or tangible personal property. | Sales and Use | Amount |
| 48 | 434 | Services Professional/Advertising | Fees paid for the services used generally to advertise a company's message in printed form, viewed or voiced form. | Sales and Use | Amount |
| 48 | 439 | Services Professional/Background Music Services | Services that provide music for a fee to various businesses to create further ambiance. | Sales and Use | Amount |
| 48 | 447 | Services Professional/Telephone Answering Service | Fee charged to answer phones and take messages on behalf of an individual or business. | Sales and Use | Amount |
| 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. | Sales and Use | Amount |
| 50 | 473 | Services Repair/Repair Parts - General Rule | Parts used to regain the function of or extend the operational life of an item. | Sales and Use | Amount |
| 57 | 560 | Digital Goods/Download from Internet | The purchase of goods such as music, books, or phone ringtones downloaded from the internet. | Sales and Use | Amount |
| 57 | 561 | Digital Goods/Download to Phone | The purchase of goods such as ringtones downloaded to a cell phone. | Sales and Use | Amount |
| 57 | 609 | Digital Goods/Streaming Video | The purchase of video via the internet. The purchaser does not retain possession of the video. | Sales and Use | Amount |
| 57 | 633 | Digital Goods/ Downloaded Video | The purchase of video via the internet. The purchaser retains possession of the video. | Sales and Use | Amount |
International
International Transaction/Service pairs are not available for use within the United States or Canada. See our International Mapping Guidelines for more information on mapping for international jurisdictions.
| Transaction Type | Service Type | Name | Description | Module | Required Input Data |
|---|---|---|---|---|---|
| 14 | 15 | International/Product | Supply of goods for consideration within countries other than Canada, USA, and US territories. | International | Amount |
| 14 | 636 | International/Remotely Accessed Software | A service that provides access and usage of software that remains in the possession of the seller and is remotely accessed by a customer. Only to be used in international jurisdictions. | International | Amount |
| 14 | 658 | International/Product - India Interstate Supply | Supply of goods for consideration within India in which the location of the supplier and the place of supply occur in different states or territories. | International | Amount |
| 14 | 659 | International/Product - India Intrastate Supply | Supply of goods for consideration within India in which the location of the supplier and the place of supply occur in the same state or territory. | International | Amount |
| 14 | 676 | International/Digital Downloaded Audio | The purchase of audio via the internet. The purchaser retains possession of the audio. Only to be used in international jurisdictions. | International | Amount |
| 14 | 677 | International/Digital Streaming Audio | The purchase of audio via the internet. The purchaser does not retain possession of the audio. Only to be used in international jurisdictions. | International | Amount |
| 14 | 678 | International/Digital Downloaded Video | The purchase of video via the internet. The purchaser retains possession of the video. Only to be used in international jurisdictions. | International | Amount |
| 14 | 679 | International/Digital Streaming Video | The purchase of video via the internet. The purchaser does not retain possession of the video. Only to be used in international jurisdictions. | International | Amount |
| 14 | 680 | International/Digital Downloaded Video Game | The purchase of a video game via the internet. The purchaser retains possession of the video game. Only to be used in international jurisdictions. | International | Amount |
| 14 | 681 | International/Digital Streaming Video Game | The purchase of a video game via the internet. The purchaser does not retain possession of the video game. Only to be used in international jurisdictions. | International | Amount |
| 14 | 682 | International/Downloaded Software | Charges for software transferable to the computer by electronic means. Customer retains possession of the software. Only to be used in international jurisdictions. | International | Amount |
| 15 | 7 | Telephony/Service | All telephone service in countries other than the USA, Canada, Puerto Rico and the Virgin Islands. | International | Amount, Minutes |
| 15 | 624 | Telephony/Wireless Service | All wireless telephone service in countries other than the USA, Canada, Puerto Rico and the Virgin Islands. | International | Amount, Minutes |
| 15 | 627 | Telephony/Internet Access | All Internet Access in countries other than Canada, USA and US territories. | International | Amount, Minutes |
| 15 | 629 | Telephony/Messaging Services | All Messaging Services in countries other than Canada, USA and US territories. | International | Amount |
| 15 | 656 | Telephony/Service - India Interstate Supply | Telephone service in India in which the location of the supplier and the place of supply occur in different states or territories. | International | Amount |
| 15 | 657 | Telephony/Service - India Intrastate Supply | Telephone service in India in which the location of the supplier and the place of supply occur in the same state or territory. | International | Amount |