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TM_00561_AFC Comprehensive Guide to Reports and Data Files

Overview

AvaTax for Communications (AFC) provides clients with numerous informational reports and files which contain mappings, cross-reference tables and data that can be helpful for building and maintaining an indirect tax-integrated billing system.

While the AFC engine is designed to generate some of these reports and files by default, there are many which are not automatically created; however, the data remains available and can be provided to clients if requested.

Please note that changes or settings in configuration options may impact the ability of AFC to generate reports automatically. In an effort to identify reports that are generated by default versus data that remains available to create reports by request of the client, the following terms are referenced throughout this document:

  • Generated By Default: The AFC product routinely generates or creates the appropriate reports. The reports may or may not be provided to the client automatically.
  • Received By Default: The AFC product routinely distributes or delivers the generated reports.
  • Available Upon Request: No reports are routinely generated or distributed; however, the data to create such reports is available. A change in configuration options, settings or a formal request to Avalara can allow the report to be generated.

The table below provides a high-level overview of the various reports and files available by AFC product. Please reference Section 2 Report Descriptions or Section 3 File Descriptions to determine specific details such as, if data is generated by default, distributed by default or available upon request.

Overview of Report Availability By Product

 

AFC License

AFC SaaS Standard

AFC SaaS Pro

AFC Engine Reports

Transaction/Service Report

X

X

X

Audit Transaction/Service Report

X

X

X

No Tax Log Report

X

X

X

Reconciliation Report

X

X

X

Audit Reconciliation Report

X

X

 

EZtax Log

X

 

 

Transaction Count Report

X

 

 

Batch Processor & Stored Procedures

Detail Log Report

 

X

X

Bridge Conferencing Report

 

 

X

EZtax_20 Utility

X

 

 

Compliance Reports

Customer Billable Amounts

X

X

X

Tax Compliance Amounts

X

X

X

Non-Billable Compliance Amounts

X

X

X

Billable Non-Compliance Amounts

X

X

X

Billable Amounts Combined with Non-Billable Amounts

X

X

X

Custom and Sorting Reports

Srtcomma20 Utility

X

X

X

Srtcomma20l Utility

X

X

X

Srtcomma20ld Utility

X

X

X

Srtcommadetail Utility

X

X

X

Customsort Utility

X

X

X

STRG Utility

X

X

X

Ezlogns Utility

X

 

 

Ezlogcust Utility

X

 

 

Ezlogcustios Utility

X

 

 

Ezlogcustpts Utility

X

 

 

Ezlogcustptslnl Utility

X

 

 

Srtcdf20, srtcdf20p

X

X

 

ASCIILOG Utility

X

X

 

Data Files

Tax_type.exp

X

X

X

All_adr.txt

X

X

X

Calculationtype.txt

X

X

X

Fipspcd.txt, pcdfips.txt

X

X

X

Npanxx7.txt

X

X

X

Transerv.txt, transervdesc.txt, transerserdescsau.txt

X

X

X

Report Descriptions

AFC Engine Reports

Transaction/Service Report

Description

By default, all clients receive the Transaction/Service Jurisdiction Report (TSR). This is the main revenue report and includes original revenue generated for jurisdictions. However, this report does not provide local level details for jurisdictions due to memory issues.

Note: Any excluded taxing jurisdictions will appear as unknown or not be included in the report.

Report Format and Sample Data

Transaction Service Report Format and Sample Data

Extension .tsr
File Format Comma Delimited
Sample Data Column Headers

TSR (Bundled version) – Original Format 

Jurisdiction, BundlePackage, BundleId, TransactionType, ServiceType, Charge 

TSR (Non-Bundled version) – Original Format 

Jurisdiction, TransactionType, ServiceType, Charge 

Definitions for Transaction Service Reports

Column Name Description
Jurisdiction Area subject to its own distinct tax regulations.
BundlePackage Numeric for bundled package.
BundleId Identifier for the bundle package.
TransactionType Transaction Type used in the input transaction or derived out of the bundle if a bundle transaction was used.
ServiceType Service Type used in the input transaction or derived out of the bundle if a bundle transaction was used.
Charge Amount charged.

 

Sample

TSR (Bundled version)

USA, 20000, 20001, 5, 6, 300.000000

USA, 20000, 20001, 16, 6, 400.000000

USA, 20000, 20001, 19, 6, 300.000000

USA, 21000, 21001, 5, 6, 272.288730

USA, 21000, 21001, 16, 6, 363.051640

 

TSR (Non-Bundled version)

USA, 5, 6, 1300.000000

USA, 16, 6, 2900.000000

USA, 19, 6, 1300.000000

CAN, 5, 6, 650.000000

CAN, 16, 6, 1450.000000

Availability of Reports

This report is generated by the AFC Engine. Please reference the table below for additional details regarding availability of reports by product.

Transaction Service Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

X

X

 

Logging Directory

 

AFC SaaS Standard

X

X

 

Report zip file

 

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Upon request, this report can be produced and provided.

Audit Transaction/Service Report

Description

By default, all clients receive the Audit Transaction/Service Jurisdiction Report (TSR). This report is produced in addition to the original TSR. Similar to the original TSR, the report contains the main revenue report and includes original revenue generated for jurisdictions. However, this report does not provide local level details for jurisdictions due to memory issues. This audit version of the TSR is in CSV format and includes two additional columns, Start Date and End Date, which contain a timestamp for the report as well as headers for each of the columns of data.

Note: Any excluded taxing jurisdictions will appear as unknown or not be included in the report.

Report Format and Sample Data

This report is generated by the AFC Engine. Please reference the table below for additional details regarding availability of reports by product.

Audit Transaction Service Report Format and Sample Data

Extension _audit.tsr.csv
File Format Comma Delimited
Sample Data Column Headers

TSR (Bundled version) – CSV Format

Jurisdiction, BundlePackage, BundleId, TransactionType, ServiceType, Charge, Start Date, End Date

 

TSR (Non-Bundled version) – CSV Format

Jurisdiction, TransactionType, ServiceType, Charge, Start Date, End Date

Definitions for Audit Transaction Service Reports

Column Name

Description

Jurisdiction

Area subject to its own distinct tax regulations.

BundlePackage

Numeric for bundled package.

BundleId

Identifier for the bundle package.

TransactionType

Transaction Type used in the input transaction or derived out of

the bundle if a bundle transaction was used.

ServiceType

Service Type used in the input transaction or derived out of the

bundle if a bundle transaction was used.

Charge

Amount charged.

Start Date

Timestamp (date and time) session was initiated.

End Date

Timestamp (date and time) session was terminated.

Sample

TSR (Bundled version) - CSV Format

Jurisdiction

BundlePkg

BundleId

Trans

Svc

Charge

Start Date

End Date

USA

20000

20001

5

6

30

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20001

16

6

40

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20001

19

6

30

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20002

1

1

1.2

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20002

1

2

0.9

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20002

2

1

0.3

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20002

5

6

17.1

07/12/16 17:31:43

07/12/16 17:31:48

 

TSR (Non-Bundled version) – CSV Format

Jurisdiction

Trans

Svc

Charge

Start Date

End Date

USA

1

1

100

07/18/16 15:37:37

07/18/16 15:37:39

USA

13

11

100

07/18/16 15:37:37

07/18/16 15:37:39

KS

1

1

100

07/18/16 15:37:37

07/18/16 15:37:39

KS

13

11

100

07/18/16 15:37:37

07/18/16 15:37:39

USA

1

1

100

07/18/16 15:39:19

07/18/16 15:39:20

Availability of Reports

Audit Transaction Service Report Availability

Product

Generated by

Default?

Received by

Default?

Available Upon

Request?

Location

Note

AFC License

X

X

 

Logging Directory

In addition to the existing report provided in original format, this audit version of the report is produced and provided in CSV format.

The audit version of the report name is XXXX_ audit.tsr.csv.

AFC SaaS Standard

X

X

 

Report zip file

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Upon request, this report can be produced and provided in CSV format.

No Tax Log Report

Description

This report contains Transaction/Service data that was processed but did not generate any taxes.

Report Format and Sample Data

No Tax Log Report Format and Sample Data

Extension .ntl
File Format Comma Delimited but fixed length
Sample Data Column Headers

Short Format Version: If the log file is set to short (do not display OptionalAlpha1) - Company ID, Customer Number, Transaction Type, Service Type, P Code, Charges 

Long Format Version: If the log file is set to long (show OptionalAlpha1) - Company ID, Customer Number, Optional Alpha 1 Field, Transaction Type, Service Type, P Code, Charges 

Definitions for No Tax Log Report

Column Name

Description

Company ID

Input entered in the CompanyIdentifier field of the TelecomTransaction or SalesUseTansaction.

Customer Number

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

Optional Alpha 1 field

Input entered in the OptionalAlpha1 field of the TelecomTransaction or SalesUseTansaction.

Note:  Only displays in long format version.

TransactionType

Transaction Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

ServiceType

Service Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

PCode

PCode for taxing jurisdiction

Charges

Amount charged

Sample

Short Format Version -

identified company, customer number 4321, 000, 0000,    1249200,        53.27000

identified company, customer number 4321, 000, 0001,    1249200,        53.27000

identified company, customer number 4321, 000, 0002,    1249200,        53.27000

 

Long Format Version -

identified company, customer number 4321, True,  000, 0000,    1249200,        53.27000

identified company, customer number 4321, True,  000, 0001,    1249200,        53.27000

identified company, customer number 4321, False, 000, 0002,    1249200,        53.27000

Availability of Reports

This report is generated by the AFC Engine. Please reference the table below for additional details regarding availability of reports by product.

No Tax Log Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Logging Directory

Only generated by default if configuration options are set properly by the user.

AFC SaaS Standard

 

 

X

Report zip file

Can set to generate by default if needed. Only included if requested by customer. Also, in addition to the existing format, a CSV version of this report is available.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Can set to generate by default if needed. Only included if requested by customer.

Reconciliation Report

Description

The Reconciliation Report contains the same columns as the TSR and an extra column for any tax inclusive charge calculations. This report is only produced upon the request of the client.

Report Format and Sample Data
Extension .rtr
File Format Comma Delimted
Sample Data Column Headers

Jurisdiction, BundlePkg, BundleId, Trans, Svc, Charge, CalcCharge

Definitions for Reconciliation Report

Column Name

Description

Jurisdiction

Input entered in the CompanyIdentifier field of the TelecomTransaction or SalesUseTansaction.

BundlePkg

Numeric for bundled package.

BundleId

Identifier for the bundle package.

Trans

Transaction Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

Svc

Service Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

Charge

Amount charged.

CalCharge

Calculated amount charged.

Sample

USA, 0, 0, 10, 15, 300.000000, 300.000000

USA, 0, 0, 16, 37, 200.000000, 200.000000

CA, 0, 0, 10, 15, 300.000000, 300.000000

CA, 0, 0, 16, 37, 200.000000, 200.000000

USA, 0, 0, 10, 15, 300.000000, 300.000000

USA, 0, 0, 16, 37, 200.000000, 200.000000

CA, 0, 0, 10, 15, 300.000000, 300.000000

CA, 0, 0, 16, 37, 200.000000, 200.000000

USA, 0, 0, 10, 15, 300.000000, 300.000000

USA, 0, 0, 16, 37, 200.000000, 200.000000

Availability of Reports

This report is generated by the AFC Engine. Please reference the table below for additional details regarding availability of reports by product.

Reconciliation Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

 

X

Logging Directory

Only generated by default if configuration options are set properly by the user.

AFC SaaS Standard

 

 

 

X

Report zip file

Can set to generate by default if needed. Only included if requested by customer.

AFC SaaS Pro

 

 

 

X

Emailed in zip file if requested.

Report is currently not available; however, the data is accessible if requested by the customer. It can be implemented or created if needed.

Audit Reconciliation Report

Description

The Audit Reconciliation Report contains the same columns as the Audit TSR and an extra column for any tax inclusive charge calculations. This audit version of the reconciliation report is in CSV format and includes two additional columns, Start Date and End Date, which contain a timestamp for the report as well as headers for each of the columns of data.

This report is only produced upon the request of the client.

Report Format and Sample Data

Audit Reconciliation Report Format and Sample Data

Extension _audit.rtr.csv
File Format Comma Delimited
Sample Data Column Headers

Reconciliation Report (Bundled version) – CSV Format

Jurisdiction, BundlePkg, BundleId, Trans, Svc, Charge, CalcCharge, Start Date, End Date

 

Reconciliation Report (Non-Bundled version) – CSV Format

Jurisdiction, Trans, Svc, Charge, CalcCharge, Start Date, End Date

Definitions for Audit Reconciliation Report

Column Name

Description

Jurisdiction

Input entered in the CompanyIdentifier field of the TelecomTransaction or SalesUseTansaction.

BundlePkg

Numeric for bundled package.

BundleId

Identifier for the bundle package.

Trans

Transaction Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

Svc

Service Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

Charge

Amount charged.

CalCharge

Calculated amount charged.

Start Date

Timestamp (date and time) session was initiated.

End Date

Timestamp (date and time) session was terminated.

Sample

Reconciliation Report (Bundled version) – CSV Format

Jurisdiction

BundlePkg

BundleId

 Trans

 Svc

 Charge

 CalcCharge

Start Date

End Date

USA

20000

20001

5

6

30

30

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20001

16

6

40

40

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20001

19

6

30

30

07/12/16 17:31:43

07/12/16 17:31:48

USA

20000

20002

1

1

1.2

1.2

07/12/16 17:31:43

07/12/16 17:31:48

Reconciliation Report (Non-Bundled version) – CSV Format

Jurisdiction

 Trans

 Svc

 Charge

 CalcCharge

Start Date

End Date

USA

3

34

-100

-100

07/12/16 17:31:16

07/12/16 17:31:20

USA

13

6

50

50

07/12/16 17:31:16

07/12/16 17:31:20

USA

13

50

15

15

 07/12/16 17:31:16

 07/12/16 17:31:20

USA

16

6

50

50

 07/12/16 17:31:16

 07/12/16 17:31:20

Availability of Reports

This report is generated by the AFC Engine. Please reference the table below for additional details regarding availability of reports by product.

Audit Reconciliation Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Logging Directory

Only generated by default if configuration options are set properly by the user.

In addition to the existing report provided in original format, this audit version of the report is produced and provided in CSV format.

The audit version of the report name is XXXX_ audit.rtr.csv.

AFC SaaS Standard

 

 

X

Report zip file

Can set to generate by default if needed. Only included if requested by customer.

In addition to the existing report provided in original format, this audit version of the report is produced and provided in CSV format.

The audit version of the report name is XXXX_ audit.rtr.csv.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Report is currently not available; however, the data is accessible if requested by the customer. It can be implemented or created if needed.

Eztax Log (logfilename.log)

Description

This report is used by reporting utilities to produce customer billing and compliance reports.

Report Format

EZtax Log Report Format

Extension

.log

File Format

Binary

Availability of Reports

This report is generated by the AFC Engine. Please reference the table below for additional details regarding availability of reports by product.

EZtax Log Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Logging Directory

This report is currently available.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Transaction Count Report

Description

This report provides a breakdown of all transactions processed. Similar to the tsr report, it will append new entries to the end of the file, and is written out when the session is closed. By default this report is set to generate a detailed license report. Please refer to the AFC Transaction Count Report Summary document for additional details on this report.

Report Format

Transaction Count Report Format and Sample Data

Extension .rpt
File Format Comma Delimited
Sample Data Detail Report Column Headers
Client, Platform, Module, Market, Trans, Svc, LicenseId, Authorized, Count, Start Date, End Date
Definitions for Detail Transaction Count Report

Column Name

Description

Client

Blank by default. Will display licensed client when license validation is active.

Platform

Blank by default. Will display licensed platform when license validation is active.

Module

Module Description for Transaction Count

Market

Market Id for Transaction Count

Trans

Transaction Id for Transaction Count

Svc

Service Id for Transaction Count

LicenseId

0 by default. Will display license id when license validation is active.

Authorized

True by default. Will display false when license validation is active and module is not licensed for client.

Count

The number of transactions processed for Market/Trans/Svc.

Start Date

Timestamp (date and time) session was initiated.

End Date

Timestamp (date and time) session was terminated.

Detail Report Sample

Client

Platform

Module

Market

Trans

Svc

LicenseId

Authorized

Count

Start Date

End Date

   

Long Distance

1

1

1

0

TRUE

2

07/05/2016 12:41:20

07/05/2016 12:41:31

   

Long Distance

1

1

562

0

TRUE

48

07/05/2016 12:41:20

07/05/2016 12:41:31

   

Long Distance

1

2

1

0

TRUE

4

07/05/2016 12:41:20

07/05/2016 12:41:31

   

Long Distance

1

2

5

0

TRUE

39

07/05/2016 12:41:20

07/05/2016 12:41:31

   

Wireless

2

6

10

0

TRUE

1

07/05/2016 12:41:20

07/05/2016 12:41:31

   

Wireless

2

13

6

0

TRUE

11

07/05/2016 12:41:20

07/05/2016 12:41:31

   

Wireless

2

13

98

0

TRUE

2

07/05/2016 12:41:20

07/05/2016 12:41:31

   

Local

3

7

20

0

TRUE

1

07/05/2016 12:41:20

07/05/2016 12:41:31

Summary Report Column Headers
Client, Platform, Module, Market, LicenseId, Authorized, Count, Start Date, End Date
Definitions for Summary Transaction Count Report

Column Name

Description

Client

Blank by default. Will display licensed client when license validation is active.

Platform

Blank by default. Will display licensed platform when license validation is active.

Module

Module Description for Transaction Count

Market

Market Id for Transaction Count

LicenseId

0 by default. Will display license id when license validation is active.

Authorized

True by default. Will display false when license validation is active and module is not licensed for client.

Count

The number of transactions processed for Market/Trans/Svc.

Start Date

Timestamp (date and time) session was initiated.

End Date

Timestamp (date and time) session was terminated.

Summary Report Sample

Client

Platform

Module

Market

LicenseId

Authorized

Count

Start Date

End Date

 

 

Long Distance

1

0

TRUE

93

07/05/2016 12:33:24

07/05/2016 12:33:35

 

 

Wireless

2

0

TRUE

14

07/05/2016 12:33:24

07/05/2016 12:33:35

 

 

Local

3

0

TRUE

61

07/05/2016 12:33:24

07/05/2016 12:33:35

 

 

Sales and Use

4

0

TRUE

101

07/05/2016 12:33:24

07/05/2016 12:33:35

 

 

International

5

0

TRUE

325

07/05/2016 12:33:24

07/05/2016 12:33:35

 

 

Telecom Core

6

0

TRUE

136

07/05/2016 12:33:24

07/05/2016 12:33:35

 

 

VoIP

7

0

TRUE

18

07/05/2016 12:33:24

07/05/2016 12:33:35

 

 

Cable and Satellite

8

0

TRUE

14

07/05/2016 12:33:24

07/05/2016 12:33:35

Availability of Reports

This report is generated by the AFC Engine. Please reference the table below for additional details regarding availability of reports by product.

Transaction Count Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

X

X

 

Working Directory

The detailed report is generated by default. The file will be named the same as the log file with the extension license.rpt. If logging is disabled, the status file name will be used.

If logging is disabled, the status file name will be used. The report will not be created and/or updated until the session is terminated.

For example, if the log is EZTax.log, the report will be named EZTax.license.rpt and if the log is EZTax9.log then the report will be named EZTax9.license.rpt.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Batch Processor & Stored Procedure Reports

Detail Log Report

Description

This report contains all the details of the Input file provided by the client combined with tax results. It is only available to SaaS Clients as it's not produced by AFC engine.

Note: Please be aware that one input transaction may result in one or more tax results or lines of data.

Report Format and Sample Data

Detail Log Report Format and Sample Data

Extension

.csv or dtl.rpt

 Note:  AFC SaaS Pro – {CompanyCode}_log{YYYYMMDD}.csv; AFC SaaS Standard – {InputFilename}_dtl.rpt

File Format Comma Delimited but fixed length
Sample Data Column Headers
TelecomTransactionID, AdjustmentMethod, BillToCountry, BillToState, BillToCounty, BillToLocality, BillToZipcode, BillToZipP4, BillToFipsCode, BillToNpaNxx, BillToPCode, BusinessClass, Charge, CompanyIdentifier                  CountyExempt, CountyPCode, CustomerNumber, CustomerType, Date, OriginalTransactionDate*,Debit, DiscountType, ExemptionType, FacilitiesBased, FederalExempt, FederalPCode, Franchise, Incorporated, InvoiceNumber, LifeLine, TransactionLines, LocalExempt, LocalPCode, TransactionLocations, TransactionMinutes, Optional, Optional4, Optional5, Optional6, Optional7, Optional8, Optional9, Optional10, OptionalAlpha1, OriginationCountry, OriginationState,OriginationCounty, OriginationLocality, OriginatinoZipCode, OriginationZipP4, OriginationFipsCode, OriginationPCode, Regulated, Sale, ServiceClass, ServiceLevelNumber, ServiceType, StateExempt, StatePCode, TerminationCountry, TerminationState, TerminationCounty, TerminationLocality, TerminationZipCode, TerminationZipP4, TerminationFipsCode, TerminationNpaNxx, TerminationPCode, TransactionType, BundlePackage*, BundleId*, TransactionCharge*, CountryISO, State, ProvinceState*,  County, Locality, PCode, TaxTypeID,TaxType, TaxLevelID, TaxLevel, Rate, CalculationType, TaxAmount, GrossSales, ExemptSaleAmount, Adjustments, NetSales, TaxDataLines, TaxDataLocations, TaxDataMinutes, Billable, Compliance, BridgeConf, ProcessingDate*, IsAdjustment*, ErrorMessage*, OptionalField1, OptionalField2, OptionalField3, OptionalField4, OptionalField5, OptionalField6, OptionalField7, OptionalField8, OptionalField9, OptionalField10
Definitions

Column Name

Description

Telecom TransactionID

Transaction ID used in the input transaction or derived out of the bundle if a bundle transaction was used.

AdjustmentMethod

Adjustment setting.

BillToCountry

Bill to country for taxing jurisdiction.

BillToState

Bill to State for taxing jurisdiction.

BillToCounty

Bill to county for taxing jurisdiction.

BillToLocality

Bill to locality for taxing jurisdiction.

BillToZipcode

Bill to zip code for taxing jurisdiction.

BillToZipP4

Bill to zip code plus 4 for taxing jurisdiction.

BillToFipsCode

Bill to Fips code for taxing jurisdiction.

BillToNpaNxx

Bill to NpaNxx for taxing jurisdiction.

BillToPCode

Bill to PCode for taxing jurisdiction.

BusinessClass

Specification of business as CLEC or ILEC

Charge

Amount Charged

CompanyIdentifer

Input entered in the CompanyIdentifier field of the TelecomTransaction or SalesUseTansaction.

CountyExempt

Input entered in the CountyExempt field of the TelecomTransaction or SalesUseTansaction.

CountyPCode

County PCode for taxing jurisdiction

CustomerNumber

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

CustomerType

Input entered in the CustomerType field of the TelecomTransaction or SalesUseTansaction.

Date

Input entered in the Date field of the TelecomTransaction or SalesUseTansaction.

Debit

Debit transaction.

DiscountType

Input entered in the DiscountType field of the TelecomTransaction or SalesUseTansaction.

ExemptionType

Input entered in the ExemptionType field of the TelecomTransaction or SalesUseTansaction.

FacilitiesBased

Input entered in the FacilitiesBased field of the TelecomTransaction or SalesUseTansaction.

ErrorMessage*

Error messages

FederalExempt

Input entered in the FederalExempt field of the TelecomTransaction or SalesUseTansaction.

FederalPCdoe

Federal PCode for taxing jurisdiction

Franchise

Input entered in the Franchise field of the TelecomTransaction or SalesUseTansaction.

Incorporated

Input entered in the Incorporated field of the TelecomTransaction or SalesUseTansaction.

InvoiceNumber

Input entered in the InvoiceNumber field of the TelecomTransaction or SalesUseTansaction.

IsAdjustment*

Flag indicating whether bundle is an adjustment or tax calculation

Lifeline

Identifier as a Lifeline participant.

TransactionLines

Number of lines used for calculating the tax in per-line taxes.

LocalExempt

Input entered in the LocalExempt field of the TelecomTransaction or SalesUseTansaction.

LocalPCode

Local PCode for taxing jurisdiction

TransactionLocations

Number of locations

TransactionMinutes

Number of minutes used for calculating the tax in per-minute taxes.

Optional

Input entered in the Optional field of the TelecomTransaction or SalesUseTansaction.

Optional4

Input entered in the Optional4 field of the TelecomTransaction or SalesUseTansaction.

Optional5

Input entered in the Optional5 field of the TelecomTransaction or SalesUseTansaction.

Optiional6

Input entered in the Optional6 field of the TelecomTransaction or SalesUseTansaction.

Optional7

Input entered in the Optional7 field of the TelecomTransaction or SalesUseTansaction.

Optional8

Input entered in the Optional8 field of the TelecomTransaction or SalesUseTansaction.

Optional9

Input entered in the Optional9 field of the TelecomTransaction or SalesUseTansaction.

Optional10

Input entered in the Optional10 field of the TelecomTransaction or SalesUseTansaction.

OptionalAlpha1

Input entered in the OptionalAlpha1 field of the TelecomTransaction or SalesUseTansaction.

OriginationCountry

Originating country for taxing jurisdiction.

OriginationState

Originating state for taxing jurisdiction.

OriginationCounty

Originating county for taxing jurisdiction.

OriginalTransactionDate*

Input entered in the Date field of the TelecomTransaction or SalesUseTansaction.

OriginationZipCode

Originating zip code for taxing jurisdiction.

OriginationZipP4

Originating zip code plus 4 for taxing jurisdiction.

OriginationFipsCode

Originating Fipscode for taxing jurisdiction.

OriginationNpaNxx

Originating NPaNxx for taxing jurisdiction.

OriginationPCode

Originating PCode for taxing jurisdiction.

ProcessingDate*

Date bundle file processed

ProvinceState*

State or province abbreviation for taxing jurisdiction.

Regulated

Input entered in the Regulated field of the TelecomTransaction or SalesUseTansaction.

Sale

Sale amount

ServiceClass

Specification of service class

ServiceLevelNumber

Input entered in the ServiceLevelNumber field of the TelecomTransaction or SalesUseTansaction.

ServiceType

Service Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

StateExempt

Input entered in the StateExempt field of the TelecomTransaction or SalesUseTansaction.

StatePCode

State PCode for taxing jurisdiction.

TerminationCountry

Termination country for taxing jurisdiction.

TerminationState

Termination state for taxing jurisdiction.

TerminationCounty

Termination county for taxing jurisdiction.

TerminationLocality

Termination locality for taxing jurisdiction.

TerminationZipCode

Termination zip code for taxing jurisdiction.

TerminationZipP4

Termination zipc ode plus 4 for taxing jurisdiction.

TerminatinonFipsCode

Termination Fipscode for taxing jurisdiction.

TerminationNpaNxx

Termination NpaNxx for taxing jurisdiction.

TerminationPCode

Termination PCode for taxing jurisdiction.

TransactionType

Transaction Type used in the input transaction or derived out of the bundle if a bundle transaction was used.

BundlePackage*

Bundle Transaction Type Value

BundleId*

Bundle Service Type Value

TransactionCharge*

Charge for Bundle

CountryISO

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

PCode

PCode for taxing jurisdiction

TaxTypeID

Tax Type ID used in the input transaction or derived out of the bundle if a bundle transaction was used.

TaxType

Tax type identifier.

TaxLevelID

Tax Level ID used in the input transaction or derived out of the bundle if a bundle transaction was used.

TaxLevel

Tax level identifier.

Rate

Rate for tax.

CalculationType

Calculation type for tax.

TaxAmount

Tax amount.

GrossSales

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

ExemptSaleAmount

Exempt sale amount from tax record.

Adjustments

Adjustment calculation

NetSales

Net sale amount.  This field is used for srtcomma20ld and srtcommadetail reports.

TaxDataLines

Number of lines used for calculating the tax in per-line taxes.

TaxDataLocations

Number of locations.

TaxDataMinutes

Number of minutes used for calculating the tax in per-minute taxes.

Billable

Billable flag for tax.

Compliance

Compliance flag from tax record.

BridgeConf

Flag for transactional data related to bridge conferencing.

**OptionalField1

Additional Extended Optional fields in which column headers are defined by the user upon creation of each one.

**OptionalField2

**OptionalField3

**OptionalField4

**OptionalField5

**OptionalField6

**OptionalField7

**OptionalField8

**OptionalField9

**OptionalField10

*Note:  BundlePackage, BundleId, TransactionCharge, ProcessingDate, IsAdjustment and ErrorMessage columns only apply to the detail log report for bundled transactions. 

 **Note:  For AFC SaaS Pro clients, the OptionalField column headers will remain until user overrides this default.  Due to the level of complexity, please contact communicationsupport@avalara.com for a sample Detail Log Report which includes columns for the Extended Optional fields.

Sample
248184589 0 2102300 1 100 TSY_Test FALSE 0   1 2/24/16 12:00 FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0 FALSE 0 0 0 0 0 0 0 0 0 0 0   839300 FALSE TRUE 1 0 585 FALSE 0 2102300 61 USA        0 169 FCC Regulatory Fee (Wireline) 0 Federal 0.00331 1 0.331 100 0 0 100 0 0 0 TRUE TRUE
248184589 0 2102300 1 100 TSY_Test FALSE 0   1 2/24/16 12:00 FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0 FALSE 0 0 0 0 0 0 0 0 0 0 0   839300 FALSE TRUE 1 0 585 FALSE 0 2102300 61 USA        0 18 Fed Universal Service Fund 0 Federal 0.182 1 18.2 100 0 0 100 0 0 0 TRUE TRUE
248184729 0 2102300 1 100 TSY_Test FALSE 0   1 2/24/16 12:00 FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0 FALSE 0 0 0 0 0 0 0 0 0 0 0   839300 FALSE TRUE 1 0 585 FALSE 0 2102300 61 USA        0 169 FCC Regulatory Fee (Wireline) 0 Federal 0.00331 1 0.331 100 0 0 100 0 0 0 TRUE TRUE
248184729 0 2102300 1 100 TSY_Test FALSE 0   1 2/24/16 12:00 FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0 FALSE 0 0 0 0 0 0 0 0 0 0 0   839300 FALSE TRUE 1 0 585 FALSE 0 2102300 61 USA        0 18 Fed Universal Service Fund 0 Federal 0.182 1 18.2 100 0 0 100 0 0 0 TRUE TRUE
248184736 0 2102300 1 100 TSY_Test FALSE 0   1 2/24/16 12:00 FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0 FALSE 0 0 0 0 0 0 0 0 0 0 0   839300 FALSE TRUE 1 0 585 FALSE 0 2102300 61 USA       0 169 FCC Regulatory Fee (Wireline) 0 Federal 0.00331 1 0.331 100 0 0 100 0 0 0 TRUE TRUE
248184736 0 2102300 1 100 TSY_Test FALSE 0   1 2/24/16 12:00 FALSE 0 0 FALSE FALSE 0 FALSE TRUE 0 FALSE 0 FALSE 0 0 0 0 0 0 0 0 0 0 0   839300 FALSE TRUE 1 0 585 FALSE 0 2102300 61 USA        0 18 Fed Universal Service Fund 0 Federal 0.182 1 18.2 100 0 0 100 0 0 0 TRUE TRUE
Availability of Reports

This report is generated by the batch processor and stored procedures. Please reference the table below for additional details regarding availability of reports by product.

Detail Log Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

 

Working Directory

This report is currently not available.

AFC SaaS Standard

 

 

X

Report zip file

Can set to generate by default if needed. Currently, it is included at the request of the customer. Only made available for clients using the new Extended format.

In addition to the existing format, a CSV version of this report is available.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

This report is not currently generated by default; however, it can be set to generate by default if needed.

Currently, it is included at the request of the customer.

Bridge Conferencing Report

The Bridge Conferencing feature is currently in development at this time. Please refrain from using this feature as well as the proposed solutions and APIs until further notice.

Compliance Reports

Customer Billable Amounts

Description

The Customer Billable Amounts reports is summarized, fixed position customer information report primarily used by clients for Billing purposes. Produced for clients configured for standard compliance reporting. Never requested by SaaS Pro Clients.

Report Format and Sample Data

Customer Billable Amounts Report Format and Sample Data

Extension .csf (customer sort format)
File Format Fixed Postion
Sample Data Column Headers

Data Specification for Output (.CSF) Files

Customer Number, Tax Type, Tax Level, Tax Amount Sign, Tax Amount, File Record Length

 

Data Specification for Output (.CSF) Files Sorted with SrtComma20.exe and SrtComma20l.exe

With –pcsf specified after input name

Primary Output Key, Tax Type, Tax Level, Tax Amount Sign, Tax Amount, PCode, File Record Length
Definitions for Customer Billable Amounts Data Specification for Output (.CSF) Files

Column Name

Type

Len

Positions

Note

Description

Customer Number

A/N

20

1-20

Defines primary output key passed from client input data

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

Tax type

A/N

6

21-26

Telecommunications tax type (see AFC Tax Types for listing)

Tax type identifier.

Tax level

A/N

1

27

0 = Federal

Tax level identifier.

1 = State

2 = County

3 = City

4 = Un-incorporated

Tax amount sign

A

1

28

Format "+" or "-"

Numeric

Tax amount

N

11.5

29-39

Format "99999999999" zero-filled, 5 decimal places (no decimal point)

Tax amount.

File record length

 

39

 

 

 

Definitions for Data Specification for Output (.CSF) Files Sorted with SrtComma20.exe and SrtComma20l.exe With –pcsf specified after input name

Column Name

Type

Len

Positions

Note

Description

Primary output key

A/N

20

1-20

Defines primary output key passed from client input data

 

Tax type

A/N

6

21-26

Telecommunications tax type (see AFC Tax Types for listing)

Tax type identifier.

Tax Level A/N 1 27

0 = Federal

1 = State

2 = County

3 = City

4 = Un-incorporated

Tax level identifier.

Tax amount sign

A

1

28

Format "+" or "-"

Numeric

Tax amount

N

11.5

29-39

Format "99999999999" zero- filled, 5 decimal places (no decimal point)

Tax amount.

PCode

N

9

40-48

Permanent Code

PCode for taxing jurisdiction

File record length

 

48

 

 

 

Availability of Reports

This report is generated by srtcomma20l. Please reference the table below for additional details regarding availability of reports by product.

Customer Billable Amounts Report Availability

Product

Generated

by Default?

Received

by Default?

Available Upon

Request?

Location

Note

AFC License

X

X

 

Working Directory

This report is generated by default.

AFC SaaS Standard

X

X

 

Report zip file

Clients configured for compliance reporting receive this report by default. It is generated as the batch of transactions are processed.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

This report is currently not available; however, the data is accessible if requested by the customer.

Tax Compliance Amounts

Description

This is the primary Compliance file and provides a summarized, standard billable tax report. Clients configured for compliance reporting receives it by default in comma delimited format. SaaS pro clients receives it monthly (Assumed Date method 0 unless specified).

Report Format and Sample Data

Tax Compliance Amounts Format and Sample Data

Extension .ssf
File Format Comma Delimited
Sample Data Column Headers
Country, State, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes

Definitions for Tax Compliance Amounts Comma Delimited SSF File Format

Column Name

Description

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount.

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation.

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Sample

USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000

USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000

USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000

USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875

USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014

USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578

USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578

USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014

USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014

USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010
Availability of Reports

This report is generated by srtcomma20l. Please reference the table below for additional details regarding availability of reports by product.

Tax Compliance Amounts Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

 

Working Directory

This file is not generated when the [-cl] command line option is used.

AFC SaaS Standard

X

X

 

Report zip file

Clients configured for compliance reporting receive this report by default. It is generated as the batch of transactions are processed.

In addition to the existing format, a CSV version of this report is available.

AFC SaaS Pro

X

 

 

Emailed in zip file if requested.

Reports are generated by default going forward with assumption of Date Method 0. Reports are generated on a monthly basis.

Non-Billable Compliance Amounts

Description

This summarized, comma delimited report is generated only for non-billable amounts.

Report Format

Non Billable Amounts for Compliance Report Format and Sample Data

Extension

.nba

File format

.ssf

Availability of Reports

This report is generated by srtcomma20l. Please reference the table below for additional details regarding availability of reports by product.

Non Billable Amounts for Compliance Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

 

Working Directory

This file is not generated when the [-cl] command line option is used.

AFC SaaS Standard

X

X

 

Report zip file

Clients configured for compliance reporting receive this report by default. It is generated as the batch of transactions are processed.

In addition to the existing format, a CSV version of this report is available.

AFC SaaS Pro

X

 

 

Emailed in zip file if requested.

Reports are generated by default going forward with assumption of Date Method 0. Reports are generated on a monthly basis.

Billable Non-Compliance Amounts

Description

Summarized Comma delimited report generated only for non-compliance taxes (Transactions that do not require compliance within a jurisdiction).

Note: Non-compliance taxes aren't included in the .ssf Compliance file.

Report Format

Billed Non-Compliance Report Format and Sample Data

Extension

.nca

File Format

.ssf

Availability of Reports

This report is generated by srtcomma20l. Please reference the table below for additional details regarding availability of reports by product.

Billed Non-Compliance Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

 

Working Directory

This file is generated only if there are transactions in the AFC log that do not require compliance with a jurisdiction.

AFC SaaS Standard

X

X

 

Report zip file

Clients configured for compliance reporting receive this report by default. It is generated as the batch of transactions are processed.

In addition to the existing format, a CSV version of this report is available.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

This report is currently not available; however, the data is accessible if requested by the customer.

Billable Amounts Combined with Non-Billable Amounts

Description

It contains aggregated compliance-related data from multiple files (SSF, NBA, NCA). Mainly used by our compliance department.

Report Format

Billable Amounts Combined with Non-Billable Amounts Report Format

Extension

.scl

File Format

.ssf

Availability of Reports

This report is generated by the Combine SSF utility. Please reference the table below for additional details regarding availability of reports by product.

Billable Amounts Combined with Non-Billable Amounts Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

Clients may configure this report if needed.

AFC SaaS Standard

 

 

X

Report zip file

This report is currently not available; however, the data is accessible if requested by the customer.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Clients may request to have this report configured if needed.

Custom and Sorting Reports

The Custom Sort Utility is designed to allow clients to produce taxation reports which are sorted and summarized using client-specified fields and/or options. The utility is restricted to fields available in the AvaTax for Communications (AFC) transaction log, which can be affected by configuration settings in the EZtax.cfg.

This utility uses the AvaTax for Communications (AFC) API library.

srtcomma20 Utility, (Outputfilename.ext)

Description

Produces a comma-delimited file for compliance filing. User selects sort criteria and preferences.

Generates a outputfilename.ssf file for tax compliance filing.  Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate.

Also generates outputfilename.csf file for customer billing.

Sorted and condensed by Customer Number, Tax Type, Tax Level, Tax Rate, Tax Amount.

Report Format and Sample Data

Srtcomma20 Utility Report Format and Sample Data

Extension .ssf, .csf
File Format Comma Delimited
Sample Data Column Headers
Country, State, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes
Definitions for srtcomma20 Comma Delimited SSF File Format

Column Name

Description

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount.

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Sample

USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000

USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000

USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000

USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875

USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014

USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578

USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578

USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014

USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014

USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010

Availability of Reports

This report is generated by the srtcomma20 Utility. Please reference the table below for additional details regarding availability of reports by product.

Srtcomma20 Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X  

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

X  

Report zip file

Can request one extra report by using any of this utility/format. Report will be generated for every batch of transactions as requested.

This report will be available soon for SaaS clients in specific base formats.

AFC SaaS Pro

 

 

X  

Emailed in zip file if requested.

Can request one extra report with each API call by using any of this utility/format. The report will be generated monthly as requested.

This report will be available soon for SaaS clients in specific base formats.

srtcomma20l Utility, (Outputfilename.ext)

Description

Same as srtcomma20 but the .ssf file also contains the number of lines.

Report Format and Sample Data

Srtcomma20l Utility Report Format and Sample Data

Extension .ssf
File Format Comma Delimited
Sample Data Column Headers

Country, State, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Lines

 

PCode, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Lines
Definitions for srtcomma20l SSF File Format Key without -p option

Column Name

Description

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount.

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation.

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Lines

Number of lines used for calculating the tax in per-line taxes.

Sample

USA,,,, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000, 0

USA,,,, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000, 0

USA,,,, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000, 0

USA, AL, , , 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875, 0

USA, AZ, , , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0

USA, AZ, , , 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0

USA, AZ, , , 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0

USA, AZ, APACHE, , 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0

USA, AZ, APACHE, , 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0

USA, AZ, APACHE, SPRINGERVILLE, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010, 0

srtcomma20l SSF File Format Key with -p option

Column Name

Description

PCode

 

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount.

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment caluculation.

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Lines

Number of lines used for calculating the tax in per-line taxes.

Sample

0, 6, 0, 0.030000, 29881.866905, 996062.252444, 0.000000, 0.000000, 996062.252444, 14859213.000000, 0

0, 7, 0, 0.007600, 10116.132171, 1331070.000000, 0.000000, 0.000000, 1331070.000000, 20410578.000000, 0

0, 18, 0, 0.031400, 11145.492379, 354952.000000, 0.000000, 0.000000, 354952.000000, 5446827.000000, 0

100, 16, 1, 0.067000, 969.972210, 14477.196802, 0.000000, 0.000000, 14477.196802, 220238.671875, 0

125300, 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0

125300, 10, 1, 0.012500, 9.068400, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0

125300, 12, 1, 0.011000, 7.980192, 725.472000, 0.000000, 0.000000, 725.472000, 11037.642578, 0

125400, 1, 1, 0.050000, 0.806080, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0

125400, 1, 2, 0.027000, 0.435283, 16.121600, 0.000000, 0.000000, 16.121600, 245.280014, 0

125500, 1, 1, 0.050000, 0.705320, 14.106400, 0.000000, 0.000000, 14.106400, 214.620010, 0

Availability of Reports

This report is generated by the srtcomma20l Utility. Please reference the table below for additional details regarding availability of reports by product.

Srtcomma20l Utility Report Availability

Product Generated by Default? Received by Default? Available Upon Request? Location Note
AFC License     X Working Directory The referenced utility can be used to generate this report.
AFC SaaS Standard     X Report zip file

Can request one extra report by using any of this utility/format. Report will be generated for every batch of transactions as requested.

This report will be available soon for SaaS clients in specific base formats.

AFC SaaS Pro

 

 

 

X

Emailed in zip file if requested.

Can request one extra report with each API call by using any of this utility/format. The report will be generated monthly as requested.

This report will be available soon for SaaS

clients in specific base formats.

srtcomma20ld Utility, (Outputfilename.ext)

Description

Same as srtcomma20l but the .ssf file also contains Discount and Calculation Types.

Report Format and Sample Data

Srtcomma20ld Utility Report Format and Sample Data

Extension .ssf
File Format Comma Delimited Fixed Length
Sample Data Column Headers

Country, State, Locality, Tax Type, Tax Level, Adjustment Type, Calculation Type, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Lines

 

PCode, Tax Type, Tax Level, Adjustment Type, Calculation Type, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Lines
Definitions for srtcomma20ld SSF File Format without -p option

Column Name

Description

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Adjustment  Type

Input entered in the AdjustmentType field of the TelecomTransaction or SalesUseTansaction.

Calculation Type

Calculation type for tax.

Tax Rate

Rate for tax.

Tax Amount

Tax amount.

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Lines

 

Sample

USA, , , , 18, 0, 0, 1, 0.091000, 470.360800, 5168.800000, 0.000000, 0.000000, 5168.800000, 0.0, 0

USA, , , , 55, 0, 0, 1, 0.033761, 132.343120, 3920.000000, 0.000000, 0.000000, 3920.000000, 3840.0, 0

USA, , , , 169, 0, 0, 1, 0.002430, 12.560184, 5168.800000, 0.000000, 0.000000, 5168.800000, 0.0, 0

USA, , , , 170, 0, 0, 2, 0.018333, 0.293328, 80.000000, 50.320000, 0.000000, 29.680000, 0.0, 0

USA, CA, , , 9, 1, 0, 1, 0.001100, 0.704000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

USA, CA, , , 10, 1, 0, 1, 0.007200, 4.823194, 669.888000, 0.000000, 0.000000, 669.888000, 0.0, 0

USA, CA, , , 19, 1, 0, 1, 0.024300, 15.552000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

USA, CA, , , 21, 1, 0, 1, 0.001600, 1.024000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

USA, CA, , , 22, 1, 0, 1, 0.015500, 9.920000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

USA, CA, , , 23, 1, 0, 1, 0.002700, 1.728000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

Definitions for srtcomma20ld SSF File Format Key with -p option

Column Name

Description

PCode

PCode for taxing jurisdiction

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Discount Type

Input entered in the DiscountType field of the TelecomTransaction or SalesUseTansaction.

Calculation Type

Calculation type for tax.

Adjustment Type

Adjustment type for tax.

Calc Type

Calculation type for tax.

Tax Rate

Rate for tax.

Tax Amount

Tax amount.

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Lines

Number of lines used for calculating the tax in per-line taxes.

Sample

253500, 9, 1, 0, 1, 0.001100, 0.704000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

253500, 10, 1, 0, 1, 0.007200, 4.823194, 669.888000, 0.000000, 0.000000, 669.888000, 0.0, 0

253500, 19, 1, 0, 1, 0.024300, 15.552000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

253500, 21, 1, 0, 1, 0.001600, 1.024000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

253500, 22, 1, 0, 1, 0.015500, 9.920000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

253500, 23, 1, 0, 1, 0.002700, 1.728000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

253500, 44, 1, 0, 1, 0.007200, 3.817705, 530.236821, 0.000000, 0.000000, 530.236821, 480.0, 0

253500, 60, 1, 0, 1, 0.001500, 0.960000, 640.000000, 0.000000, 0.000000, 640.000000, 0.0, 0

253500, 232, 1, 0, 1, 0.002700, 1.367765, 506.579556, 0.000000, 0.000000, 506.579556, 480.0, 0

Availability of Reports

This report is generated by the srtcomma20ld Utility. Please reference the table below for additional details regarding availability of reports by product.

Srtcomma20ld Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

X

Report zip file

Can request one extra report by using any of this utility/format. Report will be generated for every batch of transactions as requested. This report will be available soon for SaaS clients in specific base formats.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Can request one extra report with each API call by using any of this utility/format. The report will be generated monthly as requested. This report will be available soon for SaaS clients in specific base formats.

srtcommadetail Utility, (Outputfilename.ext)

Description

Same as srtcomma20 but the .ssf file includes Tax type and Tax Level descriptions.

Report Format and Sample Data
Extension .ssf
File Format Comma Delimited
Sample Data Column Headers
Country, State, Locality, PCode, Tax Type, Tax Type Description, Tax Level, Tax Level Description, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes
Definitions for srtcommadetail SSF File Format Key

Column Name

Description

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

PCode

PCode for taxing jurisdiction

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Type Description

Description for tax type.

Tax Level

Tax level identifier

Tax Level Description

Description for tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount.

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Sample

USA,   , , , 0, 6, Federal Excise Tax, 0, Federal, 0.030000, 63.946941, 2131.564739, 0.000000, 0.000000, 2131.564739, 2376516.0

USA, CA, , , 253500, 9, P.U.C. Fee, 1, State, 0.001100, 0.072776, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0

USA, CA, , , 253500, 10, E911 Tax, 1, State, 0.006500, 0.450252, 69.269518, 0.000000, 0.000000, 69.269518, 155916.0

USA, CA, , , 253500, 19, State High Cost Fund, 1, State, 0.024300, 1.607688, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0

USA, CA, , , 253500, 21, CA Teleconnect Fund, 1, State, 0.001600, 0.105856, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0

USA, CA, , , 253500, 60, CA High Cost Fund A, 1, State, 0.001500, 0.099240, 66.159998, 0.000000, 0.000000, 66.159998, 155916.0

USA, CO, , , 427200, 13, State Universal Service Fund, 1, State, 0.029000, 0.026172, 0.902500, 0.000000, 0.000000, 0.902500, 1920.0

USA, CO, DENVER, , 442100, 4, District Tax, 2, County, 0.001000, 0.000211, 0.210945, 0.000000, 0.000000, 0.210945, 246.0
Availability of Reports

This report is generated by the srtcommadetail Utility. Please reference the table below for additional details regarding availability of reports by product.

Srtcommadetail Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

X

Report zip file

Can request one extra report by using any of this utility/format. Report will be generated for every batch of transactions as requested.

This report will be available soon for SaaS clients in specific base formats.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Can request one extra report with each API call by using any of this utility/format. The report will be generated monthly as requested.

This report will be available soon for SaaS clients in specific base formats.

customsort Utility, (Outputfilename.ext)

Description

The customsort utility is designed to allow clients to produce taxation reports which are sorted and summarized using client-specified fields and/or options. In other words, it's a one-stop shop where clients can generate a specific report in available base format (utility) and can include sort on additional fields.

It works from data available in the log file, so it doesn't include original revenue and has no record of failed transactions.

Available base formats are as follows: SRTCOMMA20L, SRTCOMMA20L-P, SRTCOMMA20LD, EZLOGCUST, EZLOGCUSTPTS

Report Format and Sample

Customsort utility Report Format

Extension .csv, .xls
File Format Comma Delimited
Sample Data Definitions

Token

Description

OUTPUT_FILENAME_FORMAT

Format to be used for output / reports

BASE

The base format to be used.

OPTION

User supplied option.

ALGORITHM

Algorithm for calculating net taxable sale amount.

CALCULATED_VALUE_PRECISION

Precision to be used in reports for calculated floating point.

DEFAULT_EXT

Precision to be used in reports for calculated floating point.

DATA_DIR

Directory specify where the EZtax data resides.

WORKING_DIR

Working directory for custom sort.

*OptionalField1

Additional Extended Optional fields in which column headers are defined by the user upon creation of each one. Please note these additional optional columns only apply to AFC SaaS Pro.

*OptionalField2

*OptionalField3

*OptionalField4

*OptionalField5

*OptionalField6

*OptionalField7

*OptionalField8

*OptionalField9

*OptionalField10

*Note:  AFC SaaS Pro clients will have to add the columns to the report and the new column header names will appear in the report after they have been renamed by the user.  These additional optional columns are not available for AFC SaaS Standard or AFC On Prem clients.  

Configuration File Sample - srtcomma20l
/////////////////////////////////////////////////////////////////////////////////////
////  base_srtcomma20l.cfg  ////
OUTPUT_FILENAME_FORMAT:   EZtax_{%y%m%d}
BASE:   srtcomma20l
OPTION:   NBA_FILE
OPTION:   NCA_FILE
OPTION:   NO_DELETE_LOG
OPTION:   NO_HEADER
CALCULATED_VALUE_PRECISION:   6
DEFAULT_EXT:   ssf
DELIMITER:   ','
DATA_DIR:   C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - srtcomma20l-p
/////////////////////////////////////////////////////////////////////////////////////
////  base_srtcomma20l_p.cfg  ////
OUTPUT_FILENAME_FORMAT:   EZtax_{%y%m%d}
BASE:   srtcomma20l-p
OPTION:   NBA_FILE
OPTION:   NCA_FILE
OPTION:   NO_DELETE_LOG
OPTION:   NO_HEADER
CALCULATED_VALUE_PRECISION:   6
DEFAULT_EXT:   ssf
DELIMITER:   ','
DATA_DIR:   C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - srtcomma20ld
/////////////////////////////////////////////////////////////////////////////////////
OUTPUT_FILENAME_FORMAT:   EZtax_{%y%m%d}
BASE:   srtcomma20ld
OPTION:   NBA_FILE
OPTION:   NCA_FILE
OPTION:   NO_DELETE_LOG
OPTION:   NO_HEADER
CALCULATED_VALUE_PRECISION:   6
DEFAULT_EXT:   ssf
DELIMITER:   ','
DATA_DIR:   C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - ezlogcust
/////////////////////////////////////////////////////////////////////////////////////
OUTPUT_FILENAME_FORMAT:   EZtax_{%y%m%d}
BASE:   ezlogcust
OPTION:   NBA_FILE
OPTION:   NCA_FILE
OPTION:   NO_DELETE_LOG
OPTION:   NO_HEADER
CALCULATED_VALUE_PRECISION:   6
DEFAULT_EXT:   rpt
DELIMITER:   ','
DATA_DIR:   C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Configuration File Sample - ezlogcustpts
/////////////////////////////////////////////////////////////////////////////////////
OUTPUT_FILENAME_FORMAT:   EZtax_{%y%m%d}
BASE:   ezlogcustpts
OPTION:   NBA_FILE
OPTION:   NCA_FILE
OPTION:   NO_DELETE_LOG
OPTION:   NO_HEADER
CALCULATED_VALUE_PRECISION:   6
DEFAULT_EXT:   rpt
DELIMITER:   ','
DATA_DIR:   C:\BillSoft\EZTax\Data
WORKING_DIR: E:\Logs\customsort
Custom Sort (Full Example)

Configuration File Sample

/////////////////////////////////////////////////////////////////////////////////////
////  ext_srtcomma20l.cfg  ////
OUTPUT_FILENAME_FORMAT:   EZtax_{%y%m%d}
BASE:   srtcomma20l
FIELD:   P_CODE
FIELD:   CUST_NO
FIELD:   INV_NO
OPTION:   NBA_FILE
OPTION:   NCA_FILE
OPTION:   NO_DELETE_LOG
OPTION:   HEADER
CALCULATED_VALUE_PRECISION:   6
DEFAULT_EXT:   csv
DELIMITER:   ','

Sample Input File

 

Request Type Date BillTo Country ISO BillTo State BillTo County BillTo Locality BillTo ZipCode Charge Transaction Type Service Type Customer Number Invoice Number
CalcTaxes 20160315 USA FL Brevard Cocoa Beach 32931 50 19 6 Customer 1 987654
CalcTaxes 20160315 USA FL Brevard Cocoa Beach 32931 15 19 50 Customer 1 123456
CalcTaxes 20160315 USA CA San Francisco San Francisco 94102 50 13 6 Customer 2 4567890
CalcTaxes 20160315 USA CA San Francisco San Francisco 94102 15 13 50 Customer 2 4567890
CalcTaxes 20160315 USA NY New York New York 10001 50 16 6 Customer 3 1234
CalcTaxes 20160315 USA NY New York New York 10001 25 16 36 Customer 3 5678

Sample Out Files

EZtax_160405.rpt
Custom   Sort Processing Metrics
---------------------------------------------------------------------------
  Start Time : Tue Apr 05 10:53:57 2016
  End Time     : Tue Apr 05 10:53:57 2016
  
Taxes   Input Metrics
---------------------------------------------------------------------------
  Records: 22    File: C:\BILLSOFTONLINE\KML\KML\EZTax\EZTax.log
  
Taxes   Output Metrics
---------------------------------------------------------------------------
  Summarized Records       :      19  File: EZtax_160405_ssf.csv
  Non-billable Records     :       3  File: EZtax_160405_nba.csv
  Non-compliance Records   :       0  File: EZtax_160405_nca.csv
  Total Summarized Records :    22
---------------------------------------------------------------------------
End   of Report

EZtax_160405_nca.csv

Country State Country Locatility TaxType TaxLvl TaxRate TaxAmount SaleAmt ExemptAmt AdjustmentAmt NetTaxable Minutes Lines PCode CustNo InvoiceNo
                                 
                                 

 EZtax_160405_nba.csv

Country State Country Locatility TaxType TaxLvl TaxRate TaxAmount SaleAmt ExemptAmt AdjustmentAmt NetTaxable Minutes Lines PCode CustNo InvoiceNo
USA       22 0 0.01635 0.303293 50 31.45 0 18.55 0 0 0 Customer 2 4567890
USA       235 0 0.01635 0.159167 15 5.265 0 9.735 0 0 0 Customer 1 123456
USA       235 0 0.01635 0.530558 50 17.55 0 32.45 0 0 0 Customer 1 987654

EZtax_160405_ssf.csv

Country State Country Locatility TaxType TaxLvl TaxRate TaxAmount SaleAmt ExemptAmtUSA AdjustmentAmt NetTaxable Minutes Lines PCode CustNo InvoiceNo
USA       55 0 0.182 3.3761 50 31.45 0 18.55 0 0 0 CUSTOMER 2 4567890
USA       72 0 0.08 0.08 50 0 0 50 0 0 0 CUSTOMER 3 1234
USA       162 0 0.182 1.77177 15 5.265 0 9.735 0 0 0 CUSTOMER 1 123456
USA       162 0 0.182 5.9059 50 17.55 0 32.45 0 0 0 CUSTOMER 1 987654
USA       170 0 0.014167 0.014167 50 0 0 50 0 0 0 CUSTOMER 2 4567890
USA       226 0 0.00331 0.03223 15 5.265 0 9.735 0 0 0 CUSTOMER 1 123456
USA       226 0 0.00331 0.10741 50 17.55 0 32.45 0 0 0 CUSTOMER 1 987654
USA FL BREVARD   64 1 0.0492 0 15 15 0 0 0 0 539600 CUSTOMER 1 123456
USA FL BREVARD   64 1 0.0492 0 50 50 0 0 0 0 539600 CUSTOMER 1 987654
USA FL BREVARD COCOA BEACH 14 1 0.0237 0.398255 16.803993 0 0 16.803993 00 0 540000 CUSTOMER 1 123456
USA FL BREVARD COCOA BEACH 14 1 0.0237 13.27515 56.013309 0 0 56.013309 0 0 540000 CUSTOMER 1 987654
USA FL BREVARD COCOA BEACH 64 3 0.0552

0

15 15 0 0 0 0 540000 CUSTOMER 1 123456
USA FL BREVARD COCOA BEACH 64 3 0.0552

0

50 50 0 0 0 0 540000 CUSTOMER 1 987654
USA FL BREVARD COCOA BEACH 160 1 0.0015

0.025206

16.803993 0 0 16.803993 0 0 540000 CUSTOMER 1 123456
USA FL BREVARD COCOA BEACH 160 1 0.0015 0.08402 56.013309 0 0 56.013309 0 0 540000 CUSTOMER 1 987654
USA NY     180 1 0.000975 0.048828 50.08 0 0 50.08 0 0 2502500 CUSTOMER 3 1234
USA NY     180 1 0.000975 0.024375 25 0 0 25 0 0 2502500 CUSTOMER 3 5678
USA NY NEW YORK NEW YORK 73 3 0.049025 2.58154 52.657618 0 0 52.657618 0 0 2604100 CUSTOMER 3 1234
USA NY NEW YORK NEW YORK 73 3 0.049025 1.28809 26.288809 0 0 26.28809 0 0 2604100 CUSTOMER 3 5678
Availability of Reports

This report is generated by the customsort Utility. Please reference the table below for additional details regarding availability of reports by product.

customsort Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

X

Report zip file

Can request one extra report by using any of this utility/format. Report will be generated for every batch of transactions as requested.

This report will be available soon for SaaS clients in specific base formats.

AFC SaaS Pro

 

 

X

Emailed in zip file if requested.

Can request one extra report with each API call by using any of this utility/format. The report will be generated monthly as requested.

This report will be available soon for SaaS clients in specific base formats.

STRG Utility, (Outputfilename.ext)

Description

Fixed Length outputfilename.ssf file for tax compliance filing. Sorted and condensed by PCode, Tax Type, Tax Level, Tax Rate

Report Format and Sample Data
Extension .ssf
File Format Comma Delimited
Sample Data Column Headers
PCode, Tax Type, Tax Level, Tax Rate, Tax Amount Sign, Tax Amount, File Record Length
Definitions for STRG SSF File Format Key

Column Name

Description

Length

Positions

PCode

PCode for taxing jurisdiction

9

1-9

Tax Type

Tax type identifier.

6

10-15

Tax Level

Tax level identifier.

1

16

Tax Rate

Rate for tax.

8

17-24

Tax Amount Sign

 

1

25

Tax Amount

 

11.5

26-36

File Record Length

 

36

 

Sample

0                 1                  2                3 

1.23457E+35 

------------------------------------------------------------ 

000000000000006000003000+00098418707 

000000000000007000000580+00018387113 

000000000000018000003180+00081599822 

000000000000031000000039+00001000752 

Availability of Report

This report is generated by the STRG Utility. Please reference the table below for additional details regarding availability of reports by product.

STRG Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Ezlogns Utility, Comma delimited log.ext,

Description

Generates a comma-delimited file for customer billing. Sorting and reporting is done at the customer level. Sorted and condensed by Customer Number, PCode, Tax Type, Tax Level, Tax Rate, Calculation Type.

Report Format and Sample Data

Ezlogns Utility Report Format and Sample Data

Extension .rpt
File Format Comma Delimited
Sample Data Column Headers
Country, State, County, Locality,, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes
Definitions for Ezlogns

Column Name

Description

Sample Data

Country

Three-character country code for taxing jurisdiction.

USA

State

State abbreviation for taxing jurisdiction.

6

County

County name for taxing jurisdiction.

 

Locality

Locality name for taxing jurisdiction.

 

Tax Type

Tax type identifier.

6

Tax Level

Tax level identifier.

0

Tax Rate

Rate for tax.

0.030000

Tax Amount

Tax amount.

29881.866905

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

996062.252444

Exempt

Exempt sale amount from tax record.

0

Adjustments

Adjustment calculation

0

Taxable Measure

Taxable measure used for calculating the tax.

996062.252444

Minutes

 

14859213

Availability of Report

This report is generated by the Ezlogns Utility. Please reference the table below for additional details regarding availability of reports by product.

EZlogns Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Ezlogcust Utility, Comma delimited log.ext

Description

Same as Ezlogns plus Lines, Locations and Customer number

Report Format and Sample Data

Ezlogcust Utility Report Format and Sample Data

Extension .rpt
File Format Comma Delimited
Sample Data Column Headers
Country, State, County, Locality, Tax Type, Tax Level, Tax Rate, Calculation Type, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Lines, Locations, Customer Number
Definitions for Ezlogcust

Column Name

Description

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Calculation Type

Calculation type for tax.

Tax Amount

Tax amount

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of lines used for calculating the tax in per-line taxes.

Lines

Number of locations

Locations

Number of minutes used for calculating the tax in per-minute taxes.

Customer Number

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

Sample

USA, , , , 6, 0, 0.030000, RATE, 0.892576, 29.752527, 0.000000, 0.000000, 29.752527, 0.000000, 1, 1, 2143278889 

USA, TX, , , 9, 1, 0.001670, RATE, 0.049687, 29.752527, 0.000000, 0.000000, 29.752527, 0.000000, 1, 0, 2143278889 

USA, TX, , , 13, 1, 0.036000, RATE, 1.035438, 28.762179, 0.000000, 0.000000, 28.762179, 0.000000, 1, 0, 2143278889 

USA, TX, , , 26, 1, 0.012500, RATE, 0.367089, 29.367090, 0.000000, 0.000000, 29.367090, 0.000000, 1, 0, 2143278889 

USA, TX, DALLAS, DALLAS, 1, 1, 0.062500, RATE, 1.863693, 29.819089, 0.000000, 0.000000, 29.819089, 0.000000, 1, 0, 2143278889 

USA, TX, DALLAS, DALLAS, 1, 3, 0.010000, RATE, 0.298022, 29.802214, 0.000000, 0.000000, 29.802214, 0.000000, 1, 0, 2143278889 

USA, TX, DALLAS, DALLAS, 4, 3, 0.010000, RATE, 0.283838, 28.383766, 0.000000, 0.000000, 28.383766, 0.000000, 0, 0, 2143278889 

USA, TX, DALLAS, DALLAS, 10, 3, 0.620000, PER_LINE, 0.620000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, 1, 0, 2143278889 

USA, TX, DALLAS, DALLAS, 51, 3, 1.350000, PER_LINE, 1.350000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, 1, 0, 2143278889 

USA, , , , 6, 0, 0.030000, RATE, 0.210216, 7.007192, 0.000000, 0.000000, 7.007192, 5.100000, 0, 0, 2143278889B 

Availability of Report

This report is generated by the Ezlogcust Utility. Please reference the table below for additional details regarding availability of reports by product.

EZlogcust Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Ezlogcustios Utility, Comma delimited log.ext

Description

Same as Ezlogcust plus includes Invoice Number, Optional, Service Level Number

Report Format and Sample Data

Ezlogcustios Utility Report Format and Sample Data

Extension .rpt
File Format Comma Delimited
Sample Data Column Headers
Invoice Number, Optional, Service Level Number, Country, State, County, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Customer Number
Definitions for Ezlogcustios

Column Name

Description

Invoice Number

Input entered in the InvoiceNumber field of the TelecomTransaction or SalesUseTansaction.

Optional

Input entered in the Optional field of the TelecomTransaction or SalesUseTansaction.

Service Level Number

Input entered in the ServiceLevelNumber field of the TelecomTransaction or SalesUseTansaction.

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Numeric

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of lines used for calculating the tax in per-line taxes.

Customer Number

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

Sample

6, 8, 7, USA, AL, AUTAUGA, AUTAUGAVILLE, 1, 1, 0.040000, RATE, 0.720000, 18.000000, 0.000000, 0.000000, 18.000000, 275.940002, 54, 18, BillSoft Inc.

6, 8, 7, USA, AL, AUTAUGA, JONES, 1, 2, 0.020000, RATE, 0.320000, 16.000000, 0.000000, 0.000000, 16.000000, 245.280014, 48, 16, BillSoft Inc.

6, 8, 7, USA, AL, AUTAUGA, PRATTVILLE, 1, 3, 0.025000, RATE, 0.050000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2, BillSoft Inc.

6, 8, 7, USA, AL, AUTAUGA, AUTAUGAVILLE, 1, 3, 0.030000, RATE, 0.060000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2, BillSoft Inc.

6, 8, 7, USA, , , , 6, 0, 0.030000, RATE, 14.312928, 477.097605, 0.000000, 0.000000, 477.097605, 5825.416504, 1140, 380, BillSoft Inc.

6, 8, 7, USA, AL, , , 8, 1, 0.060000, RATE, 2.200486, 36.674766, 0.000000, 0.000000, 36.674766, 551.879822, 108, 36, BillSoft Inc.

6, 8, 7, USA, AL, BALDWIN, , 10, 2, 0.690000, PER_LINE, 4.140000, 2.000000, 0.000000, 0.000000, 2.000000, 30.660000, 6, 2, BillSoft Inc.

Availability of Report

This report is generated by the EZlogcustios Utility. Please reference the table below for additional details regarding availability of reports by product.

EZlogcustios Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Ezlogcustpts Utility, Comma delimited log.ext

Description

Same as Ezlogcust plus includes Pcode, Transaction type and Service Type

Report Format and Sample Data

EzlogcustptsUtility Report Format and Sample Data

Extension .rpt
File Format Comma Delimited
Sample Data Column Headers
PCode, Optional, Service Level Number, Country, State, County, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Customer Number
Definitions for EZlogcustpts

Column Name

Description

PCode

PCode for taxing jurisdiction

Optional

Input entered in the Optional field of the TelecomTransaction or SalesUseTansaction.

Service Level Number

Input entered in the ServiceLevelNumber field of the TelecomTransaction or SalesUseTansaction.

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation.

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of lines used for calculating the tax in per-line taxes.

Customer Number

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

Sample

0, 1, 1, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.    

0, 1, 1, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 1, 1, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 1, 2, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.    

0, 1, 2, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 1, 2, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 1, 3, USA,,,, 6, 0, 0.030000, 0.128824, 4.294140, 0.000000, 0.000000, 4.294140, 61.320000, BillSoft, Inc.    

0, 1, 3, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 1, 3, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 1, 4, USA,,,, 18, 0, 0.072805, 0.291220, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 1, 4, USA,,,, 31, 0, 0.000730, 0.002920, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.  

0, 2, 1, USA,,,, 6, 0, 0.030000, 0.120000, 4.000000, 0.000000, 0.000000, 4.000000, 61.320000, BillSoft, Inc.
Availability of Report

This report is generated by the Ezlogcustpts Utility.

EZlogcustpts Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Ezlogcustptslnl Utility, Comma delimited log.ext

Description

Same as Ezlogcustpts plus the number of lines and locations are also included.

Report Format and Sample Data

Ezlogcustptslnl Utility Report Format and Sample Data

Extension .rpt
File Format Comma Delimited
Sample Data Column Headers
PCode, Optional, Service Level Number, Country, State, County, Locality, Tax Type, Tax Level, Tax Rate, Tax Amount, Gross Sale, Exempt, Adjustments, Taxable Measure, Minutes, Lines, Location
Definitions for Ezlogcustptslnl

Column Name

Description

PCode

PCode for taxing jurisdiction

Optional

Input entered in the Optional field of the TelecomTransaction or SalesUseTansaction.

Service Level Number

Service ID used in the input transaction or derived out of the bundle if a bundle transaction was used.

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

Locality

Locality name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount

Gross Sale

Gross sale amount. This field is used for srtcomma20ld and srtcommadetail reports.

Exempt

Exempt sale amount from tax record.

Adjustments

Adjustment calculation

Taxable Measure

Taxable measure used for calculating the tax.

Minutes

Number of lines used for calculating the tax in per-line taxes.

Customer Number

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

Lines

Number of lines used for calculating the tax in per-line taxes.

Location

Number of locations

Sample

0, 0, 0, USA,   , , , 6, 0, 0.030000, 2.462930, 82.097663, 0.000000, 0.000000, 82.097663, 0.000000, BillSoft, Inc.      , 6, 2 

0, 0, 0, USA,   , , , 18, 0, 0.089000, 1.157000, 13.000000, 0.000000, 0.000000, 13.000000, 0.000000, BillSoft, Inc.      , 0, 0

0, 0, 0, USA,   , , , 31, 0, 0.000000, 0.000000, 13.000000, 13.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc.      , 0, 0

1210800, 0, 0, USA, KS, , , 13, 1, 0.048700, 1.458565, 29.949999, 0.000000, 0.000000, 29.949999, 0.000000, BillSoft, Inc.      , 0, 0  

1284800, 0, 0, USA, KS, SALINE, , 10, 2, 0.750000, 2.250000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc.      , 3, 0          

1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 1, 0.053000, 2.039814, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft, Inc.      , 0, 0           

1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 2, 0.010000, 0.384871, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft, Inc.      , 0, 0           

1284900, 0, 0, USA, KS, SALINE, SALINA, 1, 3, 0.007500, 0.288653, 38.487064, 0.000000, 0.000000, 38.487064, 0.000000, BillSoft, Inc.      , 0, 0           

2502500, 0, 0, USA, NY, , , 5, 1, 0.025000, 0.925712, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc.      , 0, 0    

2502500, 0, 0, USA, NY, , , 45, 1, 0.003750, 0.138857, 37.028499, 0.000000, 0.000000, 37.028499, 0.000000, BillSoft, Inc.      , 0, 0  

2604000, 0, 0, USA, NY, NEW YORK, , 10, 2, 1.000000, 3.000000, 0.000000, 0.000000, 0.000000, 0.000000, 0.000000, BillSoft, Inc.      , 3, 0
Availability of Report

This report is generated by the Ezlogcustptslnl Utility. Please reference the table below for additional details regarding availability of reports by product.

EZlogcustptslnl Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

 

 

This report is currently not available.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Srtcdf20 and srtcdf20p, Outputfile.ext,

Description

Same as srtcomma20 but in CDF format.

Report Format and Sample Data

Srtcdf20 and srtcdf20p Utility Report Format and Sample Data

Extension .ssf, .csf
File Format Fixed Length
Sample Data Column Headers

PCode, Tax Type, Tax Level, Tax Rate, Tax Amount Sign, Tax Amount, File Record Length

Customer Number, TaxType, Tax Level, Tax Amount Sign, Tax Amount, File Record Length
Definitions for Srtcdf20 and srtcdf20p

Column Name

Description

Length

Positions

PCode

PCode for taxing jurisdiction.

9

1-9

Tax Type

Tax type identifier.

6

10-15

Tax Level

Tax level identifier.

1

16

Tax Rate

Rate for tax.

8.5

17-24

Tax Amount Sign

Numeric

1

25

Tax Amount

Tax amount

11.5

26-36

File Record Length

 

36

 

 

Column Name

Description

Length

Positions

Customer Number

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

9

1-9

Tax Type

Tax type identifier.

6

21-26

Tax Level

Tax level identifier.

1

27

Tax Amount Sign

Numeric

12

28-39

Tax Amount

Tax Amount

50

40-69

File Record Length

 

39 or 89

 

Sample

0                1                  2                  3

1234567890123456….

------------------------------------------------------------

000000000000006000003000+00098418707

000000000000007000000580+00018387113

000000000000018000003180+00081599822

000000000000031000000039+00001000752
Availability of Report

This report is generated by the Srtcdf20 and srtcdf20p Utility. Please reference the table below for additional details regarding availability of reports by product.

Srtcdf20 and srtcdf20p Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working Directory

The referenced utility can be used to generate this report.

AFC SaaS Standard

 

 

X

Report zip file

CDF users or clients may request reports in this format.

AFC SaaS Pro

 

 

 

 

This report is currently not available.

Other Reports

Output_ASCIILOG.ext

Description

This report deposits the contents of the logfilename.log to an ASCII version of the log file.

Report Format and Sample Data

ASCIILog Utility Report Format and Sample Data

Extension .csv
File Format Comma Delimited
Sample Data Column Headers
Country, State, County, City, Tax Type, Tax Level, Tax Rate, Tax Amount, Charges, Exemptions, Adjustments, Net Sales, Minutes, Invoice Number, Service Level Number, Optional, Lines, Locations, Calculation Type, Customer Number
Definitions for ASCIILog

Column Name

Description

Country

Three-character country code for taxing jurisdiction.

State

State abbreviation for taxing jurisdiction.

County

County name for taxing jurisdiction.

City

City name for taxing jurisdiction.

Tax Type

Tax type identifier.

Tax Level

Tax level identifier.

Tax Rate

Rate for tax.

Tax Amount

Tax amount

Charges

Amount charged.

Exemptions

Input entered in the ExemptionType field of the TelecomTransaction or SalesUseTansaction.

Adjustments

Adjustment calculation

Net Sales

Net sale amount.  This field is used for srtcomma20ld and srtcommadetail reports.

Minutes

Number of minutes used for calculating the tax in per-minute taxes.

Invoice Number

Input entered in the InvoiceNumber field of the TelecomTransaction or SalesUseTansaction.

Service Level Number

Input entered in the ServiceLevelNumber field of the TelecomTransaction or SalesUseTansaction.

Optional

Input entered in the Optional field of the TelecomTransaction or SalesUseTansaction.

Lines

Number of lines used for calculating the tax in per-line taxes.

Locations

Number of locations.

Calculation Type

Calculation type for tax.

Customer Number

Input entered in the CustomerNumber field of the TelecomTransaction or SalesUseTansaction.

Sample

USA, PA, , , 9, 1, 0.002662, 0.851840, 320.000000, 0.000000, 0.000000, 320.000000, 0.000000, 0, 0, 0, 0, 0, RATE,     93368917:1608205

USA, PA, BERKS, KEMPTON, 14, 1, 0.050000, 46.583018, 931.660350, 0.000000, 0.000000, 931.660350, 240.000000, 0, 0, 0, 0, 0, RATE,     93368917:1608206

USA, CA, , , 10, 1, 0.007200, 4.317632, 599.671134, 0.000000, 0.000000, 599.671134, 240.000000, 0, 0, 0, 0, 0, RATE,     93368917:1608204

USA, PA, BERKS, KEMPTON, 1, 1, 0.060000, 55.899620, 931.660350, 0.000000, 0.000000, 931.660350, 240.000000, 0, 0, 0, 0, 0, RATE,     93368917:1608206
Availability of Reports

This report is generated by the ASCIILog Utility. Please reference the table below for additional details regarding availability of reports by product.

ASCIILog Utility Report Availability

Product

Generated by Default?

Received by Default?

Available Upon Request?

Location

Note

AFC License

 

 

X

Working

Directory

This report can be created by using the ASCIILog utility.

AFC SaaS Standard

 

 

X

Report zip file

This report is not currently generated by default; however, it can be set to generate by default if needed. Currently, it is included at the request of the customer.

Please note this report is not recommended for larger clients.

AFC SaaS Pro

 

 

X

Emailed

This report is currently not available; however, the Detail Log report is available to SaaS Pro clients and is considered equivalent in content.

File Descriptions

Tax Type Files

tax_type.exp

Description

Tax types are used by AFC to identify the specific tax to which the tax liability applies. With the large number of taxes that exist in the telecommunications world, having the tax identified along with the description, category, and reference helps both in billing / customer service and in compliance filing.

The numeric tax type value is also used for specified exemptions and in Rate and Logic overrides. The tax category is used for grouping taxes and for category based exemptions.

See AFC Tax Types for more detailed information on tax types.

File Format and Sample

Tax_Type.exp File Format and Sample Data

File Name tax_type.exp
File Format tab delimited
Sample Data Sample

Column Name

Description

TAX_TYPE

Numeric identifier for the tax

Description

Description of the tax

Reference

Reference to the high level application of the tax.

Reference

DESCRIPTION

1

Telecom Tax

2

Sales and Use Tax

3

Both Telecom and Sales and Use Tax

 

TAX_CAT_ID

Tax Category identifier

File Availability and Location

tax_type.exp File Availability and Location

Product

Platform/Package

Location in Installation/Download Package

AFC License

Unix

tax_type.exp is at root level in package All other files are in the db subdirectory

Windows

All files are in the txt subdirectory

AS/400

tax_type.exp is at root level in package

All other files are located in /eztax_db9. This is at the root of the Integrated File System (IFS).

It is copied to the EZTAX_DB9 installation library. all_adr.txt - ALL_ADR

The name on the left is the text file name.

The name on the right is the physical file name.

AFC SaaS Standard

EZTaxWS_Std_docs_v9_1603.zip

All files are in the txt subdirectory

AFC SaaS Pro

EZTaxWS_docs_v9_YYMM.zip

EZTaxWS_sau_docs_v9_YYMM.zip

All files are in the txt subdirectory

Zip Address to PCode Cross Reference Files

all_adr.txt

Description

The address to PCode cross-reference file has all jurisdictions recognized by AFC listed along with the corresponding PCode.

The Zip Begin and Zip End has different meaning depending on the jurisdiction level.

  • Country Level: Zip Begin/End represent the ID for the country. Refer to Appendix A for more information on country codes.
  • State/Province Level: Zip Begin/End represent the ID for the state/province.
  • County Level: Zip Begin/End represent the ID for the county.
  • City Level: Zip Begin/End represent the 5 digit (USA) or 6 digit Canadian zip code range for that City.
File Format and Sample

all_adr.txt File Format and Sample

File Name add_adr.txt
File Format Comma delimited
Sample Data Sample

Column

Description

PCode

Numeric persisted code for tax jurisdiction

Alternate

Flag indicating if the address is an alternate address

Alternate

DESCRIPTION

0

Primary Tax Jurisdiction

1

Alternate Tax Jurisdiction

Country

Country ISO (3 bytes)

State

State Abbreviation (2 bytes)

County

County Name

City

City or Locality Name

Zip Begin

Start of the zip code range

Zip End

End of the zip code range

File Availability and Location

all_adr.txt File Availability and Location

Product

Platform/Package

Location in Installation/Download Package

AFC License

Unix

all_adr.txt is in the db subdirectory

Windows

All files are in the txt subdirectory

AS/400

all_adr.txt is located in /eztax_db9. This is at the root of the Integrated File System (IFS).

It is copied to the EZTAX_DB9 installation library as:

all_adr.txt - ALL_ADR

The name on the left is the text file name.

The name on the right is the physical file name.

AFC SaaS Standard

EZTaxWS_Std_docs_v9_1603.zip

All files are in the txt subdirectory

AFC SaaS Pro

EZTaxWS_docs_v9_YYMM.zip

EZTaxWS_sau_docs_v9_YYMM.zip

All files are in the txt subdirectory

Calculation Type Files

calculationType.txt

Description

For the Telecommunication tax calculations, there are different rules on not only what is taxed but also how it is taxed. This table provides descriptions for all calculation types.

For additional details, please reference the table below.

File Format and Sample

calculationType.txt File Format and Sample

File Name CalculationType.txt
File Format Comma delimited
Sample Data Sample

DATA_TYPE_ID

Numeric Value for Calculation Type

DESCRIPTION

Please reference table provided below for Calculation Type descriptions.

Calculation Type

Tax Applicability

Rate

Taxable Measure is multiplied by Rate

Fixed Amount

Fixed taxes represent a fixed tax that applies to the product being taxed.

Per Minute

Number of Minutes is multiplied by Rate

Per Access Line

Number of Lines is multiplied by Rate

Self-Taxing Rate (Cable)

Taxable Measure is multiplied by Self-Taxing Rate

Per Bracket

Number of Lines is multiplied by Rate based on tax bracket for line count

Fixed on Tier

Sale Amount is multiplied by Rate based on tax tier for sale amount

File Availability and Location

calculationType.txt File Availability and Location

Product

Platform/Package

Location in Installation/Download Package

AFC License

Unix

calculationType.txt is in the db subdirectory

Windows

All files are in the txt subdirectory

AS/400

calculationType.txt is located in /eztax_db9. This is at the root of the Integrated File System (IFS).

AFC SaaS Standard

EZTaxWS_Std_docs_v9_1603.zip

All files are in the txt subdirectory

AFC SaaS Pro

EZTaxWS_docs_v9_YYMM.zip

EZTaxWS_sau_docs_v9_YYMM.zip

All files are in the txt subdirectory

FIPS Code Cross Reference to PCode Files

fipspcd.txt , pcdfips.txt

Description

AFC provides support for using a 10 digit Federal Information Processing Standards (FIPS) code to define the taxing jurisdiction.

The fipspcd.txt file provides a cross reference for the PCode associated with a given FIPS code. There will never be a single FIPS code cross referenced to more than one PCode.

The pcdfips.txt provides a cross reference for the FIPSs code(s) associated with a given PCode. There may be multiple FIPs codes that are associated with a single PCode.

File Format and Sample

fipspcd.txt , pcdfips.txt File Format and Sample Data

File Name fipspcd.txt, pcdfips.txt
File Format tab delimited with summary row at beginning of file
Sample Data Sample
Column Name Description
Fips Code 10 digit fips code
PCode Numeric persisted code for tax jurisdiction

 

Column Name Description
PCode Numeric persisted code for tax jurisdiction
Fips Code 10 digit fips code
File Availability and Location

fipspcd.txt , pcdfips.txt File Availability and Location

Product

Platform/Package

Location in Installation/Download Package

AFC License

Unix

fipspcd.txt and pcdfips.txt are in the db subdirectory

Windows

All files are in the txt subdirectory

AS/400

fipspcd.txt and pcdfips.txt are located in /eztax_db9. This is at the root of the Integrated File System (IFS).

AFC SaaS Standard

EZTaxWS_Std_docs_v9_1603.zip

All files are in the txt subdirectory

AFC SaaS Pro

EZTaxWS_docs_v9_YYMM.zip

EZTaxWS_sau_docs_v9_YYMM.zip

All files are in the txt subdirectory

NPANXX Cross Reference to PCode Files

npanxx7.txt

Description

AFC provides support for using the 6 digit North America Numbering Plan Area – Local Exchange (NPA- NXX) code to define the taxing jurisdiction.

As a convenience, the NPA-NXX lookup and cross-reference table supports country codes for the NPA- NXX value. Refer to Appendix A for more information on country codes.

File Format and Sample

npanxx7.txt File Format and Sample

File Name npanxx7.txt
File Format comma delimited
Sample Data Sample

Column Name

Description

NPANXX

6 digit NPA-NXX value

Also supports numeric country code (values 0 – 999)

PCode

Numeric persisted code for tax jurisdiction

File Availability and Location

npanxx7.txt File Availability and Location

Product

Platform/Package

Location in Installation/Download Package

AFC License

Unix

Npanxx7.txt is at root level in package

All other files are in the db subdirectory

Windows

All files are in the txt subdirectory

AS/400

Npanxx7.txt is located in /eztax_db9. This is at the root of the Integrated File System (IFS).

It is copied to the EZTAX_DB9 installation library as: npanxx7.txt - NPANXX7

The name on the left is the text file name.

The name on the right is the physical file name.

AFC SaaS Standard

EZTaxWS_Std_docs_v9_1603.zip

All files are in the txt subdirectory

AFC SaaS Pro

EZTaxWS_docs_v9_YYMM.zip

EZTaxWS_sau_docs_v9_YYMM.zip

All files are in the txt subdirectory

Transaction/Service Pair List and Description Files

transerv.txt and transervdesc.txt, transervsau.txt and transervdescsau.txt

Description

AFC maps product to transaction type/service type pairs. The transaction type is a high level grouping such as VoIP or Cellular. The service type is a more granular breakdown such as Access Charge. These files provide the t/s pair information for reference and importation into the billing or invoice application.

Note: Transerv.txt and transservdesc.txt do not contain the additional Sales and Use Transaction/Service Pairs available in Telecom for AFC SaaS Pro REST v2 and AFC SaaS Standard. A list of Additional Sales and Use Transaction/Service Pairs can be found in section Telecom and SAU in TM_00115_AFC Transaction and Service Types.

File Format and Sample

transerv.txt and transervdesc.txt , transervsau.txt and transervdescsau.txt File Format and Sample

File Name

Telecom Filename:  transerv.txt and transervdesc.txt

Sales and Use Filename:  transervsau.txt and transervdescsau.txt
File Format comma delimited - column size is fixed
Sample Data Sample

Column Name

Description

Alternate

Indicates whether the t/s pair is an alternate name for an existing t/s pair

Alternate

DESCRIPTION

Blank

Primary T/S Pair

A

Alternate T/S Pair

Market

Numeric Market Id

Market Name

Description of Market

Trans Type

Numeric Transaction Type

Trans Desc

Description of Transaction Value

Service Type

Numeric Service Type

Service Desc

Description of Service Value

Long Description

Additional field provided in the transervdesc.txt and transervdescsau.txt – represents a description of the application for the t/s pair.

File Availability and Location

transerv.txt and transervdesc.txt , transervsau.txt and transervdescsau.txt File Availability and Location

Product

Platform/Package

Location in Installation/Download Package

AFC License

Unix

transerv.txt, transervdesc.txt, transervsau.txt and transervdescsau.txt are in the db subdirectory.

Windows

All files are in the txt subdirectory

AS/400

transerv.txt, transervdesc.txt, transervsau.txt and transervdescsau.txt are located in /eztax_db9. This is at the root of the Integrated File System (IFS).

AFC SaaS Standard

EZTaxWS_Std_docs_v9_1603.zip

All files are in the txt subdirectory

AFC SaaS Pro

EZTaxWS_docs_v9_YYMM.zip

EZTaxWS_sau_docs_v9_YYMM.zip

All files are in the txt subdirectory

Further information

Please contact communicationsupport@avalara.com with any questions or if additional assistance is needed in accessing information files.

Appendix A – Supported Country Codes

In tax calculation calls, Avalara recommends that you use the 3-byte ISO (International Organization for Standardization) code for Country. The 3-byte ISO is required for exclusion lists.

Country ID Name 3-Byte ISO Code 2-Byte ISO Code PCode NPANXX ID
131 AFGHANISTAN AFG AF 5680000 131
114 ANDORRA AND AD 5510000 114
133 ANGUILLA AIA AI 5700000 133
87 ANTIGUA ATG AG 5250000 87
2 ARGENTINA ARG AR 4481300 2
127 ARMENIA ARM AM 5640000 127
132 ARUBA ABW AW 5690000 132
3 AUSTRALIA AUS AU 4481400 3
4 AUSTRIA AUT AT 4481500 4
5 AZERBAIJAN AZE AZ 4481600 5
105 BAHAMAS BHS BS 5420000 105
108 BAHRAIN BHR BH 5450000 108
119 BANGLADESH BGD BD 5560000 119
6 BARBADOS BRB BB 4481700 6
126 BELARUS BLR BY 5630000 126
7 BELGIUM BEL BE 4481800 7
88 BELIZE BLZ BZ 5240000 88
81 BERMUDA BMU BM 5180000 Multiple
8 BOLIVIA BOL BO 4481900 8
101 BOSNIA AND HERZEGOVINA BIH BA 5380000 101
136 BOTSWANA BWA BW 5730000 136
140 BRITISH VIRGIN ISLANDS VGB VG 5770000 140
9 BULGARIA BGR BG 4482000 9
10 CAMBODIA KHM KH 4482100 10
11 CANADA CAN CA 4482200 Multiple
115 CAYMAN ISLANDS CYM KY 5520000 115
98 CHILE CHL CL 5350000 98
12 CHINA CHN CN 5101400 12
13 COLOMBIA COL CO 5101500 13
14 COSTA RICA CRI CR 5101600 14
15 CROATIA HRV HR 5101700 15
143 CUBA CUB CU 5800000 143
117 CURACAO CUW CW 5540000 117
16 CYPRUS CYP CY 5101800 16
17 CZECH REPUBLIC CZE CZ 5101900 17
18 DENMARK DNK DK 5102000 18
89 DOMINICA DMA DM 5270000 89
90 DOMINICAN REPUBLIC DOM DO 5280000 90
19 ECUADOR ECU EC 5102100 19
104 EGYPT EGY EG 5410000 104
91 EL SALVADOR SLV SV 5290000 91
20 ESTONIA EST EE 5102200 20
22 FIJI FJI FJ 5105400 22
23 FINLAND FIN FI 5105500 23
24 FRANCE FRA FR 5105600 24
130 FRENCH GUIANA GUF GF 5670000 130
25 GERMANY DEU DE 5105700 25
26 GHANA GHA GH 5105800 26
128 GIBRALTAR GIB GI 5650000 128
75 GREECE GRC GR 5127400 75
92 GRENADA GRD GD 5300000 92
138 GUADELOUPE GLP   5750000 138
93 GUATEMALA GTM GT 5310000 93
94 GUYANA GUY GY 5320000 94
135 HAITI HTI HT 5720000 135
29 HONDURAS HND HN 5108500 29
30 HUNGARY HUN HU 5108600 30
76 ICELAND ISL IS 5138400 76
77 INDIA IND IN 5148400 77
31 INDONESIA IDN ID 5108700 31
32 IRELAND IRL IE 5108800 32
100 ISRAEL ISR IL 5370000 100
33 ITALY ITA IT 5108900 33
95 JAMAICA JAM JM 5330000 95
34 JAPAN JPN JP 5109000 34
120 JORDAN JOR JO 5570000 120
118 KAZAKHSTAN KAZ KZ 5550000 118
35 KENYA KEN KE 5109100 35
109 KUWAIT KWT KW 5460000 109
36 LATVIA LVA LV 5109200 36
102 LEBANON LBN LB 5390000 102
37 LITHUANIA LTU LT 5109300 37
38 LUXEMBOURG LUX LU 5109400 38
125 MACEDONIA MKD MK 5620000 125
84 MALAYSIA MYS MY 5210000 84
139 MARTINIQUE MTQ MQ 5760000 139
40 MAURITIUS MUS MU 5113200 40
41 MEXICO MEX MX 5113300 41
123 MONACO MCO MC 5600000 123
124 MONTENEGRO MNE ME 5610000 124
42 MOROCCO MAR MA 5113400 42
43 NAMIBIA NAM NA 5113500 43
44 NETHERLANDS NLD NL 5113600 44
45 NEW ZEALAND NZL NZ 5113700 45
96 NICARAGUA NIC NI 5340000 96
78 NIGERIA NGA NG 5158400 78
47 NORWAY NOR NO 5114500 47
110 OMAN OMN OM 5470000 110
122 PAKISTAN PAK PK 5590000 122
49 PANAMA PAN PA 5115300 49
50 PAPUA NEW GUINEA PNG PG 5115400 50
116 PARAGUAY PRY PY 5530000 116
51 PERU PER PE 5115500 51
99 PHILIPPINES PHL PH 5360000 99
52 POLAND POL PL 5115600 52
53 PORTUGAL PRT PT 5115700 53
111 QATAR QAT QA 5480000 111
83 REPUBLIC OF MALTA MLT MT 5200000 83
85 REUNION ISLAND REU RE 5220000 85
54 ROMANIA ROU RO 5123900 54
56 RUSSIA RUS RU 5124000 56
134 SAINT BARTHELEMY BLM BL 5710000 134
137 SAINT MARTIN MAF MF 5740000 137
112 SAUDI ARABIA SAU SA 5490000 112
107 SENEGAL SEN SN 5440000 107
103 SERBIA SRB RS 5400000 103
57 SINGAPORE SGP SG 5124100 57
80 SLOVAK REPUBLIC SVK SK 5178400 80
58 SLOVENIA SVN SI 5124200 58
59 SOUTH AFRICA ZAF ZA 5124300 59
79 SOUTH KOREA KOR KR 5168400 79
60 SPAIN ESP ES 5124400 60
121 SRI LANKA LKA LK 5580000 121
86 ST KITTS AND NEVIS KNA KN 5230000 86
97 ST VINCENT VCT VC 5260000 97
142 SURINAME SUR SR 5790000 142
61 SWEDEN SWE SE 5124500 61
62 SWITZERLAND CHE CH 5124600 62
63 TAIWAN TWN TW 5124700 63
64 TANZANIA TZA TZ 5124800 64
65 THAILAND THA TH 5124900 65
66 TRINIDAD AND TOBAGO TTO TT 5125000 Multiple
67 TURKEY TUR TR 5125100 67
129 TURKS AND CAICOS TCA TC 5660000 129
68 UGANDA UGA UG 5125200 68
69 UKRAINE UKR UA 5125300 69
113 UNITED ARAB EMIRATES ARE AE 5500000 113
70 UNITED KINGDOM GBR GB 5125400 70
0 UNITED STATES OF AMERICA USA US 0 Multiple
82 UNSUPPORTED COUNTRY UNS XX 5190000 82
71 URUGUAY URY UY 5125500 71
73 VENEZUELA VEN VE 5127200 73
74 VIETNAM VNM VN 5127300 74
27 ZAMBIA ZMB ZM 5105900 27
141 ZIMBABWE ZWE ZW 5780000 141

See AFC Supported Countries for a downloadable PDF of the supported countries.

 

Below is the preferred Country and State abbreviation to be used for US Territories.

PCode Name Country and State Abbreviation
5340001 AMERICAN SAMOA USA,AS
5340002 FEDERATED STATES OF MICRONESIA USA,FM
5106100 GUAM USA,GU
5340003 MARSHALL ISLANDS USA,MH
5340004 NORTHERN MARIANA ISLANDS USA,MP
5340005 PALAU USA,PW
5115900 PUERTO RICO USA,PR
5340006 US VIRGIN ISLANDS USA,VI

Appendix B – Supported States, Territories and Provinces

USA States and Territories

ID

Abbreviation

Name

1

AL

Alabama

2

AK

Alaska

3

AZ

Arizona

4

AR

Arkansas

5

CA

California

6

CO

Colorado

7

CT

Connecticut

8

DE

Delaware

9

DC

Washington, D.C.

10

FL

Florida

11

GA

Georgia

12

HI

Hawaii

13

ID

Idaho

14

IL

Illinois

15

IN

Indiana

16

IA

Iowa

17

KS

Kansas

18

KY

Kentucky

19

LA

Louisiana

20

ME

Maine

21

MD

Maryland

22

MA

Massachusetts

23

MI

Michigan

24

MN

Minnesota

25

MS

Mississippi

26

MO

Missouri

27

MT

Montana

28

NE

Nebraska

29

NV

Nevada

30

NH

New Hampshire

31

NJ

New Jersey

32

NM

New Mexico

33

NY

New York

34

NC

North Carolina

35

ND

North Dakota

36

OH

Ohio

37

OK

Oklahoma

38

OR

Oregon

39

PA

Pennsylvania

40

RI

Rhode Island

41

SC

South Carolina

42

SD

South Dakota

43

TN

Tennessee

44

TX

Texas

45

UT

Utah

46

VT

Vermont

47

VA

Virginia

48

WA

Washington

49

WV

West Virginia

50

WI

Wisconsin

51

WY

Wyoming

52

GU

Guam

53

PR

Puerto Rico

54

AS

American Samoa

55

FM

Fed St of Micronesia

56

MH

Marshall Islands

57

MP

Northern Mariana Islands

58

PW

Palau

59

VI

US Virgin Islands

Canadian Provinces and Territories

Id

Abbv.

Name

1

AB

Alberta

2

BC

British Columbia

3

MB

Manitoba

4

NB

New Brunswick

5

NL or NF

Newfoundland

6

NT

Northwest Territories

7

NS

Nova Scotia

8

ON

Ontario

9

PE

Prince Edward Island

10

QC or PQ

Quebec

11

SK

Saskatchewan

12

YT

Yukon Territory

13

NU

Nunavut

Indian States

Id

Abbv.

Name

1

AP

Andhra Pradesh

2

AR

Arunachal Pradesh

3

AS

Assam

4

BR

Bihar

5

CT

Chhattisgarh

6

GA

Goa

7

GJ

Gujarat

8

HR

Haryana

9

HP

Himachal Pradesh

10

JK

Jammu and Kashmir

11

JH

Jharkhand

12

KA

Karnataka

13

KL

Kerala

14

MP

Madhya Pradesh

15

MH

Maharashtra

16

MN

Manipur

17

ML

Meghalaya

18

MZ

Mizoram

19

NL

Nagaland

20

OR

Odisha

21

PB

Punjab

22

RJ

Rajasthan

23

SK

Sikkim

24

TN

Tamil Nadu

25

TG

Telangana

26

TR

Tripura

27

UP

Uttar Pradesh

28

UT

Uttarakhand

29

WB

West Bengal

30

AN

Andaman and Nicobar

31

CH

Chandigarh

32

DN

Dadra Nagar Haveli

33

DD

Daman and Diu

34

DL

Delhi

35

LD

Lakshadweep

36

PY

Puducherry

Pakistani Provinces

Id

Abbv.

Name

1

SD

Sindh

2

KP

Khyber Pakhtoonkhwa

3

BA

Balochistan

4

GB

Gilgit Baltistan

5

JK

Azab Jammu and Kashmir

6

PB

Punjab

Appendix C – AFC Sorting & Reporting Utilities

The format of compliance files may be that of any of the available AvaTax for Communications (AFC) sorting and reporting utilities listed in the table below.

Method

Description

Example

Date Method 0

This method gathers all transactions that were sent to our server during the previous month by looking at start time field for each transaction and generate the compliance files from that data on the first of every month or requested date.  AFC uses date method 0 to generate compliance reports, unless specified by client.

  • Reporting Scenario 1: Throughout the month of January 2013, you submit several transactions to the web service for taxation at the time each sale occurs. The system will generate the January 2013 compliance reports on February 1st, 2013 for all the transactions received in January, irrespective of invoice date.

Date Method 1

This method processes data based on invoice date. We gather all transactions that have an invoice date of the previous month and generate the compliance files from that data on the first day of every month.

  • Reporting Scenario 2: Throughout the month of January 2013, you submit several transactions to the web service for taxation with an invoice date of January 2013. On February 1st, 2013, the system will gather all transactions with an invoice date of January 1st through January 31st 2013 and generate the compliance data.
  • Reporting Scenario 3: You send a transaction with an invoice date of January 15th past February 1st when AFC runs your compliance reports, this transaction will never show up on any report. You will need to submit a request to our network services to rerun your data for January in order to capture January data sent past February. Additional charges apply to rerun, or provide subsequent compliance reports for the month. Alternatively, you may request your compliance reports to be generated on a specific day of the month in order to give you enough time to complete processing tax calculations for your billing cycle. Please contact communicationsupport@avalara.com in order to set up these preferences.

Date Method 2

This method processes data based on an optional10 field. The client will fill in the optional10 field with the year and month (YYYYMM format) that they want the transaction to show up in their compliance files. When AFC runs the compliance reports, it only includes transactions from the previous month, based upon optional10 field.

  • Reporting Scenario 4: Throughout the month of January 2013, you submit several transactions to the web service for taxation at the time each sale occurs. Each transaction must include the value 201301 in the Optional10 field. The system will generate the January 2013 compliance reports on February 1st, 2013 and include the taxes for all transactions with a 201301 value in the Optional10 field. It is important to note that if you send transactions with 201301 in the optional10 field, after the compliance report is run on February 1, they will be provided in any compliance reports. In this case, you should record the transaction as 201302 or a future period for them to be reported upon.
  • Reporting Scenario 5: On February 1st 2013, you process a batch for all January 2013 transactions. Each transaction must have a 201301 value in the Optional10 field. You should request your reports to be generated on the 2nd day of the month beforehand. The system will generate your January 2013 compliance reports on the 2nd day of the month and include the taxes for all transactions with a 201301 value in the Optional10 field.
  • Reporting Scenario 6: On February 15th, you process an adjustment for a transaction that took place on January 15th 2013. The Date field of the transaction must have the date of the original transaction (January 15th) in order to get the appropriate tax adjustments back, but the Optional10 field of the transaction must have a value of 201302 since the adjustment was handled during February. The tax adjustment will be included in your February 2013 compliance reports.
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