Chapter 4.2.2 - Exclusion File
What is an Exclusion file?
The Exclusion file is a comma-delimited file used by Communications REST v2 to determine what states or countries should be excluded from consideration for taxation.
- If a state is excluded, Federal taxes may still apply
- If a country is excluded, no taxes are applied
The Exclusion file is made up of a list of countries or country and state pairs.
Creating the Exclusion file
The Exclusion file can be created manually. The file contains a list of comma-delimited abbreviated country and state pairs and Country ISOs. The country is always listed first, followed by the state (if applicable)
Exclusion files use a *.exc file extension.
For this example, the Exclusion file contains these exclusions:
- State of Kansas within the United States
Using the Exclusion file
The Exclusion file is applied to a client profile. You must pass the associated
client_profile_id as part of the header to use the Exclusion file.
Nothing special needs to be included in the transaction for the Exclusion file to be applied. Simply run a transaction with the applicable
client_profile_id. Remove any instances of the Exclusion object (
excl) that may be included in the transaction.
For example, the Kansas taxes are excluded in this transaction, assuming a client profile is in use that has been updated with an Exclusion file excluding USA,KS.
Requesting a new client profile or changes to an existing client profile
- Request the customization files and configurations. Attach existing customization files to the email
- Include the environment(s)
client_profile_idto be updated if changes are needed to an existing client profile