Adding locations

Excise locations have their own data type and defined set of attributes, and these attributes are attached to a location record using a location ID.

When adding locations, the following information is required:

Country
Jurisdiction, such as the state, province, region
Description
Effective date, which defaults to the bill of lading date
Custom ID, which ties a location record in the ATE table to a primary key in your system

Note Use custom IDs to match your locations just as you would with business entities.

The following supplemental information is required in some states:

City
Address lines
Postal code
County code
Terminal code
Location type

Finally, some jurisdictions also require the following specialty information:

State-assigned code
Special jurisdiction
Airport code
Alternate jurisdiction
Alternate facility number
DEP number
Site code
Outside city limits

Important Be sure that you understand the information that's required for each location that you add. If any location information is incorrect or missing, you'll get an incorrect tax call in determination.