Exclusions

An exclusion is a comma-delimited file used by AFC that defines the states or countries that should be excluded from consideration for taxation.

An exclusion is made up of a list of countries or country and state pairs.
If a state is excluded, Federal taxes may still apply
If a country is excluded, no taxes are applied

Create an exclusion

Exclusions can be created in the AFC Customer Portal. Refer to the Create an exclusion group Knowledge Center article for more information.

Use the exclusion

The Exclusion is applied to a client profile. Pass the associated client_profile_id as part of the header to use the Exclusion.

Nothing special needs to be included in the transaction for the Exclusion 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.

In the example below, Kansas taxes are excluded in this transaction. This assumes a client profile is in use that has been updated with an Exclusion excluding KS, USA.

View example:

 {
  "cmpn": {
    "bscl": 1,
    "svcl": 1,
    "fclt": true,
    "frch": true,
    "reg": true
  },
  "inv": [
    {
      "bill": {
        "ctry": "USA",
        "st": "KS",
        "cty": "Overland Park",
        "zip": 66212
      },
      "cust": 1,
      "date": "2018-09-24T11:00:00",
      "itms": [
        {
          "chg": 100,
          "line": 10,
          "sale": 1,
          "tran": 19,
          "serv": 6
        }
      ]
    }
  ]
}