Rates and Fees

Menu > Tax Data > Authorities > Basic Info (Rates and Rules) > Rates

Use this page to manage the custom rates and fees your company owns and view Tax Data Provider rates and fees. The left pane lists rates and fees for the selected authority, with data separated into Custom and Tax Data Provider sections; the right pane shows details of the selected rate or fee.

Before using this page for the first time, please review Rates and Fees.
If you are confident about setting up your rates and fees, you may find this quick reference helpful. See Rates and Fees Quick Reference.
To select a different authority's rates and fees, first select that authority on Search Authorities.

Click a link to go to instructions for completing the task and to see details of required and optional information.

Add a Rate
Add a Graduated or Tiered Rate
Add a Fee
Add a Graduated or Tiered Fee
Edit a Rate or Fee

Edit a Tier
Delete a Rate or Fee
Delete a Tier
Export Rate or Fee Data

ONESOURCE Indirect Tax Determination Screenshot: Authorities Page > Rates Tab > Rate

Rate and Fees Associated with Selected Authority (left pane)
Field	Description
View Active Rates View All Rates	Specifies if you want to view only active rates or all rates. Default is Active Rates. A rate is considered Active if it has a start date less than or equal to the current date and an end date greater than or equal to the current date.
Code	A short code used to refer to the rate or fee, such as SR for Sales and Use Rate.
Description	A description of the rate or fee, such as Sales and Use Rate.
Fee	The fee amount. For tiered fees, Tier is displayed; for graduated fees, Grad is displayed.
Rate	The rate expressed as a percentage. For tiered rates, Tier is displayed; for graduated rates, Grad is displayed.
Start Date	The date (MM/DD/YYYY) on which the rate or fee becomes active. When a rate or fee has more than one data range associated with it, the older item(s) are listed first.
End Date	The date (MM/DD/YYYY) on which the rate of fee terminates. If you do not enter a value here, the rate or fee will remain effective indefinitely.

Add a Rate

Basic and Texas City/Cnty Max rates use similar detail fields. Use the reference table below to enter values for the Details pane.

Select Add Rate from the Actions menu.
Enter data in the required and optional fields.
Click Submit to save the rate.

Details for Basic and Texas City/Cnty Max Rates (right pane)
Field	Req?	Description
Code	Y	The code for this rate. For custom data, the value must be numeric.
Rate	Y	The rate expressed as a percentage up to eight decimal places. Simple example: Enter 5.25 for a rate of 5.25%; rate is stored in Determination as .0525. Maximum length example: 50.00000025 = 50.00000025%; rate is stored in Determination as .5000000025.
Description	Opt.	Description of the rate.
Minimum Amount	Opt.	A minimum amount for this rate. If this field is populated, Determination will apply the higher of either this amount or the calculated amount based on the tax rate. This can only be set for Basic rates.
Currency	Opt.	Specifies a currency for use with invoice or item amount. This field is available only if an exchange rate source and one or more current currency specs exist. For more information, see Currency Specs.
Start Date	Y	The date (MM/DD/YYYY) on which the rate becomes active.
End Date	Opt.	The date (MM/DD/YYYY) on which the rate terminates. If no end date is entered, the rate remains effective indefinitely.
Type	Y	Choose one: Basic (default): The tax rate remains fixed regardless of the amount being taxed. Texas City/Cnty Max: Special Texas processing that limits the maximum combined tax rate to 2%.

Add a Graduated or Tiered Rate

Graduated and Tiered rates use the same Detail fields. Use the reference tables below to enter values for the Details pane.

Select Add Rate from the Actions menu.
Enter the Code and Start Date. If desired, enter an End Date.
Select Graduated or Tiered from the Type pull-down menu.
Click the Tier Amounts pull-down menu and select one:
- Invoice Amount
- Invoice Amount by Rule
- Item Amount
- Quantity
If desired, enter a description of the tier.
Click Submit to save the rate and display the Tiers data entry boxes.
In the Tiers data entry boxes, enter:
- A Low amount.
- A High amount, if desired.
- A Rate or Code. If desired, click Find to locate an existing code. Each tier must have either a Rate or Code but not both.
Tier amounts cannot overlap. If you are entering multiple tiers, add the highest tier first, then the next highest, and so on. For example, if you enter tiers of 1-99, 100-499, and 500-2000, add the 500- 2000 tier first, then 100-499, then 1-99.
Click Submit to save the tier.
To add additional tiers, select Add Tier from the Actions menu.

Details for Graduated or Tiered Rates (right pane)
Field	Req?	Description
Code	Y	The code for this rate. For custom data, this value must be numeric.
Description	Opt.	Description of the rate.
Currency	Opt.	Specifies a currency for use with invoice or item amount. This field is available only if an exchange rate source and one or more current currency specs exist. For more information, see Currency Specs.
Start Date	Y	The date (MM/DD/YYYY) on which the rate becomes active.
End Date	Opt.	The date (MM/DD/YYYY) on which the rate terminates. If no end date is entered, the rate remains effective indefinitely.
Type	Y	Choose one: Graduated: A single tax rate or fee is applied on the tier amount selection (invoice amount, invoice amount by rule, item amount, or quantity). For example, 99 widgets could be taxed at 3%, while 101 widgets could be taxed at 2.5%. Tiered: Multiple tax rates or fees are applied based on portions of the invoice amount, invoice amount by rule, item amount, or quantity (depending on which tier they fall in). For example, widgets 1-99 could be taxed at 3%, widgets 100-499 at 2.5%, and widgets 500+ at 2%.
Tiered Amount	Y	Choose one: Invoice Amount: The tiers are based on the total amount of the invoice. The gap between each tier can be no more than .01. For example, you could create two tiers from 0.00 to 499.99, and one from 500.00 to 999.99. You could not create two tiers from 0.00 to 499.99 and 500.01 to 999.99, as the gap would be 0.02. Invoice Amount by Rule: The tiers are based on the total amount of the invoice attributable to this rule. For example, this type of tier amount is used in Florida to allow for exceptions to using the Florida maximum tax on the item amount. The maximum gap between tiers is 0.01. If a catch-all rule is entered with no product mapped and there is a tax code, all lines that use the same rule will be grouped together when calculating tax. Item Amount: The tiers are based on the total value of a particular item. The maximum gap between tiers is 0.01. Quantity: The tiers are based on the quantity of items. The maximum gap between tiers is 1. Note that if a quantity is not passed in with a transaction, the quantity is set to 1.

Tiers (Graduated/Tiered Types only)
Field	Req?	Description
Low	Y	The low boundary for the tier.
High	Opt.	The upper boundary for the tier.
Rate	Y	The rate expressed as a percentage. Enter a percentage up to eight decimal places. For example, 50.25 = 50.25%. You can use either the Rate or Code.
Code	Y	A pre-defined Code associated with the authority that contains the actual rate. Any Code entered or selected must be a basic, not tiered or graduated, rate. Click Find to view a list of selectable Codes.

ONESOURCE Indirect Tax Determination Screenshot: Authorities Page > Rates Tab > Fee

Add a Fee

Basic and Texas fees use the same Detail fields. Use the reference table below to enter values for the Details pane.

Select Add Fee from the Actions menu.
Enter data in the required and optional fields.
Click Submit to save the fee.

Details for Basic and Texas Fees (right pane)
Field	Req?	Description
Code	Y	The code for this fee. For custom data, the value must be numeric.
Fee	Y	The fee amount. Fees over 10 decimal places will be rounded and saved to the 10th place. Fees 10 decimal places and under are not rounded.
Description	Opt.	Description of the rate.
Use Default Input UOM	Y	If checked, uses the default quantity and unit of measure in the Input XML or the default unit of measure for the Authority. Uses a default quantity, if specified in the input XML. If input XML does not specify a default, uses the authority's default unit of measure. If neither the input XML nor the authority specify a default and this checkbox is checked, the transaction will fail. If unchecked, the following process takes place: If the input XML specifies single quantity, Determination uses it and performs any necessary conversions. If the input XML specifies multiple quantities, Determination uses the first one with the Unit of Measure matching the rate's Unit of Measure. If the input XML specifies multiple quantities but none match the rate's Unit of Measure, Determination attempts to convert the quantities in the Input XML, one by one, until it finds the first successful conversion to the rate's Unit of Measure. If all conversions fail, the transaction fails. The default is unchecked. For more information, see Units of Measure Conversion.
Unit of Measure	Y	If the Use Default Input UOM checkbox is not checked, selecting a Unit of Measure here enables its use if a default is not specified by the input XML or by the authority. For more information, see Units of Measure Conversion. The default is each.
Currency	Opt.	Specify a currency for use with invoice or item amount. By default, if a currency is defined for a rate or fee and no conversion for the specified currency exists, Determination applies a 1:1 conversion and returns the appropriate fee/tax result. For more information, see Currency Specs.
Start Date	Y	The date (MM/DD/YYYY) on which the fee becomes active.
End Date	Opt.	The date (MM/DD/YYYY) on which the fee terminates. If no end date is entered, the rate remains effective indefinitely.
Type	Y	Choose one: Basic (default): The fee remains fixed regardless of the amount being taxed. Texas City/Cnty Max: Special Texas processing that limits the maximum combined tax rate to 2%. Not available for Flat Fee tiers.

Add a Graduated or Tiered Fee

Graduated and Tiered Fees use the same Detail fields. Use the reference tables below to enter values for the Details pane.

Select Add Fee from the Actions menu.
Enter the Code and Start Date. If desired, enter an End Date.
Select Graduated or Tiered from the Type pull-down menu.
Click the Tier Amounts pull-down menu and select Quantity.
If desired, enter a description of the tier.
Click Submit to save the fee and display the Tiers data entry boxes.
In the Tiers data entry boxes, enter:
- A Low amount.
- A High amount, if desired.
- A Fee or Code. If desired, click Find to locate the code. Each tier must have either a Fee or Code but not both.
Tier amounts cannot overlap. If you are entering multiple tiers, add the highest tier first, then the next highest, and so on. For example, if you enter tiers of 1-99, 100-499, and 500-2000, add the 500- 2000 tier first, then 100-499, then 1-99.
Click Submit to save the tier.
To add additional tiers, select Add Tier from the Actions menu.

Details for Graduated or Tiered Fees (right pane)
Field	Req?	Description
Code	Y	The code for this fee. For custom data, this value must be numeric.
Description	Opt.	Description of the fee.
Use Default Input UOM	Y	If checked, uses the default quantity and unit of measure in the Input XML or the default unit of measure for the Authority. Uses a default quantity, if specified in the input XML. If input XML does not specify a default, uses the authority's default unit of measure. If neither the input XML nor the authority specify a default and this checkbox is checked, the transaction will fail. If unchecked, the following process takes place: If the input XML specifies single quantity, Determination uses it and performs any necessary conversions. If the input XML specifies multiple quantities, Determination uses the first one with the Unit of Measure matching the rate's Unit of Measure. If the input XML specifies multiple quantities but none match the rate's Unit of Measure, Determination attempts to convert the quantities in the Input XML, one by one, until it finds the first successful conversion to the rate's Unit of Measure. If all conversions fail, the transaction fails. The default is unchecked. For more information, see Conversion Factors.
Unit of Measure	Y	If the Use Default Input UOM box is not checked, selecting a Unit of Measure here enables its use if a default is not specified by the input XML or by the authority. The default is each.
Currency	Opt.	Specify a currency for use with invoice or item amount. By default, if a currency is defined for a rate or fee and no conversion for the specified currency exists, Determination applies a 1:1 conversion and returns the appropriate fee/tax result. For more information, see Currency Specs.
Start Date	Y	The date (MM/DD/YYYY) on which the fee becomes active.
End Date	Opt.	The date (MM/DD/YYYY) on which the fee terminates. If no end date is entered, the fee remains effective indefinitely.
Type	Y	Choose one: Graduated: A single fee is applied based to the total based on the tier amount selection (quantity). Tiered: Multiple fees are applied based on portions of the quantity (depending on which tier they fall in).
Tiered Amount	Y	Quantity: The tiers are based on the quantity of items. The maximum gap between tiers is 1. Note that if a quantity is not passed in with a transaction, quantity is set to 1.

Tiers (Graduated/Tiered Types only)
Field	Req?	Description
Low	Y	The low boundary for the tier (in whole numbers).
High	N	The upper boundary for the tier (in whole numbers).
Fee	Y	The fee amount. Fees over 10 decimal places are rounded and saved to the 10th place. Fees 10 decimal places and under are not rounded. Must use either a Fee or a Code, but not both.
Code	Y	A pre-defined code associated with the authority that contains the actual rate or fee. Any code entered or selected must be a basic, not tiered or graduated, rate or fee. Click Find to view a list of selectable codes.

Edit a Rate or Fee

Select a rate or fee from the Custom Data list.
Edit the rate or fee details.
Click Submit to save your changes.

Edit a Tier

Select the rate or fee containing the tier from the Custom Data list.
Select a tier from the tier list.
Edit the tier details.
Click Submit to save your changes.

Delete a Rate or Fee

Select the rate or fee you want to delete.
Select Delete Rate or Delete Fee from the Actions menu.
Click OK to confirm the deletion.

Before deleting a rate or fee, you must delete all data that references the rate or fee. Determination presents a dialog box indicating that you must delete the dependent data first. Do so, and then delete the rate or fee.

Delete a Tier

Select the tier you want to delete.
Select Delete Tier from the Actions menu.
Click OK to confirm the deletion.

Export Rate or Fee Data

This option is only available for rates or fees associated with Tax Data Provider authorities. To export rate(s) or fee(s) associated with a Custom Authority, export the entire authority.

Select the rate or fee to export.
Select Rate Properties or Fee Properties from the Actions menu.
Click one:
- This Rate or This Fee to export only the selected item (and associated tier information, if appropriate).
- This Rate and All Siblings or This Fee and All Siblings to export the selected item and all other custom rates or fees (and custom cascading rates or fees) associated with the selected authority. All associated tier information is also included.
Click Save.
Browse to or enter a filename to save to and click Save.

Once you save the file, you can re-import it. See the Importing Data page.