| Pos: 170 | Max: >1 |
| Detail - Optional | |
| Loop: PO1 | Elements: 4 |
| TAX | |||||||||
| Tax Reference | . |
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To provide data required for proper notification/determination of applicable taxes applying to the transaction or business described in the transaction
Element Summary:
| _Ref_ | Id | _________Element Name__________ | Req | Type | Min/Max | ___Usage___ | ||||
| TAX01 | 325 | Tax Identification Number | C | AN | 1/20 | Must use | ||||
| Description: Number assigned to a purchaser (buyer, orderer) by a taxing jurisdiction (state, county, etc.); often called a tax exemption number or certificate number | ||||||||||
| I/C Note : Tax exemption number US - 23-0691590 Canada - 87775-0935-RT0001 |
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| TAX02 | 309 | Location Qualifier | C | ID | 1/2 | Used | ||||
| Description: Code identifying type of location | ||||||||||
| Code | Name_______________________________ | |||||||||
| CC | Country | |||||||||
| SP | State/Province | |||||||||
| TAX03 | 310 | Location Identifier | C | AN | 1/30 | Used | ||||
| Description: Code which identifies a specific location US = United States CA = Canada |
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| I/C Note : Use ISO 3166 for two digit alpha country codes when using code CC in TAX02. Use standard state or province codes when using code SP in TAX02. | ||||||||||
| I/C Note 2: Refer to ISO 3166 - Codes for Representation of Names of Countries (Latest Release) for country codes.(Available from American National Standards Institute, New York, NY.) Refer to "National Zip Code and Post Office Directory" for names, abbreviations and codes for the 50 states, the District of Columbia, and the outlying areas of the U.S. (Available from U.S. Postal Service, Washington DC) Canada Provinces: AB - Alberta, BC - British Columbia, MB - Manitoba, NB New Brunswick, NF - Newfoundland, NS - Nova Scotia, NT - North West Territories, ON - Ontario, PE - Prince Edward Island, PQ - Quebec, SK - Saskatchewan, YT - Yukon |
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| TAX12 | 441 | Tax Exempt Code | O | ID | 1/1 | Used | ||||
| Description: Code identifying exemption status from sales and use tax | ||||||||||
| Code | Name_______________________________ | |||||||||
| 0 | Exempt (For Export) | |||||||||
| 1 | Yes (Tax Exempt) | |||||||||
| 3 | Exempt (For Resale) | |||||||||
| 7 | Direct Pay ID | |||||||||
| 8 | Exempt (Sale to U.S. Government) | |||||||||
| 9 | Exempt (Per State Law) | |||||||||
| B | Material Taxable, Labor Exempt | |||||||||
| F | Exempt (Goods and Services Tax) | |||||||||
| G | Exempt (Provincial Sales Tax) | |||||||||
| T | Totally Exempt | |||||||||
| U | Usage Exempt | |||||||||
Syntax:
R0103 -- At least one of TAX01 or TAX03 is required.
P0203 -- If either TAX02 or TAX03 are present, then the others are required.
Comments:
| 1. | Tax ID number is, in many instances, referred to as a Tax Exemption Number. The paired (combined) use of data elements 309 and 310 provides for the designation of five taxing jurisdictions. |
| 2. | TAX01 is required if tax exemption is being claimed. |
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Example: TAX*98423634*SP*CA*U~ |
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I/C Note: This segment is used only when line item tax information is different from tax information conveyed in TAX segment in header level. |
| Transaction Set |