2014-4Q (v001): SIMPLer: SureTax tax calculator tax exemption codes


SureTax - tax exemption codes

Code

Exemption Description

Tax Type(s)

Exempted

Tax Authority Levels

Exempted

Detailed Description

00

No Exemptions

None

n/a

No tax exemptions apply

01

Federal Excise Tax Exempt

00

0 – Federal

02

State Taxes Exempt

All State

1 – State

03

Federal Excise Tax and State Taxes Exempt

00

All State

1 – State

04

Local Taxes Exempt

All

2 – County

3 – City

4 – Local

5 – Reporting Agency

All tax types are exempted for the “local” tax authority levels

05

Federal Excise Tax and Local Taxes Exempt

00

All Local

2 – County

3 – City

4 – Local

06

State and Local Taxes Exempt

All

1 – State

2 – County

3 – City

4 – Local

5 – Reporting Agency

07

Federal Excise Tax and State and Local Taxes Exempt

00

All State

All Local

1 – State

2 – County

3 – City

4 – Local

5 – Reporting Agency

09

All Federal Level Taxes Exempt

00

35

60

0 – Federal

All tax types are exempted for the “Federal” tax authority (i.e. FET, FUSF, FTRS)

10

All Unit Based Taxes Exempt

See note

See note

This exemption type excludes all tax types at all tax authority levels that are listed as a unit based fee.

11

Unit based E911 Exempt

06

33

Any Level

12

Only apply Unit Based Fees

See note

See note

This exemption type excludes all tax types at all tax authority levels that are not listed as a unit based fee.

13

Local Right of Way Fees (ROW) Exempt

24

2 – County

3 – City

4 – Local

20

PUC Fees

08

Any Level

21

All State and Local Gross Receipts Tax (GRT) Exempt

28

32

Any Level

22

All State Universal Service Fund (USF) Fees Exempt

26

Any Level

23

State Gross Receitps Tax and Universal Service Fund Exempt

26

28

32

Any Level

24

Federal Universal Service Fund (USF) Exempt

35

0 – Federal

25

Federal Excise, Federal Universal Service Fund (USF) and State Sales Tax Exempt

00

01

35

Any Level

26

State Excise Tax Exempt (includes FL CST)

27

1 – State

27

Federal Excise, Federal USF and Local Sales Tax Exempt

00

02

03

04

05

35

0 – Federal

2 – County

3 – City

4 – Local

5 – Reporting Agency

28

Federal USF and State Local Sales Tax Exempt

01

02

03

04

05

35

Any Level

29

Federal USF and Local Sales Tax Exempt

02

03

04

05

35

0 – Federal

2 – County

3 – City

4 – Local

5 – Reporting Agency

30

State Excise and Local Telecommunications Tax Exempt

27

37

1 – State

2 – County

3 – City

4 – Local

This is primarily used for exempting the Florida State and Local Telecommunications Services Tax

31

State Level Sales Tax Exempt

01

1 – State

32

State and Local Sales Tax Exempt

01

02

03

04

05

Any Level

33

Federal Excise, Federal USF, State and Local Sales Tax Exempt

00

01

02

03

04

05

35

0 – Federal

1 – State

2 – County

3 – City

4 – Local

5 – Reporting Agency

35

Federal TRS (Federal Regulatory Assessment Fee) Exempt

60

0 – Federal

36

Value Added Tax (VAT)

51

Any level

This for any international VAT transaction (not including Canada as the have separate tax types)

37

Canadian Provincial Service Taxes (PST) Exempt

42

Any Level

38

Canadian Harmonized Service Taxes (HST) Exempt

41

Any Level

39

Canadian Goods and Services Taxes (GST) Exempt

40

Any Level

41

Local Utility Users Tax Exempt

16

Any Level

42

State Excise Tax Exempt and Local Surcharge Exempt

17

27

1 – State

4 – Local

This is primarily used for exempting the NY State Excise and local MTA Surcharge on Excise tax.

45

State Franchise Fee

23

1 – State

46

Local Franchise Fee

36

2 – County

3 – City

4 – Local

5 – Reporting Agency

61

Los Angeles Communications Users Tax Exempt

61

See Note

Only for Geocode starting with “US06037”, which is all localities in Los Angeles that apply the CUT.

99

All Taxes Exempt – Apply no tax or fees

All

All

All tax types for all levels are exempted

Comments