The Tax Rate File (files with extension tx.csv) contains tax rates at the grant level
and is used for deferred tax functionality.
Insertions and Modifications
Upload file can contain both new records, and updates to existing records.
A row is uniquely identified by a combination of the Grant ID and Effective Date.
If there is more than
one record in the Tax Rate file with the same Grant ID and
Effective Date, the system will assume that the last record is supposed to update
the previous record(s). The previous record(s) will be lost and no validation error
will be reported.
Deletions
To delete a record, you can add a record in an acceptable .CSV file format that
contains only the Grant ID. Deletion records can be in the same file as insertion
and modification records.
File Format
|
#
|
Field Name
P =Required
|
Field Type
|
Sample
Field
|
Description
|
|
1
|
GrantID
|
P
|
Alpha-Numeric (40)
|
GR222
|
Links to Grant information
|
|
2
|
EffectiveDate
|
P
|
Date
 MM/DD/YYYY |
10/15/2005
|
The date in which the tax rate
becomes effective.
No quotation marks allowed
|
|
3
|
TaxRate
|
P
|
Numeric(14.4)
|
21.3
|
Tax rate to be applied to grant
No quotation marks allowed
Decimal positions are not required
|
Examples
Two ways to format the data in a Tax Rate File when there is multiple tax rate
records for a single grant:
1. Create
a separate line for each tax rate record for each grant
The data would be loaded in the following sequence:
#GrantID,
EffectiveDate, TaxRate
2. Put
multiple sets of tax rate information on the same line by repeating the data
fields other than the GrantID:
The data would be loaded in the following sequence:
#GrantID,
EffectiveDate, TaxRate, <EffectiveDate, TaxRate>, ....
Grant1, 1/1/2003, 17.5, 4/1/2003, 18