Tax Processor

Tax Processors are managed from the Gotransverse Navigation bar, in Admin>>Integration.

Gotransverse supports seven types of tax processors:

  • Avalara Tax – calculates taxes based on Avalara’s SaaS-based AvaTax software for global location and jurisdiction-based sales tax calculations. A tax rate service provider such as Avalara Tax continually updates different tax rates so that taxes are calculated correctly.
  • Avalara Communications Tax – calculates taxes based on Avalara's AvaTax for Communications software that determines and calculates taxes and fees for traditional telecommunication services as well as VoIP, internet services, cable and satellite TV, and other communications services. If you use the Avalara Communications tax rate provider, you can submit tax reports.
  • Flat Tax – calculates taxes based on the same tax rate for every taxpayer regardless of the income bracket.
  • External Tax – calculates taxes based on the configurations made in tax tables and tax table entries.
  • SureTax Communications (SureTax) – calculates taxes based on SureTax Communications software for services such as general sales, leasing, data, digital goods, and telecommunications and energy (utilities) services in “real-time”. Taxes are calculated based on ZIP+4 that is used for proper jurisdiction assignment and tax mapping.
  • OneSource – calculates taxes based on OneSource software which provides the consolidated tax determination, calculation and recording. OneSource Indirect Tax Determination directly supports US Sales and Use tax.
  • Vertex Indirect Tax O Series (Vertex) – Calculates and commits taxes based on Vertex’s Indirect Tax O Series software for sales tax. Vertex supports estimating taxes during an order, calculating taxes during invoice on order, calculating and committing taxes on invoices, and managing tax exemptions on the customer account level.

Gotransverse performs tax estimates during order processing. Tax calculations are performed during invoice runs and are committed during invoice approvals. Tax rates are based on address information for the billing account and tax code information. The address is provided on the Account Details page at the billing and service levels. Gotransverse offers flexibility around determining which address (billing or service) is used based on the tenant’s configuration. The tax code stored on the price charge category is used as a code to indicate a tax for subscriptions, add-ons, adjustments, and fees.

For the Multiple Entity feature, each Gotransverse business entity can configure multiple tax integrations on their tax processor. Then, billing account categories define tax calculations for each entity. This is useful when Gotransverse entities need unique tax integrations for billing accounts.

Configuring an Avalara Tax Processor

This section describes how to set up or edit the tax processor for the Avalara tax rate service provider.

Before configuring the tax processor, do the following:
  • Ensure that you have an Avalara account. Log in to avalara.com and obtain your account information to configure the Gotransverse Tax Processor.

    Note: Ensure that the Calculate Tax During Order system parameter in the System Settings is set to True.

  • Create at least one Tax Charge Category.
  1. In the Tax Processor pane, click Add. The Add Tax Processor window opens.
    To change a Tax Processor, click its name. The Edit Tax Processor window opens.
  2. Enter the following information:
Tax Processor Type Required. The name of the Tax Service Provider. Choose Avalara Tax.
Default Tax Category Required. Select a tax category that you have set up in Charge Categories. If you have not yet created a tax category, click Add to create a new Tax Price Charge Category at this time.
Customer Code Required. Indicate who is responsible for invoiced charges.
  • Gotransverse Account Number is the customer's individual account.
  • Parent Account Number is the account responsible for charges from associated child accounts.
Environment Required. Select one of the following:
  • Sandbox - Any actions and changes are performed in a test environment and do not affect customers.
  • Production - Any actions and changes are performed in a production environment and affect customers.
Avalara Account # Required. Enter the account number provided by Avalara.
Avalara License # Required. Enter the license number provided by Avalara.
Use Multiple Companies Select this if you need to associate account categories to tax company codes so that the correct tax rates are used for a billing account in a given account category.
Avalara Default Company Code Required. Enter the main company code provided by Avalara.
Note: This field is not available if you select Use Multiple Companies.
Avalara Company Code Required. Enter the company code provided by Avalara.
Note: This field is not available if you select Use Multiple Companies.
Location Code Required. Enter the location code provided by Avalara.
Note: This field is not available if you select Use Multiple Companies.
Calculate by Item Select this if you want taxes to be calculated by each invoice line item.

Tax Code

Required. Enter the tax code provided by Avalara.
Note: This field is not available if you select Calculate By Item.
Use Tax Detail
If selected, Avalara returns detailed tax information.
If not selected, Avalara returns summary tax information.
Submit Zero Amount Transactions Select the checkbox to submit all transactions to Avalara for tax processing.
Clear the checkbox to prevent submission of zero amount transactions to Avalara for tax processing.
Exclude Countries If a country is on the exclusion list, then no taxation occurs. Use of the ISO alpha-2 code separated by commas if you want to exclude multiple countries. For example, to exclude Brazil and Canada enter BR, CA.
  1. Click Finish. The Add or Edit Tax Processor window closes. Your changes are saved.

Configuring an Avalara Communications Tax Processor

Integration with the Avalara Communications Tax processor enables complex tax and fee calculations that are unique to the communications industry. This section describes how to set up or edit the tax processor for the Avalara Communications tax rate service provider.

Before configuring the tax processor, do the following:
  • Ensure that you have an Avalara Communications account. Log in to communications.avalara.com and obtain your account information to configure the Gotransverse Tax Processor.
  • Ensure that the following System Settings are configured:
    • Calculate Tax During Order is set to True.
    • Mandatory Billing Address is set to False.
    • Mandatory Service Address is set to True.
    • Determines whether to Use Billing or Service Address for Tax Calculations is set to SERVICE_ADDRESS.
  • Create at least one Tax Charge Category.
  1. In the Tax Processor pane, click Add. The Add Tax Processor window opens.
    To change a Tax Processor, click its name. The Edit Tax Processor window opens.
  2. Enter the following information:
Tax Processor Type Required. The name of the Tax Service Provider. Choose Avalara Communication Tax.
Default Tax Category Required. Select a tax category that you have set up in Charge Categories. If you have not yet created a tax category, click Add to create a new Tax Price Charge Category.
Environment Required. Select one of the following:
  • Sandbox - Any actions and changes are performed in a test environment and do not affect customers.
  • Production - Any actions and changes are performed in a production environment and affect customers.
Username Required. Enter the Avalara Communications account login user name.
Password Required. Enter the Avalara Communications account login password.
Company Identifier Required. Enter the company identifier provided by Avalara Communications.
Customer Type Required. Enter the customer type provided by Avalara Communications.
Business Class Required. Enter the business class provided by Avalara Communications.
Service Class Required. Enter the service class provided by Avalara Communications.
Sale Select this if you want to send all transactions for tax calculation.
Adjustment Method Required. Enter the adjustment method provided by Avalara Communications.
Discount Type
Required. Enter the discount type provided by Avalara Communications.
Incorporated Select this if you want to send all transactions for tax calculation only inside the city limits.
Client Profile ID Enter the client ID if you want to use a custom override file.
Transaction/Service Pairs Taxed by Qty Enter the tax code to track the amount of provided services.
  1. Click Finish. The Add or Edit Tax Processor window closes. Your changes are saved.

Adding a Transaction/Service Pair

If you use Avalara Communications Tax for tax calculations, you need to associate each product with a transaction type and service type (T/S) pair. To assign a T/S pair to a product, do the following:

  1. Define a product. See Product Definition for more information.
  2. Before setting a price for the product, determine whether an existing price category contains an appropriate T/S pair for the product. To view existing price categories, navigate to Setup>>Charge Categories. Click a charge category to view its item code in Charge Category Details. The item code contains the T/S pair.
    charge category details with icon code circled
  3. If existing price categories don't have the appropriate T/S pair, add a new price category.
    1. Navigate to Setup>>Charge Categories.
    2. In the Charge Categories pane, select Add Price Category from the Actions menu.
    3. In the Price Category window that opens, enter the following information:
      NameRequired. Enter a name for the price category.
      StatusRequired. Select Active.
      DescriptionEnter an optional description.
      Item CodeRequired. Enter the transaction type and service type, separated by a hyphen. For example, 1-50.
    4. Click Finish.
  4. Set a price for the product, using a price category with the appropriate T/S pair. See Prices for more information.
    The T/S pair defined in the price category is now associated with the product.

Overriding a P-Code

If you use Avalara Communications Tax for tax calculations, Gotransverse generates a P-Code when you add an address to a billing account or service. The P-Code is associated with a taxing jurisdiction used to calculate taxes. It's recommended to use a P-Code that is the most geographically specific.
To override a P-Code, do the following:

  1. Search for a billing account to access the existing P-Code. See Account Search.
  2. Once you have found the billing account through search, click the billing account name to open Contact Details. The existing P-Code is visible in the Addresses pane.
  3. In the Addresses pane, in the Actions column, click Edit.
  4. In the Edit Address window that opens, select PCode Override.
    select PCode Override
  5. Enter an updated P-Code in the P-Code field.
  6. Click Finish. You have set the P-Code to override with the newly added code.

Configuring a Flat Tax Processor

Gotransverse provides the option of adding either a flat tax to your Tax Processor type, or using a Tax Rate Service Provider. This section describes how to set up or edit a Flat Tax processor.

Before configuring the tax processor, do the following:
  1. In the Tax Processor pane, click Add. The Add Tax Processor window opens.
    To change a Tax Processor, click its name. The Edit Tax Processor window opens.
  2. Enter the following information:
Tax Processor Type Required. Select Flat Tax.
Default Tax Category Required. Select a tax category that you have set up in Charge Categories. If you have not yet created a tax category, click Add to create a new Tax Price Charge Category.
Tax Rate Required. Enter the tax rate number in a percentage.
Tax Level Required. Enter the number of the jurisdiction level being taxed.
Calculate by Item Select this if you want taxes to be calculated by each invoice line item.
  1. Click Finish. The Add or Edit Tax Processor window closes. Your changes are saved.

Configuring an External Tax Processor

This section describes how to set up or edit an External Tax processor.

Before configuring the tax processor, do the following:
  • Contact the Gotransverse implementation team for configuration and management of the external tax tables. The implementation team will provide details on the tax table configuration format and methods to manage the tax tables.
  • Ensure that the Calculate Tax During Order system parameter in the System Settings is set to True.
  • Create at least one Tax Charge Category.
  1. In the Tax Processor pane, click Add. The Add Tax Processor window opens.
    To change a Tax Processor, click its name. The Edit Tax Processor window opens.

  2. Enter the following information:
Tax Processor Type Required. Select External Tax.
Default Tax Category Required. Select a tax category that you have set up in Charge Categories. If you have not yet created a tax category, click Add to create a new Tax Price Charge Category.
URL Required. Enter the URL of the external tax table lookup service.
Tax Table Required. Enter the name of the table that will be used for the lookup service.
Include Additional Fields in Rounding Calculation Select the checkbox to include tax custom fields in addition to the tax category when calculating tax rounding for invoice items. Tax custom fields are defined and populated by the external tax processor.
Note: The system setting Tax Rounding Correction must be set to True.
Use Multiple Companies Select this if you need to associate account categories to tax company codes so that the correct tax rates are used for a billing account in a given account category.
Default Company Code Required. Enter the main company code specified in the tax table.
Note: This field is not available if you select Use Multiple Companies.
Company Code Required. Enter a code for the business entity so that the correct tax rates are applied to a billing account associated with a given business category.
Note: This field is not available if you select Use Multiple Companies.
Location Code Required. Enter the code that is used to identify a store location.
Note: This field is not available if you select Use Multiple Companies.
Calculate by Item Select this if you want taxes to be calculated by each invoice line item.
Authentication Mode Required. Select JWT.
API Key Required. Enter the authorization token key provided by an administrator.
  1. Click Finish. The Add or Edit Tax Processor window closes. Your changes are saved.

Configuring a SureTax Communications Tax Processor

Gotransverse provides the ability to use SureTax as a tax processor used for calculating and committing taxes. SureTax supports estimating taxes during an order, calculating taxes on invoices, and managing tax exemptions on the customer account level. With SureTax, taxes are calculated based on the ZIP+4 that is used for proper jurisdiction assignment and tax mapping.

Note: Currently, SureTax doesn’t support reissuing manual invoices without retax.

Before configuring the tax processor, do the following:

  1. Ensure that you have a SureTax account. Log in to the SureTax website and obtain your account information to configure the Gotransverse Tax Processor.

    Note: If you want to calculate the estimated tax on order, in the Gotransverse System Settings, set the Calculate Tax During Order system parameter to True.

  2. Create at least one Tax Charge Category.
  3. Sales Type Code is a SureTax required value that must be provided for tax calculation purposes. To ensure a Sales Type Code is captured for each customer account in GTV, an account custom field needs to be set up. To set up the needed Sales Type Code, create an account custom field of ‘text’ or ‘list’ type. If you created a custom field of the text type, when creating or editing a customer account, enter one of the sale types below as a custom field value. If you created a custom field of the list type, add the following list values from the list below. Then, when creating or editing a customer account, select the needed one from the drop-down list:
    • Residential or R
    • Business or B
    • Industrial or I
    • Lifeline or L

Note: Sales Type Code values require entering either a full word that begins with a capital letter or just the first capital letter of the type. For example, Residential or R. Values such as “residential” or “r” won’t be recognized as Sales Type Codes.


This section describes how to set up or edit the settings of the SureTax processor.

  1. Navigate to Admin > Integration. In the Tax Processor pane, click Add. The Add Tax Processor window opens.
    To change a Tax Processor, click its name. The Edit Tax Processor window opens.
  2. Enter the following information.
    Tax Processor TypeRequired. Select SureTax.
    Default Tax Category

    Required. Select a tax category that you set up in Charge Categories. If you have not created a tax category yet, click Add to create a new Tax Price Charge Category.

    EnvironmentRequired. Select one of the following environments. Associated URLs display on the right.
    • Sandbox—Any actions and changes are performed in a test environment and do not affect customers.
    • Production—Any actions and changes are performed in a production environment and affect customers.
    URLEnter the URL to override the default value selected in the Environment field. Use it when you need to specify the URL that differs from default Sandbox or Production URLs.
    UsernameRequired. Enter the SureTax account login user name.
    PasswordRequired. Enter the SureTax account login password.
    Validation KeyRequired. Enter the Validation Key provided by SureTax that is used for accessing the API.
    Client NumberRequired. Enter the Client ID Number provided by SureTax.
    Client Tracking IDEnter any value to be used for tracking the transaction.
    Customer Number

    Required. Select the value to be used as the Customer Number for the SureTax tax processor.

    Note: Customer Number is used by SureTax for identifying applicable tax exemption statuses managed on the SureTax side.

    From the drop-down menu, select the needed option:

    • Customer Number
    • External Customer Number
    • Billing Account Number
    • External Billing Account Number
    • Responsible Billing Account Number
    • External Responsible Billing Account Number
    • Responsible Customer Number
    • External Responsible Customer Number
    • Account Custom Field
    Account Custom Field

    Required if you selected Account Custom Field in the Customer Number field. From the drop-down menu, select the Account custom field whose value will be used in the Customer Number field for tax calculation and tax exemption processing. It provides a way to map a non-unique field in Gotransverse on the billing account level to the SureTax Customer Number field. Account custom fields are not required to be unique like billing account, external numbers, and Customer numbers are.

    Account Custom Field values on both managed and child accounts are passed to SureTax separately from associated responsible or managed accounts.
    Note: The Account Custom Field value is sent in SureTax calls as the Customer Number field only after it’s added on the desired billing account.

    Tax Decimal ResponseThe number of digits to be used after the decimal point which determines the decimal precision for tax calculations. The default value is 2. Currently, you cannot change this value.
    TaxSitusRuleRequired. Select the Tax Situs Rule which defines the method for determining the taxing jurisdiction. Currently, the only available value is 05 (ZIP+4) which is more granular than the ZIP code and can pick up County or City local taxes that are not applied to the ZIP code.
    Unit TypeRequired. Select the Unit Type code used for tax calculations. Currently, the only available value is 00 – Default / Number of unique access lines.
    Sales Type CodeRequired. Select the billing account custom field that was previously configured in GTV to capture the R (Residential), B (Business), I (Industrial), or L (Lifeline) values for each account’s Sales Type Code value.
    UDF
    UDF2
    User-defined fields for use at the item level. This value is available for use in reports and extracts. Here, you can select from the existing Account or Service custom fields. The drop-down menu displays the type of the custom field and its name so you can easily find the desired one. It supports displaying up to 100 symbols. For example: Account – sample custom field #2.
    Parameter1 through Parameter9

    User-defined drop-down fields which are available for use in the rules engine. You can use these fields to provide additional information to SureTax by using the Account and Service custom fields. With different custom field types, you can pass various information such as additional addresses, dates, or notes. This way, SureTax receives from you additional information apart from the standard transaction data.

    Here, you can select from the existing Account or Service custom fields. The drop-down menu displays the type of the custom field and its name so you can easily find the desired one. It supports displaying up to 25 symbols. For example: Account – sample custom field #2.

    Parameter10

    User-defined field which is available for use in the rules engine.

    Currently, the Original Invoice Number value is selected by default and you cannot change it. Sending an Original Invoice Number is useful for when reversals and reissues occur on invoices. This field provides additional information to SureTax of the original invoice from which the reversal or reissue actions originated. The SureTax Line Item Taxability with Location ID report includes the Parameter10 value sent in all committed tax calls.

  3. Click Finish. The Add or Edit Tax Processor window closes. Your changes save. Alternatively, select Cancel to cancel the edit.

Configuring a OneSource Tax Processor

Gotransverse provides the ability to use OneSource as a tax processor used for calculating and committing taxes.

Before configuring the tax processor, do the following:
  1. Ensure that you have a OneSource account.
  2. Create at least one Tax Charge Category.
  3. In the Gotransverse system settings, set the Use new Additive Invoicing Bill Cycle Logic system setting to True.

    Note: If you want to calculate the estimated tax on order, in the Gotransverse system settings, set the Calculate Tax During Order system parameter to True.

Note: For manual invoices (reissue with retax, reverse, and ad hoc), in the tax calls, the Account Number and Account Name from original invoices are sent.

This section describes how to set up or edit the settings of the OneSource processor.

  1. Navigate to Admin > Integration. In the Tax Processor pane, click Add. The Add Tax Processor window opens.
    To change a Tax Processor, click its name. The Edit Tax Processor window opens.
  2. Enter the following information.

    Tax Processor TypeRequired. Select OneSource.
    Default Tax CategoryRequired. Select a tax category that you set up in Charge Categories. If you have not created a tax category yet, click Add to create a new Tax Charge Category.
    EnvironmentRequired. Select one of the following environments.
    • Sandbox—Any actions and changes are performed in a test environment and do not affect customers.
    • Production—Any actions and changes are performed in a production environment and affect customers.
    UsernameRequired. Enter the OneSource account login user name.
    PasswordRequired. Enter the OneSource account login password.
    External Company IDRequired. Enter the External Company ID provided by OneSource. It’s the unique identifier used by your business application to indicate which company to use in OneSource Indirect Tax Determination. This identifier also distinguishes between different calling applications that may be used by your company.
    Company RoleRequired. The role the company plays in a given transaction. Each role results in different transaction tax and reporting requirements. Enter the first capital letter of the needed role:
    • B: Buyer
    • M: Middleman
    • S: Seller
    Code Required. Select the code to be sent to OneSource for the tax determination. This relates to the mapping of the GTV charge category item code to the OneSource code.
    • Product Code
    • Tax Code
    • Commodity Code

    Note: Your OneSource configuration defines what value must be selected in this field.

    Account NumberRequired. Select the value to be used as the Account Number for the OneSource tax processor. From the drop-down menu, select the needed option:
    • Customer Number
    • External Customer Number
    • Billing Account Number
    • External Billing Account Number
    • Responsible Billing Account Number
    • External Responsible Billing Account Number
    • Responsible Customer Number
    • External Responsible Customer Number
    Host System Required. A unique name for your ERP system. The combination of Calling System Number, Host System, and Unique Invoice Number form a unique key for an invoice in the Audit Database.

    If this field is not populated, OneSource Auditing reports will include the Database ID in their reports. So, this value will differ in production. This is a pass-through field and can be ERP or business-defined.

    Calling System NumberRequired. A unique identifier for your ERP system. The combination of Calling System Number, Host System, and Unique Invoice Number form a unique key for an invoice in the Audit Database.

    If the field is not populated, OneSource Auditing Reports will include the transaction’s Invoice Date in their reports. This is a pass-through field and can be ERP or business-defined.

    GTV Invoice Item Charge Tax Identifier AttributeRequired. If needed, enter the OneSource attribute number for the Invoice Item Charge Tax Identifier value. Otherwise, enter NONE.

    Note: Whether you need to enter this value depends on your OneSource configuration.

    GTV Product Code AttributeRequired. If needed, enter the OneSource attribute number for the Product Code value. Otherwise, enter NONE.
    Note: Whether you need to enter this value depends on your OneSource configuration.
    Total Tax Amount AttributeRequired. If needed, enter the value that will override the total tax amount calculations. Otherwise, enter NONE or 0.

    If you enter the value for Total Tax Amount Attribute that is less or greater than zero, the total tax amount will balance to the value entered in this field and will NOT be calculated by OneSource.

  3. Click Finish. The Add or Edit Tax Processor window closes. Your changes save. Alternatively, select Cancel to cancel the edit.

Configuring a Vertex Indirect Tax O Series Tax Processor

Gotransverse provides the ability to use Vertex as a tax processor for estimating, calculating, and committing taxes. The processor can:

  • Estimate taxes during order.
  • Calculate taxes during invoice on order.
  • Calculate taxes during the first half of the bill cycle run.
  • Commit taxes during the second half of the bill cycle run (approval).
  • Manage tax exemptions on the customer account level.

Manual reverse/reissue is not supported at this time.

Before configuring the tax processor, do the following:
  • Ensure that you have a Vertex account.
  • Ensure that GTV support has enabled the Enable Vertex Tax Functionality in the System Settings by setting it to True. It is set to False by default.
  • Create at least one Tax Charge Category.
  • Note: If you want to calculate the estimated tax on order, in the Gotransverse System Settings, set the Calculate Tax During Order system setting to True.

  1. Go to Admin > Integration from the top navigation.
  2. In the Tax Processors pane, click Add. The Add Tax Processor window opens.

    To edit a Tax Processor, click Edit in its Actions column. The Edit Tax Processor window opens.

  3. Enter the following information:
    Tax Processor TypeRequired. Select Vertex.
    Default Tax CategoryRequired. Select a tax category that you set up in Charge Categories. If you have not created a tax category yet, click Add to create a new Tax Charge Category.
    Environment URL

    Required. Enter the Vertex-hosted environment URL.

    Environments available through Vertex include:

    • Sandbox—Any actions and changes are performed in a test environment and do not affect customers.
    • Production—Any actions and changes are performed in a production environment and affect customers.
    Trusted IDRequired. Enter the ID supplied by Vertex.This is an added layer of security used to access the Vertex environment for tax calculation.
    Company Enter the company name registered with the Vertex account.
    Customer Code

    Select an option from the dropdown menu which represents the Customer or account for the transaction or line items. It ensures the correct tax rates are applied and is used for identifying applicable tax exemption statuses managed on the Vertex side.

    Select from the following:

    • None (default)
    • Customer Number
    • External Customer Number
    • Billing Account Number
    • External Billing Account Number
    • Responsible Billing Account Number
    • External Responsible Billing Account Number
    • Responsible Customer Number
    • External Responsible Customer Number
  4. Click Finish. The Add or Edit Tax Processor window closes. Your changes are saved.

Tax Processor Scripts

Gotransverse supports integrating custom tax scripts to provide the ability to adjust taxation based on custom logic. For example, a script could be created to leverage a given custom field as the indicator of tax jurisdiction. Please contact your implementation consultant or Gotransverse support for more details on how scripts can impact your tax processing.

Tax Processor Script Workflow

Use the following workflow to upload and configure a Tax Processor script provided by the Gotransverse implementation team. The following example details utilizing a custom field to define the service address and ensure services are accurately billed, taxed and processed:

  1. Ensure that your tax processors are configured as detailed above.
  2. Under the Tax Processor Details, add a new script.
  3. Add the Script Address rules.
  4. Set the desired Tax Processor to check the Scripts flag.

Implementing a Custom Taxation Script

1. Add the Tax Processor script by navigating to the details view of your desired Tax Processor. Click the Add button for the Scripts section.

2. Enter the desired Display Name and Description. Load the script received from the Gotransverse implementation team and click Retrieve Script to populate the Rule Content script.

3. In the Script Parameters pane, click Add. If you want to edit a parameter that already exists, click Edit next to that parameter.

This information should be provided by the Gotransverse Implementation team. A sample of the parameter information is included below.

Variable Name Required. Variable name as defined in the script.
Display Name Required.Parameter name as it displays in the Add Script Parameter window.
Entity Name Required. Java entity that exists in Gotransverse. Tells the script where to find the data that is used in the script.
Select Type Required.
List - Select One - You can select one option from the list provided.
List - Select One or More -You can select one or more options from the list provided.
Field Name to Display Required. A member of the entity specified in Entity Name.

4. In the Add Script Parameter window, click Finish.

5. Add any additional script parameters necessary for the script. When all script parameters are added, click Finish. The script will be added to the Scripts pane and is available to be utilized in Script Address Rules.

6. Select Add in the Address Script Rules.

7. Select the created script from the drop-down. After selection, parameters will display in an additional dropdown below. Click Finish when completed.

8. Navigate back to the Tax Processor details view and click Edit. Ensure that the Script checkbox is checked for the script to take effect.