10X Sales Tax Matching Rules

10X ERP determines the correct sales tax rule by first retrieving all applicable rules for the given country and state, ranking them by match specificity (from most to least detailed). It then evaluates each rule in order using a structured sequence of matching criteria, starting with the most precise combinations (county, city, zip+4) and gradually broadening the match scope. The system continues this step-by-step evaluation until a valid match is found. If no exact or partial matches are identified, it defaults to the least specific rule based on the original priority sorting.

• FETCH TAX RULES BY LOCATION Retrieve All Rules By Country And State, Sorting Them By Match Priority From Most Specific To Least Specific.
• SEARCH EXACT COUNTY + CITY + ZIP Attempt The Most Precise Match Using Full Location Details Including Zip+4 When Available.
• SEARCH CITY + ZIP MATCHES Check For Matches Using City And Zip Combinations When County Data Is Not Required.
• MATCH USING ZIP+4 ONLY Evaluate Exact Zip+4 Matches When Customer Location Includes Full 9-Digit Zip Code.
• FALL BACK TO ZIP (5-DIGIT) MATCHES Retry Matching Using Truncated 5-Digit Zip With County And City Combinations.
• MATCH COUNTY + CITY ONLY Use Broader Geographic Matching When Zip Code Criteria Do Not Yield Results.
• MATCH ANY SINGLE CRITERIA Attempt Matches Using County, City, Or 5-Digit Zip Individually If Needed.
• APPLY WILDCARD LOGIC Treat Empty Fields In Rules As Wildcards To Expand Matching Possibilities.
• DEFAULT TO LOWEST PRIORITY RULE Select The Least Specific Rule From The Original Sorted List If No Other Match Is Found.