1. Implementing Payroll for the United States
  2. Manage Geography Info for the US

Manage Geography Info for the US

Vertex provides jurisdiction codes that help determine tax info for your state, county, city, and so on. Periodically, these codes require updating, such as when two cities merge, and Vertex publishes a geocodes file reflecting that change.

To make sure the payroll process has the latest info, do the following.

What you want to do

This involves

Update your US geography info

  1. Installing the geography data files

    For further info, see How to Install Geography Data Files in the Help Center.

  2. Loading the geographies

    For further info, see How to Load US Geographies After Installation in the Help Center.

  3. Resolving upload errors

    For further info, see How to Resolve Geography Upload Problems in the Help Center.

  4. Reviewing the Load Geographies log file

    For further info, see How to Review the Load Geographies Log File in the Help Center.

Manage the geographies

See the following in the Help Center.

  • How to Verify the Geographies You Loaded

  • How to View a Geography's Geocode

  • How You Restore Geographies You Disabled

  • How Do I Configure State Style Formats

  • How Do I Configure City Display Properties

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