Setting Up Job Files

Before running a batch process, you need to setup a Job File. The Job File provides the instructions used to convert your Input File into an Output File during batch processing. For example, you can instruct the batch process to geocode each input record, and then append tax information about each geocoded location.

To learn more, watch the movie about this topic or watch the batch processing movie. Use the online movie controls to forward, rewind, or pause.

Geocoding and Job Files

Geocoding converts address or location information into geographic coordinates. Geocoding information is always appended when your Input File lacks latitude and longitude data. If the Input File contains latitude and longitude data, then Site-US Tax Batch does not provide geocoding. If you do not select any Append Options, then only geocoding is appended.

To setup Job Files:

1. On the Batch Process Homepage, click Setup Job Files. The Setup Job File page displays.
2. In the Job File Title field, enter a short memorable name for the file. The file is referred to by this title throughout Site-US Tax Batch.
3. In the Job File Description field, enter a more complete description of the file.
4. In the Append Options area, specify each tax you want to append. For example, check Sales & Use Tax to append general sales tax information, or check an industry-specific tax like Utility Tax. You can also append information on Special Tax Districts, such as regional transportation districts or stadium tax districts. Only taxes that you are authorized to process are selectable.
5. Click Submit.