GeoInvoice Streamline Sales Tax Rates

WHAT IS STREAMLINE SALES TAX RATE BASIC?

GeoInvoice’s Streamline Sales Tax Rates “Basic” package is a free mobile service that gets sales tax rates for a location or address in North America. The Basic service allows only one user and one device. Use tax rates are not included with the Basic service.

• Coverage: North America from the Rio Grande to Canada, Maine to Hawaii

• No data entry required. Simply log in for you location’s rates

• Address based rates

• See all rates: state, county, city and special purpose districts (metro, EMS, transit)

• Map view of location

How do I get Streamline Sales Tax Rates Basic?

On your iOS device go to the App Store and search for Streamline Sales Tax Rates. Download the app to your device. Sign up for an account. Then login to start using the free services.

On your Android device go to the Google Play Store and search for GeoInvoice Streamline Sales Tax Rates. Download the app to your device. Sign up for an account. Then login to start using the free services.

How do I get my current location sales tax rate?

Tap “Current Location Sales Tax”. Please wait. Displayed are total sales tax, effective date of the current rate and the latitude and longitude. Scroll to see a breakout of each sales tax area and related rate.

How do I get my sales tax rates for an address?

Tap the menu icon. Tap “Address Based Sales Tax”. Enter address number and street, city, state and zip code. Please wait. Displayed are total sales tax, effective date of the current rate and the latitude and longitude. Scroll to see a breakout of each sales tax area and related rate.

WHAT IS STREAMLINE SALES TAX RATE BUSINESS?

GeoInvoice’s Streamline Sales Tax Rate “Business” package is a mobile service that gets sales and use tax rates for a location or address in North America plus many other features. Streamline for Business allows the account owner to invite others to fully participate in all of the business features. These business features include:

• All features contained in the Streamline Sales Tax “Basic” Package plus:

• Use tax included

• Save your locations to a list

• Delete locations

• View your saved locations for changes in tax rate

• Share tax details for a location

• Enterprise account allows you to add users and their device to your account for full access to all business features

• Up to three devices can access all Business features

Price of subscription - $5.99 USD/month - Streamline Sales Tax Rates “Business” includes up to three devices for unlimited sales and use tax rates for North America auto-renewing monthly subscription.

What is my device quota?

Your device quota is the number of devices that may use the Streamline for Business service. The Streamline for Business Service quota is 3 devices. There are 3 ways to assign your device quota.

(1) You can access the Streamline for Business service on up to three active iOS devices registered to your iTunes Account.

(2) You can add users and invite them to participate in your device quota. These users will have access all Streamline for Business service.

(3) You can share your login information with others who have downloaded the Streamline app. These users will have access to the Streamline for Business service. (This method is not recommended and GeoInvoice is not responsible for misuse or misappropriation of sharing login information).

NOTE: When your account device quota is met a login on an extra device will access the free service only.

How do I get the Streamline for Business services?

You will get a 7 day free trial of Streamline Sales Tax Rates “Business”. After expiration of the 7 day free trial you can purchase a monthly auto-renewing subscription of $5.99/month.

In your free service click the Gear Icon. Click “Buy Premium Service”. Click the yellow Streamline Sales Tax Rates-Business to purchase the business services.

After confirmation of purchase the subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. Your account will be charged for renewal within the 24-hours prior to the end of the current period for a renewal cost of $5.99 USD.

Your subscription can be managed by the user and auto-renewal may be turned off by going to the user’s Account Settings after purchase. If you cancel after your subscription is activated, you won’t be refunded for the remaining active period of the subscription.

After cancellation your Streamline Sales Tax Business account will revert to the Streamline Sales Tax Rates “Basic” free version.

iOS Note: When you click the business services purchase option your will get three (3) pop-up notices. Please wait for the last notice “You’re all set. Your purchase was successful” and network activity is complete before accessing the Streamline Business menu.

How do I invite Users to my Streamline Sales Tax Rate Business account?

Steps to inviting a subuser:

1. Add the user to your account with User’s email and create password.

2. Tell the user to download the app and login with their email and password.

To invite a user you must have certain information about the user.

You must have:

• User’s first name

• User’s last name

• email

• device’s telephone number

To add a user click the plus sign and enter information about the user and save.

Note: A person who has downloaded the Streamline Sales Tax Rate App and created an account cannot be added as a subuser to your Business account. Inviting users to your GeoInvoice Enterprise account is not a grant of permission by GeoInvoice to your iTunes account.

What is the User Devices Menu Option?

After you allocate a device access to your Streamline account the User’s device type and unique identification number will be displayed.

How many devices can an invited User have?

Device limits are based on your sales order with GeoInvoice. You decide how many devices an invited user can have up to your sales order limits. You can add or remove device counts to a user.

What phone number do I use in the Add User form?

Use the telephone number associated with device that will be invited.

How do I edit User information?

iOS-Tap “Users”. Slide back User summary. Tap “Edit”. The Edit User form allows you to edit invited user information. Select “Save” or “Cancel”.

Android-Tap “Users”. Select the User you want to edit. Select the EDIT option on the Action menu. The Edit User form allows you to edit invited user information. Select “Save” or “Cancel”.

How do I view inactive users?

On the user menu there is an option to view inactive users.

How do I delete a User?

iOS-Tap “Users”. Slide back User summary. Tap “Delete”. This will delete the user from you enterprise account. That user’s account will revert to the Streamline Basic service. Active and Deleted users are separately listed.

Android-Tap “Users”. Select the User you want to delete. Select the DELETE option on the Action menu. That user’s account will revert to the Streamline Basic service. Active and Deleted users are separately listed.

How do I get my current location use tax rate?

Tap “Current Location Sales Tax”. Please wait. Displayed are total sales tax, effective date of the current rate and the latitude and longitude. Scroll to see a breakout of each sales tax area and related rate.

How do I get my use tax rates for an address?

Tap “Address Based Sales Tax”. Enter address number and street, city, state and zip code. Please wait. Displayed are total sales tax, effective date of the current rate and the latitude and longitude. Scroll to see a breakout of each sales tax area and related rate.

How do I save Tax Rate Details for a location?

After obtaining current location or address based location tap the Save Icon at the bottom of your screen to save a location. Enter your own description of the location.

How do I share Tax Rate Details for a location?

After obtaining current location or address based location tap the Share Icon. The Share icon is located at the bottom of your screen. Enter your own description of the location and then share by entering an email address. The Tax Rate Details will be sent to that email address.

How do I view Saved Locations?

iOS-Tap “Saved Locations”. Slide back the details. Tap “View”. Displayed is Location Name, Total Sales (or Use) Tax, Effective Date, and Latitude and Longitude for original saved date. Displayed below the blue title bar is the “current Sales Tax Rates for each tax area and current effective date. You can compare rate changes. NOTE: The current total rate maybe different than the original total rate.

Android-Tap “Saved Locations”. Select the location you want to view. Select “VIEW” from the Action Menu. Displayed is Location Name, Total Sales (or Use) Tax, Effective Date, and Latitude and Longitude for original saved date. Displayed below the blue title bar “Current Tax Rates” is the “current Sales or Use Tax Rates for each tax area and current effective date. You can compare rate changes. NOTE: The current total rate maybe different than the original total rate.

How do I delete a Saved Location?

iOS-Tap “Saved Locations”. Slide back the details and select “Delete”. A confirmation message will ask you if you are sure you want to delete this Saved Location.

Android-Tap “Saved Locations”. Select the location you want to delete. Select the DELETE option on the Action Menu.

I forgot my password, how do I retrieve my password?

On the Streamline home page click “Forgot Password?” Enter your email in the Forgot Password test box. You will see a notice that asked you to check your email. Click “Reset your password” to change your password.

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