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How To upgrade from GeoTAX to GeoTAX Premium

UPDATED: April 21, 2017


GeoTAX Premium has a single-step process that requires some minor changes be made to existing implementations when upgrading from previous versions of GeoTAX.

Below is an excerpt taken from the GeoTAX Premium Technical Notes that describe the changes regarding the upgrade from previous versions of GeoTAX:

Single-step processing

GeoTAX Premium brings a new level of accuracy to the tax jurisdiction assignment process in a one-step solution. With previous releases, CODE-1 Plus™ was bundled with GeoTAX to provide address cleansing in order to return address level tax jurisdiction assignment. GeoTAX Premium will continue to use our world-class USPS address cleansing capabilities, coupled with our premium address-level geocoding, thus improving accuracy and reducing the amount of disk space needed for processing. While we strive to maintain backwards compatibility, the change to a single-step process will require some minor changes to existing processes. For upgrade instructions, see “Upgrade Path” on page 95.

Upgrade Path

While we strive to maintain backwards compatibility, the change to a single-step process will require some minor changes to existing processes.

For batch processing, change the input file in the GeoTAX batch driver to what was being used as input to Code-1 Plus. The next step is to copy the address output storage locations from your Code-1 Plus parameter card to create the new ALOUT parameter card in GeoTAX Premium as illustrated in the following examples.

Refer to the GeoTAX Premium Technical Notes for additional clarification. 

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