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Calculating for Nexus

  • July 25, 2021
  • 0 replies
  • 39 views
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Part of the rules associated with taxes (when selling products or services to other states) requires that you evaluate whether or not you have a nexus with the particular state which you are doing business with.

My goal would be to build a table with all 52 states listed and have a simple check box next to any state where you have a nexus, and then associate it with customers, and use the information to feed down into quotes.

so, for example if I have 6 customer total and 3 customers are also in Kentucky. The nexus check box next to Kentucky in the states table would be evaluated as true for the 3 customers.

So, the first thing I need is a pointer to a stand alone table of US States if anyone has that. The second thing I need is help understanding how I would compare just the State sub field of the Address field of my Customers table.

  • I'm pretty sure I need a many to one relationship, one state to many customers
  • I'm a little foggy on how I set up that relationship and compare it.


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Wade Myers
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  • BlakeHarrison
  • Quickbase Alumni
  • July 25, 2021
Regarding the stand-alone table, I'd suggest just google-ing List of US States and you should be able to find something you can copy/import into Quickbase.

Next, the relationship. Once you have your States table created, set the State Name as the key field. Next, create a relationship to the Customers table where the State is the Parent. Then, change the new 'Related State' field to a Formula Text field where the formula is just the [Address: State/Region] field. Finally, in the relationship, bring over your 'Nexus' field as a Lookup.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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  • BobThomas1
  • Quickbase Alumni
  • July 26, 2021
Wade, I decided to try your table & related data, though I'm not a CPA or accounting person. But Iiked Blake's response & need the practice with relations in QB.

I found a .csv link (actually I copied and pasted, so see my two images because you will probably want to change 2 or 3 fields data types). If you don't want the GPS coordinates you can take out, though much of my work is geographic, so I left them in.

https://developers.google.com/public-data/docs/canonical/states_csv

Note the 4th field I changed the type form #record to text. Not sure if I could have left this as #record as this is the unique and key field? This data has District of Columbia & Puerto Rico, so it is also 52 states as I believe you want. 


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Bob T.
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