Wolters Kluwer CCH® SureTax®

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    Data Dictionary

    CustomerType

    CustomerType

    Description: The classification of the customer (e.g.

    Display String: Customer Type

    Data Type: string

    Field Length: None Specified

    Default Value:

    Maximum Value: None Specified

    Minimum Value: None Specified

    Format: None Specified

    Field Usage: ** This field is referenced from the following locations.

    • SalesTax Holiday Import Template
    • SKU Import Template

    Enumeration: CustomerType

    Overview

    The 'CustomerType' serves as a classification system for customers based on specific characteristics. This feature allows for the categorization of customers into various groups, such as Residential, Industrial, Agricultural, and more. Each customer type likely corresponds to distinct tax rules or considerations tailored to the nature of the customer's activities or demographics. Whether dealing with residential households, industrial businesses, or special categories like Senior Citizen or Lifeline recipients, the CustomerType functionality facilitates precise application of sales tax regulations, ensuring accurate and compliant tax calculations for diverse customer segments.

    Primitive Type: integer


    Value Description Notes
    01 Residential Refers to customers with residential properties, typically individuals or households.
    02 Industrial Represents customers involved in industrial activities or businesses.
    03 Agricultural Indicates customers engaged in agricultural activities or businesses.
    04 Manufacturing Refers to customers involved in manufacturing processes or businesses.
    05 Mobile Home - Residential Specifies customers residing in mobile homes.
    06 Commercial-High Peak Demand Represents commercial customers with high peak energy demand.
    07 Customer With Prescription Indicates customers associated with prescription-related transactions.
    08 Retail Represents customers engaged in retail activities, such as selling goods directly to consumers.
    09 Lifeline Signifies customers eligible for lifeline assistance programs, often associated with essential services.
    10 Senior Citizen Refers to customers who are senior citizens.
    11 Food-To Stay Indicates customers involved in the food industry with services for dining on-site.
    99 Default A default or catch-all category for cases where a specific customer type is not explicitly defined or applicable.
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