Taxes Profiles

In this article

Section overview

Taxes profiles, equally as Time profiles, is a JeraSoft Billing tool that makes the process of clients' rate tables management exceptionally agile. Taxes profile is a set of tax rules that can be applied to client's rate tables in different taxation schemes. This section allows you to add, edit, and delete profiles and is presented in the form of a table with the following columns (see screenshot):

Screenshot: Taxes Profiles section

Column Name	Description
ID	Taxes profile's identification number
Name	Name of a taxes profile
Profile Owner	List of resellers corresponding taxes profile was assigned to
Notes	Additional information regarding a taxes profile
Sort Order	Order of the entity in the list

Functional buttons/icons, presented in the section, are as follows:

Button/Icon	Description
	Allows to create a new taxes profile
	Allows to manage an existing taxes profile on a list
	Allows deleting a taxes profile from the system. Requires confirmation
	Allows to manage a list of tax values of a particular profile
	Opens the Advanced Search drop-down menu

Advanced Search

In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downward arrow icon, a drop-down menu with the following structure is displayed:

Screenshot: Advanced Search drop-down menu

Field

Description

Profile Owner

Select from the list of all Resellers, Sub-resellers and Managers registered in the system

Status

Select the status of a taxes profile:

Active
Archive

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click the Reset button.

Creating a New Taxes Profile

To create a new profile, you need to:

Click the New Taxes Profile button
Fill in mandatory fields (specified in tables below)
Click the OK button

Starting from JeraSoft Billing v3.21.0, we have introduced the integration with a third-party tax calculation service called Compliance. In addition to SureTax service we had integration with before, now you have one more advanced option to calculate taxes. Please also note that there are no pre-generated taxes profiles in the system anymore.

You can select the type of a taxes profile while creating a profile:

Screenshot: New Taxes Profile window (Customer)

Field			Description
Name			Name of a taxes profile
Profile Owner			Select from the list of all Resellers, Sub-resellers and Managers registered in the system
*Type*			Select the tax profile type from a drop-down list: Customer SureTax Compliance
Invoice Notes			If specified, this information will be displayed in issued Invoices
Notes			Additional information regarding a taxes profile
Sort Order			Order of the entity in the list

Screenshot: New Taxes Profile window (SureTax)

Section	Field	Description
General Settings	Name	Name of a taxes profile
	Profile Owner	Select from the list of all Resellers, Sub-resellers and Managers registered in the system
	*Type*	Select the tax profile type from a drop-down list: Customer SureTax Compliance
	Invoice Notes	If specified, this information will be displayed in issued invoices
	Notes	Additional information regarding a taxes profile
	Sort Order	Order of the entity in the list
SureTax Settings	Client Number	Used when issuing invoices for clients with selected SureTax profile
	Validation Key	Used for clients with selected SureTax profile
	Test profile checkbox	Check to specify that a created SureTax profile is a test one
	Exemption Codes	List Tax Exemption Codes to not calculate them within this profile
Extra Chagres Settings	Default settings for Extra Charges taxation. Tip You can set separate Rules/Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying either: only Trans Type Code, like suretax:010101; only Situs Rule, like suretax:04; or both Situs Rule and Trans Type Code, like suretax:04-010101.
	Situs Rule	Select a Situs Rule from the list of available ones: 04 - Zip code 05 - Zip code + 4
	Trans Type Code	Specify a Trans Type Code for this Rule (e.g., 010101)
Package Fees Settings	Default settings for Package Fees taxation. Tip You can set separate Rules/Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying either: only Trans Type Code, like suretax:010101; only Situs Rule, like suretax:04; or both Situs Rule and Trans Type Code, like suretax:04-010101.
	Situs Rule	Select a Situs Rule from the list of available ones: 04 - Zip code 05 - Zip code + 4
	Trans Type Code	Specify a Trans Type Code for this Rule (e.g., 010101)
Services Settings	Default settings for Services taxation. Tip You can set separate Rules/Codes per Account if needed. For this, when creating an Account, add a Tag, specifying either: only Trans Type Code, like suretax:010101; only Situs Rule, like suretax:04; or both Situs Rule and Trans Type Code, like suretax:04-010101. You can also do this via the Traffic Processing section by creating a rule that will be adding needed Tags to traffic.
	Service	Set a Service for the rule: Calls SMS Data
	Direction	Select a Direction from the list of available ones: NANP to NANP NANP to non-NANP non-NANP to NANP non-NANP to non-NANP
	Trans Type Code	Specify a Trans Type Code for this Rule (e.g., 010101)
	Situs Rule	Select a Situs Rule from the list of available ones: 01 - Two-out-of-Three test using NPA-NXX 02 - Billed to number 03 - Origination number 04 - Zip code 05 - Zip code + 4

Screenshot: New Taxes Profile window (Compliance)

Field	Description
Name	Name of a taxes profile
Profile Owner	Select from the list of all Resellers, Sub-resellers and Managers registered in the system
Type	Select the tax profile type from a drop-down list: Customer SureTax Compliance
Invoice Notes	If specified, this information will be displayed in issued invoices
Notes	Additional information regarding a taxes profile
Sort Order	Order of the entity in the list
Client Access Code	Used when issuing invoices for clients with selected Compliance profile
Exemption Codes	List Tax Exemption Codes to not calculate them within this profile

While using SureTax or Compliance profile type, the tax values cannot be managed manually in the system as the taxes will be automatically dipped from third-party tax calculation services. Only the Customer profile allows managing the tax values.

Please note that you cannot change the taxes profile type after the creation is completed.

Tax Values Management

To manage a tax value within the Customer type of the taxes profile, you need to click the icon to the left of a corresponding profile name on the list. In the pop-up window, you can add a new rule by clicking Add Tax Value or edit already existing values. The structure of a pop-up window is as follows:

Screenshot: Tax Values Management

Field			Description
Name			Name of the tax value added to this profile
Value			Specify a tax value in %
Effective from			Start date of a corresponding tax value
Tag			Specify tag(s) you would like to be applied to corresponding tax value. If no tags are added, you can leave the field blank
Priority			Specify the priority of tax value usage

While operating with tax values, you can apply Advance Search to find the value you might be interested in. To do so, click on a red downward arrow icon in the top right corner of the pop-up window and set the Status and Status Date fields:

Status:
- current on - if chosen, all tax values with the latest Effective from field value will be displayed
- old for - if chosen, all tax values, whose Effective from field value is older in comparison to its current one, will be displayed
- future for - if chosen, all tax values, whose Effective from field value > Date, will be displayed
- all - if chosen, all tax values will be displayed
Date - set the time and date that will be applied for the search.

By default, tax values displayed in a pop-up window are filtered by the current on status.

Tip

In cases when you determine a Priority status, you basically set the order of the taxation. So, the tax with Priority 1 will add % tax to operation sum, the tax with Priority 2 will add tax % to the resulted sum (operation sum + 1^st tax %). Each following priority will add % tax to operation sum plus all the previous priorities values.

For example:

If operation sum is 100 USD, and there is a single tax with Priority 1 and a value of 10%, the taxation result will be 10 USD, so full operation plus tax is 110 USD.

If there are two taxes with priorities of 1 and 2, and values of 10% and 20%, respectively, then the first tax yield will be 10 USD, and second tax yield will be 22 USD (because 20% is calculated from sum of operation + previous tax), and total will be 100 + 10 + 22 = 132 USD.

Warning

You cannot delete or archive a tax profile that is currently assigned to the Client, Call Shop, Reseller, or Calling Card