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Compliance Solutions

This section provides an overview of options available for the configuration of the Compliance Solutions tax service provider.

Tax Profile

General settings​

  • Type – select "Compliance Solutions"

Compliance Solutions settings​

  • Client Access Code – used when issuing invoices for clients with selected Compliance Solutions profile
  • Exemption Code – if specified, corresponding taxes will be excluded from the taxation process
  • Tax Codes - applicable only if Exemption Code is set to X or Z. For X, the specified tax codes are excluded from taxation; for Z, only the specified tax codes are applied, and all others are excluded.

Full exemption codes list​

  • N: Not exempt (default)
  • A: Exempt from Federal taxes
  • B: Exempt from state taxes
  • C: Exempt from county taxes
  • D: Exempt from local taxes
  • E: Exempt from federal and state taxes
  • F: Exempt from federal and county taxes
  • G: Exempt from federal and local taxes
  • H: Exempt from state and county taxes
  • I: Exempt from state and local taxes
  • J: Exempt from county and local taxes
  • K: Exempt from federal, state and county taxes
  • L: Exempt from federal, state and local taxes
  • M: Exempt from federal, county and local taxes
  • O: Exempt from state, county and local taxes
  • S: Exempt from Sales Tax
  • X: Exempt from all taxes EXCEPT Tax Codes
  • Y: Exempt from all taxes (fully exempt)
  • Z: Exempt from all taxes IN Tax Codes

Extra charges settings​

This section defines default settings for Extra Charges taxation:

  • Product Code – Product Code for the Extra Charges
  • Service Code – Service Code for the Extra Charges

You can also set separate Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying both Transaction Type and Service Type, e.g. compliance:V001-1.

Package fees settings​

This section defines default settings for Packages Fees taxation:

  • Product Code – Product Code for the Package Fees
  • Service Code – Service Code for the Package Fees

You can also set separate Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying both Transaction Type and Service Type, e.g. compliance:V001-1.

Services settings​

  • Safe Harbor Override – specify a numeric value to set static traffic distribution between interstate/intrastate

The Safe Harbor logic applies to transactions for services only (i.e., calls). Fill in this field to request an override of the standard static distribution. If the field is empty, defined static distribution will be used.

Defaults​

This section defines default settings for Services taxation:

  • Service – set a Service for which rule should be applied (e.g. Calls, SMS, Data)
  • Transaction Type – Transaction Type for the Service
  • Service Type – Service Type for the Service