Page History

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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 Solutions

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

title	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

title	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

Safe Harbor

Specify a numeric value to set static traffic distribution between interstate/intrastate

Info

title	Note

The Safe Harbor logic applies to transactions for services only (i.e. calls).

Defaults

Default settings for Services taxation.

Tip

title	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

...

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 Solutions

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

Compliance Solutions Settings

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

Extra Chagres Settings

Default settings for Extra Charges taxation

Tip

title	Tip

You can set separate Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying either:

only Product Code, like compliance:V001;
only Service Code, like compliance:1;

or

both Product Code and Service Code, like compliance:V001-1.

Product Code

Specify the Product Code for the Extra Charges

Service Code

Specify the Service Code for the Extra Charges

Package Fees Settings

Default settings for Package Fees taxation

Tip

title	Tip

You can set separate Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying either:

only Product Code, like compliance:V001;
only Service Code, like compliance:1;

or

both Product Code and Service Code, like compliance:V001-1.

Product Code

Specify the Product Code for the Package Fees

Service Code

Specify the Service Code for the Package Fees

Services Settings

Safe Harbor

Specify a numeric value to set static traffic distribution between interstate/intrastate

Info

title	Note

The Safe Harbor logic applies to transactions for services only (i.e. calls).

Defaults

Default settings for Services taxation

Tip

title	Tip

You can set separate Codes per Account if needed. For this, when creating an Account, add a Tag, specifying either:

only Product Code, like compliance:V001;
only Service Code, like compliance:1;

or

both Product Code and Service Code, like compliance:V001-1.

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

Product Code

Specify the Product Code for the Service

Service Code

Specify the Service Code for the Service

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Versions Compared

Old Version 12

New Version 13

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