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SectionFieldDescription
General Settings




NameName 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 NotesIf specified, this information will be displayed in issued invoices
NotesAdditional information regarding a taxes profile
Sort OrderOrder of the entity in the list
Compliance Solutions SettingsClient Access CodeUsed when issuing invoices for clients with selected Compliance profile
Exemption CodesList Tax Exemption Codes to not calculate them within this profile
Extra Chagres Settings

Default settings for Extra Charges taxation

Tip
titleTip

You can set separate Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying both Product Code and Service Code, like compliance:V001-1.


Product CodeSpecify the Product Code for the Extra Charges
Service CodeSpecify the Service Code for the Extra Charges
Package Fees Settings

Default settings for Package Fees taxation

Tip
titleTip

You can set separate Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying both Product Code and Service Code, like compliance:V001-1.


Product CodeSpecify the Product Code for the Package Fees
Service CodeSpecify the Service Code for the Package Fees
Services SettingsSafe Harbor Override

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

Info
titleNote

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

Fill in this field to request Compliance Solutions to override static distribution. If the field is empty, defined static distribution will be used.


Defaults


Default settings for Services taxation

Service

Set a Service for the rule:

Calls

SMS

Data

Product CodeSpecify the Product Code for the Service
Service CodeSpecify the Service Code for the Service

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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.

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