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- 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 Solutions. In addition to the 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:
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| 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:
| ||
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 | ||
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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:
| ||||||
| 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.
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| Situs Rule | Select a Situs Rule from the list of available ones:
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| Trans Type Code | Specify a Trans Type Code for this Rule (e.g., 010101) | ||||||
| Package Fees Settings | Default settings for Package Fees taxation.
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| Situs Rule | Select a Situs Rule from the list of available ones:
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| 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
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| Defaults | Default settings for Services taxation.
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| Service | Set a Service for the rule:
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| Direction | Select a Direction from the list of available ones:
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| 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:
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Screenshot: New Taxes Profile window (Compliance Solutions)
| 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:
| ||||||
| 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 Solutions profile | |||||
| Exemption Codes | List Tax Exemption Codes to not calculate them within this profile | ||||||
| Extra Chagres Settings | Default settings for Extra Charges taxation
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| 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
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| Product Code | Specify the Product Code for the Package Fees | ||||||
| Service Code | Specify the Service Code for the Package Fees | ||||||
| Services Settings | Safe Harbor Override | Specify a numeric value to set static traffic distribution between interstate/intrastate
| |||||
| Defaults | Default settings for Services taxation | ||||||
| Service | Set a Service for the rule:
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| Product Code | Specify the Product Code for the Service | ||||||
| Service Code | Specify the Service Code for the Service | ||||||
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| Info |
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While using SureTax or Compliance Solutions 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. |
Type: Avalara
Screenshot: New Taxes Profile window (Avalara)
| 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:
| ||||||
| 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 | ||||||
| Avalara Settings | Username | Company's username in Avalara | |||||
| Password | Company's password in Avalara | ||||||
| Client ID | Unique identifier of your company provided by Avalara | ||||||
| Client Profile ID | Avalara Profile ID you want to use. Leave empty for default configuration | ||||||
| Test profile checkbox | Check to specify that a created Avalara profile is a test one | ||||||
| Company Address | Company address that will be used as billing address. Please fill in the respective:
| ||||||
| Extra Chagres Settings | Default settings for Extra Charges taxation
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| Transaction Type | Specify the Transaction Type for the Extra Charges | ||||||
| Service Type | Specify the Service Type for the Extra Charges | ||||||
| Package Fees Settings | Default settings for Package Fees taxation
| ||||||
| Transaction Type | Specify the Transaction Type for the Package Fees | ||||||
| Service Type | Specify the Service Type for the Package Fees | ||||||
| Services Settings | Safe Harbor Override | Specify a numeric value to set static traffic distribution between interstate/intrastate
| |||||
| Defaults | Default settings for Services taxation | ||||||
| Service | Set a Service for the rule:
| ||||||
| Transaction Type | Specify the Transaction Type for the Service | ||||||
| Service Type | Specify the Service Type for the Service | ||||||
| Note |
|---|
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 respective profile name. 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:
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