Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
titleIn this article
Table of Contents

Section overview

Taxes profiles, equally as Time profiles, is a VCS tool that makes the process of clients' rate tables management exceptionally agile. Taxes profile is a set of taxation 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 a the form of a table with the following columns (see screenshot):

...

Button/IconDescription

Allows to create a new taxes profile

Allows to manage an existing taxes profile on a list

Allows to delete 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

...

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

...

FieldDescription

Profile Owner

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

Status

Select a the status of a taxes profile:

  • Active
  • Archive

...

FieldDescription

Name

Name of the tax value added to this profile
ValueSpecify a tax value in %
Effective fromStart date of a corresponding tax value
TagSpecify tag(s) you would like to be applied to a corresponding tax value. If no tags are added, you can leave the field blank

Priority

Specify the priority of tax value usage

...

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

Panel
borderColor#ccffcc
bgColor#ccffcc
borderWidth2px
borderStylesolid
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 + 1st 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 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.  


Panel
borderColor#FFBABA
bgColor#FFBABA
borderWidth2px
borderStylesolid

Warning

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

...