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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):
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Button/Icon | Description | |||
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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 |
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In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a bluedownwards downward arrow icon, a drop-down menu with the following structure is displayed:
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Field | Description | ||
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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:
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Field | Description | ||
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Name | Name of the tax value added to this profile | ||
Value | Specify a tax value in % | ||
Effective from | Start date of a corresponding tax value | ||
Tag | Specify 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 |
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By default, tax values displayed in a pop-up window are filtered by the current on status.
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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. |
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Warning You cannot delete or archive a tax profile that is currently assigned to the Client, Call Shop, Reseller, or Calling Card |
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