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- Click the New Taxes Profile button
- Fill in mandatory fields (specified in the table 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. In addition to 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:
Screenshot: New Taxes Profile window (Customer)
Screenshot: New Taxes Profile window (SureTax)
Screenshot: New Taxes Profile window (Compliance)
| 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:
| ||
| SureTax Client Number | Used when issuing invoices for clients with selected SureTax profile | ||
| SureTax Validation Key | Used for clients with selected SureTax profile | ||
| Client Access Code | Used when issuing invoices for clients with selected Compliance profile | ||
Invoice Notes | If specified, this information will be displayed in issued invoices | ||
Notes | Additional information regarding a taxes profile | ||
| Info |
|---|
While using SureTax or Compliance profile type, the taxes 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 taxes values. |
| Note |
|---|
Please note that you cannot change the taxes profile type after creation is completed. |
Tax Values Management
To manage a tax value within the Customer type of the taxes profile, you need to click the icon to the left of a corresponding profile name on the list. 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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- 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 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.
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