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Screenshot: Taxes Profiles section
Column Name | Description | |
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ID | Taxes profile's identification number | |
Name | Name of a taxes profile | |
Profile Owner | List of resellers corresponding taxes profile was assigned to | |
Notes | Additional information regarding a taxes profile | |
Sort Order | Order of the entity in the list |
Functional buttons/icons, presented in the section, are as follows:
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- Click the New Taxes Profile button
- Fill in mandatory fields (specified in the table 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. 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.
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Screenshot: New Taxes Profile window (Customer)
Screenshot: New Taxes Profile window (SureTax)
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Field | Description | ||
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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:
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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 |
Screenshot: New Taxes Profile window (
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SureTax)
Section | Field | Description |
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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:
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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 | 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)
Field | Description |
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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:
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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 |
Client Access Code | Used when issuing invoices for clients with selected Compliance profile |
Exemption Codes | List Tax Exemption Codes to not calculate them within this profile |
Info |
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While using SureTax or Compliance profile type, the taxes 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 taxes tax values. |
Note |
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Please note that you cannot change the taxes profile type after the creation is completed. |
Tax Values Management
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