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Taxes profiles, equally as Time profiles, is a JeraSoft Billing tool that makes the process of clients' rate tables management exceptionally agile. Taxes profile is a set of 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 the form of a table with the following columns (see screenshot):
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| Column Name | Description | |
|---|---|---|
| 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 | |
Functional buttons/icons, icons presented in the section , are as follows:
| Button/Icon | Description | |||
|---|---|---|---|---|
| Allows to create a new taxes profile | ||||
| Allows to manage an existing taxes profile on a list | ||||
| Allows 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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To manage a tax value, 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 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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