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| Column Name | Description | |
|---|---|---|
| ID | Taxes profile's identification number | |
| Name | Name of a taxes profile (clickable, to access taxation values for Customer Internal type 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 | |
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You can select the type of a taxes profile while creating a profile:
Type:
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Internal
Screenshot: New Taxes Profile window (CustomerInternal)
| 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:
| ||
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 | ||
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| Section | Field | Description | |||||
|---|---|---|---|---|---|---|---|
| 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:
| ||||||
| 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.
| ||||||
| Situs Rule | Select a Situs Rule from the list of available ones:
| ||||||
| Trans Type Code | Specify a Trans Type Code for this Rule (e.g., 010101) | ||||||
| Package Fees Settings | Default settings for Package Fees taxation.
| ||||||
| Situs Rule | Select a Situs Rule from the list of available ones:
| ||||||
| Trans Type Code | Specify a Trans Type Code for this Rule (e.g., 010101) | ||||||
| Services Settings | Safe Harbor | Specify a numeric value to set static traffic distribution between interstate/intrastate
| |||||
| Defaults | Default settings for Services taxation.
| ||||||
| Service | Set a Service for the rule:
| ||||||
| Direction | Select a Direction from the list of available ones:
| ||||||
| 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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| Section | Field | Description | |||||
|---|---|---|---|---|---|---|---|
| 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:
| ||||||
| 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 | ||||||
| Compliance Solutions Settings | Client Access Code | Used when issuing invoices for clients with selected Compliance Solutions profile | |||||
| Exemption Codes | List Tax Exemption Codes to not calculate them within this profile | ||||||
| Extra Chagres Settings | Default settings for Extra Charges taxation
| ||||||
| Product Code | Specify the Product Code for the Extra Charges | ||||||
| Service Code | Specify the Service Code for the Extra Charges | ||||||
| Package Fees Settings | Default settings for Package Fees taxation
| ||||||
| Product Code | Specify the Product Code for the Package Fees | ||||||
| Service Code | Specify the Service Code for the Package Fees | ||||||
| Services Settings | Safe Harbor Override | Specify a numeric value to set static traffic distribution between interstate/intrastate
| |||||
| Defaults | Default settings for Services taxation | ||||||
| Service | Set a Service for the rule: Calls SMS Data | ||||||
| Product Code | Specify the Product Code for the Service | ||||||
| Service Code | Specify the Service Code for the Service | ||||||
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| Info |
|---|
While using SureTax or Compliance Solutions profile type, the 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 Internal profile allows managing the tax values. |
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Screenshot: New Taxes Profile window (Avalara)
| Section | Field | Description |
|---|---|---|
| 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 | |
| Status | Select the tax profile status from a drop-down list:
| |
Type | Select the tax profile type from a drop-down list: |
| |||||||
| 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 | ||||||
| Avalara Settings | Username | Company's username in Avalara | |||||
| Password | Company's password in Avalara | ||||||
| Client ID | Unique identifier of your company provided by Avalara | ||||||
| Client Profile ID | Avalara Profile ID you want to use. Leave empty for a default configuration | ||||||
| Test profile checkbox | Check to specify that a created Avalara profile is a test one | ||||||
| Test connection button | Click to check if your specified Avalara username/password is correct and if there is a connection setting up to Avalara with the specified credentials | ||||||
| Company Info | Additional information about your company that will be used for tax calculation | ||||||
| Company Identifier | Optional setting which will be used in reporting | ||||||
| Business class type | This setting refers to your company's regulatory status for local exchange carriers:
| ||||||
| Service class type | Whether your company generates more revenue primarily from local or long-distance calls:
| ||||||
| Has facilities checkbox | Indicates whether your company has company-owned facilities to provide the service | ||||||
| Is a franchise checkbox | Indicates whether your company provides services sold pursuant to a franchise agreement between the carrier and jurisdiction | ||||||
| Is regulated checkbox | Indicates whether your company is regulated by state public utility regulators | ||||||
| Extra Chagres Settings | Default settings for Extra Charges taxation
| ||||||
| Transaction Type | Specify the Transaction Type for the Extra Charges | ||||||
| Service Type | Specify the Service Type for the Extra Charges | ||||||
| Package Fees Settings | Default settings for Package Fees taxation
| ||||||
| Transaction Type | Specify the Transaction Type for the Package Fees | ||||||
| Service Type | Specify the Service Type for the Package Fees | ||||||
| Services Settings | Safe Harbor Override | Specify a numeric value to set static traffic distribution between interstate/intrastate
| |||||
| Tax Exemptions | Click the
| ||||||
| Reference | Name of an exemption | ||||||
| Category | Choose one Tax Exemptions Category among the following:
| ||||||
| Tax Type | Fill in the tax type for an exemption | ||||||
| Scope | Specify needed scope(s):
| ||||||
| PCode | Specify an exact PCode for this type of exemption | ||||||
| Domain | Choose one domain among the following:
| ||||||
| Defaults | Default settings for Services taxation | ||||||
| Service | Set a Service for the rule:
| ||||||
| Transaction Type | Specify the Transaction Type for the Service | ||||||
| Service Type | Specify the Service Type for the Service | ||||||
| Note |
|---|
Please note that you cannot change the taxes profile type after the creation is completed. |
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| Info |
|---|
Please find more information on Avalara integration routines in the respective Knowledge Base article. |
Tax Values Management
To manage a tax value within the Customer Internal type of the taxes profile, you need to click the respective profile name. 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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| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
You cannot delete or archive a tax profile that is currently assigned to the Client, Call Shop, Reseller, or Calling Card |
Overview
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