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Column Name | Description | |
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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 | ||
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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 |
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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 | Safe Harbor | Specify a numeric value to set static traffic distribution between interstate/intrastate
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Defaults | 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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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 | ||||||
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
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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
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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
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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 |
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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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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 | ||||||
Status | Select the tax profile status from a drop-down list:
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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 | ||||||
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:
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Service class type | Whether your company generates more revenue primarily from local or long-distance calls:
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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
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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
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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
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Tax Exemptions | Click the icon to add a tax exemption to exclude certain taxes or groups of taxes when generating invoices: | ||||||
Reference | Name of an exemption | ||||||
Category | Choose one Tax Exemptions Category among the following:
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Tax Type | Fill in the tax type for an exemption | ||||||
Scope | Specify needed scope(s):
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PCode | Specify an exact PCode for this type of exemption | ||||||
Domain | Choose one domain among the following:
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Defaults | Default settings for Services taxation | ||||||
Service | Set a Service for the rule:
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Transaction Type | Specify the Transaction Type for the Service | ||||||
Service Type | Specify the Service Type for the Service |
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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 | ||||||||
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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 |