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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:
| ||||||
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:
| ||||||
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 | |||||
---|---|---|---|---|---|---|---|
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 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 | 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:
| ||||||
Product Code | Specify the Product Code for the Service | ||||||
Service Code | Specify the Service Code for the Service |
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