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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 | ||||||
| Status | Select the tax profile status from a drop-down list:
| ||||||
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:
| ||||||
| 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
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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
| |||||
| Tax Exemptions | Click the
| ||||||
| 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:
| ||||||
| Transaction Type | Specify the Transaction Type for the Service | ||||||
| Service Type | Specify the Service Type for the Service | ||||||
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| Note |
|---|
Please note that you cannot change the taxes profile type after the creation is completed. |
| Info |
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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 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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