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Section overview
Taxes profiles, equally as Time profiles, is a VCS tool that makes the process of clients' rate tables management exceptionally agile. Taxes profile is a set of taxation 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 a form of a table with the following columns (see screenshot):
Screenshot: Taxes Profiles section
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, 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 to delete a taxes profile from the system. Requires confirmation | ||||
Allows to manage a list of tax values of a particular profile | ||||
Opens Advanced Search drop-down menu |
Advanced Search
In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downwards arrow icon, a drop-down menu with the following structure is displayed:
Screenshot: Advanced Search drop-down menu
Field | Description | ||
---|---|---|---|
Profile Owner | Select from the list of all Resellers, Sub-resellers and Managers registered in the system | ||
Status | Select a status of a taxes profile:
|
To apply the specified search criteria, click the Search button; to cancel the applied parameters, click the Reset button.
Creating a New Taxes Profile
To create a new profile, you need to:
- Click the New Taxes Profile button
- Fill in mandatory fields (specified in the table below)
- Click the OK button
Screenshot: New Taxes Profile window
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 | ||
Invoice Notes | If specified, this information will be displayed in issued invoices | ||
Notes | Additional information regarding a taxes profile |
Tax Values Management
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:
Screenshot: Tax Values Management
Field | Description | ||
---|---|---|---|
Name | Name of the tax value added to this profile | ||
Value | Specify a tax value in % | ||
Effective from | Start date of a corresponding tax value | ||
Tag | Specify tag(s) you would like to be applied to a corresponding tax value. If no tags are added, "@" must be inserted | ||
Priority | Specify the priority of tax value usage |
While operating with tax values, you can apply Advance Search to find the value you might be interested in. To do so, click on a red downwards arrow icon in the top right corner of the pop-up window and set the Status and Status Date fields:
- 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.
By default, tax values displayed in a pop-up window are filtered by current on status.
In cases when you determine a Priority status, you basically set the order of the taxation. So, the tax with Priority 1 will add % tax to operation sum, the tax with Priority 2 will add tax % to the resulted sum (operation sum + 1st tax %). Each following priority will add % tax to operation sum plus all the previous priorities values.
For example:
If operation sum is 100 USD, and there is a single tax with Priority 1 and value of 10%, the taxation result will be 10 USD, so full operation plus tax is 110 USD.
If there are two taxes with priorities of 1 and 2, and values of 10% and 20%, respectively, then the first tax yield will be 10 USD, and second tax yield will be 22 USD (because 20% is calculated from sum of operation + previous tax), and total will be 100 + 10 + 22 = 132 USD.
Warning
You cannot delete or archive a tax profile that is currently assigned to the Client, Call Shop, Reseller, or Calling Card