On this tab you can configure the taxes to be applied to the customers
of this class. The content of this tab depends on the taxation method
selected for this customer class on the General Info
tab.
Fixed VAT Rate
Fixed VAT rate is a taxation system used worldwide. The Fixed
VAT Rate allows you to calculate the taxes that are included
in the rates or add a certain percentage of value-added tax to the charges.
Field
Description
Taxes included into rates / fees
Select whether taxes are included in the rates so they are
calculated correctly:
Yes – With this option selected, PortaBilling®
back-calculates the defined tax percentage from the total
amount of charges or payments.
No – With this option selected, PortaBilling®
adds a defined percentage of value-added tax to the charges.
Assess taxes
Select when to apply taxes to customers:
At the end of billing period for prepaid and
postpaid customers – With this option selected, service
taxes are calculated and applied at the end of the billing
period for both prepaid and postpaid customers.
When taxes are included in rates, they are back-calculated
from xDR totals for services, subscriptions and charges and
are clearly marked on customer invoices.
When taxes are excluded from rates, taxation xDRs are created
during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers
and at the end of billing period for postpaid customers
– With this option selected, when a prepaid customer or their
debit account tops up their balance, the taxes are calculated
based on the tax rate and top up amount:
When taxes are included in the payment, they are
calculated and marked for information purposes only. Upon
payment processing, the customer’s balance is increased by
the actual amount ($10), excluding taxes.
Note that only those custom taxes that apply to All
Charges will be calculated at the moment of payment.
When taxes are excluded from the payment, the total
payment sum is increased by the calculated tax amount (e.g.
a user enters a $10 payment to top up the balance, the system
calculates the taxes and adds them to the amount entered,
thereby increasing the sum total. The user is provided with
full payment information: the amount entered, the tax amount
and the sum total.) Upon payment processing two xDRs are created:
one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the
billing period during statistics calculation based on the tax
rate and the amount of payment / charge.
Exempt from Tax
The customers from this customer class are exempt from tax
charges. This field deactivates all other fields.
VAT percentage
This shows the value-added tax in percent. The numerical
value ranges from 1 to 100.
Tax xDR per Service
This allows you to calculate taxes per service (and respectively
show them on invoices).
This option is applicable if you do not include taxes in your
rates.
Avalara (US, Canada)
Field
Description
Assess taxes
Select when to apply taxes to customers:
At the end of billing period for prepaid and
postpaid customers – With this option selected, service
taxes are calculated and applied at the end of the billing
period for both prepaid and postpaid customers.
When taxes are included in rates, they are back-calculated
from xDR totals for services, subscriptions and charges and
are clearly marked on customer invoices.
When taxes are excluded from rates, taxation xDRs are created
during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers
and at the end of billing period for postpaid customers
– With this option selected, when a prepaid customer or their
debit account tops up their balance, the taxes are calculated
based on the tax rate and top up amount:
When taxes are included in the payment, they are
calculated and marked for information purposes only. Upon
payment processing, the customer’s balance is increased by
the actual amount ($10), excluding taxes.
Note that only those custom taxes that apply to All
Charges will be calculated at the moment of payment.
When taxes are excluded from the payment, the total
payment sum is increased by the calculated tax amount (e.g.
a user enters a $10 payment to top up the balance, the system
calculates the taxes and adds them to the amount entered,
thereby increasing the sum total. The user is provided with
full payment information: the amount entered, the tax amount
and the sum total.) Upon payment processing two xDRs are created:
one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the
billing period during statistics calculation based on the tax
rate and the amount of payment / charge.
The tax transaction code for main
balance top-up
This is a bundle ID provided by the taxation company. This
code is essential when taxes are assessed at the moment of payment
for prepaid customers. Please refer to the PortaBilling®
Administrator Guide for more information about the tax transaction
code for main balance top-up.
Customer Type
Define the customer type of customers who use the services
you provide. Select one of the following options:
Industrial – These are manufacturing companies.
Business – These are business entities
that use the services for business purposes.
Residential – These are customers that
use the services for personal purposes.
Incorporated City Area
Define the customer location:
Inside – The customer is located inside
an incorporated city area;
Outside – The customer is located outside
of an incorporated city area.
Taxation Mode
Specify which additional taxes will be calculated for a
customer. The objects that are taxed depend both on the Taxation
Mode and on the VoIP Taxation configuration.
Select one of the following options:
Non-switched Trunk Services – Tax is calculated
based on the number of DID numbers a customer uses.
Switched Trunk Services – Taxes are calculated
for the number of customer sites and extensions and the number
of an IP Centrex customer’s simultaneous outgoing calls.
Lifeline Program
Select whether a customer is entitled to a Lifeline assistance
program.
Exempt From
Select which taxes this customer is exempt from.
EZtax (US, Canada)
When the EZtax (US, Canada) taxation method is selected,
the following will be done for all customers in this assigned customer
class:
All accumulated transactions (xDRs, refunds, etc.) will be sent
to EZtax® (formerly known as BillSoft®) suite along with the customer’s
information (used to determine tax jurisdiction).
EZtax will calculate all applicable taxes and send the information
to PortaBilling® so that it can be inserted as extra xDRs for the
specific customer (each type of tax will produce a separate record;
thus if both state and city taxes are applicable, there will be two
separate transactions).
PortaBilling® will then proceed to generate the invoice as usual.
SureTax (US, Canada)
SureTax is another taxation system that allows you to accurately and
easily calculate taxes for your US and Canada customers. You can use this
taxation method to tax voice call services and subscriptions.
When you select SureTax as a taxation plug-in, you can define such parameters
as:
When to apply taxes to customers: at the end of the billing period
or at the moment of payment.
Type of customer.
Summary type.
Type of tax exemption.
Field
Description
Assess taxes
Select when to apply taxes to customers:
At the end of billing period for prepaid and
postpaid customers – With this option selected, service
taxes are calculated and applied at the end of the billing
period for both prepaid and postpaid customers.
When taxes are included in rates, they are back-calculated
from xDR totals for services, subscriptions and charges and
are clearly marked on customer invoices.
When taxes are excluded from rates, taxation xDRs are created
during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers
and at the end of billing period for postpaid customers
– With this option selected, when a prepaid customer or their
debit account tops up their balance, the taxes are calculated
based on the tax rate and top up amount:
When taxes are included in the payment, they are
calculated and marked for information purposes only. Upon
payment processing, the customer’s balance is increased by
the actual amount ($10), excluding taxes.
Note that only those custom taxes that apply to All
Charges will be calculated at the moment of payment.
When taxes are excluded from the payment, the total
payment sum is increased by the calculated tax amount (e.g.
a user enters a $10 payment to top up the balance, the system
calculates the taxes and adds them to the amount entered,
thereby increasing the sum total. The user is provided with
full payment information: the amount entered, the tax amount
and the sum total.) Upon payment processing two xDRs are created:
one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the
billing period during statistics calculation based on the tax
rate and the amount of payment / charge.
The tax transaction code for main
balance top-up
This is a bundle ID provided by the taxation company. This
code is essential when taxes are assessed at the moment of payment
for prepaid customers.
VOIP - The default value. Defines you
as the VoIP telephony service provider.
ILEC – This is a telephone company that
owns most of the local loops and facilities in a serving area.
CLEC – This is a company that builds and
operates communication networks within areas, providing its
customers with an alternative to the local telephone company
within the existing ILEC’s territory.
ISP - defines you as Internet services
provider
IXC - This is a telephone company providing
connections between local exchanges in different geographic
areas.
Non-Telecom - This is a company that doe
not provide telephony services.
Wireless - This defines you as a wireless
operator.
Sales type
This field is used to specify the type of customer involved
in the transaction:
Business – Select this when a customer
pays taxes as a legal entity.
Industrial – Select this when transactions
are made at an industrial business.
Lifeline - Select this when transactions
are made by a customer granted a subsidy.
Residential - Select this when a customer
pays taxes as a private individual.
Custom Taxation
This taxation plug-in is similar to VAT, but allows you to specify more
than one tax and rate. When a check box is selected, the customer in this
assigned customer class is charged a corresponding tax.
Field
Description
Taxes included into rates / fees
Select whether taxes are included in the rates so they are
calculated correctly:
Yes – With this option selected, PortaBilling®
back-calculates the defined tax percentage from the total
amount of charges or payments.
No – With this option selected, PortaBilling®
adds a defined percentage of value-added tax to the charges.
Assess taxes
Select when to apply taxes to customers:
At the end of billing period for prepaid and
postpaid customers – With this option selected, service
taxes are calculated and applied at the end of the billing
period for both prepaid and postpaid customers.
When taxes are included in rates, they are back-calculated
from xDR totals for services, subscriptions and charges and
are clearly marked on customer invoices.
When taxes are excluded from rates, taxation xDRs are created
during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers
and at the end of billing period for postpaid customers
– With this option selected, when a prepaid customer or their
debit account tops up their balance, the taxes are calculated
based on the tax rate and top up amount:
When taxes are included in the payment, they are
calculated and marked for information purposes only. Upon
payment processing, the customer’s balance is increased by
the actual amount ($10), excluding taxes.
Note that only those custom taxes that apply to All
Charges will be calculated at the moment of payment.
When taxes are excluded from the payment, the total
payment sum is increased by the calculated tax amount (e.g.
a user enters a $10 payment to top up the balance, the system
calculates the taxes and adds them to the amount entered,
thereby increasing the sum total. The user is provided with
full payment information: the amount entered, the tax amount
and the sum total.) Upon payment processing two xDRs are created:
one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the
billing period during statistics calculation based on the tax
rate and the amount of payment / charge.
Taxes
This displays the list of custom taxes. If no taxes are defined,
click the Define Custom Taxes here link. See
the Custom Taxation page for how to define taxes.
To apply a tax, select the Apply check box next
to it.
GST (Malaysia)
The GST (Malaysia) taxation method handles the goods
and services tax (GST) that was implemented in Malaysia in April 2015.
Field
Description
Assess taxes
Select when to apply taxes to customers:
At the end of billing period for prepaid and
postpaid customers – With this option selected, service
taxes are calculated and applied at the end of the billing
period for both prepaid and postpaid customers.
When taxes are included in rates, they are back-calculated
from xDR totals for services, subscriptions and charges and
are clearly marked on customer invoices.
When taxes are excluded from rates, taxation xDRs are created
during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers
and at the end of billing period for postpaid customers
– With this option selected, when a prepaid customer or their
debit account tops up their balance, the taxes are calculated
based on the tax rate and top up amount:
When taxes are included in the payment, they are
calculated and marked for information purposes only. Upon
payment processing, the customer’s balance is increased by
the actual amount ($10), excluding taxes.
Note that only those custom taxes that apply to All
Charges will be calculated at the moment of payment.
When taxes are excluded from the payment, the total
payment sum is increased by the calculated tax amount (e.g.
a user enters a $10 payment to top up the balance, the system
calculates the taxes and adds them to the amount entered,
thereby increasing the sum total. The user is provided with
full payment information: the amount entered, the tax amount
and the sum total.) Upon payment processing two xDRs are created:
one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the
billing period during statistics calculation based on the tax
rate and the amount of payment / charge.
The tax transaction code for main
balance top-up
This is a bundle ID provided by the taxation company. This
code is essential when taxes are assessed at the moment of payment
for prepaid customers.
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