Tax ID

Distributor’s tax ID.

Taxation Method

• No Taxation – Select this option if the distributor is exempt from taxation.
• As defined by the Customer Class – Select this option to apply the taxation method defined in the customer class.
• Tax Included into the Rate – Select this method when the distributor’s charges include all required taxes.
• Avalara – Select this method to use the Avalara plug-in.Avalara – one of the largest tax calculation companies in the USA. Tax calculation via Avalara is done using the XML API. Your taxation configuration is stored within Avalara and all taxes are calculated by the Avalara middleware.
• EZtax (US, Canada) – EZtax plug-in is used. EZtax is a software vendor that has US tax information in their library, in conjunction with PortaBilling. This ensures that proper tax calculation is applied to American and Canadian  distributors.
• SureTax (US, Canada) – SureTax plug-in is used. SureTax is another taxation system that allows you to accurately and easily calculate taxes for your US and Canadian distributors.
• Fixed VAT Rate – A certain percentage of value-added tax is applied.
• Custom taxation – This taxation plug-in is similar to VAT, but allows you to specify more than one tax and rate.
• GST (Malaysia) – This plug-in handles the goods and services tax (GST) that was implemented in Malaysia in April 2015.

Send Statistics via email

Defines what kind of xDR statistics should be delivered to the distributor by email after the billing period is closed:

• As defined by the Customer Class – Use the settings for the customer class.
• Full Statistics – Send a .csv file with a complete list of xDRs.
• Summary Only – Do not send a full list of xDRs, only a brief summary
• Do Not Send – This option prevents the delivery of event statistics to the distributor via email.

Note that these options only affect the delivery of xDR files by email. The actual statistics files will always be generated and accessible for download.

Invoice Template

Defines the invoice template for this distributor.

• As defined by the Customer Class – Applies the invoice template defined for this class, and so avoid defining an invoice template for each distributor specifically.
• Select the required invoice template from the list.

Send Invoices

Defines whether new invoices should be delivered to the distributor by email.

• As defined by the Customer Class – Use the settings for the customer class.
• Yes – Send invoices by email.
• No – Do not send any invoices.

Invoice Number Sequence

Select an invoice number sequence that will be used for this distributor:

• Default – The default numbering sequence will be selected for this distributor’s invoices.
• Individual for Environment – This distributor’s invoices will have globally sequenced invoice numbering (throughout the environment).

• Individual for Customer – This distributor’s invoices will have their own sequential numbering.

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.

Type

This field is used to specify the type of customer involved in the transaction:

• Default – Select this to apply customer class settings.
• Business – Select this when a customer pays taxes as a legal entity.
• Residential – Select this when a customer pays taxes as a private individual.

Incorporated City Area

This is used to specify whether a customer is inside or outside of an incorporated area that is designated as their location.

• Default – Select this to apply customer class settings.
• Inside – The customer is inside of an incorporated area designated as their location.
• Outside – The customer is outside of an incorporated area designated as their location.

NOTE: Inner city tax jurisdictions are often based on postal code groupings. EZtax offers a service to define the correct US Post Office postal code using the customer's entire address.

Taxation Mode

This defines the taxation mode that helps apply relevant taxes for wide scale service.

• Non-switched – Taxation is applied based on the number of lines the customer uses.
• Switched – Taxation is applied based on the number of trunks, extensions and outbound channels that the customer uses. All of them may work in conjunction.

Exempt From

This designates which jurisdictional level of taxes are not applied to the customer:

• Federal Taxes – Taxes at the federal level are not applied.
• State Taxes – Taxes at the state level are not applied.
• CountyTaxes – Taxes at the county level are not applied.
• Local Taxes – Taxes at the local level are not applied.

Sales Type

This field is used to specify the type of customer involved in the transaction:

• As defined by the Customer Class – Select this to apply customer class settings.
• 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.

Summary Type

• Default – Select this to apply customer class settings.
• No Summary – Select this to separately display federal, state and local taxes.
• Summary by Federal, State and Local Taxes – Select this to display federal, state and local taxes summarized.

Decimal Digits

Define number of decimal digits for rounding the taxes.

Tax Exemption

Click the Choose tax exemption button and in the dialog box select particular service categories to relieve a customer from taxes related to them.

Apply taxes at the moment of payment (for prepaid customers and debit account only)

With this option selected, the taxes for services will be calculated and applied to prepaid customers based on the tax rate and the top up amount. The total sum of payment will be 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 entered amount, increasing the sum total. The user is provided with full payment information: the entered amount, the tax amount and the sum total.)

Upon payment processing, the customer’s balance is increased by the actual amount ($10), excluding taxes.

Exempt From Tax

This defines whether customer is relieved from taxes:

• Default – Select this to apply customer class settings.
• Yes – Select this if the customer is not obliged to pay this tax.
• No – Select this to enable the usage of the Fixed VAT Rate taxation method.

VAT percentage

Specify a certain percentage of value-added tax.

Tax xDR Per Service

Select this check box to produce tax xDRs for each service separately. 

Apply taxes at the moment of payment (for prepaid customers and debit account only)

With this option selected, the taxes for services will be calculated and applied to prepaid customers based on the tax rate and the top up amount. The total sum of payment will be 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 entered amount, increasing the sum total. The user is provided with full payment information: the entered amount, the tax amount and the sum total.)

Upon payment processing, the customer’s balance is increased by the actual amount ($10), excluding taxes.

Apply

Select the check box to apply the tax listed in this row.

NOTE: You can adjust custom tax rates on the Custom taxation page of the main menu.

Name

The descriptive name of the tax in the system (will be present in xDRs and in taxation configuration).

Tax rate (%)

A percentage value for this tax.

Applied to

This field shows which services this tax is applied to.

Here select one of the available options:

• Usage Charges Only – All charges except for subscriptions and credits / adjustments.
• All Charges – Applied to all charges including subscriptions and credits / adjustments.
• All Recurring Charges – Applied only to subscriptions.

Relief Certificate

By default, the GST plug-in applies a 6% goods and services tax. If you have a relief certificate code that applies 0% tax for goods, specify the code in this field.

Expiration Date

Indicate when the relief certificate expires.

Goods

Select the goods that fall under the relief certificate with 0% tax.