Tax Transaction Codes

Tax transaction codes have been introduced in PortaBilling® to unify taxation configuration. These codes are internal and mapped to the taxation codes of the selected taxation plug-in(s).

 

When PortaBilling® closes a customer’s billing period, it extracts the actual taxation codes and sends them to the tax processor.

 

On this page, you can create internal tax transaction codes and configure their mapping to the taxation codes of your taxation plug-in.

 

 

The search form at the top of the page allows the tax transaction codes to be filtered by values, descriptions and by the name / taxation code of the taxation plug-in. Combinations of these search criteria are also possible.

 

The following information is provided within the listing:

 

Field Description

Tax Transaction Code

The tax transaction code value.

Code Description

A short description of the tax transaction code.

Plugin

The taxation plug-in used in PortaBilling® and mapped to the tax transaction code.

Plugin Tax Transaction Code

The taxation code(s) for the corresponding taxation plug-in(s).

 

Add / Edit a Tax Transaction Code

To add a tax transaction code, click Add on the toolbar. Each tax transaction code must be mapped to the taxation codes of the taxation plug-in. If you are using several taxation plug-ins in PortaBilling® you can map them all to a single tax transaction code. Note that taxation plug-in(s) must be configured beforehand.

 

The following options are available:

 

Field Description

Edit
  • Click Edit to edit the tax transaction code.
  • Click Save to save the changes after you finish editing the tax transaction code.

 

Tax Transaction Code

The tax transaction code value. This filed is mandatory.

Plugin Tax Transaction Code

This is a list of taxation plug-ins and their taxation codes.

 

Type in the taxation codes for the SureTax taxation plug-in.

 

Click the Wizard icon to select the transaction codes for GST or the transaction / service type code pairs for Avalara and EZTax taxation plug-ins.

 

NOTE: The Wizard icon appears only if the taxation plug-in is configured in PortaBilling®.

Delete
  • Click Delete to remove the tax transaction code.
  • Click Delete to discard changes when editing the tax transaction code.