Tax ID

Your tax ID.

Invoice Number Sequence

An invoice number sequence:

• Default – The default numbering sequence is selected for invoices.

• Individual for Environment – Your invoices have globally sequenced numbering (throughout the environment).

• Individual for Customer – Your invoices have their own sequential numbering.

Business Class

This describes you as the service provider. Select one of the following options:

• 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.

Company is Facilities based

Select if you own or control facilities (e.g. switching equipment and transmission lines) for providing telecommunication services.

Company Status in the State of Sale

Select whether you and the services you provide are regulated by the regulatory commission in the state where the services are provided.

Over 50% of the
gross business activities in

Define your primary activity:

• Local Service Revenue – Select this option if you receive more than 50% revenue from local calls.
• Long Distance Revenue – Select this option if you receive more than 50% revenue from long distance calls.

Franchise

Select whether you provide services according to the franchise agreement.

VoIP Taxation

Specify the method for taxing your VoIP services:

• Normal – This is a conservative method; it returns tax on VoIP-related transactions / service type codes. VoIP services are taxed using Transaction code 19.
• Aggressive – This method does not return tax on VoIP-related transactions / service type codes. VoIPA services are taxed using Transaction code 20.

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.

Regulatory code

This describes you as the service provider.

The following options are available:

• 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.

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.

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

When the check box is selected, the tax listed in this row is applied.

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.