Customized taxes

This column shows the available actions you can perform with a specific customized tax.

Click Edit or click the name of a specific tax to view and edit the customized tax details.

Click Delete to delete a customized tax. You can’t remove a tax that is already in use for custom taxation for a customer or customer class.

Name of the customized tax.

A tax rate effective now.

An upcoming tax rate and its activation date.

Previously used tax rate and its expiration date.

Type of charge the tax rate is applied to.

To add a new customized tax, click +Customized tax on the Customized taxes panel, and fill in the following fields:

• Name – type a descriptive name of the tax (it will be shown in xDRs and in taxation configuration for a customer or a customer class).
• Rate, % – type a percentage rate value for this tax.
• Applied to – choose whether this tax will be applied to:
  • All charges – all charges, including subscriptions and credits/adjustments.
  • Usage charges – all charges except subscriptions and credits/adjustments.
  • Recurring charges – only for subscriptions.
• Scheduled rate change – preconfigure the update of a tax rate if it is expected to change in the future:
  • Scheduled rate, % – type a new percentage rate value for this tax.
  • Effective from – specify the date when a new tax rate becomes active. Click Add  to add more rates and specify the corresponding dates. Click Delete to remove the rate.

  

To save changes, click Save.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the customized taxes are displayed in ascending order. You can re-sort them in reverse order.