Tax transaction code search
Use this panel to find a specific tax transaction code record. Specify one or more search criteria and click Apply filters. To reset the search criteria, click Default filters. To refresh the search results, click Reload data.
Tax transaction code
Filter tax transaction codes by the tax transaction code value. Type the code value (numbers only) fully or partially.
Code description
Filter tax transaction codes by their description. Type the description fully or partially.
Taxation plug-in
Filter tax transaction codes by the taxation plug-in they are mapped to.
Plug-in tax transaction code
Filter tax transaction codes by the corresponding code value of a taxation plug-in. Type the code value fully or partially.
Audit log
Open this tab to trace the changes made to tax transaction codes.
Create tax transaction code
Different taxation systems have individual sets of tax transaction codes. You need to create internal tax transaction codes and map them to the tax transaction codes of the taxation systems you use. In PortaBilling, taxation for all transactions is defined using internal (unified) tax transaction codes. This allows simplifying taxation management for multiple taxation systems (e.g., if you switch from one taxation system to another). At the end of the billing period, when PortaBilling sends transaction xDRs to taxation systems, it adds the actual tax transaction codes of these taxation systems. Internal tax transaction codes are unique for administrators and resellers. See the Unified codes for tax calculation via external plug-ins chapter for more details.
On this panel, you can create internal tax transaction codes and select/add the corresponding tax transaction codes of taxation plug-ins configured in PortaBilling.
To create a new tax transaction code, fill in the code details and click Save.
Tax transaction code
Type in the internal tax transaction code (numbers only).
Code description
Type in a short description of the internal tax transaction code.
Plug-in code
You can select/specify the corresponding transaction codes of the taxation plug-ins that you enabled on the Taxation plug-ins panel. For Avalara, EZTax and GST taxation plug-ins, you can select a default code from a drop-down list or add a new code manually. For the SureTax plug-in, you need to add the plug-in codes manually.