Taxation tab
On this tab you can configure the taxes to be applied to the customers of this class. The content of this tab depends on the taxation method selected for this customer class on the General Info tab.
Fixed VAT Rate
Fixed VAT rate is a taxation system used worldwide. The Fixed VAT Rate allows you to calculate the taxes that are included in the rates or add a certain percentage of value-added tax to the charges.
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Taxes included into rates / fees | Select whether taxes are included in the rates so they are calculated correctly: - Yes – With this option selected, PortaBilling®back-calculates the defined tax percentage from the total amount of charges or payments.
- No – With this option selected, PortaBilling® adds a defined percentage of value-added tax to the charges.
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Assess taxes | Select when to apply taxes to customers: At the end of billing period for prepaid and postpaid customers – With this option selected, service taxes are calculated and applied at the end of the billing period for both prepaid and postpaid customers. When taxes are included in rates, they are back-calculated from xDR totals for services, subscriptions and charges and are clearly marked on customer invoices. When taxes are excluded from rates, taxation xDRs are created during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers and at the end of billing period for postpaid customers – With this option selected, when a prepaid customer or their debit account tops up their balance, the taxes are calculated based on the tax rate and top up amount: When taxes are included in the payment, they are calculated and marked for information purposes only. Upon payment processing, the customer’s balance is increased by the actual amount ($10), excluding taxes. Note that only those custom taxes that apply to All Charges will be calculated at the moment of payment. When taxes are excluded from the payment, the total payment sum is 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 amount entered, thereby increasing the sum total. The user is provided with full payment information: the amount entered, the tax amount and the sum total.) Upon payment processing two xDRs are created: one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the billing period during statistics calculation based on the tax rate and the amount of payment/charge. |
Exempt from Tax | The customers from this customer class are exempt from tax charges. This field deactivates all other fields. |
VAT percentage | This shows the value-added tax in percent. The numerical value ranges from 1 to 100. |
Tax xDR per Service | This allows you to calculate taxes per service (and respectively show them on invoices). This option is applicable if you do not include taxes in your rates. |
Avalara (US, Canada)
| Field | Description |
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Assess taxes | Select when to apply taxes to customers: At the end of billing period for prepaid and postpaid customers – With this option selected, service taxes are calculated and applied at the end of the billing period for both prepaid and postpaid customers. When taxes are included in rates, they are back-calculated from xDR totals for services, subscriptions and charges and are clearly marked on customer invoices. When taxes are excluded from rates, taxation xDRs are created during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers and at the end of billing period for postpaid customers – With this option selected, when a prepaid customer or their debit account tops up their balance, the taxes are calculated based on the tax rate and top up amount: When taxes are included in the payment, they are calculated and marked for information purposes only. Upon payment processing, the customer’s balance is increased by the actual amount ($10), excluding taxes. Note that only those custom taxes that apply to All Charges will be calculated at the moment of payment. When taxes are excluded from the payment, the total payment sum is 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 amount entered, thereby increasing the sum total. The user is provided with full payment information: the amount entered, the tax amount and the sum total.) Upon payment processing two xDRs are created: one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the billing period during statistics calculation based on the tax rate and the amount of payment/charge. |
The tax transaction code for main balance top-up | This is a bundle ID provided by the taxation company. This code is essential when taxes are assessed at the moment of payment for prepaid customers. Please refer to the PortaBilling® Administrator Guide for more information about the tax transaction code for main balance top-up. |
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.
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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.
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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.
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Lifeline Program | Select whether a customer is entitled to a Lifeline assistance program. |
Exempt From | Select which taxes this customer is exempt from. |
EZtax (US, Canada)
When the EZtax (US, Canada) taxation method is selected, the following will be done for all customers in this assigned customer class:
- All accumulated transactions (xDRs, refunds, etc.) will be sent to EZtax® (formerly known as BillSoft®) suite along with the customer’s information (used to determine tax jurisdiction).
- EZtax will calculate all applicable taxes and send the information to PortaBilling® so that it can be inserted as extra xDRs for the specific customer (each type of tax will produce a separate record; thus if both state and city taxes are applicable, there will be two separate transactions).
- PortaBilling® will then proceed to generate the invoice as usual.
SureTax (US, Canada)
SureTax is another taxation system that allows you to accurately and easily calculate taxes for your US and Canada customers. You can use this taxation method to tax voice call services and subscriptions.
When you select SureTax as a taxation plug-in, you can define such parameters as:
- When to apply taxes to customers: at the end of the billing period or at the moment of payment.
- Type of customer.
- Summary type.
- Type of tax exemption.
| Field | Description |
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Assess taxes | Select when to apply taxes to customers: At the end of billing period for prepaid and postpaid customers – With this option selected, service taxes are calculated and applied at the end of the billing period for both prepaid and postpaid customers. When taxes are included in rates, they are back-calculated from xDR totals for services, subscriptions and charges and are clearly marked on customer invoices. When taxes are excluded from rates, taxation xDRs are created during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers and at the end of billing period for postpaid customers – With this option selected, when a prepaid customer or their debit account tops up their balance, the taxes are calculated based on the tax rate and top-up amount: When taxes are included in the payment, they are calculated and marked for information purposes only. Upon payment processing, the customer’s balance is increased by the actual amount ($10), excluding taxes. Note that only those custom taxes that apply to All Charges will be calculated at the moment of payment. When taxes are excluded from the payment, the total payment sum is 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 amount entered, thereby increasing the sum total. The user is provided with full payment information: the amount entered, the tax amount and the sum total.) Upon payment processing two xDRs are created: one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the billing period during statistics calculation based on the tax rate and the amount of payment/charge. |
The tax transaction code for main balance top-up | This is a bundle ID provided by the taxation company. This code is essential when taxes are assessed at the moment of payment for prepaid customers. Please refer to the PortaBilling® Administrator Guide for more information about the tax transaction code for main balance top-up. |
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.
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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.
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Custom Taxation
This taxation plug-in is similar to VAT, but allows you to specify more than one tax and rate. When a check box is selected, the customer in this assigned customer class is charged a corresponding tax.
| Field | Description |
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Taxes included into rates / fees | Select whether taxes are included in the rates so they are calculated correctly: - Yes – With this option selected, PortaBilling®back-calculates the defined tax percentage from the total amount of charges or payments.
- No – With this option selected, PortaBilling® adds a defined percentage of value-added tax to the charges.
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Assess taxes | Select when to apply taxes to customers: At the end of billing period for prepaid and postpaid customers – With this option selected, service taxes are calculated and applied at the end of the billing period for both prepaid and postpaid customers. When taxes are included in rates, they are back-calculated from xDR totals for services, subscriptions and charges and are clearly marked on customer invoices. When taxes are excluded from rates, taxation xDRs are created during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers and at the end of billing period for postpaid customers – With this option selected, when a prepaid customer or their debit account tops up their balance, the taxes are calculated based on the tax rate and top-up amount: When taxes are included in the payment, they are calculated and marked for information purposes only. Upon payment processing, the customer’s balance is increased by the actual amount ($10), excluding taxes. Note that only those custom taxes that apply to All Charges will be calculated at the moment of payment. When taxes are excluded from the payment, the total payment sum is 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 amount entered, thereby increasing the sum total. The user is provided with full payment information: the amount entered, the tax amount and the sum total.) Upon payment processing two xDRs are created: one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the billing period during statistics calculation based on the tax rate and the amount of payment/charge. |
Taxes | This displays the list of custom taxes. If no taxes are defined, click the Define Custom Taxes here link. See the Custom Taxation page for how to define taxes. To apply a tax, select the Apply check box next to it.
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GST (Malaysia)
The GST (Malaysia) taxation method handles the goods and services tax (GST) that was implemented in Malaysia in April 2015.
| Field | Description |
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Assess taxes | Select when to apply taxes to customers: At the end of billing period for prepaid and postpaid customers – With this option selected, service taxes are calculated and applied at the end of the billing period for both prepaid and postpaid customers. When taxes are included in rates, they are back-calculated from xDR totals for services, subscriptions and charges and are clearly marked on customer invoices. When taxes are excluded from rates, taxation xDRs are created during statistics calculation and applied to the customer.
At the moment of payment for prepaid customers and at the end of billing period for postpaid customers – With this option selected, when a prepaid customer or their debit account tops up their balance, the taxes are calculated based on the tax rate and top up amount: When taxes are included in the payment, they are calculated and marked for information purposes only. Upon payment processing, the customer’s balance is increased by the actual amount ($10), excluding taxes. Note that only those custom taxes that apply to All Charges will be calculated at the moment of payment. When taxes are excluded from the payment, the total payment sum is 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 amount entered, thereby increasing the sum total. The user is provided with full payment information: the amount entered, the tax amount and the sum total.) Upon payment processing two xDRs are created: one for the top-up amount and another for the tax.
For postpaid customers, taxes are calculated at the end of the billing period during statistics calculation based on the tax rate and the amount of payment/charge. |
The tax transaction code for main balance top-up | This is a bundle ID provided by the taxation company. This code is essential when taxes are assessed at the moment of payment for prepaid customers. Please refer to the PortaBilling®Administrator Guide for more information about the tax transaction code for main balance top-up. |