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Tax Codes are configured in Setup / Finance / Taxes / Tax Codes

Overview

Tax codes are used to apply taxes to transactions. For native (LogiSense) taxation the taxes that are applied are determined by one or more tax rates configured on the tax code. For third party tax integrations (e.g. AvaTax) tax rates applicable to a tax code are determined when transaction details are passed to the third party vendor to be taxed.

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The information in this panel reflects the currently selected tax code. From here you can change tax code details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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When performing usage taxation through AvaTax the terminating and originating identifiers in the usage record (e.g. originating phone number, terminating phone number) are also passed to Avalara in order to determine the taxes that are applicable. This can result in different tax rates being applied to the usage charge than the taxes applied to non-usage based charges.

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Adding Tax Codes

  1. Under the Tax Codes heading on the left click the (blue star) icon

  2. Under the Add Tax Code heading on the right specify the tax code details. See the Tax Codes screen help for descriptions of the available fields and settings

  3. LogiSense Vendor Configuration: On the Tax Rates tab click on Tax Rate(s) To Add to select the tax rates that are applicable to this tax code

  4. LogiSense Vendor Configuration: Click the + Add button to flag the specified rates for addition to the tax code

  5. If you wish to make the tax rates that apply to the tax code also applicable to usage charges, then within the Usage Classes tab click Usages Classes To Add and then click the + Add button

  6. Click Save to create the new tax code

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Editing Tax Codes

  1. Under the Tax Codes heading on the left click the tax code you wish to edit

  2. Under the Edit Tax Code heading on the right modify the tax code details. See the Tax Codes screen help for descriptions of the available fields and settings

  3. Click Save when finished making changes

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Deleting Tax Codes

  1. Under the Tax Codes heading on the left select the tax code you wish to delete

  2. Under the same Tax Codes heading click the (blue star) icon

  3. On the confirmation dialog that appears select Yes