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The Tax Codes panel on the left of this screen allows you to select existing tax codes to view and edit on the Edit Tax Code panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon	Description
Image Modified	Deletes the tax code
Image Modified	Adds a new tax code

Edit Tax Code Panel

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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• Name: a unique name for the tax code. Typically this name indicates the area where the tax applies and/or the type of accounts it applies to

• Display Name: a descriptive name for the tax code which can be exposed on invoices or simply used for internal reference

• Only Report Tax: when enabled the tax rates that the tax code applies will be calculated and displayed as transactions, but will not be charged to the account. In addition to appearing as transactions on accounts, reported only taxes can also be displayed in reports and on invoices. Reported only tax charges are the account holders responsibility to pay

• Tax Vendor: specifies whether taxing is handled entirely by the local system or if a third party tax vendor will be used to determine the tax rates that apply and calculate taxes

• Tax Usage Only: only available when the Tax Vendor is set to LogiSense. When set, only usage charges will be taxed when this tax code is selected during taxation. When it is not set, only non-usage charges will be taxed using this tax code.

• Service Tax Category: allows you to configure the tax code to be used for service specific taxing (e.g. an environmental fee or similar device specific tax). Services will need to have the same service tax category configured on them in order to utilize the tax code. If this field is left empty it will function as a catch all, matching any configured service tax category configured on a service. Should no tax code exist with a service tax category set that matches an account-service's service tax category, then a tax code with no service tax category specified can be used to apply taxes to a transaction (provided the other settings configured on the tax code match the configuration of the account being taxed, e.g. the service contact address on the account is in 'Norway' and the tax code's configured country is also 'Norway')

• Account Tax Category: configures the tax code to be used by accounts that are setup with the same account tax category. For instance, if you apply specific taxes to corporate accounts you could create a 'Corporate' account tax category, set the corporate category on the tax code and configure the same corporate account tax category on corporate accounts in order to tax account transactions at the desired corporate tax rates. This field can also be left empty in order to match up against any account tax category set on an account. During tax code selection if an exact match cannot be found between an account's account tax category and a tax code's account tax category then a tax code with no set account tax category can be used (provided the other settings on the tax code match the account/account-service settings of the account being taxed)

• Country: this value will be compared against the address of the account's service contact, or if no service contact address exists the account's billing contact can be configured to have its address used for taxation. Country will be used in combination with other tax code settings to determine the tax code to tax with (e.g. a tax code configured with a country and account tax category will be used by an account that matches those two settings instead of a tax code which matches only the country value on an account contact's address). If this field is left empty it will match against any country value entered on the service/billing contact's address

• State/Province: facilitates taxing at a state/provincial level. Like the Country field above this value is compared against an account's service/billing contact address. If this field is left empty then it will match against any state/province value entered on a service/billing contact's address. If taxation is required at a city or lower level then you will need to use an integrated third party tax vendor (e.g. AvaTax)

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