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Tax codes which have address details that match the account contact address but category configurations which do not match the service tax category or account tax category will not be selected for taxation. The exception to this rule is the Default tax code (explained below).

Default Tax Code

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  • For third party tax integrations (AvaTax, SureTax): historical taxation for each transaction is stored in a TaxLog table in the EngageIP database. This table includes jurisdiction details (pcodes) used at the time of taxation for any transactions or usage billing

  • The Audit Log Report will capture any changes to addresses or pcodes in the objects 'ContactPointAddress' & 'ContactPointAddressAttributeJurisdictionCode'. Ensure these objects are enabled (User Audit=yes) if you need to reference the historical values of addresses

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