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Summary

This article describes how to configure inclusive taxing via a SQL script. If you have an AvaTax integrated EngageIP environment running EngageIP 8.5.25.0 or later you can enable inclusive taxing on services without the requirement to apply the script below, see the Configuring Inclusive Taxes section of the AvaTax configuration article for details.

Inclusive Tax Pricing

This allows you to apply a tax that is calculated within the price of the product. So if the base fee of the product is £10 and the tax rate is 2%, the system would calculate that the tax would be £0.20 and the new base fee of the service would be charged at £9.80

Configuration

  1. Copy and paste the appropriate SQL below in query analyzer on the BOSS database. This will add the taxing script to the system:

    EngageIP 8.5.22.9 or lower

    TaxCode taxCode = (TaxCode)context["taxCode"];
StatementDetails sd = (StatementDetails)context["statementdetails"];
DOUBLE taxableamount = (DOUBLE)context["taxableamount"];
Logisense.Boss.Logic.Billing.Taxes taxes = NEW Logisense.Boss.Logic.Billing.Taxes();
DOUBLE totalTaxes = 0.00;
DOUBLE vattax = 0.00;
DOUBLE originalamount = 0.0;
DOUBLE totaltaxrate = 0.00;
INT counttax=0;//Find ALL taxes
foreach (TaxRate my_tr IN taxCode.GetTaxRateByConnectorCollection()) {
  IF (my_tr.TaxOnTax == FALSE) {
    totaltaxrate += my_tr.Rate;
    counttax++;
  }
} //Amount = $107.00 including VAT (7%)
//Original Price = (Amount / ( 1.0 + TaxRate)
//Original Price = (107/1.07) = 100.00
//VAT = Amount Original Price = 107- 100 = $7.00

//Calculate Tax
originalamount = (taxableamount) / (1.00 + totaltaxrate);
originalamount = Logisense.Boss.Logic.Billing.Rounding.Round(originalamount, 2);
vattax = taxableamount - originalamount;

//Adjust statementdetails WITHOUT tax
//we need TO consider Discount IF EXISTS, the Discount IS subtracted FROM Original Amount
DOUBLE discount = 0.00;

foreach (StatementDetailsDiscount my_sdd IN sd.GetStatementDetailsDiscountCollection())
{
  discount += my_sdd.Amount;
}

sd.Amount = originalamount + discount;
sd.Update();

IF (counttax==1) {
  foreach (TaxRate my_tr IN taxCode.GetTaxRateByConnectorCollection())
  {
    IF (my_tr.TaxOnTax == FALSE)
    {
      Logisense.Boss.Logic.Billing.TaxInformation newTaxInfo = NEW Logisense.Boss.Logic.Billing.TaxInformation();
      newTaxInfo.AmountTaxed = taxableamount;
      newTaxInfo.Rate = my_tr.Rate;
      newTaxInfo.TaxAmount = Logisense.Boss.Logic.Billing.Rounding.Round(vattax, 2 );
      newTaxInfo.TaxName = my_tr.Name;
      taxes.AddTax(newTaxInfo);
      totalTaxes += newTaxInfo.TaxAmount;
    }
  }
}
ELSE {
  foreach (TaxRate my_tr IN taxCode.GetTaxRateByConnectorCollection()) {
    IF (my_tr.TaxOnTax == FALSE) {
      Logisense.Boss.Logic.Billing.TaxInformation newTaxInfo = NEW Logisense.Boss.Logic.Billing.TaxInformation();
      newTaxInfo.AmountTaxed = taxableamount;
      newTaxInfo.Rate = my_tr.Rate;
      newTaxInfo.TaxAmount = Logisense.Boss.Logic.Billing.Rounding.Round(originalamount * my_tr.Rate,2 );
      newTaxInfo.TaxName = my_tr.Name;
      taxes.AddTax(newTaxInfo);
      totalTaxes += newTaxInfo.TaxAmount;
    }
  }
}

//Tax ON Tax.
foreach (TaxRate my_tr IN taxCode.GetTaxRateByConnectorCollection()) {
  IF (my_tr.TaxOnTax == TRUE) {
    try {
      Logisense.Boss.Logic.Billing.TaxInformation newTaxInfo = NEW Logisense.Boss.Logic.Billing.TaxInformation();
      newTaxInfo.AmountTaxed = taxableamount;
      newTaxInfo.Rate = my_tr.Rate;
      newTaxInfo.TaxAmount = Logisense.Boss.Logic.Billing.Rounding.Round(my_tr.Rate * (vattax), 2);
      newTaxInfo.TaxName = my_tr.Name;
      taxes.AddTax(newTaxInfo);
    } catch { }
  }
}

RETURN taxes;

    EngageIP 8.5.24.x or higher


    [cce lang="sql"]INSERT INTO taxvendor
    (ownerid,name,chargescript,InvoiceChargeScript) VALUES (1,'VAT','

    INSERT INTO taxvendor
(ownerid,name,chargescript,InvoiceChargeScript) VALUES (1,'VAT','

TaxCode taxCode = (TaxCode)context["taxCode"];
StatementDetails sd = (StatementDetails)context["statementdetails"];
double taxableamount = (double)context["taxableamount"];
Logisense.Boss.Logic.Billing.Taxes taxes = new Logisense.Boss.Logic.Billing.Taxes();
double totalTaxes = 0.00;
double vattax = 0.00;
double originalamount = 0.0;
double totaltaxrate = 0.00;
int counttax=0;

//Find all taxes
foreach (TaxRate my_tr in taxCode.GetTaxRateByConnectorCollection()) {
  if (my_tr.TaxOnTax == false) {
    totaltaxrate += my_tr.Rate;
    counttax++;
  }
}

//Amount = $107.00 including VAT (7%)
//Original Price = (Amount / ( 1.0 + TaxRate)
//Original Price = (107/1.07) = 100.00
//VAT = Amount Original Price = 107- 100 = $7.00

//Calculate VAT
originalamount = (taxableamount) / (1.00 + totaltaxrate);
originalamount = Logisense.Boss.Logic.Billing.Rounding.Round(originalamount, 2);
vattax = taxableamount - originalamount;

//Adjust statementdetails without tax
//we need to consider Discount if exists, the Discount is subtracted from Original Amount
double discount = 0.00;

foreach (StatementDetailsDiscount my_sdd in sd.GetStatementDetailsDiscountCollection())
{
  discount += my_sdd.Amount;
}

sd.Amount = originalamount + discount;
sd.Update();

if (counttax==1) {
  foreach (TaxRate my_tr in taxCode.GetTaxRateByConnectorCollection())
  {
    if (my_tr.TaxOnTax == false)
    {
      Logisense.Boss.Logic.Billing.TaxInformation newTaxInfo = new Logisense.Boss.Logic.Billing.TaxInformation();
      newTaxInfo.AmountTaxed = taxableamount;
      newTaxInfo.Rate = my_tr.Rate;
      newTaxInfo.TaxAmount = Logisense.Boss.Logic.Billing.Rounding.Round(vattax, 2 );
      newTaxInfo.TaxName = my_tr.Name;
      taxes.AddTax(newTaxInfo);
      totalTaxes += newTaxInfo.TaxAmount;
    }
  }
}
else {
  foreach (TaxRate my_tr in taxCode.GetTaxRateByConnectorCollection()) {
    if (my_tr.TaxOnTax == false) {
      Logisense.Boss.Logic.Billing.TaxInformation newTaxInfo = new Logisense.Boss.Logic.Billing.TaxInformation();
      newTaxInfo.AmountTaxed = taxableamount;
      newTaxInfo.Rate = my_tr.Rate;
      newTaxInfo.TaxAmount = Logisense.Boss.Logic.Billing.Rounding.Round(originalamount * my_tr.Rate,2 );
      newTaxInfo.TaxName = my_tr.Name;
      taxes.AddTax(newTaxInfo);
      totalTaxes += newTaxInfo.TaxAmount;
    }
  }
}

//Tax On Tax.
foreach (TaxRate my_tr in taxCode.GetTaxRateByConnectorCollection()) {
  if (my_tr.TaxOnTax == true) {
    try {
      Logisense.Boss.Logic.Billing.TaxInformation newTaxInfo = new Logisense.Boss.Logic.Billing.TaxInformation();
      newTaxInfo.AmountTaxed = taxableamount;
      newTaxInfo.Rate = my_tr.Rate;
      newTaxInfo.TaxAmount = Logisense.Boss.Logic.Billing.Rounding.Round(my_tr.Rate * (vattax), 2);
      newTaxInfo.TaxName = my_tr.Name;
      taxes.AddTax(newTaxInfo);
    } catch { }
  }
}

return taxes;

','var pending = (List)context["StatementDetailsPendingTaxes"]; Logisense.Boss.Logic.Billing.Tax.ChargeTaxesPerStatementDetails(pending); return true;'
)

  2. In the AdminPortal load the Setup tab > Tax Codes and apply this tax vendor script to tax codes that you need this applied on

  3. Ensure there is a Tax Rate assigned

  4. Test by going to a user who has that Tax Code assigned and add a transaction for $10. The system will calculate the base fee according to the % rate you entered so that the total price is no greater then the original base fee

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