IDI version 26.8 is now available.  Click here for details: IDI Updates.

Add/Edit Package Field Details - Taxes

Prev Next

The New/Edit Package (Taxes tab) window provides the following input fields:

Subject to E911

Selected: The E911 charges will be applied (to all products assigned to services having E911 checked) using the information in the tax database.

Cleared: The E911 charges will not be applied using the information in the tax database.

Note

This field is used for your LEC Bill cycles, do not use this feature to send E911 information.

Distance Type

Select the appropriate distance type from the drop-down list.

Default is Intrastate.

This field only applies to Toll tax and recurring charges. If you change this for Intrastate or Interstate, you need to define 2 separate products.

Tax at Component Level

Selected: Taxes are based on the individual components of the package. The components inside the package need to carry their own charge amounts to determine the ratio of the charge that shall be used in the tax basis for the tax classes assigned to the components.

This field is only available when One Price Package is enabled.

Cleared: Taxes are based on the package.

Federal Excise Exempt

Selected: The entire package is exempt from federal excise tax. This includes all of the packages components.

This field is only available if Tax at Component Level is selected.

Cleared: The federal excise tax is levied according to each component.

Tax Exempt From

(If selected, the computation of these taxes is omitted)

  • Federal Tax

  • State Tax

  • County Tax Exempt

  • City Tax

  • Regional Tax

  • Federal Surcharge

  • State Surcharge

  • County

  • City Surcharge

  • Regional Surcharge

  • Federal USF

  • Is State USF

  • County USF

  • City USF

  • Regional USF

    Extended Exemptions

    (See Extended Exemptions.)

    Tax Type

    The tax type is derived from a tax table and includes the primary groupings of city, county, federal, regional and state.

    Description

    The name of the specific extended exemption, such as E911 Surcharge, USF – High Cost Fund Surcharge, Surcharge - Gross Receipts Tax, etc.

    Tax Exemption Category

    Grouping of tax exemptions: E911, Surcharge, Tax, USF.

Vertex

Category Code

If using the IDI tax database, this field is not applicable. If using Vertex, fill in codes supplied by Vertex.

Click to display the Vertex Category and Service Codes dialog box.

Service Code

If using IDI tax database, this field is not applicable. If using Vertex, fill in codes supplied by Vertex.

Click to clear the Vertex Category and Service Codes.