Assigning/Editing a Service - Tax Information Tab

The Tax Information tab displays the address used to determine taxes. You can override the assigned tax jurisdiction and specify E911 exemption if appropriate.

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Service Number Tax Information

This window contains the following information:

Note
To select a service address as the tax address, the Tax Using Service Addresses option must be selected/enabled in the Configuration Console (see Tax Using Service Address for more information).

Tax Address
Tax Using	*Primary Customer Contact* indicates the tax address is the Primary Customer Contact's address, which is used when: Tax Using Service Addresses is disabled and a Service Contact is not specified, or Tax Using Service Addresses is enabled and a Service Address is not specified. *Service Contact* indicates the tax address is the Service Contact's address, which is used when Tax Using Service Addresses is disabled and a Service Contact is specified. *Service Address* indicates the tax address is a service address, which is used when Tax Using Service Addresses is enabled and a Service Address is specified.
Service Address	If the Tax Using Service Addresses option is disabled, this field is empty and cannot be modified. If the Tax Using Service Addresses option is enabled, select the desired tax address from the drop-down list. This list contains the service addresses that are defined on the Service Addresses tab. Note If you select the empty selection, the Primary Customer Contact's address is used as the tax address.
Address 1,2	Street address used for taxing purposes. The Address 2 field provides additional information if applicable.
City / State / Zip	City, State, and Zip Code used for taxing purposes.
Tax Account Type	Select the appropriate type of account from the drop-down list (used for tax classification).
Tax Information
Override	Check to enable the Tax State field, so you can select a different taxing jurisdiction. Note If you override the tax jurisdiction, that override will only apply to the current service. It does not affect the tax jurisdictions of other services using the same service contact.
Tax State	The 2-character abbreviation for the tax state. To modify this field, check the Override check box, enter the new state, and click the Choose Jurisdiction link.
	In order to select this link, the Override check box must be checked. Click the Choose Jurisdiction link to view the available tax jurisdictions based on the tax state. Highlight the desired Tax Jurisdiction and click Select.
Tax Jurisdiction ID	Automatically entered, based upon the tax address' zip code, or the override you selected.
Jurisdiction	Automatically entered, based upon the tax address' zip code, or the override you selected.
E911 Exemptions	If the new service number is exempt from State, County, City, and/or Regional E911 charges, check all E911 exemptions that apply to the new service number. You can check more than one box. The service number is only exempt from those E911 charges that are checked. All unchecked E911 charges still apply to the service number. These E911 exemptions override all products assigned to this service that are E911 eligible (“E911 Eligible” flag is checked for that product). Refer to Tax Exemption Maintenance, Exemptions by Catalog Item, for additional information.

Tax Using Service Address

You may base taxes upon a service address rather than the Primary Customer Contact address. To do this, select the Tax Using Service Addresses option in the Configuration Console:

Select Environment_Name > Local Services > CostGuardService > Environment_CostGuardServer > Customer Management Settings, click Tax Options. This displays the Tax Options window.
Check the Tax Using Service Addresses check box and click Save.
As long as Tax Using Service Addresses is checked, you can select a service address as the tax address for a service. If Tax Using Service Addresses is not checked, the tax address for all services is that service's Primary Customer Contact or Service Contact address.