The Taxes Tab allows you to specify whether the product is subject to the E911 charge, which taxes do not apply (Tax Exempt From), the distance type for taxes, and Vertex Category and Service codes if your company purchased the Vertex package.
Click the Taxes tab.
The New Product window - Taxes tab contains the following information.
Subject to E911
Checked: The E911 charges will be applied (to all products assigned to services having E911 checked) using the information in the tax database.
Unchecked: The E911 charges will not be applied using the information in the tax database.
Note
This field is used for billing, not for sending E911 information.
Tax Class
This menu is only applicable for Advance Pay products. This can be used to set the default tax class if other tax classes are not assigned to the product’s price points (Price Points tab). This single tax class will be used to calculate taxes due for each of Advance Pay product’s price points.
Distance Type
Select the appropriate distance type from the drop-down list.
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.
Default = Intrastate.
Does not apply to wireless.
Note
Distance Types are set up in Admin Console > Data Management > Distance Types.
Tax Exempt From
(If checked, 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
Note
Vertex functionality is no longer available.
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.
Enter the required information and click Select to display the Vertex Category and Service Codes window.
Select a code from the Vertex Category Code list. The applicable Vertex Service Codes are displayed.
Select a Vertex Category or Service Code from the list and click once to add it.
Click Save to add your selection to the product.