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Storing Tax Address Information on Billing

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A new setting in Customer Care (provided via AR 8662) lets you choose to capture address information used for taxing purposes. This includes the address of the account, as well as the addresses of all services on the account. When stored this way, it can easily be accessed in the future, for example to fulfill an audit request for street address information when taxing jurisdiction is not sufficient.

Address(es) used for taxing purposes are accessible for each invoice generated during billing. CostGuard also stores any tax jurisdiction overrides on the account or service at the time of billing so that situations where the address does not match, the jurisdiction used can be identified.

Notes:

  • This only applies to invoices generated after this enhancement is deployed. It does not apply to prior invoices.

  • Address information for invoices is available in the core database only. The information is not available on CostGuard displays or standard reports.

Setup

The setting defaults to disabled, Its available in Customer Care via:

MANAGE > Settings > Billing > Capture Address Information.

Capturing Tax Address Information

When billing runs and the above setting is enabled, the following information is stored in the core database.

Account Level Address and Tax Override Information:

  • Account Number

  • Bill Period

  • Invoice Number

  • Primary Contact Billing Address

    • Address 1, Address 2, Address 3

    • City, State, Zip Code

    • Country

  • List of Tax Jurisdiction IDs for the Billing Address

  • Tax Jurisdiction Override (Yes/No)

    • List of Override Tax Jurisdiction IDs

Notes:

  • If the billing address is the same as the primary address, the primary customer contact address is stored as the primary contact billing address.

  • In the case of a rebill, the address information previously stored is removed and replaced with the address information at the time of rebill.

Service Level Address and Tax Override Information:

  • Account Number

  • UsgSvcID

  • Service Number

  • Bill Period

  • Invoice Number

  • Address Type used for Taxing (Service Address, Service Contact, Primary Contact)

  • List of Tax Jurisdiction IDs for Tax Using Address

  • Tax Using Address:

    • Address 1, Address 2, Address 3

    • City, State, Zip Code

    • Country

  • Tax Jurisdiction Override (Yes/No)

  • List of Override Tax Jurisdiction IDs

Note:

In the case of a rebill, the address information previously stored is removed and replaced with the address information at the time of rebill.

Where to Access Tax Address Information

Two new invoice tables in the core database are populated at the time of billing, and contain address and tax jurisdiction override information for each invoice.

  • InvoiceAddressDetail

  • InvoiceAddressTaxJurisdictionDetail

The address for the account and the address for each service are written as separate rows in the InvoiceAddressDetail table. The row for the account can be identified by a blank/null value in UsgSvcID. Each row has a unique value in InvoiceAddressDetailID.

If the account or service has a tax jurisdiction override at the time of billing, a row is written to the InvoiceAddressTaxJurisdictionDetail table with the override information. The InvoiceAddressDetail record can be tied/joined to the corresponding InvoiceAddressTaxJurisdictionDetail record using the InvoiceAddressDetailID value.