Detailed State Tax Information

The Edit State Tax form shows the details of usage and product-based taxes for your customer base.

UG template for Help

IDI maintains the tax database. You can edit only the End Date and the Rate of each tax.

The tax information is organized as follows:

Header Information

The Edit State Tax form contains the following header information:

Tax ID	The system-generated unique tax identifier.
Name	The name of the tax, e.g., *NY State Excise Tax*.
Reporting Code	(Optional) This can be used to group tax dollars by the entry lines that appear on the actual sales tax form that gets filed.
Tax Category	The tax category: *No Taxes, Telecom, Cellular, Internet*.
Start Date	The start date that the state tax is applicable.
End Date	The date that the state tax is no longer applicable. Note You can edit this field.
Last Updated	The date and time any action was taken on this tax.
By User	The user who did the last update.
State/Province	The abbreviation of the state or province of the open tax.
Tax Type	The tax type ID: 1-Federal, 2-State, 3‑County, 4-City, 5-Regional.

Details Tab

The Details Tab on the Edit State Tax form displays the following information.

Tax On	Designate either Usage or Product
Tax Class on Usage (Calls) (These vary and are added by IDI.)
If checked, these item(s) are associated with the tax.	Local Toll 800 900/Entertainment Private Line Internet Finance Charge Equipment Installation Service Cellular VoIP Voice Mail Oil Electric Gas Finance Charge
Tax Class by Distance (Usage)
If the checked tax usage classes are also based on distance, either check the corresponding tax in the Tax Class by Distance column, or use the Copy button to copy them from the left Tax Class column.
Tax Class on Product (These vary and are added by IDI.)
If checked, these item(s) are associated with the tax.	Local Toll 800 900/Entertainment Private Line Internet Finance Charge Equipment Installation Service Cellular VOIP Voice Mail Oil Electric Gas Finance Charge
Tax Class by Distance (Product)
If the checked tax product classes are also based on distance, either check the corresponding tax in the Tax Class by Distance column, or use the Copy button to copy them from the left Tax Class column.

Distance
Intrastate	If checked, tax applies to calls made that originate and terminate within one state.
Interstate	If checked, tax applies to interstate calls that either originate or terminate in the selected state and are billed to a service address in that state.
International	If checked, tax applies to international calls.

Options
Includes County Tax	Not applicable to State taxes.
Includes State Tax	Not applicable to State taxes.
In lieu of County Tax	If checked, this tax replaces the county tax. If the customer is county tax exempt, they will still be charged this tax.
In Lieu of State Tax	If checked, this tax replaces the state tax. If the customer is state tax exempt, they will still be charged this tax.
Primary Tax	If checked, the rate of this tax may be included in the combined rate of county, city, or regional taxes. This option works in combination with Is Taxable and Include Surcharges options. See Surcharge Examples.
Include Surcharges	If checked, the tax include surcharges which may be viewed by clicking the associated choose button. This option works in combination with Primary Tax and Is Taxable options. See Surcharge Examples.
Is Taxable	If checked, the tax may be included in the calculation of other taxes. This option works in combination with Primary Tax and Include Surcharges options. See Surcharge Examples.
Is Mandatory	If checked, this tax must be paid by the subscriber.
Reduce Tax Base for Early Pay Discount	If checked, early-pay discounts reduce the tax base for the invoice.
Exclude Int'l To Int'l Usage	If checked, excludes International to International usage charges from its taxable base.
Applies to Account Types
Residential	Check this check box for a residential tax exemption
Exemption	The exemption dollar amount for a residential tax exemption, if applicable.
Business	If checked, the tax applies only to a business account.
Industrial	If checked, this is an industrial account.
Exemption Classification
If applicable, click the ellipses button to display the Select an exemption classification. Click on a row to select an extended exemption.

Lineage Tab

The Lineage tab on the Edit State Tax form displays the following information.

Parent TaxID	ID of the predecessor of the current tax.
Edit	Checked: Parent TaxID field can be edited. Unchecked: Parent TaxID field can be edited. Note This option is available with the appropriate permissions.
Child TaxID	ID of the current tax.
Edit	Checked: Child TaxID field can be edited. Unchecked: Child TaxID field can be edited. Note This option is available with the appropriate permissions
Tax ID	Tax ID of the row.
Start Date	Date the tax first became applicable.
End Date	Date the tax is no longer applicable.
Created By	ID of the individual who created the tax.
Created Date	Date the tax was created.
Tax Change Reason	Reason the tax was changed.

Rates and Tiers Tab

Change Reasons Tab

The Change Reasons tab on the State Tax Details form displays the following information.

Entry Date	Date the change was made.
Rate	Decimal value of the tax rate.
Amount	Amount of the tax if it is a flat fee.
Change Reason	Applicable reason the tax was changed.
Notes	Pertinent notes added by the individual who made the change.