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State Overview

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The State Overview report is a listing of a state's taxes grouped by state taxes, county taxes, city taxes, and regional taxes for each state. This report is also available in the Tax Management application.

  1. In the Run Report dialog, select a state and click OK.

    The Tax Summary report contains the following information.

    Tax Name

    The name of the tax, for example, NY Telecommunication Excise Tax.

    Tax ID

    The system-generated unique tax identifier.

    Rate

    The tax percentage for the associated tax if the tax is based on a percentage rate. This field is blank if the tax is a Tiered Tax.

    Amount

    The flat rate for the associated tax if the tax is based on a fixed amount. This field is blank if the tax is a Tiered Tax.

    Tier 1

    If the tax is a Tiered Tax, this field contains amount of the first tier. This field is blank if the tax is not a Tiered Tax.

    Intra

    If marked, the tax applies to intrastate calls.

    Inter

    If marked, the tax applies to interstate calls.

    Int'l

    If marked, the tax applies to international calls.

    Prod

    If marked, the tax applies to products designated as taxable in the Product Catalog in Product Management.

    Usg

    If marked, the tax applies to usage.

    Taxable?

    If marked, the amount of this tax is included in the base rate that is to be taxed.

    Primary?

    If marked, this is the primary tax for the selected taxing entity.

    Incl. State

    If marked, this tax includes the primary state tax.

    Incl. Cty

    If marked, this tax includes the primary county tax.

    Start Date

    The date the tax goes into effect.

    End Date

    The date the tax is no longer in effect.

    Last Updated

    The most recent date that the tax information was updated.