Your taxation settings determine how the system will behave to process tax calculations during invoicing, such as which address will be used to calculate taxes due from customers. The following taxation settings can be set.
Your taxation settings determine how the system will behave to process tax calculations during invoicing, such as which address will be used to calculate taxes due from customers. The following taxation settings can be set.
Note: It is recommended that you use the default value if the setting does not apply.
Below is a list of taxation settings, their descriptions, default values, and where the parameter can be set in the UI.
Parameter Name | Description | Values | Where to Set |
Determines which contact address to use when calculating taxes for an account and specifies which address on the account the tax engine uses to calculate taxes. | Account Contact Billing Contact (Default) | Configuration > Billing > Taxation Settings | |
Stop on Batch Invoicing Tax Errors | Determines whether to stop invoice creation when a taxation error is encountered during daily batch invoicing | Continue Processing on Tax Generation Errors (Default) Stop Processing on Tax Generation Errors | Configuration > Billing > Taxation Settings |
Stop on Immediate Invoicing Tax Errors | Determines whether to stop invoice creation when a taxation error is encountered during immediate order invoicing, proration invoicing, or manually-executed anniversary invoicing. | Continue Processing on Tax Generation Errors (Default) Stop Processing on Tax Generation Errors | Configuration > Billing > Taxation Settings |
Tax Information Level | Determines the highest hierarchical information necessary for calculating taxes in a parent-child account structure. Information from all levels up to the selected level will be gathered for tax calculation. | Child (Default) Parent Grandparent | Configuration > Billing > Taxation Settings |
Writeoff Tax Treatment | Determines how writeoff invoices are posted to third party tax engines, either as void, as reversal, or no action taken. | None (Default) Reversal Void | Configuration > Billing > Taxation Settings |
Getting Here: Click Configuration > Billing > Taxation Settings
The details of the setting display in a new window.
Note: If you do not have any changes, clicking Close at the top of the screen will cancel any changes.