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Change Taxation Settings

Overview

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.

Taxation Settings

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

Account Taxable Address to Use

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

Changing Taxation Settings

Getting Here: Click Configuration > Billing > Taxation Settings

  1. Click the Taxation Setting you would like to edit.

The details of the setting display in a new window.

  1. Choose a new value from the Value drop-down, if applicable (see descriptions in the overview section above).
  2. Click Save.

Note: If you do not have any changes, clicking Close at the top of the screen will cancel any changes.

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Last modified
13:36, 7 Dec 2016

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