ISP Configuration: Taxes

Manage tax settings in the Taxes table by going to ISP Configuration > Billing Options > Taxes

Adding a Tax Setting

Enter the Tax Name and Description
Set the status of the tax setting (Active column, drop-down list)
- Yes (Y) — the tax setting will appear as an option in any Tax Setting drop-down throughout the software (e.g. Billing Info tab)
- No (N) — the tax setting cannot be selected or used in any Tax Setting drop-down throughout the software
Effective Date – date when you added the tax (Note: this field is not editable)
Rate & Criteria – click on either of these columns to open the Tax Criteria, Rate, and Exemption Settings window

Tax – Tax Name that can only be edited in the Tax table
Select either City or State as the basis of your criteria
Select the condition for the criteria.
Select/Type the desired value of your Tax Criteria. (Note: configuring this setting does not automatically apply the tax setting on subscribers with the indicated City or State in their Billing Info)
Delete the corresponding criteria row or Add another set of criteria below the current one. (This will only be clickable once the current criteria is completely filled up.)
Use this tax setting for new subscribers that do not qualify for any other setting – if checked, sets the tax setting as the default tax setting.
Exemption – if checked, will apply tax exemption on appropriate invoice items
Maximum amount of tax exemption.
If checked, will apply tax exemption to the items in the list that will be checked. If unchecked, the tax exemption will be applied to any type of invoice items.
List of type of items to be chosen as basis for tax exemptions.

Editing a Tax Setting

In the Tax table, click (double-click on the first time) the cell you want to edit.
Update the tax details. Once you made a change on that cell, the whole row becomes editable (except for column Effective Date).
Hit Enter after every cell update.
Save – save the changes you made (NOTE: Changes on made on the Tax Criteria, Rate, and Exemption Settings window will still need to be saved.)
Restore – undo all recent changes you made

Deleting a Tax Setting

Applying Tax Settings
IMPORTANT: If the subscriber has packages, the order of precedence will be as follows:

1. Package’s tax setting

2. Subscriber’s tax setting

Applying by Package

None – no tax will be applied (regardless of the subscriber’s tax setting)
Use Subscriber Tax Settings – can be set in Billing Info Tab > Billing Options > Tax
Custom Package Settings – apply the tax settings configured here
Percent of Total – charge the specified percentage of the total package price
Flat Rate – a fixed tax is charged depending on the subscriber’s billing cycle (prorated for prorated terms)
Include Tax on Setup Fee – if this is unchecked, no tax will be applied on the Setup Fee, regardless of the package’s tax setting

Applying by Subscriber

Tax – select from the list of taxes set in ISP Configuration > Billing Options > Taxes (Note: you can also add a new tax by selecting “Add New…” from the list)
Tax Exempt – if checked, subscriber will not be charged of any tax

Apply Tax on Invoices

This Tax Details window will then open to let you adjust the tax settings per invoice item.

Checking the box will spawn the dropdown list on its respective row.
Tax Setting – choices were pre-set in the Tax Manager in ISP Config; selecting the tax to be applied on the invoice item will automatically check the box in the 1st column

Apply Tax on New Subscriber

Tax – select from the list of taxes set in ISP Configuration > Billing Options > Taxes
Tax Exempt – if checked, subscriber will not be charged of any tax