Configure Taxes Using the BillMax Tax Engine

Taxes are charged based on a Tax Group derived from the User’s Tax Region and the Tax Class of the item or service. Tax Regions are set on an Account and inherited on the User. Tax Regions can be overridden on the User.

1. Repeat Add A Tax Region for each geographic area that share a common set of taxes for goods and services.
2. Repeat Add A Tax Item or Fee for each tax or fee that needs to be assessed.
3. Repeat Add A Tax Group for each combination of Tax Class, Tax Region, and Tax Items needed. For an example, see Tax Groups
4. Run Billing Administration > Check Tax Setup until there are no errors.
5. To view all Tax Groups defined, run Billing Administration > Tax Setup.
6. If there are tax exemptions to alter the amount of the Sale to be taxed, a Tax Rule can be created to be used on individual Service or Package Definitions.. See Tax Rules.