Search/create tax transaction code

Use this panel to find a specific tax transaction code record. Specify one or more search criteria and click Apply filters. To reset the search criteria, click Default filters. To refresh the search results, click Reload data.

Filter tax transaction codes by the tax transaction code value. Type the code value (numbers only) fully or partially.

Filter tax transaction codes by their description. Type the description fully or partially.

Filter tax transaction codes by the taxation plug-in they are mapped to.

Filter tax transaction codes by the corresponding code value of a taxation plug-in. Type the code value fully or partially.

Open this tab to trace the changes made to tax transaction codes.

Different taxation systems have individual sets of tax transaction codes. You need to create internal tax transaction codes and map them to the tax transaction codes of the taxation systems you use. In PortaBilling, taxation for all transactions is defined using internal (unified) tax transaction codes. This allows simplifying taxation management for multiple taxation systems (e.g., if you switch from one taxation system to another). At the end of the billing period, when PortaBilling sends transaction xDRs to taxation systems, it adds the actual tax transaction codes of these taxation systems. Internal tax transaction codes are unique for administrators and resellers. See the Unified codes for tax calculation via external plug-ins chapter for more details.

On this panel, you can create internal tax transaction codes and select/add the corresponding tax transaction codes of taxation plug-ins configured in PortaBilling.

To create a new tax transaction code, fill in the code details and click Save.

Type in the internal tax transaction code (numbers only).

Type in a short description of the internal tax transaction code.

You can select/specify the corresponding transaction codes of the taxation plug-ins that you enabled on the Taxation plug-ins panel. For Avalara, EZTax and GST taxation plug-ins, you can select a default code from a drop-down list or add a new code manually. For the SureTax plug-in, you need to add the plug-in codes manually.

To add a new code for a specific plug-in, open the corresponding drop-down list and choose the Add new plug-in tax transaction code option. In the dialog window that opens, type the plug-in tax transaction code and click Save.