Configuring taxation with SureTax

Using this handbook, you can configure the tax calculation via SureTax. Follow the steps below to enable the SureTax taxation plug-in and set up taxation parameters for you as a service provider and your customers.

Let’s consider the following scenario: you are a US service provider and want to use the SureTax taxation company to assess taxes. You have a cloud PBX customer “SpaceNet” that is located in New York. Most of SpaceNet’s employees work in the New York office, and two employees work remotely in Los Angeles.

Use this checklist to check off the operations you have completed while performing the system setup according to the instructions in this chapter. Please be sure to perform all the steps in the specified order (except the optional ones), otherwise, the service will not work.

Before configuring SureTax taxation plug-in, sign up an account with SureTax and request the credentials and tax codes that will be needed for tax assessment with PortaBilling.

Note that at this step, you will need the credentials provided by SureTax to configure the SureTax taxation plug-in in PortaBilling.

1. Go to Financial > Taxation.
2. Go to Taxation plug-ins and select SureTax (US, Canada).
3. On the panel that opens, turn on the Use SureTax taxation plug-in toggle and specify the plug-in credentials to access the SureTax API:
   • URL – specify URL for the SureTax environment to perform initial setup and tax calculation configuration, e.g., https://testapi.sureaddress.net/sureaddress.asmx?wsdl.
     The URL depends on the required API specified in the SureTax documentation.
   • Login – specify the login provided by SureTax.
   • Key – specify the password provided by SureTax.
   • Description (optional) – you can type the description for this plug-in.
4. Click Save to save the plug-in configuration.

   

Configure the taxation parameters that apply to you as a service provider.

1. Go to My сompany > Company info and click Invoicing and taxation.
2. Specify your company’s tax ID in the Tax ID field.
3. Click Save.

   

1. Go to Sales > Customer classes > Create a customer class tab.
2. On the Create a customer class panel, fill in the customer class details:
   • Name – a short name for this customer class, e.g., “Cloud PBX customers”.
   • Currency – the currency you charge the customers of this customer class, e.g., USD. When the currency is specified, this customer class can only be assigned to customers with the same currency. Note that you can define the currency only when you create the customer class and can’t change it later.
   • Business model – select which type of service is provided to the customers of this customer class, e.g., Cloud PBX, SIP trunking, etc. Select Cloud PBX for our example.
   • Managed by – select Administrator only.
3. Click Save.

   

4. On the customer class panel, click Finances > Taxation.
5. Turn on the Assess taxes toggle and select SureTax (US, Canada) in the Taxation plug-in dropdown.

   

6. Specify the taxation parameters that will apply to each customer with this customer class assigned:
   • • Apply taxes – you can leave the default At the end of the billing period option since in our example we have a postpaid customer. The other option is At the time of the payment used for the prepaid customers, see the details in the Apply taxes section.
     • Tax jurisdiction per account – this option is disabled by default. The toggle can be turned off if the customer class is assigned to customers with users in a single location. Since the customer “SpaceNet” has users in different locations (New York and Los Angeles), turn on the toggle to assess taxes based on each user’s location.

       To specify the location, ZIP codes must be populated for a customer and each customer’s account. Go to Personal > General info > Address info > Postal code and make sure that the correct ZIP codes are set on.

       If a ZIP code is missing for the customer or any of their accounts, the taxes won’t be calculated and the customer’s invoice won’t be generated. The administrator receives the corresponding notification on email. After the administrator adds the missing ZIP code, the taxes are calculated with the next periodic statistics run (within 24 hours).
   • Rounding precision – select the number of decimal digits to round the tax amount. SureTax uses mathematical rounding on tax amounts. If you leave the default option here 0.01 (2 decimals), the charged amount will be rounded to two decimal digits, e.g., 1.204 rounds up to 1.20, 1.205, and 1.206 all round up to 1.21.
   • Regulatory code – select the code that identifies the kind of services you provide. In our example, leave the default VOIP option here (VoIP telephony service provider).
   • Sales type – select Business.
   • Summary type – select how to display taxes in customer invoice. You can leave the default option No summary to display the taxes separately. The other option is Summary by federal, state and local taxes, see the details in the UI help.
   • Exemptions – optionally, you can select which taxes the customers of this customer class are exempt from.

     

     Complete the customer class configuration as described in the Basic residential VoIP service handbook.

7. Click Save.

You can define different taxation parameters for a specific customer.

For example, your customer “SpaceNet” (with a “Cloud PBX customers” customer class) is exempt from both federal and state taxes. To override the taxation settings of the customer class:

1. Open the “SpaceNet” customer record > Finances > Invoices and Taxation > Taxation.
2. Change SureTax (US, Canada) (As defined by the customer class) taxation plug-in to SureTax (US, Canada).
3. Click Exemptions > Add exempts and mark the Federal Excise Tax and State Taxes Exempt checkbox.
4. Click Save.