CDR2Cloud Tax Module allows you to define one or more Taxes which are then applied to a Tax Category. A Tax can be defined as a Percentage Tax (%) or as a Fixed Tax:
| Percentage (%) Tax | Tax is a % of the customers subtotal charge(s) |
|---|---|
| Fixed Tax | Tax is a fixed amount an is unrelated to the customers subtotal charge(s) |
CDR2Cloud also allows you to specify if a Tax should be applied to different category of charges such as Calls, Non-Call Items & Shipping.
A Tax when created has no use o its own and must be applied to a Tax Category which then gets assigned to the customer account. A Tax when applied to a Tax Category is assigned a Stacked Order which indicates if the Tax should be treated as a Straight Tax or a Stacked Tax.
Create a Tax
To create a new Tax please follow the steps below:
- Click the [Taxes] > [Tax] menu button to enter the Taxes module
- Click the [Create Tax] menu link -button located at the top of the Taxes module
Enter the information needed to define the new Tax as follows:
Tax Name The name of the Tax. This name will appear on customer Invoices so try to keep the name as short as possible (not more than 4 characters long) Valid From Date The date from which this Tax is to be effective. You may future date a Tax which CDR2Cloud will ignore until the date has arrived Tax Amount The mount of the Tax. Enter percentage (%) amounts in decimal format. E.g:. A percentage tax of 25% would be entered as 0.25. A Fixed Tax amount of $50.50 would be entered as 50.50 Tax Amount Type The way the Tax Amount (above) should be treated, as a Percentage (%) or as a Fixed Tax Tax Maximum The maximum amount (ceiling) to be charged on this tax. If there is no maximum enter 0 Tax Maximum Type - asdfasdf
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