Administering US Tax Data

US tax data is imported from CCH tax data, compiled in My MATRIXX, and output as compact MATRIXX Data Container (MDC) files, including an MDC file containing tax database metadata and status information. MDC files are packaged into a .zip file and loaded into the MATRIXX tax database.

Enable taxation in Topology Operator-based MATRIXX deployments by setting global.features.tax to true and setting tax-controller.enabled to true.

Tax files from the /tax directory (the default value of the tax.filePath property) in the example-tax-sideloader image are loaded on the active engine. Alternatively, if tax.fileName (which defaults to an empty string) is configured, then the ZIP file (at filePath/fileName) containing the tax files is used and the load_tax.py command is executed by the tax-loader pod.

For more information, see the discussions about using Topology Operator with taxation and Topology Operator tax configuration in MATRIXX Installation and Upgrade.

For more information about compiling and deploying CCH tax data, see the discussions about importing tax data and deploying a US tax compilation in My MATRIXX Help.

To enable US tax collection for applicable charges, answer y to the create_config.info question Global:Is US taxation enabled (y/n)?. The following questions are asked only if US taxation is enabled:
  • Configure the number of tax objects and average size of a tax object to size the configuration by answering the create_config.info questions How many tax objects do you want to support? and What is the average size of a tax object in bytes?
  • To set the maximum number of rounds used in the tax-on-tax calculation, answer the create_config.info question Global:How many rounds of Tax On Tax should be calculated?
  • Specify whether fees exceeding a discounted or prorated charge should be charged to the provider by answering the create_config.info question Global:Should tax inclusive fees exceeding a prorated or discounted charge be paid by the provider (y/n)?

Enable US taxation and set the default provider type in My MATRIXX. Log into My MATRIXX, and under Tax Configuration, click Tax Setting. Select Use US Tax, and select the default provider type for the pricing domain. For more information about enabling US taxation and selecting the default provider type in My MATRIXX, see the discussion about configuring US tax settings in My MATRIXX Help.

Note: The Charging Server uses the provider type on the product offer to look up applicable tax rates.

The CCH tax database is updated monthly, including historical tax data back to configurable months. The next month's data is typically released by the tax data vendor five days before the end of the month.

For more information about calculating US taxes utilizing CCH tax data, see the discussion about US taxation in MATRIXX Pricing and Rating. For more information about the MATRIXX tax database, see the discussion about US tax database in MATRIXX Pricing and Rating.