Tax/GST Properties

Use the Tax/GST tab to define how taxes are applied to charge price components contained in the product offer during rating. For each charge application type, you specify the tax class(es), whether the tax is included in pricing, and whether MATRIXX Engine adds specific tax amount information to the Event Detail Record (EDR). If you use dynamic tax selection, you can also specify the tax selector that determines the taxes to apply.

Offer Tax/GST Properties lists tax/GST properties.

Table 1. Offer Tax/GST Properties
Property	Description
Application	Select the charge application type to define how taxes are applied for charges of that type: auto_renew cancel cycle_arears_recurring first_usage purchase purchased_item_activation recurring recharge resume suspend usage
Tax Inclusive	Note: Tax Inclusive is disabled when the selected application type is recharge. Select Tax Inclusive if the charges owned by the product offer are to be tax-inclusive charges. MATRIXX Engine includes the tax amount in the total balance impact (cost) of the charges. Deselect Tax Inclusive if the charges owned by the product offer are to be tax exclusive. MATRIXX Engine excludes the tax amount from the total balance impact (cost) of the charges.
Product Group	(US taxation only) CCH data validated and approved product code.
Product Item Code	(US taxation only) CCH data validated and approved item code.
Add Tax	Select Add Tax if you want MATRIXX Engine to add taxes as follows: For tax-exclusive charges, adds the tax amount to the balance and shows the tax amount in the EDR. For tax-inclusive charges, shows the balance breakdown of the base charge (the charge amount without the tax) and the tax amount(s) in the EDR. To use a Tax Selector or to specify more than one tax class (in the Tax Class section), this option must be selected. Deselect Add Tax if a system outside of MATRIXX Engine adds all taxes. In this case: For tax exclusive pricing, MATRIXX Engine does not add the tax amount to the balance. Tax amounts are not shown in the EDR. Tax IDs shown in the EDR are used by downstream systems (separate from MATRIXX Engine) to add the tax amounts associated with the charges for this application type. For tax-inclusive charges, MATRIXX Engine does not show the balance breakdown of base charge and tax amount(s) in the EDR. The charges shown in the EDR combine the base charge and the tax amount(s). Downstream systems handle breaking down the charges for this application type into base charge and tax.
Tax Class	In Tax Class, optionally select a tax classification from the menu. Note: If you have not defined any tax classes, the menu is empty. (Taxes to be applied statically determined) To have MATRIXX Engine apply the same tax (or apply the same set of taxes) to the charges of this application type, add the relevant tax class (or tax classes) to the Tax Class list.
Tax Selector	Add Tax must be selected to use a tax selector. (Taxes to be applied selected dynamically) If the choice of which tax (or which set of taxes) to apply depends on specified criteria (such as subscription data, or a field in the chargeable event), select the predefined Tax Selector that enables MATRIXX Engine to dynamically select the tax (or set of taxes) to apply based on the criteria. Note: If both a tax selector and a tax-class list are specified, MATRIXX Engine uses the tax selector (values in the tax-class list are ignored).
Tax Point	The tax point date of a transaction on which the value added tax becomes due. Select from: Empty field — If the field is empty (no selection) the application profile does not have tax point defined. Use Default — Use the system default. Event Time — Use the effective tax rate at the transaction time. End of Cycle — Use the effective tax rate at cycle end time. If there is no purchased item cycle, the billing cycle is used. If there is no purchased item cycle or billing cycle, the event time is used. Note: When upgrading from a MATRIXX release that did not support tax point, application profiles that specify taxes and do not use US tax automatically set the tax point to Use Default.