Configure Balance Template Tax/GST

Use the Tax/GST tab to define how taxes are applied to balance expiration forfeiture. Specify either a list of tax classes or a tax selector. You cannot add both tax classes and a tax selector.

About this task

Note: To display the Tax/GST tab, the following settings are required:
  • General tab:
    • Actual Currency must be selected.
  • Forfeiture and Credit Floor Adjust tab:
    • Forfeiture Enabled must be selected.

Procedure

  1. In Edit Balance, click the Tax/GST tab.
  2. (Taxes to be applied statically determined) In Tax Classes, click Add Tax Class to manage tax classes.
  3. In Add Tax Class, do one of the following:
    • Select one or more tax classes from the list, and click Add to add the tax classes.
    • Click Manage Objects to manage available tax classes. In Tax Classes, you can add, edit, or delete tax classes. Click the Recent tasks link to return to the Tax/GST tab, and click Add Tax Class to continue adding tax classes. For more information about managing tax classes, see the discussion about managing added objects.
  4. To remove a tax class from the list, click Delete the selected object next to the tax class.
  5. (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 subscriber data, or a field in the chargeable event), from Tax Class Selector, select the pre-defined tax selector that enables MATRIXX Engine to dynamically select the tax (or set of taxes) to apply based on the criteria.
  6. Click Save.
    The tax/GST settings are saved to the balance template.