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MATRIXX Pricing and Rating
Pricing
Taxation
MATRIXX supports two types of taxation: tax classes and selectors, and US taxation. Tax classes specify tax rates or fixed taxes, and tax selectors dynamically select the tax rate, and apply one or more taxes to a charge. US taxation determines the taxes for a given location, and specifies the tax type, product category the tax applies to, and the tax authority who receives the tax based on CCH tax data.
Applying Different Tax Treatment
When balances in the wallet are taxed externally before entering the MATRIXX system, these balances should not be taxed again for the same taxes when used to pay for charges.

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MATRIXX Pricing and Rating
- About Pricing and Rating
  MATRIXX Pricing and Rating provides an introduction to MATRIXX pricing and rating functionality and describes how to define the catalog components necessary for rating and policy selection. It also provides an overview of the MATRIXX rating process and an introduction to My MATRIXX, a web-based user interface application you use to create and manage product catalogs.
- Rating
  The following information describes MATRIXX Charging Application rating functionality.
- Pricing
  - Pricing Overview
    The MATRIXX pricing model is highly flexible and enables you to create innovative service offerings and tailor pricing to subscriber needs. It is compatible with the TM Forum (TMF) Shared Information/Data (SID) model.
  - Pricing Data
    The MATRIXX Engine pricing data model is compatible with the Shared Information/Data (SID) standard, as defined by the TM Forum (TMF).
  - Pricing Corrections and Revisions
    Make corrections and revisions to all pricing items except balance classes, meter classes, balances, meters, and products. For information about product offer versions, see the discussion about product offers.
  - Updating Pricing After Purchase
    Not all pricing items can be updated after pricing is loaded and subscribers are using it.
  - Pricing Plans
    Pricing plans define the pricing and policies that allow you to control how you provide services to subscribers and how you are paid for those services. Pricing plans are comprised of catalog items, offers, bundles, and supporting objects required to implement pricing.
  - Planning a Pricing Plan
    Before you create a _glossary/pricing_plan.html, determine how you want to name, organize, and set up the items that form planning a pricing plan.
  - Deploying a Pricing Plan
    Deploying a pricing plan involves compiling the pricing plan into a configuration file and loading the configuration file into the pricing database. During compilation, the pricing schema is validated and any errors that occur are displayed.
  - Group-Owned Pricing
    Groups can own product offers that define service pricing for group members. The product offers can define pricing for both usage and non-usage event types.
  - Taxation
    MATRIXX supports two types of taxation: tax classes and selectors, and US taxation. Tax classes specify tax rates or fixed taxes, and tax selectors dynamically select the tax rate, and apply one or more taxes to a charge. US taxation determines the taxes for a given location, and specifies the tax type, product category the tax applies to, and the tax authority who receives the tax based on CCH tax data.
    - Tax Class Taxation Calculation
      This section describes tax class taxation calculation in MATRIXX.
    - US Taxation
      US taxes are imposed on general merchandise sales (for example, mobile device purchase), and communication services (for example, video download to a mobile device). US tax determines the taxes for a given location and specifies the tax type (for example, state sales tax), the product category the tax applies to (for example, data), and the tax authority who receives the tax (for example, county).
    - Applying Different Tax Treatment
      When balances in the wallet are taxed externally before entering the MATRIXX system, these balances should not be taxed again for the same taxes when used to pay for charges.
    - Taxable Recharge
      Some US states require sellers and suppliers of prepaid wireless services to collect emergency telephone users surcharge (ETUS), for example 911 and 988, and local charges, for example, sales tax, on each transaction involving prepaid wireless services.
- Appendices
MATRIXX Pay Now
MATRIXX Subscriber Management
MATRIXX Subscriber Management API
MATRIXX Business API SDK
My MATRIXX Help
MATRIXX Backoffice Customer Tool Help
MATRIXX Third-Party Licenses
Glossary

Applying Different Tax Treatment

When balances in the wallet are taxed externally before entering the MATRIXX system, these balances should not be taxed again for the same taxes when used to pay for charges.

For tax class taxation, if an application profile is defined with a tax selector and a charge is to be split among several balances, the selector is run for each balance to determine the tax classes for each balance type. Deposit pricing components can be used to determine credit balances and calculate tax payments.

Note: Tax class taxation and US taxation are mutually exclusive and cannot be used together.

Balance templates can be extended during configuration to include custom fields that hold provider-specific information. The custom fields can be identified in normalizers and rating formulas to influence how rating and charging occur. These can be used to track balances that are subject to different tax treatment.

Only tax selectors can normalize on balance template extensions. Tax selectors define the criteria for choosing a tax selection profile as a set of normalized values. During rating, the normalizers associated with a tax selector are used to compare one or more parameters to a value. When MATRIXX Engine finds a match, it selects an index in the tax-selector matrix which leads to the tax selection profile (result) to apply.

For more information about extending balance templates, see the discussion about balance template extension. For more information about tax selectors, see the discussion about tax selectors in My MATRIXX Help.