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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.
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.

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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

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.

To manage ETUS and local charges, define a Recharge application profile in My MATRIXX, which specifies the taxes to be collected at the time of Pay Now recharge. When the Charging Server processes a Pay Now recharge or purchase offer request, the Charging Server determines if there is a purchased offer or a global offer with a Recharge application profile. If found, the taxes specified in the profile are applied. If there are multiple purchased offers with a Recharge application profile, the offer with the highest priority is used. The Pay Now transaction amount is the requested recharge amount plus taxes. If no purchased offers or global offers with a Recharge application profile are found, no taxes are collected for the Pay Now transaction.

Note: There are no price components for the Recharge application type.

Add a Recharge application profile using the Tax/GST tab in My MATRIXX when setting up a product offer. The specified taxes are added to the Pay Now transaction. Only tax-exclusive configuration is allowed. The Recharge application profile is used by the Recharge and PurchaseOffer SubMan APIs with Pay Now to determine which taxes and how much tax to collect at the time of a Pay Now transaction. For more information about adding the Recharge application profile to a product offer, see the discussions about applying Tax/GST classes and Tax/GST properties in My MATRIXX Help.

When the RefundPayment SubMan API is called to request a refund on a payment, the API response includes information about any charged taxes. For more information, see the discussion about recharge in MATRIXX Subscriber Management API.

The generated recharge or purchase event records the tax amounts including the applied taxes and offers. The balance update amount equals the recharge amount excluding taxes. The Pay Now transaction information is recorded in the Subscriber database and includes the amount, tax rate, tax amount, and applied offers. This information is used when a subscriber requests a refund.