Tax Selectors

Tax selectors enable MATRIXX Engine to dynamically select a tax (or a set of taxes) to apply to charges based on specified criteria. Tax selectors define the criteria and indicate the tax selection profiles that apply to the criteria. The tax selection profile contains the tax class identifiers of the tax (or set of taxes) to apply.

Note: You must deselect Use US Tax on Edit Tax Setting to enable Tax Selectors.

When you define how taxes are applied to charge price components contained in a product offer (by adding an Application Profile in the Tax/GST tab of a product offer revision), you can specify whether to use a tax selector for determining the taxes to apply. Tax selectors configuration is set on a per charge application type basis (usage, purchase, first-use, recurring, auto-renew, or cancel charges).

Note: If the application profile has a tax selector set (the TaxSelectorId field), the tax class (TaxClassIdArray field) in the application profile is ignored.

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 and 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.

Normalization on the following fields can be used for tax selectors:

  • Fields in the network message
  • Fields in the product offer custom extension
  • Fields in the bundle custom extension (if the product offer is part of a bundle)
  • Fields in the purchased offer (or purchased bundle) custom extension
  • Fields in the subscriber MATRIXX Data Container (MDC)
  • Fields in the device MDC
  • Fields in the group MDC
  • Fields in the subscriber wallet or group wallet database object; specifically: TaxLocation, TaxStatus, and TaxCertificate

For more information about normalization, see the discussion about normalization in MATRIXX Pricing and Rating.