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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.
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).
US Tax Refunds
When a US tax refund is issued to a subscriber due to cancelation, suspension, or usage refund, the appropriate tax amount must be refunded based on the US taxes and fees charged.

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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).
      - US Tax Database
        MATRIXX utilizes CCH tax data to calculate US taxes. US tax data is imported from CCH tax data, compiled in My MATRIXX, and output as compact MDC (CMDC) files, including a MATRIXX Data Container (MDC) file containing tax database metadata and status information.
      - Consumer- and Provider-Paid Taxes
        Taxes can be imposed on both consumers and providers. Taxing authorities regulate whether providers are permitted to pass a tax on to the consumer, and how the tax is passed on.
      - US Taxation and Product Offers
        A product offer is defined using a single application profile, for example, purchase, and the application profile specifies the taxes to be collected for each charge. To use CCH tax data on a product offer, the product group code and product item code must be defined and selected on the product offer. The provider type must be defined and optionally selected on the product offer. The charges in the offer must be specified as either tax inclusive or tax exclusive.
      - US Tax Refunds
        When a US tax refund is issued to a subscriber due to cancelation, suspension, or usage refund, the appropriate tax amount must be refunded based on the US taxes and fees charged.
      - Tax Exemption
        A list of exemption codes can be specified in the CCH tax data, including effective dates. For example, define exemption codes for charity and private foundations. The Charging Server uses the tax exemption code, customer type, and geocode (calculated from the service address or NPA-NXX) during tax calculation to determine whether the customer is exempt from paying the taxes.
      - Tax Fees
        Tax fees are fixed values assessed regardless of the charge amount and are calculated based on UnitType. The unit type specifies what is being taxed: access line, account, transaction, telephone number, or per subscriber. For example, a 911 fee is applied per access line. US taxation supports tax fees for non-usage charges only.
      - Tiered US Taxation
        Tiered taxes are tax rates or tax fees that differ based on the total transaction unit amount or price. When a US tax has a rate change based on the total price, more than one tax tier can apply in a single transaction. Tiers can be based on a base charge, for example, $0-$10, $10-$20.
      - US Tax Events, Notifications, and Queries
        When US taxation is enabled, Event Detail Records (EDRs) and notifications are generated during US taxation of purchase offer, cancel offer, estimated recurring charge, and refund.
    - 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

US Tax Refunds

When a US tax refund is issued to a subscriber due to cancelation, suspension, or usage refund, the appropriate tax amount must be refunded based on the US taxes and fees charged.

When recurring charges paid for a recurring cycle or purchase charges paid for a one time offer are refunded, the collected taxes and tax fees must also be refunded. In the case of a partial refund, tax fees are not returned, and a portion of the paid taxes must be returned; the returned tax amount is proportional to the returned charge amount. If tax fees are not refunded when an offer is suspended, tax fees are not charged when the offer is resumed in the same cycle.

For information about the taxes applied to the charge, see the TaxList and CarrierTaxList fields in the SubMan APIs MtxCycleBalanceUpdate and MtxPurchaseBalanceUpdate. For information about these fields, see the discussions about MtxCycleBalanceUpdate and MtxPurchaseBalanceUpdate in MATRIXX Subscriber Management API.

When a refund is issued to the subscriber, the seller is liable for less tax, and the consumer pays less tax. The reduced amount of the seller-paid tax is recorded in the Event Detail Record (EDR).

Note: The usage refund of one-time events—Immediate Event Charging (IECs)—is either a full refund or the requested amount. For a full refund, all taxes and tax fees are returned. For a requested amount, the usage refund event does not break down balance impacts to charges and taxes. For more information about US taxation events, see the discussion about US tax events, notifications, and queries.