Taxation Calculation Examples

This section provides example taxation calculations performed by MATRIXX Engine for various tax scenarios. The examples include the number calculations for each taxation scenario (the logical view of what is generated in the Event charge records) and a representative event (a purchase event) for each scenario.

This section includes the following taxation calculation examples:

  • One tax-inclusive charge and one balance.
  • Two tax-inclusive charges and two balances.
  • One tax-inclusive charge, one balance, and a percentage discount.
  • Two tax-inclusive charges, two balances, and a percentage discount.
  • One tax-exclusive charge and one balance.
  • Two tax-exclusive charges and two balances.
  • One tax-exclusive charge, one balance, and a percentage discount.
  • Two tax-exclusive charges, two balances, and a percentage discount.

One Tax-Inclusive Charge and One Balance

The taxation scenario:

  • No discounts apply.
  • One tax is included in a charge (tax-inclusive charge).
  • Charge amount without the tax (base charge) is $4.00.
  • Total balance impact (cost) of the charge is $5.00.
  • Tax is 25% of the base charge (tax rate of 0.25).

The number calculation for the taxation scenario: 

Charge:        $4.00  (5.00 / 1.25)
Tax:           $1.00  (25% * 4.00)
-------------------------------------------
Total impact:  $5.00

For tax-inclusive charges, you can configure MATRIXX Engine to split the total balance impact (cost) into the base charge (the charge without the tax) and the tax and display that in the Event Detail Records (EDRs).

A MATRIXX purchase event representative of the taxation scenario: 

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500610</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500610</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:1</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>1</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>25% tax</Name>
          <ExternalId>25% tax</ExternalId>
          <Rate>0.25</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:1</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:2</WalletId>
  <WalletOwnerId>0:1:5:1</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>5.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>4.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>1.0</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>
  <EventTime>2009-11-15T09:00:00.000000-08:00</EventTime>
  <EventId>DQW0:1:52:2</EventId>
  <DeleteCode>2</DeleteCode>
</MtxPurchaseEvent>

Two Tax-Inclusive Charges and Two Balances

The taxation scenario:

  • No discounts apply.
  • Two taxes are included in a charge (tax-inclusive charge).
    • $5.00 charge, inclusive of a 20% tax and a 5% tax.
  • Two balances: B1 has $2.00 available credit, B2 has unlimited credit: B1 is higher priority.
  • Both balances are taxable.

The number calculation for the taxation scenario: 

B1 Charge:       $1.60  (2.00 / 1.25, 2.00 is available credit on B1)
B1 Tax 1:        $0.32  (20% * 1.60)
B1 Tax 2:        $0.08  (5% * 1.60)
-------------------------------------------
B1 Total impact: $2.00


B2 Charge:       $2.40  (3.00/1.25, 3.00 is remaining charge after impacting B1)
B2 Tax 1:        $0.48  (20% * 2.40)
B2 Tax 2:        $0.12  (5% * 2.40)
-------------------------------------------
B2 Total impact: $3.00

A MATRIXX purchase event representative of the taxation scenario:

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500616</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500616</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:27</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>1</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>5% tax</Name>
          <ExternalId>5% tax</ExternalId>
          <Rate>0.05</Rate>
      </MtxEventAppliedTax>
      <MtxEventAppliedTax>
          <Name>20% tax</Name>
          <ExternalId>20% tax</ExternalId>
          <Rate>0.2</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:27</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:28</WalletId>
  <WalletOwnerId>0:1:5:27</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8401671</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>32</Flags>
          <Amount>2.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>3.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>3</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>1.6</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.32</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.08</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>2.4</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.48</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.12</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>2</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>
  <EventTime>2009-11-15T09:00:00.000000-08:00</EventTime>
  <EventId>DQW0:1:52:30</EventId>
  <DeleteCode>2</DeleteCode>
</MtxPurchaseEvent>

One Tax-Inclusive Charge, One Balance, and a Percentage Discount

The taxation scenario:

  • Percentage discount.
  • One tax is included in a charge (tax-inclusive charge).
    • $5.00 charge and 10% discount, inclusive of a 25% tax.
  • One balance is impacted.

The number calculation for the taxation scenario: 

Charge:         $4.00  (5.00 / 1.25)
Discount:      -$0.40  (-10% * 4.00)
Tax:            $1.00  (25% * 4.00)
Tax (disc.):   -$0.10  (25% * -0.40)
-------------------------------------------
Total impact:   $4.50

A MATRIXX purchase event representative of the taxation scenario: 

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500612</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500612</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:9</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>1</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>25% tax</Name>
          <ExternalId>25% tax</ExternalId>
          <Rate>0.25</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:9</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:10</WalletId>
  <WalletOwnerId>0:1:5:9</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>4.5</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>4.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>2</UpdateType>
          <Amount>-0.4</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>-0.1</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>1.0</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>

Two Tax-Inclusive Charges, Two Balances, and a Percentage Discount

The taxation scenario:

  • Percentage discount.
  • Two taxes are included in a charge (tax-inclusive charge).
    • $5.00 charge and 10% discount, inclusive of a 20% tax and a 5% tax.
  • Two balances are impacted.
    • Two balances: B1 has $2.00 available credit, B2 has unlimited credit: B1 is higher priority.
    • Both balances are taxable; impact is distributed to both balances.

The number calculation for the taxation scenario: 

B1 Charge:         $2.00	*
B1 Discount:      -$0.40  (10% * (5 / 1.25))
B1 Tax 1:          $0.40  (20% * 2.00)
B1 Tax 1 (disc.): -$0.08  (20% * -0.40)
B1 Tax 2:          $0.10  (5% * 2.00)
B1 Tax 1 (disc.): -$0.02  (5% * -0.40)
-------------------------------------------
B1 Total impact:   $2.00

B2 Charge:         $2.00 (2.50/1.25, 2.50 is remaining charge after impacting B1)
B2 Tax 1:          $0.40 (20% * 2.00)
B2 Tax 2:          $0.10 (5% * 2.00)
-------------------------------------------
B2 Total impact:   $2.50

* Calculation for B1 charge: ((2.00 + 0.50) / 1.25).  2.00 is available balance.  0.60 is total discount (including tax discount).

A MATRIXX purchase event representative of the taxation scenario:

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500618</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500618</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:43</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>1</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>5% tax</Name>
          <ExternalId>5% tax</ExternalId>
          <Rate>0.05</Rate>
      </MtxEventAppliedTax>
      <MtxEventAppliedTax>
          <Name>20% tax</Name>
          <ExternalId>20% tax</ExternalId>
          <Rate>0.2</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:43</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:44</WalletId>
  <WalletOwnerId>0:1:5:43</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8401671</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>32</Flags>
          <Amount>2.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>2.5</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>3</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>2.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>2</UpdateType>
          <Amount>-0.4</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>-0.08</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.4</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>-0.02</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.1</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>2.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.4</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.1</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>2</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>
  <EventTime>2009-11-15T09:00:00.000000-08:00</EventTime>
  <EventId>DQW0:1:52:62</EventId>
  <DeleteCode>2</DeleteCode>
</MtxPurchaseEvent>

One Tax-Exclusive Charge and One Balance

This example shows the balance impact breakdown in EDRs with tax exclusive pricing and the option of adding the taxes.

The taxation scenario:

  • No discounts apply.
  • One tax is excluded from a charge (tax-exclusive charge).
    • $4.00 tax exclusive charge, with a 25% tax.
  • One balance impacted.

The number calculation for the taxation scenario:

Charge:        $4.00
Tax:           $1.00  (25% * 4.00)
-------------------------------------------
Total impact:  $5.00

A MATRIXX purchase event representative of the taxation scenario:

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500611</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500611</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:5</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>0</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>25% tax</Name>
          <ExternalId>25% tax</ExternalId>
          <Rate>0.25</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:5</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:6</WalletId>
  <WalletOwnerId>0:1:5:5</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>5.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>4.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>1.0</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>
  <EventTime>2009-11-15T09:00:00.000000-08:00</EventTime>
  <EventId>DQW0:1:52:6</EventId>
  <DeleteCode>2</DeleteCode>
</MtxPurchaseEvent>

Two Tax-Exclusive Charges and Two Balances

The taxation scenario:

  • No discounts apply.
  • Two taxes are excluded from a charge (tax-exclusive charge).
    • $4.00 tax exclusive charge, with a 20% tax and a 5% tax.
  • Two balances impacted; taxes distributed to both balances.
    • B1 has $2.00 available credit, B2 has unlimited credit, B1 is higher priority: both balances are taxable.

The number calculation for the taxation scenario: 

B1 Charge:       $1.60  (2.00 / 1.25, 2.00 is available credit for B1)
B1 Tax 1:        $0.32  (20% * 1.60)
B1 Tax 2:        $0.08  (5% * 1.60)
-------------------------------------------
B1 Total impact: $2.00

B2 Charge:       $2.40  (2.40 is remaining charge after impacting B1)
B2 Tax 1:        $0.48  (20% * 2.40)
B2 Tax 2:        $0.12  (5% * 2.40)
-------------------------------------------
B2 Total impact: $3.00

A MATRIXX purchase event representative of the taxation scenario: 

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500617</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500617</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:35</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>0</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>5% tax</Name>
          <ExternalId>5% tax</ExternalId>
          <Rate>0.05</Rate>
      </MtxEventAppliedTax>
      <MtxEventAppliedTax>
          <Name>20% tax</Name>
          <ExternalId>20% tax</ExternalId>
          <Rate>0.2</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:35</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:36</WalletId>
  <WalletOwnerId>0:1:5:35</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8401671</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>32</Flags>
          <Amount>2.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>3.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>3</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>1.6</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.32</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.08</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>2.4</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.48</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.12</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>2</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>
  <EventTime>2009-11-15T09:00:00.000000-08:00</EventTime>
  <EventId>DQW0:1:52:46</EventId>
  <DeleteCode>2</DeleteCode>
</MtxPurchaseEvent>

One Tax-Exclusive Charge, One Balance, and a Percentage Discount

Taxation scenario:

  • Percentage discount.
  • One tax is excluded from a charge (tax-exclusive charge).
    • $4.00 tax exclusive charge and 10% discount, with a 25% tax.
  • One balance impacted.

The number calculation for the taxation scenario: 

Charge:        $4.00
Discount:     -$0.40  (-10% * 4.00)
Tax:           $0.90  (25% * 3.60)
-------------------------------------------
Total impact:  $4.50

A MATRIXX purchase event representative of the taxation scenario: 

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500613</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500613</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:13</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>0</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>25% tax</Name>
          <ExternalId>25% tax</ExternalId>
          <Rate>0.25</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:13</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:14</WalletId>
  <WalletOwnerId>0:1:5:13</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>4.5</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>4.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>2</UpdateType>
          <Amount>-0.4</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.9</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>
  <EventTime>2009-11-15T09:00:00.000000-08:00</EventTime>
  <EventId>DQW0:1:52:14</EventId>
  <DeleteCode>2</DeleteCode>
</MtxPurchaseEvent>

Two Tax-Exclusive Charges, Two Balances, and a Percentage Discount

Taxation scenario:

  • Percentage discount.
  • Two taxes are excluded from a charge (tax-exclusive charge).
    • $4.00 tax exclusive charge and 10% discount, with a 20% tax and a 5% tax.
  • Two balances impacted.
    • B1 has $2.00 available credit, B2 has unlimited credit: B1 is higher priority.
    • Both balances are taxable; impact is distributed to both balances.

The number calculation for the taxation scenario: 

B1 Charge:       $2.00  *
B1 Discount:    -$0.40  (10% * 4.00)
B1 Tax 1:        $0.32  (20% * 1.60)
B1 Tax 2:        $0.08  (5% * 1.60)
-------------------------------------------
B1 Total impact: $2.00

B2 Charge:       $2.00  (2.00 is remaining charge after impacting B1)
B2 Tax 1:        $0.40  (20% * 2.00)
B2 Tax 2:        $0.10  (5% * 2.00)
-------------------------------------------
B2 Total impact: $2.50

* Calculation for B1 charge: ((2.00 / 1.25) + 0.40).  2.00 is available balance. 0.40 is discount amount.

A MATRIXX purchase event representative of the taxation scenario: 

<MtxPurchaseEvent>
  <OfferInfoArray>
      <MtxPurchaseEventOfferInfo>
          <OfferId>500619</OfferId>
          <OfferVersion>0</OfferVersion>
          <ResourceId>1</ResourceId>
          <StartTime>1-01-01T00:00:00.000000Z</StartTime>
          <EndTime>65535-12-31T23:59:59.999999Z</EndTime>
      </MtxPurchaseEventOfferInfo>
  </OfferInfoArray>
  <EventTypeArray>
      <value>4</value>
  </EventTypeArray>
  <AppliedOfferArray>
      <MtxEventAppliedOffer>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <ProductOfferId>500619</ProductOfferId>
          <ProductOfferOwnerId>0:1:5:51</ProductOfferOwnerId>
          <ProductOfferResourceId>1</ProductOfferResourceId>
          <ProductOfferVersion>0</ProductOfferVersion>
          <ProductOfferIsTaxIncluded>0</ProductOfferIsTaxIncluded>
      </MtxEventAppliedOffer>
  </AppliedOfferArray>
  <AppliedTaxArray>
      <MtxEventAppliedTax>
          <Name>5% tax</Name>
          <ExternalId>5% tax</ExternalId>
          <Rate>0.05</Rate>
      </MtxEventAppliedTax>
      <MtxEventAppliedTax>
          <Name>20% tax</Name>
          <ExternalId>20% tax</ExternalId>
          <Rate>0.2</Rate>
      </MtxEventAppliedTax>
  </AppliedTaxArray>
  <InitiatorId>0:1:5:51</InitiatorId>
  <Flags>0</Flags>
  <WalletId>0:1:5:52</WalletId>
  <WalletOwnerId>0:1:5:51</WalletOwnerId>
  <BalanceUpdateArray>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8401671</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>2</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>32</Flags>
          <Amount>2.0</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>840</BalanceClassId>
          <BalanceTemplateId>8409991</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>1</BalanceResourceId>
          <BalanceStartTime>2009-11-01T00:00:00.000000-07:00</BalanceStartTime>
          <BalanceEndTime>2009-12-01T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>40</Flags>
          <Amount>2.5</Amount>
      </MtxBalanceUpdate>
      <MtxBalanceUpdate>
          <BalanceClassId>10000</BalanceClassId>
          <BalanceTemplateId>10001</BalanceTemplateId>
          <BalanceIntervalId>1</BalanceIntervalId>
          <BalanceResourceId>3</BalanceResourceId>
          <BalanceStartTime>2009-11-15T00:00:00.000000-08:00</BalanceStartTime>
          <BalanceEndTime>2009-12-15T00:00:00.000000-08:00</BalanceEndTime>
          <Flags>0</Flags>
          <Amount>-50.0</Amount>
      </MtxBalanceUpdate>
  </BalanceUpdateArray>
  <ChargeList>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>2.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>2</UpdateType>
          <Amount>-0.4</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.32</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>0</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.08</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>1</UpdateType>
          <Amount>2.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.4</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>1</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>1</BalanceUpdateIndex>
          <UpdateType>14</UpdateType>
          <Amount>0.1</Amount>
          <ImpactSource>1</ImpactSource>
          <AppliedTaxIndex>0</AppliedTaxIndex>
      </MtxEventCharge>
      <MtxEventCharge>
          <UsageQuantity>1.0</UsageQuantity>
          <UsageQuantityUnit>0</UsageQuantityUnit>
          <AppliedOfferIndex>0</AppliedOfferIndex>
          <BalanceUpdateIndex>2</BalanceUpdateIndex>
          <UpdateType>3</UpdateType>
          <Amount>-50.0</Amount>
          <ImpactSource>1</ImpactSource>
      </MtxEventCharge>
  </ChargeList>
  <EventTime>2009-11-15T09:00:00.000000-08:00</EventTime>
  <EventId>DQW0:1:52:78</EventId>
  <DeleteCode>2</DeleteCode>
</MtxPurchaseEvent>