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Create Tax Charges

Please Create a Charge according to the Plans and Charges document


  • Login to your portal as an Admin.

  • On the navigation bar scroll over Plans>> Plans and Charges

  • Select your Plan

  • Under Charges, click on Create

Fig 10.0 shows how to Create a Charge

  • Name your Charge and Enter the appropriate Charge Code as explained in Plans and Charges

  • Charge Type: The Charge Type can be One Time or Recurring depending on the configuration of the Plans. Here in this example we have chosen Recurring Charge as the option as we need to bill the customer on a monthly basis

Fig 10.1 shows how to Create a Tax (Recurring) Charge

  • Pricing Type: The pricing type for Tax charges can be one the below


  1. Percent Of Total (fixed % of total amount): This option will apply the Tax to all the Charges present in the Plan on the whole.

  2. Percent Of Coded Items (% of items sharing the same Tax Code): This will apply the Tax to the individual charges present in the Plan.

  3. Percent entered at Order placement (% varies by Order): This option will apply the Tax to all the Charges present in the Plan on the whole but it will depend on the Order created.

  4. Percent of coded items (% varies by Order): This will apply the Tax to the individual charges present in the Plan but will depend on the Order created.

In this example we have chosen Percent Of Coded Items (% of items sharing the same Tax Code) since we want to apply the Tax to all the charges present in the plan.

Fig 10.2 shows how to Create a Pricing Type

  • Enter the percent of the tax as below by clicking on the Add Row button

Fig 10.3 shows how to enter a percent charge

  • Click on Show Advanced Options

  • Check the Tax Charge box

  • Enter the Price Code (as entered above) here in the Tax Code field

  • Click SAVE

  • Now this Tax Charge needs to be applied to the Charges present in the Video Rental Unlimited Plan

  • Click on a Charge of the plan and Click Edit

Fig 10.4 shows how to assign a Tax code to a Charge

  • Scroll down and click on Show Advanced Options

  • Enter the Tax Code assigned to the Service Tax charge ST in the Tax Code field

Fig 10.5 shows how to assign a Tax Code to a charge.


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