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
Percent Of Total (fixed % of total amount): This option will apply the Tax to all the Charges present in the Plan on the whole.
Percent Of Coded Items (% of items sharing the same Tax Code): This will apply the Tax to the individual charges present in the Plan.
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.
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
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.