Account Taxation
Learn how taxes are applied on invoices in CIS.
Taxes are applied at the time of invoicing. Tax rates are updated once a month on the night of the last day of the month.
There are various aspects that control how taxes are charged.
Customer Type - The following Customer Type associated with the account affects how it
is taxed:
- Commercial
- Residential
- Industrial
- Manufacturing
Note: Tax Exemption - This is expressed via the
Tax Assessment
or
Tax
flags. Tax exemption can be full or partial. For example, a farmhouse
gets 40% tax exemption. Note: Customer Taxable - Taxes can be turned off at
the Customer level if needed.
Charges Invoiced- RateDetail.Taxable - Different rates can be taxable or nontaxable.
- Charge type - The
RateDetail
>RateDescription.ItemCode
andGroupCode
specify the type of charge that is being processed. For example, an energy charge is different from a gas charge and a gas charge is different from a utility delivery charge. When creating or setting the Rate Description in a new billing scenario, these two fields map to Item and Group in the CCHTax database.
Location
The service location's geocode (Premise - Address. Geocode) is where the good is consumed. These tax rates differ based on locations.