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 and GroupCode 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.