Calculation Rules For Bill Taxation Thresholds

Your calculation rules that bill for taxes require the following:

A characteristic that identifies them as calculation rules to include in taxation threshold comparisons
Calculation rule eligibility criteria to ensure that taxes are not calculated if the taxation threshold algorithm dictates this

Only one eligibility group on the calculation rule is required. It would look as follows:


Group No.	Group Description	If Group is True	If Group is False
1	Tax applies if total accumulated tax amount at the account's bill level exceeds the threshold amount	Apply calculation rule	Skip calculation rule

The following criteria will be required for this group:


Seq	Field to Compare	Comparison Method	If True	If False	If Insufficient Data
10	Bill characteristic: Characteristic type = Tax Not Applicable indicator	= YES	Group is false	Check next condition	Group is true
20	Characteristic Collection: Characteristic type = Tax Not Applicable	= YES	Group is false	Group is true	Group is true

Note:

The second criterion included above is used to evaluate the applicability of the tax on calculated adjustments. Since these adjustments are not yet linked to the bill, the first criterion cannot be used to evaluate the applicability of the tax threshold. The pre-bill completion algorithm C1-CPBC-TAXT instead adds the characteristic to the characteristic collection for use by the rate application when evaluating the adjustment's rate's eligibility rules. Refer to the ADJG-RT algorithm type for more information about the base package algorithm.

Fastpath:

For more information, refer to Designing Calculation Groups and Rules.

An additional calculation rule is required to bill for the tax rounding discrepancy as follows

Calculation Rule type = Service Quantity
UOM/TOU/SQI = the identifier of the service quantity containing the tax discrepancy amount
Value Type = Unit Rate
Value Source = Value
Value = 1