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 |
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.
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