Charge type: Tax

The tax charge applies a tax percentage to a group of selected charges.

Configuring a Tax Charge

1. Go to Rate Modeler > Create or Edit > Rate.

2. Select the Charges tab.

3. Right-click in the tree pane and select Add Charge.

4. Select Tax from the dropdown menu.

5. Enter a Name and Description for the new charge and click OK.

6. Select the Class or classes to assign this charge to.

7. Enter the Charge Amount Effective Date.

8. Click OK.

9. In the Enter Value dialog, enter the amount for the Tax charge.

10. Enter a General Ledger Code or GL Code for the determinant block. This GL Code is often critical to the AMI Billing Export process. Most billing systems require a determinant-level identifier to process the billing determinants.

11. In the tree, click the name of the charge you just created (at the top level of the hierarchy).

12. Select a Prorate Type. If a billing period crosses an effective date, the proration type determines how the charge is applied.

    • Use End Date Price. A single billing determinant results. The charge that was current on the billing period’s end date is applied.

    • Use Start Date Price. A single billing determinant results. The charge that was current on the billing period’s start date is applied.

    • Effective Date. A single billing determinant results. This is the sum of two charge results, one for the billing period ranges before the effective dates, and one for after.

    • Use Separate Determinants. Two billing determinants result, one for each effective date range.

13. Select the Report Type for this charge.

    • Reportable. Charge results appear in reports.

    • Not Reportable. Charge results do not appear in reports.

14. (Optional) Select Apply To All Charges to apply this Tax charge to every charge in the current rate schedule. Leave this checkbox blank to apply the multiplier only to selected charges.

15. (If you selected Apply To All Charges, skip this step.) Click Add to add individual charges to this Tax charge.

16. Click Save on the toolbar.

17. (Optional) Right-click items in the tree to add more attributes at that level, or to modify or delete existing attributes.