Upon initially setting up your billing, you will want to set the Taxes and Tax types.
They can be found in Settings -> Billing -> Taxes Tab:
1. Tax Types let you group certain types of taxes, for example, Labor, Transfers, Set up:
‘Add Tax Type’ tab has 2 fields:
- Name
- Integrator - To create a Tax type not associated with an Integrator, leave the integrator field blank. These kinds of Tax Types will be used in Camera Plans from Monitoring Center to Integrators.
2. Add Tax
‘Add Tax’ Tab has 7 fields to set:
- Name - This name will appear on invoices
- Amount - in percentage,
- Region - is a Country,
- Sub-region - is a province or territory. This field is optional (e.g. PST and HST for certain provinces. In case the Monitoring Center would like to apply some tax for the entire Region (Country), then the sub-region field should be empty)
- Tax Id - this is the tax account number to be shown on Invoices to customers.
- Integrator - To create the Tax Types that will be used in Camera Plans from Monitoring Center to Integrators, leave the Integrator field blank.
- Tax type - can be chosen out of created tax types. Several tax types can be chosen for one Tax.
Note: Monitoring Center is also responsible for creating the Tax types and Taxes that the Integrators will use for their Camera Plans and bill their Customers.
If the Monitoring Center creates a Tax Type and Taxes for an Integrator (which the Integrator will use for accounting), the ‘Integrator’ field should be filled.
The Tax Type will be marked with the Integrator’s name:
The same will show for the Taxes:
If the Integrator’s Customers are located in different territories, you are able to add sub-regions.
There is a special Tax Type and Tax for Integrators - Commission. It should be set by the Monitoring Center for every Integrator. This Tax will be used for a Plan prices’ difference in case the Monitoring Center bills an Integrator’s Customer directly.
If the Monitoring Center creates a Tax Type and Taxes for its own use (will be used in invoices sent by Monitoring Center to Integrators and Customers), the ‘Integrator’ field has to be empty. The taxes will apply based on the Integrator’s/Customer’s Region and Sub-region: