Tax rules

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Hostcontrol has a tax engine which calculates tax on invoices based on the rules you entered. This allows you to calculate taxes automatically, per invoice (instead of doing it manually).

These rules can be set to trigger on the type of customer, or the country of origin of the customer.

Add a tax rule

Follow these steps to set up a tax rule:

  • Log in to your Reseller Area and go to Finance -> Invoices -> Tax rules

Tax rules v2.png

  • Go to Actions -> Add tax rule

Taxrules2.jpg

  • Set the triggers as you want. For details about the triggers, see the chapter: Triggers
  • Save to apply changes.

Edit a tax rule

Follow these steps to edit a tax rule:

  • Log in to your Reseller Area and go to Finance -> Invoices -> Tax rules

Tax rules v2.pngg

  • Click on modify behind the tax rule you want to edit
  • Set the triggers as you want. For details about the triggers, see the chapter: Triggers
  • Save to apply changes.

Triggers

Creating a new tax rule allows you to set what it triggers on:

  • Product categories: Domain, hosting, deposit, ssl


Taxrule1.png

  • Customer category: person or company


Taxrule2.png

  • Name: Name of the tax rule


Taxrule3.png

  • Countries: Which countries this rule applies for.


Taxrule4.png

  • Rate: How much is added to each invoice line.


Taxrule5.png

  • Priority: The priority of the tax rule. Determines whether this rule is checked "first" or "later".


Taxrule6.png

  • Description: Optional field that displays text.


Taxrule7.png

  • Active from: Optional, allows for a date.
  • Active till: Optional, allows for a date.


Taxrule8.png

  • Display total: Whether a total is displayed.


Taxrule9.png

  • Invoice template (static): Allows you to map specific text to applied tax rules.


Taxrule10.png

How it works

At the creation of each invoice line, the line is passed through the tax engine. This determines what rule applies, at which point the engine adds the specified rate to the amount set for that line.

The rules are checked according to their priority, which means the lowest priority triggers last. In the example below, this means that the World rule is checked last. Tax rules.png

This process is checked once per invoice line. This means once a tax rule is applied, no other tax rules will be checked. A customer invoiced with EU-Person will not fall into the World category.