The components of client profile account customizations are:
Customization files allow you to change how the AFC tax engine produces the results of your CalcTaxes
request.
Customization files include:
Customization File | Description | File Extension | How To Create |
---|---|---|---|
Bundle | Bundles enable you to:
| .bdl | AFC Manager (AFC Bundler component) |
Exclusion | Removes a jurisdiction from consideration as the taxing jurisdiction | .exc | AFC Manager |
Override | Used to modify tax rates for a specified jurisdiction, alter the tax logic (how or when the tax is applied) for a Transaction/Service pair, and add or remove taxes from a Transaction/Service pair | .ovr | AFC Manager (Rate and Logic Modifier (RLM) component) |
Nexus | Indicates the jurisdictions that require you to calculate Sales and Use (SAU) taxes | .nex | AFC Manager - Sales and Use Viewer |
Configuration options are used to modify the operation of the AFC tax engine.
Configuration Option | Settings | Description |
---|---|---|
Return Non-Billable |
| Non-billable taxes are compliance-only taxes or fees that are used for filing and are not passed on to your user. This option allows you to specify if non-billable items are included (Return Non-Billable is true ) or excluded (Return Non-Billable is false ) in the CalcTaxes response |
Safe Harbor TAM Override(s) |
| Safe Harbor TAM Override configuration settings allow traffic study values to be applied to all transactions processed while using a client profile containing this configuration. The TAM values for Cellular, VoIP, and Paging are adjusted to reflect the percentages calculated in a traffic study |
Tax On Tax Algorithm |
| Tax on Tax Algorithm determines how to process taxes when taxes are based on the tax amount of other taxes. The AFC tax engine repeatedly calculates the tax on the additional tax amount until the tax amount (when using IterateOnTaxAmount) or taxable measure (when using IterateOnTaxableMeasure) is less than one half of one cent (0.005). Single Pass calculates tax once without any iteration |
Self-Tax Algorithm |
| Self-Tax Algorithm determines whether taxes that are classified as self-taxing should be calculated individually or in aggregate |
The /api/v2/profiles/GetProfiles
Customization endpoint returns a list of profiles based on the settings provided as URL parameters.
RequestedClientId
: Client Id associated with the profile(s) to be fetched. Using null
uses the Client Id set in the headerRequestedProfileId
: Profile Id to be fetched. Use 0
or null
to retrieve all profiles for the Client IdItemType
: Customization Item Type to be retrieved for the giving Profile Id and Client Id. Item Types include:client_profile_id
to be updated if changes are needed to an existing client profile