# Chapter 4.2 - Account Customizations

Source: https://developer.avalara.com/products/communications/integration-guides/dev-guide_rest_v2/customizing-transactions/account-customizations/

-   [Previous](/communications/dev-guide_rest_v2/customizing-transactions/client-profiles/)
-   [Next](/communications/dev-guide_rest_v2/customizing-transactions/bundle-file/)

The components of client profile account customizations are:

-   [Customizations](#cust_files)
-   [Configuration options](#config_opt)

### Customization

Customizations allow you to change how the AFC tax engine produces the results of your [`CalcTaxes` request](/communications/dev-guide_rest_v2/reference/calc-taxes-request/).

Customization files include:

-   [Bundle](/communications/dev-guide_rest_v2/customizing-transactions/bundle-file/)
-   [Exclusion](/communications/dev-guide_rest_v2/customizing-transactions/exclusion-file/)
-   [Override](/communications/dev-guide_rest_v2/customizing-transactions/override-file/)
-   [Nexus](/communications/dev-guide_rest_v2/customizing-transactions/nexus-file/) (for use with Sales and Use transactions only)

Customization File

Description

[Bundle](/communications/dev-guide_rest_v2/customizing-transactions/bundle-file/)

Bundles enable you to:

1.  Associate a group of transaction/service pairs with an offering
2.  Specify the percentage of the sale amount to be applied to each transaction/service pair

When taxes are calculated for bundled transactions, the appropriate taxes are calculated for each transaction/service associated with the transaction/service type defined for the bundle

[Exclusion](/communications/dev-guide_rest_v2/customizing-transactions/exclusion-file/)

Removes a jurisdiction from consideration as the taxing jurisdiction

[Override](/communications/dev-guide_rest_v2/customizing-transactions/override-file/)

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

[Nexus](/communications/dev-guide_rest_v2/customizing-transactions/nexus-file/)

Indicates the jurisdictions that require you to calculate Sales and Use (SAU) taxes

### Configuration Options

Configuration options are used to modify the operation of the AFC tax engine.

Configuration Option

Settings

Description

Return Non-Billable

-   False
-   True

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](/communications/dev-guide_rest_v2/reference/calc-taxes-response/)

Safe Harbor TAM Override(s)

-   Cellular
-   VoIP
-   Paging

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

-   `0`: Single pass
-   `1`: IterateOnTaxAmount
-   `2`: IterateOnTaxableMeasure

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

-   `0`: Individual
-   `1`: Aggregate

Self-Tax Algorithm determines whether taxes that are classified as self-taxing should be calculated individually or in aggregate

### Managing your Profiles

Profiles can be managed in the Communications Customer Portal.For instructions on how to Add, Edit, and Delete your Profiles, [click here](https://help.avalara.com/AvaTax_for_Communications/Customer_Portal/Create_a_Profile_to_customize_your_tax_calculation_settings).