CCHSureTax contains the provider/consumer rules for when a tax should or can be passed on to the consumer.
The pass-through tax override allows you to change the default configuration of provider-based versus consumer-based taxes, thus controlling when a tax is returned to a customer in the calculation process. All taxes that are designated as pass through taxes are computed in the tax calculation process, but kept in a distinct repository for review and analysis and not sent through to the CCHSureTax reports. These taxes are kept separate from the repository used for the standard tax calculations.
By default, the system passes through all taxes, fees, and surcharges that are designated as "Pass-Through – Required" as well as "Pass-Through – Optional."
To add a pass-through tax override, do the following:
Select Menu > Overrides > Rule and Rate Overrides, click Pass-through tax and click or click in the upper right and select Override > Pass-through tax. The Add a Pass-Through Tax Override dialog displays.
Enter a TAX OVERRIDE ID. This field is required. It is pre-populated with a system-generated ID. You can change this to a custom ID if necessary by clicking .
Make a selection in the Pass-through purpose field.
Enter the Threshold Amount as a decimal. For example, if you want the threshold to be 100%, enter 1. If you want the threshold to be 65%, enter 0.65.
Click Lookup beside the Geocode field. The Find Geocodes dialog displays.
Select as many of the following items as you can. The more items you select, the more accurate the geocode will be.
Country (US or Canada)
State
County
City
District
Click Search. The geocodes that match your selections display in the grid.
Select the correct geocode from the results.
Click Save & Go Back. The Find Geocodes dialog closes and the Geocode field is populated with the correct geocode.
Select the dates for the Effective date and End date fields.
Select the Tax type. This is the type of tax that will be overridden.
Select the Tax category. This is the tax category associated with the tax type you selected above.
Enter the Override reason.
Select the Product group. This is the product group classification of a product or service.
Select the Product item. This is the product item that is associated with the product group.
Select the Transaction type code. This is the CCHSureTax transaction type code that is associated with the product group and product item.
Select the Customer type. This is the customer type, such as business, residential, industrial, etc.
Select the Provider type. This is the provider (regulatory) type, such as ILEC, CLEC, VoIP, Wireless, etc.
To edit a pass-through tax override, do the following:
Select Menu > Overrides > Rule and Rate Overrides.
Click Pass-through tax.
Scroll down, and select the Pass-through tax override state you want to change. The dialog for that state appears.
Click next to the appropriate override. The Edit a Pass-through Tax Override dialog displays.
Edit the Pass-through purpose, Threshold amount, End date, Override reason, and Transaction type code information as required. The rest of the fields are read-only.
To view the revision history of pass-through tax, do the following:
Select Menu > Overrides > Rule and Rate Overrides.
Click Pass-through tax.
Click below the graph and to the right.
A grid displays the detailed revision history.
On the revision history page, you can filter the details by selecting in the upper right. You can also export the results by selecting in the upper right.
Adding a Pass-through Tax Override
or click 
in the upper right and select Override > Pass-through tax. The Add a Pass-Through Tax Override dialog displays.
.
below the graph and to the right.
in the upper right. You can also export the results by selecting
in the upper right. 
. The Importing Pass-through Tax Overrides wizard displays.
next to the appropriate override.