Overview
This page outlines the differences and variations that US customers see when using Cumulus.
all pricing is calculated excluding tax
All pricing figures are stores in the system excluding tax.
All pricing is calculated excluding tax
US Order Creation
For US providers, orders can only be initiated via the Customer > Orders > Create New Order screen.
Order cannot be created through Services > New Order, even with the menu item displayed.
US Tax Fields
Sales Type Code
US service provider accounts will be assigned a Sales Type Code based on the type of business the company is. This can only be set by Emersion.
This feature modifies the tax rate as per the requirements of US tax rules. There are four sales types:
| Code | Sales Type |
|---|---|
| Null | Provider Default |
| B | Business |
| I | Industrial |
| L | Lifeline |
Additional Tax-Related Fields
When setting fees, a Transaction Type and Tax Situs Rule need to be selected so that tax can be calculated.
| Field | Description |
|---|---|
| Transaction Type | Refers to the type of product being sold |
| Tax Situs Rule | Refers to the tax jurisdiction |
These are shown as dropdown boxes underneath various fee-related fields throughout Cumulus, for example when creating service and package plans, contracts and product pricing. These fields can be seen in the below screenshot.
The US Tax Type
For US customers, the Tax Type column within a Cumulus list will always populate a row of data the value "US Tax".
When viewing lists in Cumulus, there will not be a Tax Inc field. This is true for all lists, such as package plan, service plan, product and override lists. This is because the tax calculations will vary based on individual customers, and therefore all pricing is calculated excluding tax.