1. New Tax Functionality Cover example with photo
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Cover example with photo
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Marcus Alig
Liz Davidson
Las Vegas, NV
April 26, 2016

2. © 2016 AirIT, an Amadeus company

3. Agenda Definitions Why was this added? How does it work? Setup Steps
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4. 1 Definitions Taxable Bill Rule Bill Rule that will Incur a Tax.
Tax Bill Rule
Bill Rule used to charge the Tax.
Key component in old functionality.
Only needed as dummy Rule Category in the new functionality
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5. 2 Why was this functionality added?
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6. Why was this functionality added?
Already Existing Tax Functionality (Old Process)
Issues:
Each Taxable Bill Rule needs to be Applied to the Tax Bill Rule.
Over time, as new Bill Rules added, easy to forget to Apply to the Tax rule.
Taxes on multiple Invoice Types require separate Tax Bill Rules for each Invoice Type.
New Method removes these issues.
© 2016 AirIT, an Amadeus company

7. Why was this functionality added?
New Method
No need for “Tax” Bill Rules on an Agreement.
Each regular Bill Rule is defined as Taxable or Non Taxable. That’s it
During BWA, all Taxable Amounts for a given Tax are summed and generated as a single line on the Invoice.
Multiple Taxes can be assessed on a single charge, such as GST and PST.
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8. Why was this functionality added?
NOTE: Both Old and New Methods will remain.
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9. 3 How does it work? Create Tax Types. Ex: GST, PST
Group Taxes together.
Rule Types – New Field to identify as Taxable.
Bill Rules – Specify the Tax Group.
Standard Billing Process
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The first 3 items are part of the One Time Setup
The Bill Rule step is an ongoing step that will occur each time a Bill Rule is added. Note that a default Tax Group can be specified for each Rule Type.

10. How does this work? Description that displays on the Invoice.
Create Tax Types
Description that displays on the Invoice.
Rate used for the Tax
Order of Taxes if multiple
© 2016 AirIT, an Amadeus company

11. How does this work? Just a display
Group Tax Types together
© 2016 AirIT, an Amadeus company
Just a display
A dummy Rule to allow billing engine to process

12. How does this work?
Rule Types – Flag Taxable rules
a) New Field to identify each Rule Type as Taxable or Non Taxable.
© 2016 AirIT, an Amadeus company

13. How does this work? Screenshot
Bill Rules – Specify the Tax Group
Screenshot
Specifying the Tax Group is all that is needed.
No longer need to have “Tax” Bill Rule or remembering to Apply rule to that Tax Bill Rule.
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14. How does this work? Bill Work Area shows Tax charges.
Standard Billing Process
Bill Work Area shows Tax charges.
Taxable items summed
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15. How does this work?
Standard Billing Process
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Taxes always display at bottom and sorted based on Display Order in Tax Types screen.

16. Durations for Tax Rates
How does this work?
What’s not Included
Durations for Tax Rates
Ex: New Rate going into effect 07/01/2016 and Old Rate effective until 06/30/2016.
Step Charges for Taxes
If needing this functionality, you can still use the old Tax method.
© 2016 AirIT, an Amadeu
Durations for Tax Rates
Ex: New Rate going into effect 07/01/2016 and Old Rate effective until 06/30/2016.
This would have added significant complexity to this process and was therefore not included.
This can be addressed by completing billing on old rate, then changing to the new rate.
Step Charges for Taxes
If needing this functionality, you can still use the old Tax process.

17. 4 Setup Steps Create Tax Types Create dummy Tax Rule Category / Type
(Tax Types screen)
Create dummy Tax Rule Category / Type
(Rule Categories screen)
Create Tax Groups
(Tax Groups screen)
Specify all Taxable Rule Types as Taxable
(Rule Types screen)
Update existing Taxable Bill Rules with the Tax Group
(Bill Rule Wizard)
Remove old Tax Bill Rule from Agreements
© 2016 AirIT, an Amadeus company
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18. Setup Steps Description that displays on the Invoice.
1) Create Tax Types
Description that displays on the Invoice.
Rate used for the Tax
Order of Taxes if multiple
© 2016 AirIT, an Amadeus company

19. Setup Steps
2) Create dummy Tax Rule Category / Type
Settings for both Rule Category and Rule Type are not used. Just need a placeholder.
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20. Setup Steps d) c) 3) Create Tax Groups
NOTE: A Tax Group is needed even if there is only one Tax.
Just a display
Dummy Rules created earlier to allow billing engine to process.
Define GL Codes.
If different GL Codes by Campus, create separate Tax Groups d)
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21. Setup Steps
4) Specify all Taxable Rule Types as Taxable
a) New Field to identify each Rule Type as Taxable or Non Taxable.
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22. Setup Steps Click the Edit Option.
5a) Update existing Taxable Bill Rules with the Tax Group (Bill Rule Wizard)
Click the Edit Option.
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23. Setup Steps Screenshot
5b) Update existing Taxable Bill Rules with the Tax Group (Bill Rule Wizard)
Screenshot
Click “Active and Future” so this changes any Future Bill Rules as well as the Active ones.
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24. Setup Steps
5c) Update existing Taxable Bill Rules with the Tax Group (Bill Rule Wizard)
Optionally specify any filters to limit the Agreements impacted.
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25. Setup Steps
5d) Update existing Taxable Bill Rules with the Tax Group (Bill Rule Wizard)
Tax Group was added into the Bill Rule Wizard for this purpose.
Pick the Tax Group.
© 2016 AirIT, an Amadeus company

26. Setup Steps
5d) Update existing Taxable Bill Rules with the Tax Group (Bill Rule Wizard)
© 2016 AirIT, an Amadeus company
This will update all the Bill Rules that meet the criteria.

27. Setup Steps Screenshot
5e) Update existing Taxable Bill Rules with the Tax Group (Bill Rule Wizard)
Screenshot
The Tax Group is now updated for all Agreements with that Bill Rule.
© 2016 AirIT, an Amadeus company

28. Setup Steps
6) Remove old Tax Bill Rule from Agreements
Repeat the Bill Rule Wizard process, but this time perform a Delete of the old Tax Rule.
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