Tax
The Tax tab provides tax-related information and is divided into three sub-reports. To view the reports in this tab, log in to ChargePoint Platform and navigate to Reports > Financial > Tax.
Tax Summary
The Tax Summary option provides a monthly breakdown of the total tax collected from drivers and remitted by ChargePoint based on the tax rules you have defined. Refer to the following table for detailed explanation of each field.
Use the Show/Hide Columns option to customize the fields that appear in the report.
|
Field |
Description |
|---|---|
|
Company Name |
Name of the company collecting the tax. |
|
Tax Rule Name |
Name of the tax rule applied to the transactions. |
|
Text to display to driver |
Message shown to drivers regarding the applied tax. |
|
Customer Tax Rule ID |
Unique identifier for the customer-specific tax rule. |
|
Currency |
Currency in which the tax amounts are calculated. |
|
Taxable Session Fees |
Total session fees subject to taxation. |
|
Tax Rate |
Percentage rate applied to taxable session fees. |
|
Tax Collected |
Total amount of tax collected for the specified period. |
|
Transaction Month |
Calendar month in which the transactions occurred. |
You can apply multiple filters to narrow down the data. Select the Add Filter button to include additional fields. Select Contains/Does Not Contain/Is from the drop-down list. Select Match all or Match any radio button. Click Apply Filters to take into consideration the selection made in the filter and generate the report.
Click the Export button to download the data for analysis, auditing, troubleshooting, or compliance tracking.
Export (visible columns): Exports only the fields selected in the Show/Hide Columns.
Export (all columns): Exports all connection data fields, regardless of visibility.
Tax Detail
The Tax Detail option provides a comprehensive breakdown of all transactions (charging sessions) that incurred taxes based on the tax rules you have defined. It serves as the detailed data-set behind the Tax Summary Report. Each row in this report represents per session and per tax rule. If multiple tax rules apply to a session (for example: sales tax and franchise tax), the session will appear in multiple rows, one per tax rule. Refer to the following table for detailed explanation of each field.
Use the Show/Hide Columns option to customize the fields that appear in the report.
|
Field |
Description |
|---|---|
|
Company Name |
Name of the company collecting the tax. |
|
Remittance ID |
Unique identifier for the remittance transaction. |
|
Station Name |
Name of the station where the session occurred. |
|
Pricing Rule |
Name of the pricing rule applied to the session. |
|
Tax Rule Name |
Name of the tax rule applied to the transaction. |
|
Text to display to driver |
Message shown to drivers regarding the applied tax.. |
|
Customer Tax Rule ID |
Unique identifier for the customer-specific tax rule. |
|
Currency |
Currency in which the tax and session fees are calculated. |
|
Transaction Date (Pacific Time) |
Date the transaction was processed, in Pacific Time. |
|
Transaction ID |
Unique identifier for the transaction. |
|
Transaction Type |
Type of transaction, such as Session, Reservation, or Adjustment. |
|
Taxable Session Fees |
Total session fees subject to taxation. |
|
Tax Rate |
Percentage rate applied to the taxable session fees. |
|
Tax Collected |
Amount of tax collected for the transaction. |
|
Exchange Rate (USD 1.000) |
Conversion rate applied for USD to local currency. |
You can apply multiple filters to narrow down the data. Select the Add Filter button to include additional fields. Select Contains/Does Not Contain/Is from the drop-down list. Select Match all or Match any radio button. Click Apply Filters to take into consideration the selection made in the filter and generate the report.
Click the Export button to download the data for analysis, auditing, troubleshooting, or compliance tracking.
Export (visible columns): Exports only the fields selected in the Show/Hide Columns.
Export (all columns): Exports all connection data fields, regardless of visibility.
Usage and Fees
Consolidates data from multiple reports into a single, comprehensive listing, making it easier to review overall usage and associated fees. Refer to the following table for detailed explanation of each field.
Use the Show/Hide Columns option to customize the fields that appear in the report.
|
Field |
Description |
|---|---|
|
Org Name |
Name of the organization that operates the station. |
|
Station Name |
Name of the charging station where the session occurred. |
|
EVSE ID |
Unique identifier for the Electric Vehicle Supply Equipment (EVSE). |
|
Service Delivery Point ID |
Identifier for the electric utility's service delivery location. |
|
Port Number |
Number of the port used during the charging session. |
|
Account ID |
Unique identifier for the driver’s ChargePoint account. |
|
Plug In Event ID |
Unique identifier for the plug-in event during the session. |
|
Start Date |
Date when the charging session started. |
|
Start Time Zone |
Time zone in which the session start time is recorded. |
|
End Date |
Date when the charging session ended. |
|
End Time Zone |
Time zone in which the session end time is recorded. |
|
Transaction ID |
Unique identifier for the transaction. |
|
Transaction Date |
Date the transaction was processed. |
|
Pricing Rule Name |
Name of the pricing rule applied to the session. |
|
User ID |
Internal identifier assigned to the user or driver. |
|
Fleet Name |
Name of the fleet associated with the driver or session. |
|
Energy |
Total energy consumed during the session, in kilowatt-hours (kWh). |
|
Gross Amount |
Total session amount before deductions. |
|
Flex Billing Service Fee |
Fee charged for using Flex Billing services. |
|
Net Revenue |
Revenue earned by the organization after fees and taxes. |
|
Overstay Fee |
Fee charged for occupying the charging port beyond the allowed time. |
|
Franchise Fees and Taxes |
Amount of franchise fees and taxes applied to the session. |
Tax reports are available only to organizations in the U.S. that have enabled the tax facility as part of Flex Billing service. To enable this feature, contact ChargePointSupport.
You can apply multiple filters to narrow down the data. Select the Add Filter button to include additional fields. Select Contains/Does Not Contain/Is from the drop-down list. Select Match all or Match any radio button. Click Apply Filters to take into consideration the selection made in the filter and generate the report.
Click the Export button to download the data for analysis, auditing, troubleshooting, or compliance tracking.
Export (visible columns): Exports only the fields selected in the Show/Hide Columns.
Export (all columns): Exports all connection data fields, regardless of visibility.
Reports will be empty if stations are set to free access.
