How to Configure FUSF Overrides

How to Set-Up A Percent Taxable Override for FUSF

If your business has conducted a traffic study and would like to override the Safe Harbor % Taxable for the Federal Universal ServiceFund within CereTax, follow the steps outlined below. Be sure to consult with your Trusted Tax Advisor before implementing any overrides.

Create the Rule Type

1. Once logged into CereTax, navigate to Rules >Manage Rule Types

2. Select the Profile that this Rule Type is for. If there is only one Profile, this should already be displayed as the default

3. Click + Rule Type

4. Enter the Rule Type Name

5. Select the Rule Level. For this type of configuration, the Rule Level will be Tax.

6. Click Create Rule Type

If there are multiple Profiles within your CereTax account and this Rule Type is needed for each Profile, complete these steps for each Profile.

Set the Criteria and Action Elements

1. Click the Edit icon next to the newly created Rule Type

2 . Set the Criteria element as percentTaxableTypeCode by dragging the percentTaxableType.percentTaxableTypeCode field to the Criteria Element Table

3. Set the Action element as percentTaxable by dragging the percentTaxable field to the Action Element Table

4. Click Save Elements

Create the Rule

1. Navigate to Rules > Manage Rules

2. Select the Profile that this Rule Type is for. If there is only one Profile, this should already be displayed as the default.

3. Click Set-up New Rule

4. Fill out the following fields on the Create Rule form:

  • Rule Name: Enter a name for your rule, ex. “Override FUSF % Taxable”. This field has a maximum value of 50 characters.
  • Description: If desired, enter a description for this rule, “Overrides the FUSF Safe Harbor Rate to Traffic Study Results”. This field has a maximum value of 200 characters.
  • Start Effective Date: Enter the start date this rule is in effect for, ex. 01/01/2024
  • End Effective Date: Enter the end date for this rule, ex. 12/31/2099
  • Rule Type: Select the Rule Type that was created in the previous step
  • Status: Select Active

Add the Criteria Elements

1. Click + Add criteria

2. Fill out the following fields on the Add Criteria form:

  • Criteria Element: select “percentTaxableType.percentTaxableTypeCode”from the drop-down
  • Operator: select “equals” from the drop-down
  • Select Value and enter 03

3. Click Add Criteria

Add the Action Elements

1. Click + Add action

2. Fill out the following fields on the Add Action form:

  • Action Element: select “percentTaxable”from the drop-down.
  • Select Value and enter the % value of your traffic study in decimal format, ex. enter 0.15 if you want to override the percent taxable to 15%. The value entered must be in this format.

 3. Click Add Action

Save & Sync the Rule

1. Once returned to the Create Rule screen, click Create Rule.

2. Once returned to the main Manage Rules screen, click Sync Rules.