Tax & credits handling
Finance usually needs gross figures; engineering usually thinks net. CloudOptify recognizes tax, credits, and refunds as their own charge types and lets the organization choose how each is treated — then applies that choice everywhere.
Where the charge types come from
Section titled “Where the charge types come from”- Azure — the Cost Management API returns tax as separate Tax line items; connected Cost Management exports are classified by their charge category (tax, credit, refund).
- AWS — Cost Explorer reports tax as a Tax service for tax-applicable regions (EU VAT, AU GST, …); a connected CUR is classified by line-item type, so tax, credits, and refunds are recognized exactly as they appear on the invoice.
Tax modes
Section titled “Tax modes”In Settings → Cost Data, an admin or owner picks one of three modes:
| Mode | Effect |
|---|---|
| Include | Tax rows count in all figures — the cloud-provider default. |
| Exclude | Tax rows are stripped; every figure reflects pre-tax spend. |
| Allocate | Tax rows are removed as separate lines, then spread proportionally across the services and teams that incurred them. |
Credits & refunds modes
Section titled “Credits & refunds modes”Promotional credits and refunds (negative amounts) get the same three choices, set independently of tax:
- Include — totals show your net, invoiced spend (default).
- Exclude — totals show gross consumption, unaffected by one-off credits. Useful when credits are temporary and you budget on true usage.
- Allocate — each account’s credits are spread proportionally across its own services.
Where it applies
Section titled “Where it applies”Both settings flow through everything:
- Dashboard KPIs (the total-spend tile also shows the tax portion when included)
- Cost Analysis, Cost Comparison, Cloud Map, and group reports
- Forecasts and budget alert evaluation
- Excel/PDF exports and scheduled reports
Visibility
Section titled “Visibility”- Where tax is included, figures show the tax portion explicitly (e.g. “incl. €3,079 tax”).
- The tax summary shows the effective tax rate per cloud — Azure and AWS side by side — so different billing jurisdictions are obvious at a glance, plus per-subscription and per-group breakdowns.