Vision
Configure tax codes in Zuora Billing
A tax code is used to identify which tax rules and rates to apply to a specific charge.
Tax codes
There is a one-to-many relationship between tax codes and products. For example, a tax code can be “Apparel,” and that can map to hundreds of product SKUs for various clothing in various sizes and colors.
For many companies, a single tax code, such as “Internet Service,” is applicable to all products. Zuora Billing has the ability to store multiple Tax Codes in the system.
Create tax codes
Use the Zuora Billing Set Up Taxation Codes settings page to create tax codes. Once you have successfully imported a tax rate file, the tax code will be activated automatically.
To create a tax code, perform the following steps:
- Click your username at the top right and navigate to Billing > Set Up Taxation Codes.
- Click add new tax code, and enter values for the new code.
- Click save.
Tax Code Fields
| Field | Required? | Description |
|---|---|---|
| Tax Code Name | Yes | This is used to identify the tax code and is mapped to the product charge. |
| Accounting Code | No |
This accounting code is associated to the taxes in the export:
|
| Description | No |
This field is available from:
|