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Connect Tax Engines

Zuora

Connect Tax Engines

The Connect Tax Engines feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

Zuora provides Connect tax engines for integration with a third-party tax engine through tax connector apps. 

See Configurable Tax app for information about purchasing and installing tax apps for your organization.

Set Up Connect Tax Engines

You can set up a Connect tax engine to integrate with a third-party tax engine for tax automation via Zuora's tax connector apps.

To set up Connect tax engines:

  1. Click your username at the top right and navigate to Billing > Billing Settings.
  2. Click Setup External Tax Engine.
  3. Select Connect Tax Engine from the list, and click setup new tax engine.
  4. In the Basic Information area on the Setup Tax Engine page, specify the basic information for the new tax engine:
    1. In the Name field, specify a name for the new Connect tax engine.
    2. In the Connect Url field, specify the URL of Zuora's corresponding tax connector app to connect to. 
    3. In the Connect Token field, specify the token to connect to Zuora's corresponding tax connector app.
    4. Click test connection to verify that you can successfully connect to Zuora's corresponding tax connector app.
  5. In the Custom Fields sent to Open Tax Connector area, select the custom fields that you want to send to Zuora's corresponding tax connector app to help tax calculation.
  6. Click save to save the configurations.

Limitations

Currently, you can use at most 40 company codes for integration with a third-party tax engine through a configurable Tax app.

A single tax calculation request sent to a tax app can have a maximum of 1,000 taxable items. The request will fail and an error message will be returned in the following example scenarios:

  • You want to post an invoice that contains more than 1,000 invoice items.
  • You want to create an order to add a product with 20 monthly charge segments for two years, and a total of 2,400 items will be contained in the tax calculation request.

This is a Zuora-defined limitation to ensure a stable integration across different tax vendors. If you have confirmed with your vendor that a higher number of taxable items can be processed in a timely manner (within 90 seconds), submit a request at Zuora Global Support and ask to test a higher limit.