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Set Up Tax Codes

Zuora

Set Up Tax Codes

You can configure tax codes for Zuora TaxAvalara tax engine, and Connect Tax Engines

Add a tax code for Zuora Tax

To set up a tax code that uses Zuora Tax:

  1. Click your username at the top right and navigate to SettingsBilling.
  2. Click Setup Taxation Codes.
  3. Click add new tax code.
  4. Enter the following information in the Basic Information panel: 
    1. Specify a name in the Tax Code Name field to identify the tax code. This field is used to map to the product charge. 
    2. Select Zuora Tax from the Tax Engine list. This field selects which of your configured tax engines will be used to calculate tax rates for this tax code.
    3. Specify the tax code description in the Description field. This field is available in the following documents:
      • invoice Details Export
      • Credit Taxation Item Details Export (This feature is in Limited Availability.)
      • Debit Taxation Item Details Export (This feature is in Limited Availability.)
    4. Click save.
  5. Import tax rates to Zuora:
    1. Click Choose File in the Zuora Tax Engine: Tax Rates panel to locate the CSV file to import, and then click import tax rates. You can download the tax rate import file template in CSV format by clicking the here link. Refer to this sample file and see Load Tax Rates for the definition of the CSV file fields.
    2. Click Ok when Zuora confirms that the tax rates have been uploaded.  

If you have successfully uploaded the CSV file, the tax code is now activated.

Add a tax code for Avalara

This feature is in Controlled ReleaseSubmit a request at Zuora Global Support to get this feature enabled for your tenant.

To set up a tax code that uses the Avalara tax engine:

  1. Click your username at the top right and navigate to SettingsBilling.
  2. Click Setup Taxation Codes.
  3. Click add new tax code.
  4. Enter the following information in the Basic Information panel:
    1. Specify a name in the Tax Code Name field to identify the tax code. This field is used to map to the product charge, for example, Freight service.
    2. Select the name of the Avalara tax engine from the Tax Engine list, for example,  Zuora SE. This field selects which of your configured tax engines will be used to calculate tax rates for this tax code. See Set Up Connections to Avalara for how to set up an Avalara tax engine.
    3. Select the Avalara Company Code from the list. This is the unique code that identifies the company in the AvaTax account. See Set Up Connections to Avalara for more information.
    4. Specify the Avalara Tax Code in this field. This field is a unique label to group Items (products, services, or charges) together, as defined in your Avalara Tax account. See Configure Tax Codes in Zuora Billing for Avalara for more information.
    5. Specify the tax code description in the Description field. This field is available in the following documents:
      • Invoice PDF
      • Invoice Details Export
      • Credit Taxation Item Details Export (This feature is in Limited Availability.)
      • Debit Taxation Item Details Export (This feature is in Limited Availability.)
    6. Click save.

The new Tax Code is in active status. 

Add a tax code for Connect Tax Engine

To set up a tax code that uses the Connect Tax Engine:

  1. Click your username at the top right and navigate to Settings > Billing.
  2. Click Setup Taxation Codes.
  3. Click add new tax code.
  4. In the Basic Information area, complete the tax code details:
  • Tax Code Name: Enter the name of the tax code to be selected in the product catalog when discerning which Connect Tax Engine the charges will use to calculate tax.
  • Tax Engine: Select the name that you have specified for the Connect Tax Engine.
  • External Company Code: Select the company code created when setting up the Connect Tax Engine.
  • Active: This is No by default. You will activate it later.
  • Description (Optional): Describe the tax code and the tax app that will be used for future reference.
  1. Click save.
  2. Click Activate to ensure the tax code is present in the product catalog.

Configure tax codes through settings API

Besides configuring tax codes through the Zuora UI as described above, you can also configure tax codes through the settings API.

Setting Key Context Http Method  Http URL  Parameter description  Setting description
AllTaxCode Entity GET /settings/tax-codes   Retrieve all tax codes
CreateZuoraTaxCode Entity POST /settings/tax-codes/ztax   Create tax code under Zuora Tax Engine
ZuoraTaxCode Entity GET /settings/tax-codes/ztax/{id} id = Unique Id of the tax code Retrieve tax code under Zuora Tax Engine
ZuoraTaxCode Entity PUT /settings/tax-codes/ztax/{id} id = Unique Id of the tax code Update tax code under Zuora Tax Engine
ZuoraTaxCode Entity DELETE /settings/tax-codes/ztax/{id} id = Unique Id of the tax code Delete tax code under Zuora Tax Engine
CreateAvalaraTaxCode Entity POST /settings/tax-codes/avalara   Create tax code under Avalara Tax Engine
AvalaraTaxCode Entity GET /settings/tax-codes/avalara/{id} id = Unique Id of the tax code Retrieve tax code under Avalara Tax Engine
AvalaraTaxCode Entity PUT /settings/tax-codes/avalara/{id} id = Unique Id of the tax code Update tax code under Avalara Tax Engine
AvalaraTaxCode Entity DELETE /settings/tax-codes/avalara/{id} id = Unique Id of the tax code Delete tax code under Avalara Tax Engine
CreateConnectorTaxCode Entity POST /settings/tax-codes/connector   Create tax code under Connect Tax Engine
ConnectorTaxCode Entity GET /settings/tax-codes/connector/{id} id = Unique Id of the tax code Retrieve tax code under Connect Tax Engine
ConnectorTaxCode Entity PUT /settings/tax-codes/connector/{id} id = Unique Id of the tax code Update tax code under Connect Tax Engine
ConnectorTaxCode Entity DELETE /settings/tax-codes/connector/{id} id = Unique Id of the tax code Delete tax code under Connect Tax Engine