Get started with the OneSource Determination (Sabrix) app

The Dynamic Request Template is the body of the request where Zuora populates invoice information that can be configured based on your needs. Templates are dynamically rendered using the Liquid Template Language and are provided in the Text/XML or Application/JSON format.

Perform the following steps to configure a dynamic request template:

1. Launch the created Tax instance and click the Template Configuration tab. 
   
2. Select the tax engine for which you want to configure templates from the Tax Engine dropdown list.
3. Select the tab for the template (Standard or taxVoid) you want to configure.
   Zuora provides you with two templates called Standard template and taxVoid template, but only the Standard template is required to be completed. Tax systems have many configuration options. The template does not have to use all the options and must be configured based on the required information of the request. Templates can include more fields than the required set of fields in the request. Refer to your tax provider’s API documentation or contact their support to learn more about how their fields are formatted. 
   In the case of a failed payment where Rollback of the Subscribe call and deleting invoice is desired, a taxVoid template is necessary to send a request to the tax vendor to also void the invoice and subsequent tax records from their system. Because all tax vendor requirements for voiding tax calls vary, contact your tax vendor to determine what needs to be sent over in the call made to their endpoints to properly void out the invoice.
4. Add a new template or modify the default template in the text box.
   To view all available fields and corresponding values that can be used in the template:
   1. Click Show Liquid Examples.
   2. Select the desired field in the Example Field dropdown list, the corresponding value you can copy and paste in the template is displayed under Example Value. The fields in the following objects are available for selection:
      • Customer
      • Seller
      • Document
      • Document Item
5. When you complete the configuration, click  and then select Preview Template to preview the configured template. If you want to start over, you can click  and select Revert Template to Default.
6. Click Save Both Template below the text box to save the template configurations.

After configuring the template, perform the following steps to configure engine settings:

1. Click the Engine Settings tab.
   
2. Click the  icon for the tax engine that you want to configure. The tax engine details window is displayed.
   
3. In the Headers tab, select the value forContent-Typein the Value dropdown list. You can click Add Header to add additional headers that will be added to the tax requests that are sent to your tax provider. 
4. Click the System Configuration tab and complete the system configuration. 
   
   
   • Select an authentication type in the Authentication Type dropdown list. Consult your tax provider for further information regarding your specific authentication type and credentials. 
     • None - No authentication required.
     • Basic-Auth - Will require Username and Password to be entered.
     • BearedId - Will require Token to be entered.
   • Select an option from the taxVoid Call Handling dropdown list:
     • Pass Through - Allows the call to process without any issue, but tax will not be processed.
     • Block - Does not allow the call to process and will generate an error message.
     • Enable - Allows the call to pass and will either process tax or generate an error message.
   • Optionally, you can select Skip Taxation on External Failure. When this option is selected, taxation will be skipped in the case of external failures such as network issues or error responses from the vendor side.
5. Complete the information in the Seller Information tab. The information that is required to be completed varies depending on the selected tax engine requirements. Check with your tax engine provider for details. 
   
6. Click Save Engine Settings to save the configuration.

After setting up the external tax engine, perform the following steps to set up taxation codes:

1. In your Zuora tenant, navigate to Settings > Billing > Setup Taxation Codes. 
2. Select Add New Tax Code.
3. Complete the Tax Code details.
   • Name - Name of the tax code to be selected in the product catalog when discerning which tax engine the charges will be calculated from.
   • 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 external tax engine.
   • Active - Select No.
   • (Optional) Description - Enter the description of the tax codes being used and the tax engine that will be sent for future reference.
4. Click Save.
5. Click Activate to ensure the tax codes are present in the product catalog.

After setting up taxation codes, perform the following steps to activate configurable tax code in product rate plans:

1. In your Zuora tenant, click Product Catalog in the UI.
2. Click the name of the product where you want to change its rate plan
3. Select an existing rate plan or create a new rate plan to use the Tax app. See the following articles for more information:
   • Add a Product and Rate Plans
   • Edit a Product, Rate Plan, or Product Rate Plan Charge
4. Hover over the title and click Edit to edit the rate plan. Note that only the rate plans in the One-Time Charges and Recurring Charges / Period columns can use the Tax app.
5. Complete the details in the Taxation section of the selected rate plan:
   • Taxable - Select this check box to enable rate plan to be taxable.
   • Tax Mode - Select the desired tax mode:
     • Tax Exclusive - Tax is excluded from the charges.
     • Tax Inclusive - Tax is included in the charges.
   • Tax Code - Select the desired tax code in the dropdown list.
6. Click Save.