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Knowledge Center > Billing and Payments > Billing Settings > Set Up Taxation Codes

Set Up Taxation Codes

You can configure tax codes and upload tax rates for both the Zuora Tax and Avalara tax engines.

Add Tax Codes for Zuora Tax

To create a new tax code that uses the Zuora Tax tax engine, do the following:

  1. Click your username at the top right and navigate to Billing > Setup Taxation Codes.
  2. Click add new tax code.
  3. Enter the following information:
    • Tax Code Name: This field is used to identify the tax code and is mapped to the product charge.
    • Tax Engine: This field selects which of your configured tax engines will be used to calculate tax rates for this tax code. Choose Zuora Tax.
    • Accounting Code: This accounting code is associated to the taxes in the Invoice Details Export.
    • Description: This field is available on the Invoice PDF and the Invoice Details Export.

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  1. Click Save.
  2. To activate the tax code, you must import the tax rates. Click the link on the screen to download the Tax Rate Import CSV File, and enter values as appropriate. Click Browse to locate the completed CSV file, then click import tax rates.

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  1. Zuora will upload the tax rates. Click Ok when Zuora confirms that the tax rates have been uploaded. 
  2. Zuora will confirm that the tax code is now active. 

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See Taxes for more information about using Zuora Tax and tax codes.

Add Tax Codes for Avalara

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

To create a new tax code that uses the Avalara tax engine, do the following:

  1. Click your username at the top right and navigate to  Billing > Setup Taxation Codes.
  2. Click add new tax code.
  3. Enter the following information:
    • Tax Code Name: A meaningful string used to identify the tax code, and is mapped to the product charge. E.g., "Freight service"
    • Tax Engine: Selects which of your configured tax engines will be used to calculate tax rates for this tax code. Choose the name of the Avalara tax engine you set up, e.g. Avalara .
    • Avalara Company Code: A unique code that identifies the company in the AvaTax account.
    • Avalara Tax Code: A unique label used to group Items (products, services, or charges) together, as defined in your AvaTax account.
    • Accounting Code: This accounting code is associated to the taxes in the Invoice Details Export.
    • Description: This is displayed on the Invoice PDF and the Invoice Details Export.

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  1. Click Save.
  2. The new Tax Code is immediately active. Review the information on the confirmation screen.

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  1. Click Edit if you need to change anything, or click Back to Tax Code list to add another tax code.

It is not possible to define new tax codes though calls to the Zuora API; tax codes must be defined using the Zuora application UI.

Last modified
18:08, 10 Jan 2017

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