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Set Up Taxation Codes

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

Add a Tax Code for Zuora Tax

To create a new tax code that uses Zuora Tax:

  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 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 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.)
    4. Click Save.
  4. 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. 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.

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

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

  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 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. 

Last modified
01:13, 25 Jul 2017

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