Configure Tax App

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Configure Tax App

After installing the Zuora Tax app, you need to take the following steps to set up the app in your Connect tenant:

  1. Configure Templates
  2. Configure Request Settings

Configure Templates

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.

Take the following steps to configure a dynamic request template:

  1. Launch the created Tax instance and click the Template Configuration tab. 
  2. Select the template to configure in the Selected Template dropdown list.
    Zuora Marketplace provides you with two templates, Standard and taxVoid templates, 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. 
  3. Add a new template or modify the default template in the text box.
    Note: If you are configuring the tax engine for Vertex, you must override the default template with the content in the Vertex template.
    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
  4. Click Preview Template to preview and check the configured template after you have finished the template configuration.
  5. Click Save Template to save the template configuration.

Configure Request Settings

Take the following steps to configure request settings:

  1. Click the Request Settings tab. Tax Request Settings
  2. In the Tax Engine Headers section, select the value for Content-Type in the Value dropdown list. You can click  to add additional headers that will be added to the tax requests that are sent to your tax provider. 
  3. Complete the information in the Tax System Configuration section.
    1. 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.
      • HMAC-SovosTaxware - This option is only available if you selected the SovosTaxware run mode when installing the Tax app.
    2. Select an option in 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.
  4. Complete the information in the Seller Information section. The information that is required to be completed varies depending on the selected tax engine requirements. Please check with your tax engine provider for details. 
  5. Click Save Request Settings to save the configuration.

What's Next  

After configuring the Tax app in your Connect tenant, you need to set up the tax engine and taxation code, and configure rate plans in your Zuora tenant. See Configure Rate Plans in Zuora for the next step.

 

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