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Avalara for Brazil App

Zuora

Avalara for Brazil App

You can manage tax configurations easily and ensure compliance with local tax laws in Brazil using Avalara’s integration with Zuora Billing. With Avalara for Brazil tax engine, you can:

  • Establish, modify, and manage tax configurations directly within the Zuora platform, eliminating the need for tax configurations in two separate platforms (Zuora Connect and Zuora Billing).
  • Enhance security while maintaining flexibility and configurability.
  • Monitor tax configurations through System Health.
  • Utilize enhanced liquid templates for UI with request and tax previews.

Prerequisite

You must enable the Connect Tax Engine feature before using the Avalara Brazil tax app.

Setup Avalara for Brazil tax engine

Follow these steps to streamline your tax compliance process:

  1. Configure Avalara Brazil in Zuora Billing:
    1. Navigate to Settings > Billing > Setup Tax Engine and Tax Date.
    2. Choose Global Tax Hub from the dropdown and click Setup New Tax Engine.
    3. Fill in Engine Name, Vendor, Environment, and Authentication details.
    4. Adjust the Advanced Settings as needed.
      Field Description
      Engine Name The name of the engine you wish to use. 
      Vendor The name of the third-party vendor.
      Environment The environment where the tax engine will be applied.
      Authentication Type For Basic Auth, Username and Password are the credentials for your tax vendor account. Use your tax vendor account credentials as your username and password.

      If Alvara Brazil is selected as the vendor, OAuth 2.0 is the default authentication type. Enter the client ID and client secret from your tax vendor. Refer to Avalara Brazil's documentation for authentication setup.

      Advanced Settings
      Tax Void Call Handling

      The option to determine whether the external Vendor must be voided. The available options are:

      • Pass Through - No call will be made to the vendor; however, the Invoice  Cancel Post will be successful (as it says Pass Through)
      • Enable - A call will be made to the vendor.
      • Block -  No call will be made to the vendor, and it will return blocked (i.e., Invoice Cancel Post wouldn't be successful).
      Netread Timeout The duration of time in minutes before the timeout occurs.
      Request Headers The option to add additional headers to your tax requests.  While custom headers may not be frequently necessary, they prove beneficial in situations where authentication is required through firewalls or in other specific scenarios.
      Field Mappings The option to retrieve data from the tax engine response and store it on the Taxation Item object. For more information on Flexible Field Mapping, see Flexible Tax Mapping.
      Custom Fields The option to select existing custom fields for the tax engine.
      Company and Seller Information The option to add company code, name, and address.
    5. Configure the template as required in the Request Template section. Click Use Default Template to use the preconfigured template. The Request Template, in Text/XML or Application/JSON format, is where Zuora populates invoice information based on your configuration.
    6. Click Save.
  2. Create and Activate Tax Code
    1. After configuring the tax engine, create and activate a tax code.
    2. Follow the steps in Set Up Tax Codes - Zuora
  3. Associate Product Rate Plan Charge with Tax Code
    1. After configuring the tax engine, create and activate a tax code.
    2. Follow the steps in Avalara AvaTax for Communications App - Zuora
  4. Generate Invoice
    1. Create a bill run for the test account and generate an invoice. For more information, see See Creating Bill Runs.
    2. Verify that the tax value is correctly displayed on the invoice.
  5. View Tax Logs on System Health
    1. Navigate to the Tax Dashboard under System Health to review request and response logs from your new tax engine.
  6. Settings API Quickstart
    1. Use the Settings API for CRUD actions related to tax engines.
    2. Create, update, get, and delete tax engines with the provided API endpoints. For more information, see Connect Tax Engines Settings.
  7. Setup Tax Codes with API
    1. After completing the configuration process, create a tax code with Settings API. For more information, see Set Up Tax Codes - Zuora.
      curl --location 'https://rest.sandbox.eu.zuora.com/se...global-tax-hub' \
      --header 'Authorization: Bearer ec165dca4d3842848e8224944aa9a843' \
      --header 'Content-Type: application/json' \
      --data '{
          "taxEngineId": "8a90a9b785947dfb0185949dd1231a36",
          "active": true,
          "description": "",
          "name": "TaxCode Name",
          "taxCompanyId": "8a90a9b786544a6901865cec97ae6a6c"
      }'
      
  8. Associate Product Rate Plan Charge with Tax Code (API)
    1. Associate a tax code with a product rate plan charge. For more information, refer to the following links:
  9. Generate Invoice
    1. Create a bill run for the test account and generate an invoice. For more information, see Creating Bill Runs.

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