ONESOURCE Indirect Tax Determination App V2

Prerequisites

• To use the OneSource Indirect Tax Determination V2 app, you must purchase Configurable tax apps. Contact your Zuora account team for assistance.
• To enable the Connect Tax Engines feature in your Zuora production environment, submit a request through Zuora Global Support . You can activate the Connect Tax Engine feature in your Zuora sandbox tenant with the self-serve interface. For more information, see Enable billing features by yourself.
• Ensure that your billing user role includes the Admin permission.

Difference between legacy OneSource App and OneSource Indirect Tax Determination V2 app

The existing ONESOURCE Indirect Tax Determination app is built on OneSource legacy SOAP API. The new App V2 is built on a new tax platform and integrates with the latest REST API. Following are the differences between the existing OneSource App and the new App V2:

• Authentication
  The legacy ONESOURCE App supports various authentication methods including Basic-Auth, BearedId, OAuth 2.0, whereas REST exclusively uses OAuth2 for enhanced security.
• Void Functionality
  ONESOURCE App V2 includes a straightforward built-in void/reverse feature. The legacy ONESOURCE App’s void function involves sending a negative total amount of the previous transaction, though this method is not recommended.
• API Version
  OneSource recommends using the REST API version moving forward, as updates to their legacy SOAP API are no longer supported.

Configure Tax Engine

1. Navigate to Settings > Billing > Setup Tax Engine and Tax Date.
2. Click Setup New Tax Engine and select ONESOURCE Indirect Tax Determination V2 from the dropdown list.
3. Toggle Use Test Environment if you want Billing to use the test service URL. This enables you to test tax calculations during your Billing setup.
4. Enter the following details:
   1. Engine Name - The name of the engine.
   2. Authentication Type - OAuth 2.0 is the default authentication type. Enter the client ID and client secret from your tax vendor.
5. Enter the following in the Company and Seller Information section:
   1. Company Code - A unique identifier for the company in the AvaTax system, used to link billing information to the appropriate business entity. This field is critical for ensuring the correct company is referenced in tax calculations.
   2. Origin Address - The address where transactions originate from, which is essential for accurate tax calculation. The tax rate can vary depending on the origin location, as different jurisdictions may have different tax rules. This field helps ensure that the correct tax rates are applied based on where the transaction begins.
   3. Add Company - The option to add new company details.
6. Select the required authentication type from the drop-down list.
7. Toggle to enable Advanced Settings and adjust the Settings as needed.

8. Click Save.
9. Toggle to enable Advanced Settings and adjust the Settings as needed.

You can also enter the following in the Standard section of Request Templates:

Default Standard Template

{
    "callingSystemNumber": "SAP1000",
    "hostSystem": "VGD",
    "companyRole": "S",
    "externalCompanyId": "DPPZUORADEV_1000",
    "processingOptions":
    {
        "chargeIncludedInAmounts": false,
        "chargeResponse": "SeparateAuthority",
        "responseSummary": "FullDetails",
        "documentAmountType": "GrossAmount"
    },
    "documents":
    [
        {
            "documentType": "Sales Invoice",
            "documentNumber": "{{document["invoiceNumber"]}}",
            "currencyCode": "{{document["currency"]}}",
            "addresses":
            [
                {
                    "type": "shipFrom",
                    "country": "{{seller["country"]}}",
                    "region": "{{seller["state"]}}",
                    "city": "{{seller["city"]}}",
                    "postcode": "{{seller["zipCode"]}}"
                },
                {
                    "type": "shipTo",
                    "country": "{{customer["country"]}}",
                    "region": "{{customer["state"]}}",
                    "city": "{{customer["city"]}}",
                    "postcode": "{{customer["zipCode"]}}"
                }
            ],
            "documentDate": "{{document["invoiceDate"]}}",
            "lines":
            [
                {% for document_item in document_items %}
                    {% if forloop.first != true %},{% endif %}
                {
                    "lineNumber": "{{document_item["id"]}}",
                    "amount": "{{document_item["totalAmount"]}}",
                    "productCode": "{{document_item["productName"]}}"
                }
                {% endfor %}
            ]
        }
    ]
}

You can refer to ONESOURCE Indirect Tax Calculation REST API to understand the request payload fields for tax calculation API.

9. <Optional> Enter the following to void the default template:

{
"callingSystemNumber": "SAP1000",
"companyRole": "S",
"documentNumber": "{{document["invoiceNumber"]}}",
"externalCompanyId": "DPPZUORADEV_2000",
"hostSystem": "VGD",
"documentDate": "{{document["documentDate"]}}"
}

11. Click Save.

Migration Guidelines

• Migrating existing ONESOURCE Indirect Tax Determination app customers to App V2 may require template redesign.
• Certain fields like companyId/externalCompanyId and companyRole remain similar between the two apps.