Taxes
Prerequisite: To enable taxation, ensure Sold To Contacts of Customer Accounts have valid Country names and State/Province names if the country is the United States or Canada.
Zuora offers 4 primary solution routes for taxation, which are Zuora Tax, Configurable Tax apps, Direct Avalara Integration, and workaround options.
- Zuora Tax
- Configurable Tax App
- Avalara AvaTax for Sales App
- Avalara AvaTax for Communications App
- Sovos Tax Connector App
- Vertex Advantage Tax Connector App
- CCH SureTax Connector App
- OneSource Determination App
- Vertex O Series Tax Connector App
- OAuth 2.0 Authentication for Configurable Tax Apps
- Context Object for Rendering Tax App Templates
- Direct Avalara Integration
- Additional resources on taxes
- Connect Tax Engines
- Create taxation items for invoices through API
- Display Tax Information on Invoices
- Configure Tax Dates
- Create Tax Exemptions
- Tax Selection for Calculation
- Flexible Tax Mapping
- Generate Tax Reports
- Compliance With 2015 EU VAT Rule Changes
- Rounding Rule for Inclusive Tax Mode
- Set Up Tax Codes
- Taxable Item Snapshot
- Tax Engine Mapping Formula
- Workaround Options for Tax
- Zuora Tax
- Zuora Taxation Module allows you to identify which charges within your product catalog are taxable, calculate taxes based on granular sold-to address details, and specify which customers are tax exempt.
- Configurable Tax App
- Provides an overview of the configurable Tax app product features and related technologies.
- Avalara AvaTax for Sales App
- Avalara AvaTax for Communications App
- Sovos Tax Connector App
- Vertex Advantage Tax Connector App
- CCH SureTax Connector App
- OneSource Determination App
- Vertex O Series Tax Connector App
- OAuth 2.0 Authentication for Configurable Tax Apps
- Context Object for Rendering Tax App Templates
- Direct Avalara Integration
- Describes the benefits of using Avalara, and explains how to configure its integration with Zuora.
- Additional resources on taxes
- Provides an overview of the additional resources on taxes.
- Connect Tax Engines
- Create taxation items for invoices through API
- Display Tax Information on Invoices
- Configure Tax Dates
- Create Tax Exemptions
- Tax Selection for Calculation
- Flexible Tax Mapping
- Generate Tax Reports
- Compliance With 2015 EU VAT Rule Changes
- Rounding Rule for Inclusive Tax Mode
- Set Up Tax Codes
- Taxable Item Snapshot
- Tax Engine Mapping Formula
- Workaround Options for Tax
- Describes workaround options to handle taxes.