Prerequisites

• Submit a request at Zuora Global Support to enable the Connect Tax Engines feature in your Zuora tenant.
• Purchase the CCH SureTax Connector app from the Marketplace.

Install the app

Follow the instructions in Install an App to install the app. Specific to the Tax app:

• Run mode - Select the tax vendor you want to use.

• Tax - Select the desired credentials to the selected tax vendor. If no desired credential can be found, click New to create the credentials for the new Tax instance.

  • Username and password - The credentials for your tax vendor account.

  • Security Token - The security token for your tax vendor account. If you have specified the username and password for your tax vendor account, this field is not required.

  • URL - The endpoint of your tax vendor account. Check this resource on CCH SureTax for information.