Configure Zuora settings
This task topic explains how to configure Zuora settings to integrate with Avalara, including setting up connections, configuring tax codes, and managing tenant profiles.
At a high level, configuring Zuora to work with Avalara involves the following steps:
- Set up Connection to Avalara : Add Avalara as a tax engine in your tenant, and set up the connection.
- Configure Avalara Tax Codes in Zuora Billing : Create tax codes in Zuora and associate them with your tax codes in Avalara.
- Associate Tax Codes to Product Charges : Set the Taxable flag on the charge in order for it to display the Tax Codes. Choose the applicable Tax Code to use for that product.
- Configure your Tenant Profile and Permissions : Set your origin address in Zuora and verify this address for compatibility in Avalara. Add Company Codes and additional origin addresses. Disable the Cancel Posted Invoice permission.
- Create Tax Exemptions : Specify whether each customer account is tax exempt or not tax exempt.