Calculate tax for credit
This section details the mapping of Zuora's data fields to Avalara for calculating tax when issuing a credit.
Mapping details
The following mapping table shows how Zuora's data fields are used in Avalara to calculate tax when you issue a credit.
For example, TaxRequest.DocCode in Avalara is mapped to Invoice.ID in Zuora. The mapping to a Constant Component in Zuora means that the data field in Avalara will always be set to the same value. For example, the value of TaxRequest.Commit in Avalara is always set to TRUE .
Avalara Object | Avalara Field | Avalara Nested Field | Zuora Component | Zuora Field |
|---|---|---|---|---|
| CreateTransaction | DocCode | Invoice | ID or InvoiceNumber. | |
| DocDate | InvoiceDate | |||
| CurrencyCode | Billing documents, including invoices, credit memos, and debit memos | Currency | ||
| CustomerCode | Account | ID | ||
| Commit | Constant | True | ||
| DocType | SalesInvoice | |||
| DetailLevel | Tax | |||
|
shipTo |
Snapshot | |||
| Country | Country | |||
| City | City | |||
| Region | State | |||
| PostalCode | PostalCode | |||
| Line1 | Address1 | |||
| Line2 | Address2 | |||
shipFrom | Snapshot | |||
| Country | Country | |||
| City | City | |||
| Region | Region | |||
| PostalCode | PostalCode | |||
| Line1 | Address1 | |||
| Line2 | Address2 | |||
| Amount | ChargeAmount. If tax mode is inclusive, it is chargeAmount + taxAmount. | |||
| TaxIncluded | TaxMode. Validate if the TaxMode is TaxInclusive or not. | |||
| ExemptionNo |
Account.TaxExemption | TaxExemptCertificateID | ||
| CustomerUsageType | TaxExemptEntityUseCode | |||
| BusinessIdentificationNo | VATId | |||
| TaxCode | TaxCode.ExternalTaxCode | ExternalTaxCode. The Avalara Tax Code configured in Zuora Billing. See this article for more information. | ||
| itemCode | TaxCode | |||
| Ref1 | Invoice | InvoiceNumber | ||
| Ref2 | Invoice | CustomerPONumber | ||
| Line.TaxOverride | TaxOverrideType | n/a | n/a | |
Reason
| n/a | n/a | ||
TaxDate Applies when TaxOverrideType = Date | n/a | n/a | ||
TaxAmount Applies when TaxOverrideType = TaxAmount or for credits | n/a | n/a | ||