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Overview

This article describes how to configure the Billsoft tax service.

Before You Begin

Make sure you have completed the tasks described in Set Up Taxes.

Configuring the Billsoft Tax Service

Getting Here: Click Configuration > Integrations > Taxation Configuration

  1. Click New to set up a Billsoft-specific taxation configuration.
  2. Fill in all the required fields of a new taxation configuration (i.e. Status, Set Name, Set Description, and Countries).

    For additional information, reference Create Taxation Configuration.

Note: Selected countries (in the right column) are the only countries that will be included for taxing in the Billsoft integration. All other countries (in the left column), are either taxed using another taxation method, or are not subject to any taxes.

  1. Choose BillSoft EZTax Web Service from the Method drop-down.
    TaxMethod.png

    A new form populates, specific to the BillSoft EZTax Web Service configuration, with Tax Group Configuration and Tax Config Values sections to complete. Fill in all fields within these sections, detailed below, before clicking Save.

Tax Group Configuration

Complete each section within the Tax Group Configuration based on the tax groups chosen. See below for information on what input is required for each section.

  • Transaction/Transaction Type: The transaction type you enter here helps determine the appropriate tax. Please consult with your BillSoft Account Representative for the appropriate values for your business.
  • Transaction/Service Type: The transaction service type you enter here helps determine the appropriate tax. Please consult with your BillSoft Account Representative for the appropriate values for your business.
  • SalesUseTransaction/Transaction Type: The sales use transaction type you enter helps determine the appropriate tax. Please consult with your BillSoft Account Representative for the appropriate values for your business.
  • SalesUseTransaction/Service Type: The sales use transaction service type you enter here helps determine the appropriate tax. Please consult with your BillSoft Account Representative for the appropriate values for your business.

Tax Config Values

Configure the Tax Config Values section based on the tax groups chosen. For information on what input to provide for each field, see below.

Note: The Tax Config Value fields are at the client-level. Many fields in this taxation interface have a Supp Field Override field next to them. Where this field appears, you have the option, if account supplemental fields are configured, to select an account supplemental field to override the adjacent field. Use this field if any information must be passed at the account level instead of at the client level. The values in the drop-down menu vary depending on the client.

  • EZTaxWebServiceURL: Full URL to the tax service.
  • ShipFromAddress/Address1: Street address to use as the ship-from location.
  • ShipFromAddress/Address2: Additional street address to use as the ship-from location.
  • ShipFromAddress/Locality: City to use as the ship-from location.
  • ShipFromAddress/State: State to use as the ship-from location.
  • ShipFromAddress/ZipCode: Postal Code to use as the ship-from location.
  • ShipFromAddress/ZipP4: US Postal Service plus 4 code (four digits) to use as the ship-from location, if available.
  • ShipFromAddress/CountryISO: Three letter country code to use as the ship-from location. See the following link for allowable values: http://www.nationsonline.org/oneworld/country_code_list.htm
  • Telecom User: User ID for Telecom Tax calculations. The User ID for Telecom Tax information is used to identify your account and help calculate the appropriate tax.  Please consult with your Avalara Communications Account Representative for the appropriate credentials for your business.
  • Telecom Pass: Password for Telecom Tax calculations.
  • Transaction/CompanyIdentifier: Company identifier to use when posting transactions to the BillSoft Telecom tax journal.
  • Transaction/Incorporated: Indicates if the customer account is in an incorporated area or not. Allowable values are as follows:
    • False: The customer is not in an incorporated area (default).
    • True: The customer is in an incorporated area.
  • Supp Field Override: This field optionally uses an account-level supplemental field to override the adjacent text field.
  • Sau User User: ID for Sales and Use Tax calculations.
  • Sau Pass: Password for Sales and Use Tax calculations.​
  • SalesUseTransaction/CompanyIdentifier: Company identifier to use when posting transactions to the BillSoft Sales and Use tax journal.

Note: Many fields in this billing interface have a Supp Field Override field next to them. Where this field appears, you have the option, if account supplemental fields are configured, to select an account supplemental field to override the adjacent field. The values in the drop-down menu vary depending on the client.

  • SalesUseTransaction/Incorporated: SalesUseTransaction/Incorporated indicates whether the customer account is in an incorporated area (valid values are true and false)
  • Transaction/CustomerType: Defines the type of transaction and the type of customer being taxed (i.e. business vs. consumer)
  • SalesUseTransaction/CustomerType: The sales use transaction customer type that you enter here is used to determine the appropriate tax.  Please consult with your BillSoft/Avalara Communications Account Representative for the appropriate values for your business.
  • Transaction/FederalExempt: Specifies if this transaction is exempt from federal taxation. Allowable values are as follows:
    • False: The transaction is subject to federal taxation (default).
    • True: The transaction is not subject to federal taxation.
  • Transaction/StateExempt: Specifies if this transaction is exempt from state taxation. Allowable values are as follows:
    • False: The transaction is subject to state taxation (default).
    • True: The transaction is not subject to state taxation.
  • Transaction/CountyExempt: Specifies if this transaction is exempt from county taxation. Allowable values are as follows:
    • False: The transaction is subject to county taxation (default).
    • True: The transaction is not subject to county taxation.
  • Transaction/LocalExempt: Specifies if this transaction is exempt from local taxation. Allowable values are as follows:
    • False: The transaction is subject to local taxation (default).
    • True: The transaction is not subject to local taxation.
  • SalesUseTransaction/FederalExempt: Specifies if this transaction is exempt from federal sales/use taxation. Allowable values are as follows:
    • False: The transaction is subject to federal sales/use taxation (default).
    • True: The transaction is not subject to federal sales/use taxation.
  • SalesUseTransaction/StateExempt: Specifies if the transaction is exempt from state sales/use taxation. Allowable values are as follows:
    • False: The transaction is subject to state sales/use taxation (default).
    • True: The transaction is not subject to state sales/use taxation.
  • SalesUseTransaction/CountyExempt: Specifies if the transaction is exempt from county sales/use taxation. Allowable values are as follows:
    • False: The transaction is subject to county sales/use taxation (default).
    • True: The transaction is not subject to county sales/use taxation.
  • SalesUseTransaction/LocalExempt: Specifies if the transaction is exempt from local sales/use taxation. Allowable values are as follows:
    • False: The transaction is subject to local sales/use taxation (default).
    • True: The transaction is not subject to local sales/use taxation.
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