One Source Smart Tax

Before You Begin

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

Getting Here: Click Configuration > Integrations > Taxation Configuration

1. Click New to set up a OneSource taxation configuration.
2. Fill out all the required fields of a new taxation configuration (i.e., Status, Set Name, Set Description, and Countries).
3. Select OneSource Indirect Tax from the Method drop-down list.

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The following fields are included (Configuration > Integrations > Taxation Configuration > OneSource > Configuration tab):

• LineItem/ProductCode—This allows you to specify the product code for each line item to be sent to OneSource during the taxation process.
• LineItem/Part Number—This allows you to specify the Client Plan Identifier or Client Service Identifier (at the Group Configuration tab).
• LineItem/Description—This allows you to specify the Plan Name or Service Name (at the Group Configuration tab).
• User Attribute 30—This field helps to enable invoice reconciliation, source-system identification, end-to-end request correlation, and product level reporting.
• Buyer Primary Address—This is used to determine tax jurisdiction and calculate sales tax, VAT, or GST. This typically dictates the Destination-Based Sourcing rules for a transaction.

• OneSource Tax REST API URL—The full URL to the REST API configured for OneSource 
• Client id—The client ID configured for OneSource
• Client Secret—The secret string used to identify the client 
• External Company Id—The external company ID configured for OneSource 
• Company Role—A dropdown list to identify the company role (Buyer, Middleman and Seller)

• Customer Number—The customer identifier used by OneSource to search for US Sales Tax Exemption Certificates or match VAT Registration Group members. When configured, this value is sent as the customerNumber field on each document. This is used for tax, post, refund, and void requests. Leave blank to omit the field from the request. This field uses an account-level supplemental field to override this text field.
• Delivery Term - Term—The delivery term or point-of-title transfer code (e.g., "FCA", "CIF", "EXW", "DAP). This field uses an account-level supplemental field to override this text field.
• Delivery Term - Type—This specifies the type of delivery term (Incoterms, POTT, or empty - default). This field uses an account-level supplemental field to override this text field.
• Seller Tax Registration Numbers—This pecifies a comma-delimited list of seller tax registration numbers.
• Buyer Tax Registration Numbers—This specifies a comma-delimited list of buyer tax registration numbers. This field uses an account-level supplemental field to override this text field.

• Ship-From Address—Select whether or not you wish to use a detailed service location by clicking the applicable radio button.
  • When Do not use Detailed Service Location is selected: 
    • The standard Service Location (values for the fields listed on this screen) will be used as the Ship-From address for all invoice line items.

  • When Use Default Service Location is selected:

    • If a Service Location is associated with a service for a given plan instance on the account or with an item purchased as part of a one-time order, that Service Location will be used as the Ship-From (physical origin) address for the corresponding invoice line items.

    • Otherwise, if a Service Location is associated with a service in the product catalog, that Service Location will be used as the Ship-From address for the corresponding invoice line items.

    • If no Service Location is found based on the above criteria, then the standard Service Location (values for the fields listed on this screen) will be used as the Ship-From address for the remaining invoice line items.

• Default Service Location for Ship-From Address—Select your service location from the drop-down list.

• Seller/Physical/Origin/taxAreaid—The specific number that identifies a tax area for the "Ship-From" or first removed location. When provided, all other address fields will be ignored.

• Seller/Physical/Origin/StreetAddress—The street address of the Ship-From location.

• Seller/Physical/Origin/City—The name of the city of the Ship-From location used to determine the Tax Area ID if none is provided.

• Seller/Physical/Origin/MainDivision—The name of the postal abbreviation of the state, province or territory of the Ship-From location used to determine the Tax Area ID if none is provided.

• Seller/Physical/Origin/SubDivision—The name of the county of the Ship-From location used to determine the Tax Area ID if none is provided.

• Seller/Physical/Origin/PostalCode—The postal code of the Ship-From location used to determine the Tax Area ID if none is provided.

• Seller/Physical/Origin/Country—The country of the Ship-From location used to determine the Tax Area ID if none is provided.

• User Attribute 2—This is a user-defined field for string values. If blank, this defaults to the document/invoice creation date. This field uses an account-level supplemental field to override this text field.
• User Attribute 3—This is a user-defined field for string values. If blank, this defaults to the document/invoice number. This field uses an account-level supplemental field to override this text field.
• User Attribute 7—This is a user-defined field for string values. If blank, this defaults to "AriaCore." This field uses an account-level supplemental field to override this text field.
• User Attribute 8—This is a user-defined field for string values. If blank, this defaults to the Correlation-id header value sent to the OneSource API call. This field uses an account-level supplemental field to override this text field.

Credit and Audit Update Indicator Information

Aria sends the isCredit and isAuditUpdate field names so OneSource properly recognizes credit memos and audit updates. isCredit is set to false for all transaction types; isAuditUpdate is set to true for post, void, and refund transactions, and false for quotes.

Click Save to add your OneSource tax configuration.