Chapter 141 Zip-Tax Connect
This chapter describes Zip-Tax Connect tools and features. (7236)
Zip-taxConnect makes it easy to connect and get sales tax data from Zip-Tax. Setup is three steps: Registration, Settings, and Mappings.
Registration is the first step. This turns on Zip-Tax Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup.
Settings is the next step, entering the credentials Zip-Tax Connect needs. Open the Company card again and go to the Company Prefs tab and click the on the Zip-Tax Settings button. Enter the appropriate settings, choosing Automatic for mappings.
Mappings let you change what data gets sent, if needed. Go to the Zip-Tax tool on the System toolbar. Select a Mapping from the list and make needed changes. Then, click Save As... in the lower right and save your new Mapping ("MyOrderTaxes").
You can return to Settings in the Company Prefs tab of Company card to select your new Mappings. Then edit your Tax Status entries to Use Zip-Tax.
Zip-Tax Connect
Zip-tax Connect automatically connects Big Business to the sales tax system, Zip-Tax.
This Solution provides details. (7237)
Zip-Tax Connect is an Add-On for Big Business to automatically connect to the sales tax system Zip-Tax.
• Zip-Tax Lookup puts a button on the Expanded tab of Quote, Order, and Invoice
• Use Zip-Tax puts a checkbox on a Tax Status to automatically perform the lookup when you save Quote, Order, or Invoice
To set up:
1. Go to Company card, Upgrade, Zip-Tax and enter Registration. Email to support@bigbusiness.com if you'd like a Trial code for your Data File. The Trial Code for the Demo File is 38416. Click OK to save.
2. Re-open the Company card, Company Prefs tab, and click Zip-Tax Setup button. Enter your API Key received from Zip-Tax.com. Choose Automatic for Quote Taxes, Order Taxes, and Invoice Taxes. Click OK to save.
3. Go to Customer Prefs and turn on Load Addresses.
Restart Clients to load the new settings and on the Expanded tab of a Quote, Order, or Invoice click the Zip-Tax Lookup button when ready.
Zip-Tax Registration
This Solution describes Registering the Zip-Tax Connect Add-On. (7238)
To Register the Zip-Tax Add-On:
1. Go to the System toolbar, to the Company Card, and click the Upgrade button.
2. Click the Zip-Tax button and the Registration dialog, pictured, will open.
3. Enter your Registration code.
4. Click Continue.
5. Click OK on the Confirmation dialog.
6. Click OK to Save the Company Card.
7. Quit and restart Big Business Client.
Zip-Tax Setup
Zip-Tax Setup lets you enter your API Key, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.
This Solution provides details. (7239)
Zip-Tax Setup lets you enter your API Key, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.
Go to System toolbar, Company card, Company Prefs tab, and click the Zip-Tax button (pictured) and you find the following entries (and more).
Endpoint:
Automatically filled in with: "https://api.zip-tax.com/request/v40?"
API Key:
Go to your email for Your Zip-Tax.com API Key. Copy and Paste it here.
Test:
Click the "test" button and it will tell you to the Tax Rate for your Zip Code.
Demo File response is "Combined rate for SAN FRANCISCO is 8.5%".
Quote Taxes:
Set to "Automatic".
Order Taxes:
Set to "Automatic".
Invoice Taxes:
Set to "Automatic".