Tax Rate
Overview
Direction: Business Central → Zudello
Sync Type: Incremental sync
Entity: Tax groups and rates
Tax group data synchronizes from Business Central to Zudello to ensure accurate tax calculations and compliance across purchase transactions.
Tax Compliance
- Accurate Rates - Automated tax rate extraction from BC
- Percentage Parsing - Smart extraction from code or description
- Compliance Support - Maintain tax consistency across systems
- Default Handling - Fallback to 0% for missing rates
Field Mappings
Zudello Field | Business Central Field | Data Type | Notes |
---|---|---|---|
code | code | String | Tax group code |
name | displayName | String | Tax group description (defaults to code) |
status | N/A | String | Always set to ACTIVE |
rate | code, displayName | Decimal | Extracted percentage rate |
Processing Logic
Rate Extraction
The integration intelligently extracts the tax rate percentage from the tax group's code
or displayName
. It searches for the first numeric value it can find. For example, a code of "GST10" would result in a rate of 10%.
Data Processing
- Source Priority: The system first checks the
code
field for a rate, and if none is found, it checks thedisplayName
. - Decimal Support: The extraction process supports both whole numbers (e.g., 10) and decimal values (e.g., 8.25).
- Fallback Logic: If the
displayName
is empty, thecode
is used as the name for the tax rate. - Default Rate: If no numeric value can be found in either field, the rate is set to
0.0%
.
Common Tax Configurations
Region | Tax Group Code | Rate | Description |
---|---|---|---|
US | GST0 | 0% | Tax-exempt items |
US | ST5 | 5% | State sales tax |
US | ST8.25 | 8.25% | Combined state/local tax |
EU | VAT20 | 20% | Standard VAT rate |
UK | VAT20 | 20% | UK standard VAT |
AU | GST10 | 10% | Australian GST |
Configuration Examples
Business Central Setup
Code: "GST10"
Display Name: "GST 10%"
Result: 10.0% rate extracted
Edge Cases
Code: "EXEMPT"
Display Name: "Tax Exempt"
Result: 0.0% (no numeric value found)
Troubleshooting
Issue | Cause | Solution |
---|---|---|
Wrong tax rate | Incorrect text format | Ensure numeric value in code or name |
Zero rate extracted | No numbers in fields | Add percentage to description |
Missing tax groups | Sync not running | Check tax group setup in Business Central |
Rate calculation errors | Decimal parsing issues | Use standard decimal format (e.g., 8.25) |