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
codefield 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
displayNameis empty, thecodeis 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) |