Tax Schedule
Overview
📥 Direction: Great Plains → Zudello
Tax schedule data synchronizes from Great Plains to Zudello. Tax schedules are used to group related tax types together, simplifying tax management on transactions. In Zudello, these are mapped to Tax Solutions.
Field Mappings
| Zudello Field (Tax Solution) | Great Plains Field | Notes |
|---|---|---|
| Code | TAXSCHID | The unique code for the tax schedule. |
| Name | TXSCHDSC | The description of the tax schedule. |
| Status | - | All tax schedules are set to 'Active' in Zudello. |
Key Behaviours
- Maps to Tax Solution: Great Plains Tax Schedules are mapped to the Tax Solution entity in Zudello. This allows for the grouping of tax rates under a single, selectable option on transactions.
- Always Active: All tax schedules synced from Great Plains are automatically set to an 'Active' status in Zudello.
- Full Sync: The integration performs a full sync for tax schedules, refreshing the entire list with each run to ensure data is current.