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Version: Current

Tax Categories

This document explains how Tax Categories from MYOB Acumatica are synced to Zudello.

How it Works

The integration regularly checks for new or updated Tax Categories in MYOB Acumatica and brings them into Zudello. This provides the tax configuration needed for financial transactions.

Field Mapping

This table shows how key information from an MYOB Acumatica Tax Category is mapped in Zudello.

Zudello FieldMYOB Acumatica FieldNotes
CodeTax Category IDThe unique code for the tax category.
NameDescriptionThe description of the tax category.
Status-All tax categories are set to 'ACTIVE' in Zudello.

Key Behaviours

  • Efficient Syncing: To save time, the integration only syncs tax categories that are new or have been updated since the last check.
  • Matching: Tax Categories are matched between the systems using their unique Tax Category ID.
  • Zudello Entity: In Zudello, a Tax Category is known as a 'Tax Solution'.