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Version: Current

Tax Rates

This document explains how Tax information from MYOB Acumatica is synced to Zudello as Tax Rates.

How it Works

The integration regularly checks for new or updated taxes in MYOB Acumatica and brings them into Zudello as tax rates. This provides the specific rates needed for tax calculations on transactions.

Field Mapping

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

Zudello FieldMYOB Acumatica FieldNotes
CodeTax IDThe unique code for the tax.
NameDescriptionThe description of the tax.
RateTax RateThe tax rate percentage.
Status-All tax rates are set to 'ACTIVE' in Zudello.

Key Behaviours

  • Efficient Syncing: To save time, the integration only syncs taxes that are new or have been updated since the last check.
  • Rate Source: The tax rate is taken from the first tax schedule in MYOB Acumatica.
  • Matching: Tax Rates are matched between the systems using their unique Tax ID.