Tax Code
Overview
📥 Direction: Sage X3 → Zudello
🔄 Sync Type: Incremental sync
⏱️ Frequency: Based on _updateStamp
Tax code data flows from Sage X3 to Zudello to provide tax rate configurations for accurate tax calculations and compliance reporting.
Key Benefits
✅ Tax Rate Configuration - Accurate tax calculation setup
✅ Compliance Reporting - Maintain tax compliance requirements
✅ Australian Legislation - Filtered for Australian tax codes
✅ Tax Entity Mapping - Maps to Zudello tax rate configuration
Field Mappings
| Zudello Field | Sage X3 Field | Data Type | Notes |
|---|---|---|---|
| code | code | String | Tax code |
| name | localizedDescription or localizedShortDescription or code | String | Fallback hierarchy |
| status | N/A | String | Always "ACTIVE" |
Target Entity
Maps to Zudello.tax.rate entity.
Configuration Requirements
Australian Legislation
This integration filters for Australian legislation only. Tax codes must be configured with 'AUS' legislation in Sage X3.
Processing Logic
Sync Behavior
- Tax Rate Entity: Maps specifically to Zudello tax rate configuration
- Incremental Updates: Uses
_updateStampto fetch only changed records - Australian Focus: Filtered for Australian tax legislation
Data Handling
- Name Fallback: Uses localizedDescription, then localizedShortDescription, then code
- Status Assignment: All tax codes are imported as "ACTIVE"
- Page Limit: 100 records per page for efficient processing
- Legislation Filter: Only processes Australian tax codes
Tax Rate Configuration
Tax codes provide the foundation for tax calculations:
- Rate Definition: Establishes tax rate configurations in Zudello
- Compliance Support: Ensures proper tax calculation and reporting
- Code Standardization: Maintains consistent tax code usage
Tax Compliance
The integration supports Australian tax compliance requirements:
- Australian Legislation: Filtered specifically for Australian tax requirements
- Rate Accuracy: Ensures accurate tax rate configurations
- Compliance Reporting: Supports tax reporting and audit requirements
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Tax code not syncing | Legislation not set to 'AUS' | Verify legislation configuration in Sage X3 |
| Missing tax names | Empty description fields | Check localized descriptions in Sage X3 |
| Rate calculation issues | Incorrect tax code setup | Review tax code configuration in Sage X3 |
| Sync delays | _updateStamp not updating | Verify modification tracking in Sage X3 |
Related Documentation
- Tax Solution - Tax rule configurations
- BP Supplier Invoice - Tax code usage in transactions
- Supplier - Vendor tax configurations
- Invoice Type - Tax rules by invoice type