Tax Solution

Overview

📥 Direction: Sage X3 → Zudello
🔄 Sync Type: Incremental sync
⏱️ Frequency: Based on _updateStamp

Tax solution data flows from Sage X3 to Zudello to provide tax rule configurations for comprehensive tax management and compliance.

Key Benefits

✅ Tax Rule Configuration - Complex tax rule management
✅ Rule-Based Processing - Support for advanced tax scenarios
✅ Comprehensive Tax Management - Complete tax solution framework
✅ Australian Legislation - Filtered for Australian tax rules

Field Mappings

Zudello Field	Sage X3 Field	Data Type	Notes
code	code	String	Tax rule code
name	localizedDescription or localizedShortDescription or code	String	Fallback hierarchy
status	N/A	String	Always "ACTIVE"

Target Entity

Maps to Zudello.tax.solution entity.

Configuration Requirements

Australian Legislation

This integration filters for Australian legislation only. Tax rules must be configured with 'AUS' legislation in Sage X3.

Processing Logic

Sync Behavior

• Tax Solution Entity: Maps specifically to Zudello tax solution configuration
• Rule-Based Processing: Provides tax rule configurations for complex tax scenarios
• Incremental Updates: Uses _updateStamp to fetch only changed records

Data Handling

• Name Fallback: Uses localizedDescription, then localizedShortDescription, then code
• Status Assignment: All tax solutions are imported as "ACTIVE"
• Page Limit: 200 records per page for efficient processing
• Legislation Filter: Only processes Australian tax rules

Tax Rule Framework

Tax solutions provide advanced tax management capabilities:

• Complex Scenarios: Supports advanced tax calculation rules
• Rule Configuration: Enables sophisticated tax rule management
• Solution Framework: Provides comprehensive tax solution capabilities

Tax Rule Management

The integration supports complex tax rule configurations:

• Australian Tax Rules: Filtered specifically for Australian tax legislation
• Rule Complexity: Handles complex tax scenarios and calculations
• Solution Integration: Integrates with broader tax solution framework

Troubleshooting

Issue	Cause	Solution
Tax solution not syncing	Legislation not set to 'AUS'	Verify legislation configuration in Sage X3
Missing rule names	Empty description fields	Check localized descriptions in Sage X3
Rule configuration issues	Incorrect tax rule setup	Review tax rule configuration in Sage X3
Sync delays	_updateStamp not updating	Verify modification tracking in Sage X3

Related Documentation

• Tax Code - Tax rate definitions
• BP Supplier Invoice - Tax rule usage in transactions
• Supplier - Vendor tax rule assignments
• Payment Term - Tax and payment interactions