Taxes

This topic describes how to configure and manage taxes in Rebilly.

Rebilly supports automated tax calculations internationally, using the location of your organization and the location of your customer. You may also manually adjust the taxes on an unpaid invoice. Taxes are calculated after an invoice is issued and taxes are recalculated on every invoice change. The shipping amount is added to tax calculations.

To use taxes in Rebilly:

  • Your organization must have an address configured. All required fields must be entered. The Region field is only required for US, Canada, and Australia.
  • Each invoice must have a delivery address if the invoice includes taxable products. All required fields must be entered. The Region field is only required for US, Canada, and Australia.

Manage tax calculation errors

To receive notifications if a tax calculation fails for an invoice:

  1. In the left navigation bar, click automation icon .
  2. Click Rules engine , then click Billing events .
  3. Click Invoice Tax Calculation Failed .
  4. Click Rule set , then in the top right of the screen, click Add rule .
  5. In the Rule name field, enter a unique name.
  6. Clear the Stop further processing checkbox.
  7. In the Actions section, click Add action and select Send email or Trigger webhook .
  8. Click Save .

If a tax calculation fails for an invoice, it will also be visible in the timeline on the invoice details page.

Manually adjusting taxes

To manually adjust taxes on an unpaid invoice or upcoming invoice:

  1. In the left navigation bar, click Data tables icon , then click Billing .
  2. Click Active subscriptions , or Unpaid subscriptions .
  3. In the Id or Invoice number column, click a subscription ID.
  4. On the upcoming invoice, beside Taxes , click Edit icon .
  5. Complete the form, then click Save .

TaxJar integration

Rebilly provides a TaxJar integration. Use this integration to calculate taxes and create transactions for the Sales Tax AutoFile feature in your TaxJar.

  1. Select one of the following:
    • Use the Rebilly UI:
      1. In the left navigation bar, click automations icon , click Integrations , and then click Apps .
      2. In the list of available integrations, on the right of TaxJar , click Settings .
      3. Click Add TaxJar credentials .
      4. Enter your TaxJar API Token.
      5. Click Save .

    • Use the Rebilly API: To create a TaxJar credentials hash using the Rebilly API, see PostTaxJarCredentialHash .
  2. Configure rules action:
    1. In the left navigation bar, click automation icon .
    2. Click Rules engine , then click Billing events .
    3. Click Invoice paid .
    4. Click Rule set , then click Binds , and then in the top right of the screen, click Add bind .
    5. In the Bind name field, enter a unique name.
    6. In the Actions section, click Add action and select Create TaxJar transaction .
    7. Select your TaxJar credential hash.
    8. Click Save .
    9. Configure the invoice refunded event: Repeat the above steps, and in step 3, select Invoice Refunded .