Retrieving External Tax Data

Some countries, like the United States or Canada, have very complex sales tax rules that are difficult to manage. To facilitate corresponding business use cases, JustOn allows for retrieving tax data from an external tax provider.

If set up accordingly, the tax data is usually retrieved automatically upon invoice finalization. Certain business use cases, however, require the tax data to be retrieved manually. To this end, you use the button External Tax Provider in the invoices list view.

Make sure that the button External Tax Provider is available in the invoices list view, see Adding Tax Data Retrieval Button.

To retrieve external tax data:

1. Navigate to the Invoices list in the invoice run view, or open the Invoices tab and select an appropriate list view.

   The list view Recently Viewed does not display the External Tax Provider button.

2. Select the checkboxes next to the invoices for which you want to retrieve tax data, or leave all checkboxes unmarked to include all listed invoices.

3. Click to open the action menu, then select External Tax Provider.

4. Click Continue to confirm and complete the operation.

   Depending on the invoice status, the button either invokes the retrieval of draft tax data for draft invoices, or repeats the tax provider update for final invoices.

   Invoice Status	Condition	Result
   Draft		Retrieves draft tax data from the tax provider, replaces existing tax details of invoice line items.
   Open	Tax retrieval status is not Final	Updates the external tax provider with the final invoice data.

   For details on how JustOn processes the tax data, see Tax Data Retrieval: Implementation Details.

Related information:

Taxation Approaches
Setting Up Tax Data Retrieval