Tax calculation integration
Connect Wingspan client billing inputs to Anrok through a custom API workflow. Estimate tax while a bill is in draft. Check the final lines, client location, and tax details before sending it. Record the final sale in Anrok, then keep client credits and tax changes tied to that invoice.
Anrok 
Connect client bills to tax records
Anrok
Customer and taxable address
Wingspan
Client invoices and payers
Anrok
Product and product tax category
Wingspan
Client invoice line items
Anrok
Ephemeral transaction
Wingspan
Draft client invoice tax review
Choose the client billing records your tax flow uses and when they move. Set who reviews tax and keeps each sale record.
Use Anrok estimates while your team reviews a client bill. Recheck the result after changes to the service, price, address, or client tax proof. This keeps an earlier estimate from being used after the bill details have changed.
Record the sale in Anrok when the invoice is final and ready to send. Keep its stable ID and bill number linked in the billing path. Client collection keeps its chosen payment process and status checks.
Choose how your business records a credit in Anrok. Use a separate negative sale record or the agreed update path. Review tax return state before changing a saved record, and send cases that need review to the tax owner.
Anrok focuses on sales tax for software businesses. Its tax workflow separates draft bill estimates from final sale records. Use that split when billing clients for software and related services. Match each billed service to the tax category set for it in your Anrok account.
While a bill is in draft, request a tax estimate. Recheck it when a client address, discount, service, or tax ID changes. A draft estimate gives your team an amount to review. The final bill creates the sale record used by Anrok for the chosen tax reporting process.
Use the client bill ID to link those steps. Keep the client Payer, billed lines, date, and tax result together in the custom billing path. This gives finance the context to check a final bill and trace later credits. Set a clear owner for each tax change and for the services used to file returns.
Choose which tool holds each record. Map the client bill inputs your tax flow needs. Use the tax results and sale records to support review and reporting.
Client invoices and payers
Wingspan to Anrok
Match the Wingspan client Payer to an Anrok customer ID. Share current tax IDs and approved exemption proof where needed. Keep that client ID across bills. Use it to match the buyer with the right tax proof.
Client invoice line items
Wingspan to Anrok
Map billed services to Anrok product IDs and tax categories. Items with the same tax category share a product ID. Review the mapping when your team bills a new service. Check it again when a service package changes.
Draft client invoice tax review
Reference or reporting
Send draft bill inputs for an Anrok tax estimate. Refresh it after changes to bill details that affect tax. Keep the estimate with the draft version under review, and use the current inputs for the final sale record.
Final client invoice reference
Reference or reporting
Send the final billed lines when the invoice is ready to send. Use a stable sale ID and the client bill number for matching. Finance then matches final client sales to the tax records used by Anrok.
Client tax review evidence
Reference or reporting
Match the client certificate to the same Anrok customer ID used on the sale. Review dates and the regions they cover. Give the tax owner a clear step to approve or replace evidence before your team applies the client exemption.
Client credits and refunds
Reference or reporting
Link each credit to its original bill in your billing records. Keep IDs unique for each new credit or sale version. Review the saved sale state before changing it, then match the credited tax to the client adjustment.
01
Your team creates or changes a client bill.
Collect the service lines, client location, date, currency, and tax proof. Review the line and total tax amounts in the billing path. A change to the price, discount, address, or service starts a new check. Your team approves the final bill using the current result.
02
The client invoice is final and ready to send.
Send the final inputs under the stable bill ID. Anrok calculates the tax and saves the sale record. Use the agreed invoice date for the tax record. Match final sales with the chosen reporting process, and keep client payment status in the collection workflow.
03
Finance approves a client credit or cancels a bill.
Find the original bill and saved sale. Check whether the sale is frozen for filing. Use the agreed update, void, negative credit, or negation path for its state. Review the corrected tax and link the result to the credit and any money refund.
Set service tax categories with your tax adviser. Review the client tax treatment with them too. Check exemption dates and tax IDs through the agreed process. Name an owner for changes to service codes, client details, and seller tax settings.
Use the final bill event to save the sale in Anrok. Decide how credits are recorded and who reviews cases frozen for filing. Give the team a clear review path for errors before treating a tax change as complete.
Choose where tax is shown on the client bill and stored for the books. Check prices that include tax, discounts, line totals, and currency rounding. Keep worker costs, contractor pay, and employee withholding under their own book and pay rules.
Plan client tax and worker pay as distinct flows. Link the work to the client bill and keep a clear owner for each tax record.
Tax calculation
Use Stripe Tax through a custom API workflow built around Wingspan client billing inputs. Calculate tax from the client, billed lines, and seller settings. Review the bill total through your chosen billing path. Keep tax records, bill IDs, and refunds linked while using the payment system chosen for that sale.
Explore integration
Tax calculation
Use a custom connection to review Numeral tax for your client bills. Match services, client details and prices to a tax result. Keep that result linked to the completed sale. Use the sale reference for full or partial refunds. Set the billing and reporting path for your business.
Explore integration
API & custom
Connect your internal apps to Wingspan with the Custom API integration. Sync worker records, assignments, and approved work. Worker types include Contractor and W-2. Contractor pay uses invoices and payables. W-2 pay uses pay statements and employee payroll runs. Read check and payment status in your own tools.
Explore integrationBring client bills, tax review, and sale records together. We’ll help you set up the flow your team needs.
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