Tax calculation integration
Use a custom API workflow to connect Wingspan client billing inputs with Avalara AvaTax. Calculate tax from billed services, client details, and seller settings. Review the result before sending the bill. Keep the final bill and AvaTax record linked for tax review, credits, and the books.
Avalara 
Connect client bills to tax records
Avalara
Company
Wingspan
Issuing business
Avalara
Customer code and address
Wingspan
Client invoices and payers
Avalara
Tax code and transaction line
Wingspan
Client invoice line items
Choose the client billing records your tax flow uses and when they move. Set who reviews tax and keeps each sale record.
Map each billed service to an AvaTax tax code. Send the client location, line amount, and discount with it. Review software, service fees, and other items by their own codes.
Use a SalesOrder estimate for a draft bill. Save a SalesInvoice for the final sale and commit it at the agreed event. Your team then knows which bills are still being reviewed and which tax records are ready for the chosen reporting process.
Keep the original bill ID with each credit or refund. Choose the AvaTax refund or return path that fits the change. Record the lines and tax being credited. Match those amounts to the client credit and refund record, so finance has a clear trail when the sale changes.
A client bill needs more than a single tax rate. The service, buyer location, and selling business all shape the result. AvaTax uses the details you send and the tax profile set for that business. Build the custom workflow around the same lines and dates your team uses to bill the client.
Start with a tax estimate while the bill is in draft. Recheck the result when the price, address, or service changes. Your team then reviews the total and sends the bill through the agreed billing path. Use one owner for the tax amount so each line gets the right treatment once.
AvaTax has a distinct step for tax records used in reports. Save an uncommitted SalesInvoice in this billing path. Commit it at the agreed point when the bill is final. Keep the bill ID, company code, and tax record together.
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.
Issuing business
Wingspan to Avalara
Choose the AvaTax company code for the business that issues the bill. Send the same seller choice when the tax is rechecked. Review the mapping when a new business or selling location is added, so the right tax profile is used.
Client invoices and payers
Wingspan to Avalara
Match the Wingspan client Payer to a stable AvaTax customer code. Use the chosen billing or service location and current exemption proof. Keep the client ID stable across draft bills, final bills, and credits for the same buyer.
Client invoice line items
Wingspan to Avalara
Match the billed service to the agreed AvaTax tax code. Send the line amount, quantity, and discount. Preserve a line ID for tax review and partial credits. A change to the service or its price starts a fresh tax check before your team sends the final bill.
Client invoice tax review
Reference or reporting
Use the draft sale inputs to request an estimate. Review the returned tax by line and the total in the agreed billing path. Replace the estimate when relevant bill details change, so review uses the current lines and location.
Final client invoice reference
Reference or reporting
Record the final sale under the agreed bill ID. Commit the saved sale at the chosen event. Finance uses those links to match final bills with tax reports and to find saved records that still need review.
Client credits and refunds
Reference or reporting
Link each return or refund to the original client bill in your billing records. Identify the credited lines and keep a distinct credit ID. Match the returned tax with the credit total before closing the adjustment in the books.
01
Your team prepares or edits a client bill.
Start with the client, seller, billed services, date, and currency. Review the result and any input errors. Check the tax again after a price, location, discount, or exemption change. Keep the final tax result with the bill version your team approves.
02
The client bill reaches the agreed final event.
Save the sale as a SalesInvoice under the chosen company and bill ID. Check the bill and tax totals, then commit the record. Check the committed state before treating it as ready for reporting. Select tax return services and filing approvals as part of that setup.
03
Finance approves a full or partial client credit.
Find the original bill and tax record. Use the agreed AvaTax return or refund path and keep the original tax date where required. Review the credit tax and its reporting date. Keep the credit, tax correction, and money refund IDs linked for finance.
Review the selling business and service tax codes with your tax adviser. Decide which client tax details to share and who reviews exemption proof. Give your team a clear path to fix missing inputs before sending a client bill.
Set the event that commits an AvaTax sale. Select the return filing and payment services your business uses. Keep client bill approval, payment collection, and tax filing review as distinct steps with named owners.
Choose the billing system that displays the tax and holds its breakdown. Test line totals, discounts, currency rounding, and credits through that path. Keep the same final total in the bill and the books. Worker earnings and contractor pay keep their own rates, amounts, and approval 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.
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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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