Tax calculation integration

Connect client billing inputs to Fonoa Tax

Use Fonoa Tax in a custom client billing flow to work out sales tax, VAT, or GST. Start with the seller, client, and billed services. Review the tax result before you send the bill. Keep its reference with the sale and choose the Fonoa products for your tax process.

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Fonoa logo Fonoa
Wingspan

Connect client bills to tax records

  • Fonoa

    Supplier

    Wingspan to Fonoa

    Wingspan

    Issuing business Account

  • Fonoa

    Customer

    Wingspan to Fonoa

    Wingspan

    Client Payer

  • Fonoa

    Transaction items

    Wingspan to Fonoa

    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.

Use the facts behind the bill

Give tax review a clear starting point. Tie the client, selling business, and service lines to one bill. Check the client location and tax status with your team. This keeps the basis for each result clear as your client list grows.

Keep tax detail for review

Fonoa returns tax amounts for each item and the full sale. Keep that detail with the result reference. Your finance team then has a trail from the bill to the inputs used for tax, with line totals to check against the books.

Choose the right Fonoa steps

Tax handles the tax result. Lookup checks tax IDs. Invoicing and Reporting serve other steps when selected. Name an owner for each step so your team knows where to review the bill, tax record, and report.

How Fonoa works with Wingspan

Client tax starts with who sells the service, who buys it, and what the bill covers. Fonoa Tax uses those facts to assess the sale. Wingspan client and invoice records provide inputs for a custom connection. Your team sets the billing path and owns the review.

Keep the returned tax detail with the bill in your chosen billing system. Decide how the bill shows tax and how the books track it. Select Fonoa's Lookup, Invoicing, and Reporting products for the steps your business needs.

Start with the records you already use

Supplier and customer
These inputs describe the seller and buyer for tax. Their locations and tax status help Fonoa assess the sale. Match them to the business issuing the bill and the client that owes it.
Transaction items
Each item holds a service tax code, price, quantity, and line reference. Use a clear service list for the billed work. Keep distinct services on their own lines when they need different tax treatment.
Calculation result
The result includes a reference, line tax detail, and sale totals. Keep the values used for the bill. Save a copy in your billing records for later review.
Committed calculation
Fonoa marks a calculation committed after it results in a sale. It then supports revenue tracking where applicable. Track that state with the sale record and retain the completion result for your finance team.

Record mappings

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.

Supplier

Issuing business Account

Wingspan to Fonoa

Use the business issuing the bill as the seller. Add the tax facts required for the chosen Fonoa account. Check entity ownership before sending data, especially when one finance team serves several businesses.

Customer

Client Payer

Wingspan to Fonoa

Match the client relationship to the buyer in the tax request. Supply the agreed buyer location and tax status from their source of record. Keep the client match stable when names or billing contacts change.

Transaction items

Client invoice line items

Wingspan to Fonoa

Map billable lines to Fonoa service tax codes. Pass the reviewed price and quantity for each line through the custom billing flow. Check discounts and prices that include tax as part of the billing design.

Calculation reference and result

Client invoice reference

Reference or reporting

Link the tax inputs and result to the bill in your chosen billing system. Keep the returned detail for the books. Choose how that system stores tax and shows the total to the client.

Committed or reverted status

Client sale and adjustment records

Reference or reporting

Match Fonoa's status changes to the approved sale or correction in your billing process. Keep the bill, tax result, and event date together. Your collection system owns the payment and refund records for that path.

Integration workflows

01

Review tax on a draft bill

Your team prepares a client bill for review.

Check the client, seller, and service tax codes. Request tax from Fonoa through your custom billing flow. Keep the returned detail with the draft. Recheck the inputs when the scope or buyer facts change. Send the bill once your team has approved the amount and tax shown in the chosen billing system.

02

Link the approved sale to its tax result

The calculation results in a sale.

Use your agreed sale event to mark the Fonoa result committed. Record its completion state after Fonoa processes the update. Match the final bill and tax detail to the same sale reference. Track the collection and filing steps with their chosen owners. Finance then has the amount billed and its tax basis.

03

Review a bill correction

Your team approves a cancellation or change to a sale.

Bring the original bill and tax result into the review. Fonoa supports reverting a committed calculation. Use that step for the agreed correction path and retain its outcome. Choose the treatment for a partial credit with your tax team. Match any refund to its payment record. Keep the sale, correction, and dates linked.

Plan your integration

Set tax scope by selling business

Confirm the seller, client locations, and billed services for this flow. Include the tax products and regions in your Fonoa account. Bring sample bills to your tax team, including a business client and a price that includes tax. Have a qualified tax professional confirm the treatment for your sales.

Name the bill and payment owners

Choose where the client bill is created, where it displays tax, and where funds are collected. Set the links to Wingspan client and invoice records as part of that design. Keep client sales tax in the client billing process. Track worker earnings and worker tax forms through their own agreed process.

Retain the evidence used for each bill

Keep the calculation inputs, returned amounts, and status events with your billing records. Set a retention policy for those copies and for Fonoa's stored results. Review access with your finance and tax teams. Choose which client tax details to share and who handles rejected inputs or failed updates.

How client billing fits with worker pay

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.

Workers and worker types
Keep each worker's type and role in Wingspan. Scope client sales tax to the selling business, buyer, and billed services.
Engagements and assignments
Use client engagement terms for the chosen billing flow. Keep worker engagement rates and assignment terms in their work and pay process.
Requirements and eligibility
Choose client tax facts for billing. Track worker checks through the agreed onboarding and assignment process.
Work logs and approved work
Use approved work for client bill lines where selected. Keep your team's work review and bill approval steps.
Payables
Track amounts owed to workers through your chosen pay path. Set the books up to track client sales tax in the client billing flow.
Client invoices
Map the selected client bill and lines to Fonoa inputs. Choose how your billing system stores tax, shows the total, and sends it to the books.
Payments and payouts
Use your chosen collection system to track client payments and refunds. Match those records to the bill and Fonoa tax status.
Tax records and reporting
Use Fonoa Tax for the selected client sales tax flow. Choose Lookup, Invoicing, and Reporting steps by need. Keep worker tax forms with the worker tax process.

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