Tax calculation integration

Keep client tax estimates and sale records linked

Use Kintsugi's API in a custom client billing flow to estimate sales tax, VAT, or GST. Start with client locations, service codes, and bill lines. Review the result before sending the bill. Record the sale through your selected billing path and link later credit notes to the original transaction.

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Wingspan

Connect client bills to tax records

  • Kintsugi

    Customer

    Wingspan to Kintsugi

    Wingspan

    Client Payer

  • Kintsugi

    Product category and subcategory

    Wingspan to Kintsugi

    Wingspan

    Client invoice service classification

  • Kintsugi

    Estimate line items

    Wingspan to Kintsugi

    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.

Review tax before a bill is final

Use a Kintsugi estimate to review the planned sale. Check the line amounts, buyer location, and service type together. Keep the reviewed result with the bill draft. Recalculate when those inputs change so your team reviews the current bill.

Keep service codes consistent

Match repeat services to a shared product list. Kintsugi products hold a category and subcategory for tax. Use those choices across client bills. Give your team a clear review step when it adds a service or changes what a client buys.

Trace a credit to its sale

Kintsugi supports full and partial credit notes linked to a sale. Keep that link in your billing records. Finance then has the bill and correction together when checking tax, credit amounts, and the books.

How Kintsugi works with Wingspan

A draft estimate helps your team review tax before a bill is final. A recorded sale keeps the facts used for tax reporting. Kintsugi provides both through its API. Build a custom billing path around your Wingspan client and invoice inputs. Name an owner for each step.

Keep service codes and client matches stable as bills change. Choose how your billing system stores tax and shows the total. Retain the sale date and bill reference when recording a sale. Use that same trail for later credits.

Start with the records you already use

Customer
Keep the buyer's stable client match and selected tax facts. Link those details to the client that owes the bill in your chosen billing process.
Product
A product has a category and subcategory for tax. Match billed services to the reviewed product list. Use specific types that describe the work sold to each client.
Tax estimate
The estimate returns the tax due from the current bill inputs. Use it for draft review and keep a copy of the result. Request a fresh estimate when the bill's tax inputs change.
Sale transaction
The sale record holds the date, client, lines, and tax detail. Match it to the final bill. Review its processing state and amounts before the finance close.
Credit note
A credit note links a full or partial credit to the original sale. Keep the bill and line references for the portion credited. Match the correction to the finance record and chosen refund path.

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.

Customer

Client Payer

Wingspan to Kintsugi

Use the client relationship as the buyer match in the custom flow. Add the selected tax address and buyer facts from their source of record. Keep the match when billing contacts change.

Product category and subcategory

Client invoice service classification

Wingspan to Kintsugi

Map the billed service to its Kintsugi product or reviewed service category. Check new service types with your tax team. Retain the mapping so repeat bills use the same reviewed classification.

Estimate line items

Client invoice line items

Wingspan to Kintsugi

Use the draft lines, currency, and date for the estimate. Keep a stable line match. Review tax alongside service amounts and confirm how your billing system shows the final bill total.

Sale transaction reference

Client invoice reference

Reference or reporting

Keep the client bill reference with the chosen Kintsugi sale record. Select the event that records the sale. Use the real sale date to match it to the right period in the books.

Credit note and original sale

Client bill adjustment context

Reference or reporting

Link each credit to the original sale and lines credited. Keep the billing correction and tax record together. Track returned funds in the chosen collection system.

Customer exemption

Client tax context

Reference or reporting

Choose how the client's exemption facts enter the tax flow. Review their region, dates, and supporting record. Keep the buyer match and review owner clear when a client adds new locations or services.

Integration workflows

01

Price tax on a draft client bill

Your billing team prepares a client bill.

Check buyer location and service codes with the bill lines. Request an estimate through the custom flow. Review the line tax and total. Keep the inputs and result with the draft. Recheck after a change in address, price, or service. Approve the tax shown by your chosen billing system before sending the bill.

02

Record the reviewed client sale

The sale reaches the agreed recording event.

Keep the bill reference and sale date with the Kintsugi transaction. Check the state and tax after processing. Confirm the committed state before using the sale for filing. Match the sale to the bill and books. Track client payment with its own record in the chosen collection path.

03

Credit part of a client sale

Your team approves a full or partial credit.

Start with the original sale and the bill lines being credited. Link the Kintsugi credit note to that sale. Keep the approved credit amount and its date in the billing records. Review the tax correction with the credit before close. Match any payment refund to its own collection record. For a filed period, have your tax team choose the correction path that fits the recorded sale.

Plan your integration

Match the right selling business

Scope the tax flow to the business that issues the bill. Choose the Kintsugi account and connection for that business. Keep client, product, and transaction references within that scope. Review the ownership rules when one finance team serves several entities or billing systems.

Review regions and client exemptions

Check active tax registrations for the selling business. Choose the client address and exemption evidence for each billing path. Review a zero-tax result with those facts in view. Have a qualified tax professional confirm the treatment for your services and clients.

Set bill, tax, and payment ownership

Name the system that creates the bill and shows tax in the total. Choose one tax calculation owner for that path. Set the steps for saving results, recording sales, and handling credits. Keep client sales tax with billing and worker pay with its agreed pay process.

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 role and type in Wingspan. Use the selling business, client, and services to scope tax on client bills.
Engagements and assignments
Use client terms for billing where selected. Keep worker rates and assignments with the chosen work and pay process.
Requirements and eligibility
Choose the client tax inputs for each bill. Track worker checks through your agreed onboarding and assignment process.
Work logs and approved work
Use approved billable work for client invoice lines where selected. Keep the work review and bill approval steps owned by your team.
Payables
Track amounts owed to workers through their selected pay path. Keep client sales tax in the client billing and books process.
Client invoices
Use selected client bill and line inputs in the custom flow. Choose how your billing system stores tax and shows the bill total.
Payments and payouts
Use the chosen collection system for client payments and refunds. Match them to the bill, sale transaction, and any credit note.
Tax records and reporting
Use Kintsugi estimates and sale records for the selected client tax process. Choose filing scope by account. Keep worker tax forms with the worker tax process.

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