Tax calculation integration
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.
Numeral 
Connect client bills to tax records
Numeral
Products and Product Categories
Wingspan
Client invoice service lines
Numeral
Customers
Wingspan
Client Payers and billing context
Numeral
Exemption Certificates
Wingspan
Client tax review context
Choose the client billing records your tax flow uses and when they move. Set who reviews tax and keeps each sale record.
Numeral returns total tax and tax for each line. Use those amounts in the bill review. Keep the breakdown for finance. This preserves tax rules that apply to only part of a line price.
Save the tax result reference with the client bill. Use it to record the completed sale. Keep the new sale reference too. Trace the reviewed amounts to the reporting record and later client credits.
Choose the billed lines for a partial Numeral refund. Keep its new reference with the client credit. Follow the original sale, changed lines and tax returned through the chosen billing path.
Numeral returns tax for the client and items you plan to bill. Each result has a reference. The completed sale links to that result. Refunds use the sale record to preserve the tax trail.
Start with the client bill you track in Wingspan. Your client is the Payer. Choose the system that shows tax and collects the amount. Set the custom connection around that billing path. Keep invoice, tax result and sale references linked for finance to match.
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 invoice service lines
Wingspan to Numeral
Choose a Numeral product or category for each billed service. Keep the line reference, unit price and quantity with it. Review the code when a new service or billing plan enters the flow.
Client Payers and billing context
Wingspan to Numeral
Match the client Payer to the chosen Numeral client details. Use the client type, tax location and tax IDs needed for the sale. Keep the source client reference for later bill reviews and credits.
Client tax review context
Reference or reporting
Choose the client exemption record for the sale. Keep it with the client and region in the tax setup. Review the returned treatment with the service lines. Client exemptions and item tax rules guide that review.
Client invoice tax review
Reference or reporting
Use the returned tax amounts and line detail in the bill review. Save the result reference with the bill. Check its expiry before recording the sale. Choose how the billing system shows tax and the total due.
Completed client sale references
Reference or reporting
Record the sale at the completion event chosen for your billing path. Use the reviewed tax result and source bill reference. Keep the new Numeral sale reference. Use one recording path for a clear tax trail.
Client credits and refund references
Reference or reporting
Find the recorded sale before making a Numeral refund. Choose a full refund or the lines for a partial refund. Keep the refund reference with the credit. Match the tax change and money returned in your books.
Client adjustment review
Reference or reporting
Keep the Numeral refund reference after a credit. Use it if the tax refund record needs to be reversed. Check the client balance and pay records through the chosen billing path. Retain the full trail.
01
Your team prepares a client bill for review.
Choose the client tax location and service categories. Send the unit prices and quantities for the billed lines. Include whether those prices already contain tax. Review the returned total and tax for each line. Keep the result reference and its expiry with the client bill. Use the returned amounts in your billing review. Refresh the result after a relevant bill change or expiry. The selected billing system then shows the approved client amount.
02
The sale reaches the completion event set for this billing path.
Find the tax result that matches the final bill. Record the Numeral sale with that result and source bill reference. Save the new sale reference beside the client invoice. Set the completion event with finance. Use one recording path per sale. Match client collection through the chosen payment system. Check the sales included in your tax reporting scope.
03
Finance approves a partial client refund.
Open the client bill and Numeral sale record. Choose the lines covered by the refund. Check their amounts against any credits already made. Create the partial refund and save its reference. Use the chosen billing path for the credit and money returned. Finance checks the sale, refund and collection together. Keep the refund reference for review or a later reversal.
Choose when the client sale is complete in your billing path. An issued invoice and collected payment are different events. Record the sale at the event agreed for your tax setup. Keep manual bills and other sales channels in scope so finance reviews the full set of intended sales.
Confirm the service codes, client type, location and active tax regions. Check the result expiry before use. Use returned tax amounts rather than adding all listed rates. Match prices, quantities, currency and discounts to the bill. Set a review path for errors and incomplete client details.
Confirm how the billing system shows tax and includes it in the client amount. Test full refunds, partial credits and reversals. Choose the Numeral reports and filing services for your account. Keep sales tax within business billing. Worker pay follows its own review and tax 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
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.
Explore integration
Tax calculation
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.
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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