Tax calculation integration

Connect client billing to Quaderno tax and credit records

Use a custom connection to link your client billing flow with Quaderno. Review sales tax, VAT or GST from the service and client details. Keep sales and later credits tied to the bill. Choose which system sends the invoice so each client gets a clear billing record.

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Quaderno logo Quaderno
Wingspan

Connect client bills to tax records

  • Quaderno

    Registered Tax Jurisdictions

    Reference or reporting

    Wingspan

    Issuing business billing context

  • Quaderno

    Contacts

    Wingspan to Quaderno

    Wingspan

    Client Payers and invoice references

  • Quaderno

    Tax Rate Calculations

    Reference or reporting

    Wingspan

    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 the right code for each service

Software, digital services and consulting have distinct tax rules in Quaderno. Choose the code for each billed service. Review new services against the tax setup before adding them to the billing flow.

Understand a zero tax result

Quaderno distinguishes exempt sales, regions without registration and reverse charge results. Review the status with the client details. Keep the reason with the bill so finance can follow the tax review.

Keep credits attached to the sale

Recorded refunds create credit notes in Quaderno. Match them to the original sale and client bill. Keep the references in your books. Use the chosen delivery path to share the credit.

How Quaderno works with Wingspan

Quaderno uses your registered tax regions, service type and client location to determine tax. It also creates bills and credit notes from recorded sales and refunds. Document delivery is a key part of the setup.

Start with the client invoice and billed lines you track in Wingspan. The client is the Payer. Set the custom connection around the chosen billing path. Review tax before charging the client. Choose who sends the invoice. Keep its reference with the Quaderno sale for later credits and reporting.

Start with the records you already use

Registered Tax Jurisdiction
Stores the seller regions used to decide where tax is collected.
Contact
Holds client billing details and the tax ID used for the sale.
Tax Rate Calculation
Returns the tax rate, status and region for the selected service and client.
Transaction
Records a sale or refund with the client, lines and platform references.
Invoice
Holds the bill created for a recorded sale.
Credit Note
Shows the credit created from a refund.
Payment
Holds the pay details linked to the sale and bill.

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.

Registered Tax Jurisdictions

Issuing business billing context

Reference or reporting

Choose the Quaderno account for the seller issuing the bill. Review its registered tax regions. Set the service type and tax code defaults. Those choices guide results when a bill uses the account defaults.

Contacts

Client Payers and invoice references

Wingspan to Quaderno

Match the client billing record to a Quaderno contact. Use the address and tax ID selected for the sale. Keep the client Payer and contact references together. Use that link for tax reviews and later credits.

Tax Rate Calculations

Client invoice tax review

Reference or reporting

Send the service code and client tax location for review. Read the returned rate and status together. Use the amount result where selected. Keep the tax details with the bill reference. Choose how the billing system shows them.

Transactions

Recorded client sales

Reference or reporting

Record the sale with client details, billed items and reviewed tax. Use a stable source sale reference. Link pay details where selected. Quaderno creates a bill from the record. Match it to your chosen client billing path.

Invoices

Client invoice document references

Reference or reporting

Choose one system to send the client invoice. Quaderno returns the new bill details when the sale is recorded. Keep that reference with the bill your team tracks. Set the delivery rules in both systems.

Refund Transactions and Credit Notes

Client credits and refunds

Reference or reporting

Use the original source sale reference for the Quaderno refund. It creates a credit note. Keep the credit note and client bill linked. Return money through the chosen payment path. Match that refund to the credit.

Corrected Invoices

Client bill corrections

Reference or reporting

Credit and reissue a final bill through the Quaderno path. Link the credit to the original sale. Give the new sale its own reference. Keep the original pay reference when it applies. Finance can trace both bills.

Integration workflows

01

Review tax for a new service bill

Your team adds a service line to a draft client bill.

Choose the service type and Quaderno tax code. Review the client location and seller tax regions. Request the tax result. Read its status with the rate or amount. Check taxable, exempt or reverse charge treatment against those inputs. Keep the review with the bill reference. Refresh it after a change to the service, client details or amount.

02

Record the sale and manage invoice delivery

A sale is complete in your selected billing path.

Match the completed sale to the bill your team tracks. Record the client, items, tax and source sale reference in Quaderno. Attach the collection details used for the sale. Keep the invoice reference returned by Quaderno. Follow the delivery choice you set for this billing path. One system sends the intended client invoice. Finance matches the sale, document and collection references so each has a clear role in the books.

03

Correct a bill after the client receives it

Finance approves a correction to a final client invoice.

Find the original sale and client bill. Use the Quaderno refund path to create a linked credit note. Review the changed service, client tax details and amount. Record a new sale with its own reference. Keep the original pay reference when it still applies. Send the new bill through the chosen delivery path. Finance checks the credit, new bill and client balance together.

Plan your integration

Review service codes and tax IDs

Choose codes for what your business sells. Quaderno gives SaaS, digital services and consulting their own tax treatment. Check client tax IDs and the result. Set clear account defaults. Use bill-specific details when the selected service or tax location calls for them.

Choose the invoice document owner

Quaderno creates bills from sales and credit notes from refunds. Choose how those records fit your billing process. Set one path to send each bill. Confirm how the billing system shows tax and requests pay. Keep the bill reference your finance team uses.

Set the correction and reporting path

Test refunds and final invoice changes with the Quaderno version selected for the account. Use its credit-and-reissue path for the final document. Keep the record dates and source references in your books. Choose the tax reports and filing services your team needs as part of the wider setup.

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
Worker records track who does the work. Your chosen client tax flow uses seller and client billing details.
Engagements and assignments
Client terms guide the billed work. Worker jobs keep their own work review and pay rules.
Requirements and eligibility
Worker checks show readiness for work. Client tax IDs and exemptions guide the separate bill review.
Work logs and approved work
Approved work supplies billed lines where selected. Your team also reviews the client bill and its tax.
Payables
Contractor bills follow their own pay rules. Client sales tax belongs to the business billing and tax flow.
Client invoices
Use client bill and Payer references in the custom flow. Choose how the billing system shows tax and totals.
Payments and payouts
Match the client bill to collection records. Review the tax record and money movement as distinct steps.
Tax records and reporting
Keep sales tax with the client sale. Choose filing services with the provider account. Worker tax forms follow their own process.

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Connect Quaderno to your client billing flow

Bring client bills, tax review, and sale records together. We’ll help you set up the flow your team needs.

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