Tax calculation integration

Match billed services to Sphere tax codes

Use Sphere in a custom client billing flow to calculate tax from billed products and client locations. Map each service to a product with a tax code in Sphere. Review the returned tax for each line. Keep the result reference with the bill and choose how final sales reach Sphere.

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Wingspan

Connect client bills to tax records

  • Sphere

    Billing product

    Wingspan to Sphere

    Wingspan

    Client invoice service line

  • Sphere

    Customer address

    Wingspan to Sphere

    Wingspan

    Client Payer and billing context

  • Sphere

    Line amount and discount

    Wingspan to Sphere

    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 a clear service catalog

Give each billed service a stable product match and tax code. Your team then reviews the service type once and reuses that choice across client bills. Keep distinct service types on separate lines when their tax rules differ.

Review tax by client location

Sphere returns line tax amounts with the region and tax type. Use that detail to review the bill. Keep the address, product, and result together so finance can trace the facts used for each sale.

Keep the bill tied to its result

Keep the Sphere tax result with the bill in your chosen billing system. Record final invoices and credits through the custom API or selected billing connection. Use the same bill reference when matching the sale, tax, and books.

How Sphere works with Wingspan

Sphere's tax engine uses a product tax code for each billed service and the client's location. Build a custom flow around your Wingspan client and invoice inputs. Choose the Sphere API path and product source for your billing process.

Match billed services to products set up in Sphere. Keep reusable products for repeat work, even as line descriptions change. Choose where your billing system shows the returned tax and total. Use Sphere's transaction records for final invoices and linked credits. Keep those records matched to the client bill.

Start with the records you already use

Product and Product Tax Code
Set up each billed product in Sphere through the custom API or chosen billing catalog. Assign its Product Tax Code. Use that record for repeat services and keep distinct service types on their own lines.
Customer address and tax facts
Supply the client location and selected tax-ID or exemption facts. Confirm the address used for the sale. Keep buyer tax treatment tied to that client and your account settings.
Line tax result
Each returned line has its tax amounts and regions. Review the detail with the service amount. Use it to show tax in the billing system and check the total.
Calculation and transaction references
Keep the tax result reference with the bill review. Use a stable invoice reference for the Sphere transaction. Link credit notes to the original invoice so finance can trace each change.
Enabled tax region
Set the tax regions enabled for your selling business. Review them with your tax team when you add a client market. Check that tax calculation is active for the selected regions.

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.

Billing product

Client invoice service line

Wingspan to Sphere

Map the selected bill line to a product known to Sphere. Reuse that match for the same service. Confirm the Product Tax Code before a new service enters the billing flow.

Customer address

Client Payer and billing context

Wingspan to Sphere

Match the buyer to the client that owes the bill. Supply the chosen tax address from its source of record. Check it when the client adds a site or changes where it buys the service.

Line amount and discount

Client invoice line items

Wingspan to Sphere

Use reviewed line amounts for the tax request. Account for line discounts and prices that already include tax. Confirm currency handling in the custom flow before comparing the returned amount to the client bill.

Tax amounts and calculation reference

Client invoice reference

Reference or reporting

Link the result to the client bill in the selected billing system. Choose how it shows the line tax, bill total, and tax reference. Keep those values for later matching with finance records.

Invoice and credit-note transactions

Client billing and adjustment context

Reference or reporting

Record final invoices and linked credit notes through Sphere's custom API or selected billing connection. Keep the original invoice reference on each credit. Match the returned tax and totals to the bill in your chosen billing system.

Integration workflows

01

Set up tax for a billed service

Your team adds a service to client billing.

Choose the product for that service. Set it up through Sphere's custom API or selected billing catalog. Assign its tax code and check it against the service sold. Keep the match with your billing rules. Test a sample bill with that product and address. Set an owner for product and code changes.

02

Review the client bill before sending

A draft client bill is ready for tax review.

Request tax with the client address, product matches, and line amounts. Review each line and the region detail. Check the reason for a zero amount, such as buyer tax treatment or enabled regions. Retain the result reference with the bill. Approve the displayed tax and total before sending it to the client.

03

Match final sales and credits

Your billing system finalizes a bill or credit.

Record the final invoice through Sphere's custom API or selected billing connection. Keep its reference with the client bill and tax detail. For a credit note, link the original invoice and review the corrected amount. Track any funds returned in the collection system. Match the sale, credit, and tax records in the books using the agreed dates.

Plan your integration

Choose the product and record paths

Choose how products enter Sphere and which API path handles tax review. The calculation API uses a connected billing catalog. The transaction API accepts invoice and credit records with product details. Set the chosen paths together and name an owner for service codes, final records, and test bills.

Scope regions and buyer tax treatment

Check the selling business's tax registrations. Enable calculation for the chosen regions. Set how client tax IDs and exemptions enter the flow. Review cross-border treatment with your Sphere team where selected. Have a qualified tax professional confirm the rules for your services and clients.

Choose one tax owner for each bill

Name the billing system that creates the client invoice, shows tax, and collects payment. Use one selected tax calculation path for that bill. Keep sales tax in the client billing process and worker pay in its agreed pay process. Set who reviews errors, credit records, and differences during close.

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 worker roles and types in Wingspan. Use the selling business, client, and billed service to scope client sales tax.
Engagements and assignments
Use client engagement terms for billing where selected. Keep worker rates and assignment terms with the chosen work and pay process.
Requirements and eligibility
Choose client tax facts for the bill. Track worker checks through your agreed onboarding and assignment process.
Work logs and approved work
Use approved work to build client bill lines where selected. Match each billed service to the reviewed Sphere product and tax code.
Payables
Use the selected worker pay path for amounts owed to workers. Track tax charged to clients through the client billing flow.
Client invoices
Use client and line inputs in the custom tax flow. Choose the billing system that stores the result and shows the client bill total.
Payments and payouts
Track client payments and refunds in the chosen collection system. Keep them linked to the bill and its Sphere tax reference.
Tax records and reporting
Use Sphere for the selected sales tax, VAT, or GST flow. Choose how final bill records reach Sphere. Keep worker tax forms with the worker tax process.

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