Tax calculation integration
Connect Wingspan client billing inputs to Vertex O Series through a custom API workflow. Send the seller, buyer, and billed service details for tax review. Use a quote while the bill is in draft. Record the final bill and keep tax record IDs linked for the books and later client credits.
Vertex 
Connect client bills to tax records
Vertex
Seller and location
Wingspan
Issuing business
Vertex
Customer
Wingspan
Client invoices and payers
Vertex
Sale line item
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.
Set the seller and location used for each client bill. Match the billed items to the service classes used in O Series. Review those choices when a new entity, selling location, or service is added to your billing process.
Use a Quotation while the client bill is in draft. Switch to an Invoice message at the agreed billing event. Your team has a clear trail from the bill under review to the record used for tax reporting.
Keep the original tax record ID when a sale needs a tax correction. Use the chosen credit or reversal path for that change. Keep the correction ID beside the client credit, so the team sees how the final account balance was reached.
Vertex O Series uses seller, buyer, and line details to calculate tax on a sale. A custom billing workflow gives those inputs a clear source. Start with the business issuing the client bill, the client Payer, the billed services, and the date. Review the chosen tax settings before the bill goes out.
O Series separates a Quotation from an Invoice. Use the quote message to estimate tax while the bill is being reviewed. Use the invoice message for the final sale record kept in the tax journal. That split gives the billing team a clear point to move from draft tax to the final record.
Keep the bill number and tax record ID with the client bill. Finance uses those links to match tax journal records to the books. Choose the correction path that fits the sale, with the original bill and credited lines kept in view.
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.
Issuing business
Wingspan to Vertex
Match the business issuing the bill to its O Series seller and location settings. Review it when the sale belongs to a new entity or branch. Use the agreed seller for the quote, final bill, and correction tied to that sale.
Client invoices and payers
Wingspan to Vertex
Match the client Payer to the buyer details used for the tax check. Share the client location and tax proof chosen for this billing path. Review address or tax treatment changes before using the result on a final bill.
Client invoice line items
Wingspan to Vertex
Send the billed line amount and service details used by O Series. Keep a line ID for review and credits. Use the same reviewed lines in the tax request and client bill, so finance has a clear basis for checking the totals.
Draft client invoice tax review
Reference or reporting
Use a Quotation request while the bill is in draft. Recheck the result after relevant seller, buyer, line, or date changes. Keep the estimate with the draft version so the team reviews tax for the bill it intends to send.
Final client invoice reference
Reference or reporting
Use an Invoice message at the agreed billing event to calculate and record the final sale. Keep the bill number and tax record ID with the client bill. Review final tax before treating the billing step as complete.
Client credits and refunds
Reference or reporting
Link the tax correction to the original sale ID. Choose a full reversal or credit invoice path to fit the change. Match the new tax record to the client credit. Check any money refund as part of the same review. Then close the case.
01
Your team prepares or changes a client bill.
Select the seller, buyer, date, currency, and billed lines. Review the tax and resolve missing input details through the tax owner. Recheck the estimate when relevant bill details change. Keep the approved line data and current tax result with the final draft.
02
The bill reaches the agreed invoice event.
Send the final sale as an Invoice message. Check that the tax inputs match the approved bill. Finance matches the tax journal to the final client bill and the books. Client collection follows the payment process chosen for that sale.
03
Finance approves a client credit or tax correction.
Find the original bill and tax record. Choose the reversal or credit path agreed for that case. Keep the correction date and original sale ID with the new record. Check the tax change, client credit, and refund together. Then mark the change complete.
Choose the O Series product used for this billing path. Check its account and deployment with the tax owner. Review seller entities and locations with your tax adviser. Set service classes and client tax proof with them too. Check the required fields for each market before sending bills.
Choose the event that sends the final Invoice message. Keep the bill date, tax date, and reporting date clear where they differ. Select filing, tax payment, and any invoice document services as part of the wider account setup.
Choose where the tax breakdown is stored and displayed. Test bill totals, discounts, currency rounding, and full or partial credits. Keep worker earnings, contractor pay, and employee withholding under their own book and pay 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
Use a custom API workflow to connect Wingspan client billing inputs with Avalara AvaTax. Calculate tax from billed services, client details, and seller settings. Review the result before sending the bill. Keep the final bill and AvaTax record linked for tax review, credits, and the books.
Explore integration
Tax calculation
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.
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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