Tax calculation integration
Use a custom connection to bring Zamp tax review into your client billing flow. Match billed services to tax codes. Review tax by line before you send a bill. Keep final sales and refunds linked to the client invoice. Choose the billing and filing setup that fits your team.
Zamp 
Connect client bills to tax records
Zamp
Company and Registrations
Wingspan
Issuing business and client billing context
Zamp
Transaction Object addresses
Wingspan
Client Payer and invoice review
Zamp
Product Tax Codes
Wingspan
Client invoice lines
Choose the client billing records your tax flow uses and when they move. Set who reviews tax and keeps each sale record.
Use a tax code for each service you sell. Zamp returns tax due with a breakdown. Review mixed service lines, fees and discounts before sending the final amount to the client.
Keep the draft tax result while reviewing the bill. Post the sale in Zamp once it is final and ready to save. Match that record to the client bill for your books.
Use the original Zamp sale reference for refunds. Give each refund its own reference and date. Track the changed lines and tax returned. Keep partial credits tied to the right client bill.
Zamp calculates sales tax from seller, client and billed item details. Its sale and refund records give finance a trail from the work billed to the tax due.
Start with the client bill you track in Wingspan. Your client is the Payer. Choose the system that shows and collects tax. Set the custom connection around that billing path. Send its tax inputs for review. Keep the result with the bill reference. Select filing services with the Zamp account.
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 and client billing context
Reference or reporting
Choose the Zamp company for the business issuing the bill. Review its active tax regions. Keep that choice with the client billing path. Use the right seller when several business units share a billing process.
Client Payer and invoice review
Wingspan to Zamp
Use the selected client and seller tax locations in the request. Confirm which address applies to the sale. Review missing or changed details before using the result. Keep the client Payer reference with the bill.
Client invoice lines
Wingspan to Zamp
Match each billed service to a Zamp tax code. Keep the line references, quantities and discounts with the request. Finance reviews the code when it adds a new service or changes how a service is billed.
Client invoice tax review
Reference or reporting
Use the returned tax due and breakdown in the bill review. Keep the result with the client bill reference. Refresh it after a line change. Choose how the billing system shows tax and the final amount due.
Final client invoice reference
Reference or reporting
Record the sale in Zamp when it is final and the invoice is ready to save. Use the reviewed tax due as tax collected. Keep the sale and bill references together for matching and later credits.
Client credits and refund references
Reference or reporting
Link the refund to the original Zamp sale. Use a new reference and refund date. For a partial credit, compare changed lines with the original tax. Match the tax refund and client money refund in your books.
Client sales-tax reporting context
Reference or reporting
Select the filing service and regions with your Zamp account. Finance matches the recorded sales and refunds to the bills for that period. Track any review items through your chosen tax process. Use the same seller and references when you check the totals.
01
Your team saves or changes a draft client bill.
Collect the billed lines, date and client tax location. Use the Zamp service codes selected for those lines. Keep the returned tax breakdown with the bill reference. Review fees, discounts and exempt items. Refresh the result if the inputs change. Choose how the billing path shows tax and the final amount due. The reviewer approves those amounts before sending the bill.
02
The sale is final and the client invoice is ready to save.
Match the final bill to the reviewed tax result. Post the sale in Zamp with that tax amount. Save the sale and client invoice references together. Use one path to record the sale. This keeps a second billing connection from adding the same sale again. Track collection in the chosen payment system. Finance matches the bill, tax and collection records.
03
Finance approves a credit for part of a recorded sale.
Find the original Zamp sale and client bill. Identify the changed lines, discount or fee. Recalculate the remaining sale details to work out the tax returned. Create a linked refund with its own reference and current refund date. Keep the original sale available for the tax trail. Use the selected billing path to handle the client credit and money refund. Finance checks both records before closing the adjustment.
Confirm the selling business and registered regions for this connection. Zamp documents sales tax and VAT coverage across several regions. Select the product and account scope that matches your sales. Review service codes and client exemptions with your tax team before putting the path into use.
Choose one system to show the client bill, collect its amount and record the sale. Set Zamp as the tax review and reporting path for those bills. Select filing services with the account. Keep client sales tax tied to business revenue. Worker pay retains its own approvals and tax process.
Test full refunds, partial credits and tax-only changes before launch. Zamp links refund records to sales and uses the refund date. Follow its correction path for each case. Check the client refund, sale reference and filing period to keep the right trail in your books.
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 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
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
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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