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SureTax

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Overview​

The SureTax integration allows you to automatically generate your tax rates from SureTax and apply them to your ChargeOver invoices.

Steps to connect​

  1. In ChargeOver, go to your settings, then click Integrations on the left menu

  2. Find SureTax, then click Get Started

  3. Fill in the following fields that are required by SureTax:

  • Client number
  • Validation key
  • Regulatory code
note

Your client number and validation key should be provided to you by SureTax.

  1. Set your SureTax account type with the "Is this a LIVE account, or a DEVELOPMENT account?" setting

    • For sandbox SureTax environments, set this to Development
    • For live production SureTax environments, change "Is this a LIVE account, or a DEVELOPMENT account?" to Production

  2. Usually the setting "When should the document be finalized for reporting?" should be set to "When the invoice is paid"

    • If you wish to use another system outside of ChargeOver to automatically finalize your documents, you may wish to set this to "ChargeOver should not finalize documents automatically"

  3. Choose the appropriate Regualtory Code for the type of service your products provide

  4. Click Test Connection, then click Save

You are now connected to SureTax!

Configuring your services or products​

To ensure that your products and services are matched up with the correct sales tax rates, you must assign a SureTax Tax Code to each of the products or services that you sell.

You can edit your existing products or services, and add new products/services in ChargeOver by choosing Plans & Products from the left-hand side menu.

When editing or adding products or services, you’ll see a SureTax Tax Code menu that you can choose the appropriate code from.

Tax calculations with SureTax​

Tax exempt customers​

If your customer has any tax exemptions, you need to apply the appropriate SureTax tax exemption codes on the customer in ChargeOver, so that ChargeOver can let SureTax know which exemptions to apply.

Tax inclusive billing​

If you want a product's price to include its tax amount, set Tax inclusive pricing to Yes on your product.

This will tell SureTax to back calculate the tax that's included in the revenue amount for that product. Your invoice will be automatically updated with the revenue and tax amounts with the value returned by SureTax.

Processing fees / surcharges​

Due to technical limitations, ChargeOver always sends credit card processing fees and merchant surcharges to SureTax as non-taxable products.

Editing invoices in SureTax​

Tax is not finalized​

If an invoice has not been finalized in SureTax, the tax will be recalculated when an invoice is updated.

Keep in mind​

  • The recalculation will take into account any edits that were made to the invoice
  • In the audit log, you will see a reference to tax being "Calculated by SureTax"

Tax is finalized​

If an invoice has been finalized in SureTax, then the tax will not be allowed to be recalculated.