Walkthroughs

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Set up tax with the Zenskar tax engine

This walkthrough sets up tax for customers in Australia with the Zenskar tax engine. You create a tax category, add Australia as a served country of a business entity, and add a tax rate with GST at 10%. The tax rate also schedules a rate change to 11% from 1 July 2027. The percentages and dates are fictional.

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Prerequisites

• You need a role with the Can Update Organisation Config permission. For details, see Permissions.
• The business entity must exist. To create one, see Business entity.

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Create the tax category

1. Go to Settings > Tax Configuration.
2. On the Tax Categories tab, click Add Tax Category.
3. In Tax Category Name, enter SaaS subscription.
4. Click Add Tax Category.

Zenskar confirms the change. The tax category appears in the list.

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Add Australia as a served country

1. On the Entities tab, find the card of the business entity, and click Configure.
2. On the Countries Serving tab, click Add Country.
3. In Select Country, select Australia.
4. In Currencies, select AUD.
5. In Tax Engine, select Zenskar.
6. Click Add Country.

Zenskar confirms the change. Australia appears in the list with the Zenskar tax engine.

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Add the tax rate and schedule the rate change

1. On the Tax Rates tab, click Add Tax Rate.
2. In Tax Category, select SaaS subscription.
3. In Country, select Australia.
4. In the first rate change, enter the following values:
   • Effective From: 1 January 2026
   • Tax Name: GST
   • Tax Percentage: 10
5. Click Schedule Rate Change.
6. In the second rate change, enter the following values:
   • Effective From: 1 July 2027
   • Tax Name: GST
   • Tax Percentage: 11
7. Click Add Tax Rate.

Zenskar confirms that both rate changes are scheduled. Zenskar sets the end date of the first rate change to 30 June 2027.

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Result

• The Tax Rates tab lists the tax rate for SaaS subscription in Australia, with 2 rate changes.
• Between 1 January 2026 and 30 June 2027, the first rate change is Active, and the second rate change is Scheduled. From 1 July 2027, the second rate change is Active, and the first rate change is Expired.
• On the Entities tab, the card of the business entity shows 1 country, Zenskar in Tax Tools, and 1 tax rate in Zenskar Tax Rates.

To see both rate changes with their dates, click the number of rate changes. Tax Rate Details opens. For how tax rates and rate changes work, see Tax rates.

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Move a served country to a third-party tax engine

This walkthrough continues Set up tax with the Zenskar tax engine. It moves Australia from the Zenskar tax engine to Avalara AvaTax. You map the SaaS subscription tax category to an Avalara tax code, and then change the tax engine for Australia.

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Prerequisites

• You need a role with the Can Update Organisation Config permission.
• Avalara AvaTax must be connected to the business entity. For steps, see Avalara AvaTax.

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Map the tax category to an Avalara tax code

1. Go to Settings > Tax Configuration.
2. On the Tax Categories tab, find SaaS subscription, and click Map Avalara code in the Avalara Tax Code column.
3. Enter SW054000.
4. Click Save.

Zenskar confirms the mapping. SW054000 is an example. Look up the correct third-party tax code in the Avalara tax-code catalog.

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Change the tax engine for Australia

1. On the Entities tab, find the card of the business entity, and click Configure.
2. On the Countries Serving tab, open the menu of Australia, and click Edit.
3. In Tax Engine, select Avalara.
4. Click Save Changes.

Zenskar confirms the change.

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Result

• The business entity uses Avalara AvaTax for Australia. Avalara AvaTax calculates tax for Australia with its own tax rules and rates.
• The tax rate for SaaS subscription in Australia stays configured. It has no effect while the business entity uses Avalara AvaTax for Australia. It applies again if you change the tax engine for Australia back to Zenskar.
• On the Entities tab, the card of the business entity shows Avalara in Tax Tools.

For how tax engines work, see Served countries and tax engines.