Calculate Taxes with Anrok Integration

this article outlines how nue seamlessly integrates with anrok, enabling users to achieve accurate tax calculations for quotes, orders, invoices, and credit memos while ensuring compliance it explains the configuration process for this integration in detail once configured, nue will call anrok in real time to calculate tax on quotes and orders (ephemeral transactions) persist tax to anrok for finalized invoices (permanent transactions) keep tax in sync when invoices are cancelled or refunded via void/negation flows admins configure anrok once; sales and finance then see tax automatically applied where relevant let's get started! setup anrok integration prerequisites you must already have an anrok tenant with api access enabled and appropriate jurisdictions setup for tax registration enable anrok in nue role permission for anrok integration in nue go to settings → roles in nue and ensure relevant admin roles have the anrok integration permission enabled navigate to settings > integration overview > anrok integration locate the anrok card; it will display as not connected for a fresh nue tenant that does not have anrok enabled click on the wrench to open configuration panel or go directly to settings > anrok you will land on the connect to anrok tax panel, which prompts for the api key and offers the test and activate buttons enable logging determines if communications between nue and anrok are logged in nue system this is essential for (1) troubleshooting (2) monitoring (3) audit trail and (4) compliance enter and test anrok api key paste the anrok api token into the token field please follow anrok's documentation to obtain your anrok api key https //help center anrok com/hc/en us/articles/23865490784147 manage your api keys the ui masks the key (e g , sk 6789) so only a portion is visible for identification while keeping it secure click test if the key is invalid, you’ll see an authentication error “integration authentication failed please verify api key ” fix and re‑test until the connection succeeds activate anrok after a successful test, click activate on success, the anrok card status updates to connected/active and nue will start routing tax calls to anrok if another tax integration is active nue blocks activation and shows message “you already have an active tax integration nue supports only one active tax integration at a time ” configure tax codes and product mapping anrok’s “product ids” act as tax codes for the purpose of nue for large product catalogs, the best approach is to create products in anrok, and use their product id as the "tax code" in nue create products in anrok in anrok, sellers create a product with a tax configuration based on the category of their product the product id is what will be used in nue as the “tax code” therefore, most sellers will only require setting up the tax codes that will map back to their nue products and multiple nue products can map back to one anrok "product id" set up tax codes in nue in nue, treat each relevant anrok product id as a tax code create or edit a nue tax code record and store the anrok product id as the external reference once the tax codes are ready and setup, we can now start adding tax information to products in nue this integration is built on ensuring nue passes the relevant tax mode and tax code information to anrok, and all product ids/tax codes are created in anrok let's go through this step by step 1\ open a product in nue go to products in nue open an existing product or create a new one 2\ set tax mode and tax code with anrok active, you will see a tax mode and tax code field under taxation for tax code options tax inclusive and tax exclusive this field is required to ensure taxes are calculated on quotes, orders and invoices choose tax inclusive if list prices already include tax (e g , many international/b2c models) choose tax exclusive if tax should be added on top of list prices (most b2b us use cases) for tax code select from the drop down the associated tax code you created above in anrok 3\ save product configuration saving ensures that the product can be use quotes, orders and invoices configure customers & tax exemption now that we have the integration setup with products, let's ensure new customers have applicable information as well as tax exemption setup currently, all customers created in nue are synced directly to anrok when an invoice is generated no customers are created in anrok upon quote or order generation as these are treated by anrok as ephemerical transactions therefore in order to set up tax exempt customers, create anrok customers prior to invoice generation mark customers as tax exempt in nue/anrok in nue on salesforce for a given customer tax exemption is handled via two methods depending on the type of customer for us customers, setup tax exemption certificates in anrok for us customers that are tax exempt, users must first create a customer in nue the customer id for the customer can be found in the url in salesforce i e https //customization connect 8390 dev ed scratch lightning force com/lightning/r/account/001dd00000mmqi2ian/view using the customer id from nue, create a new customer in anrok via anrok > customers > add customer in this case the customer id is 001dd00000mmqi2ian please note the customer id and customer name must match exactly to the name and id in nue on salesforce once a customer is created, seller will have to upload the associated tax exemption certificate for the customer in anrok as per documentation here https //help center anrok com/hc/en us/articles/24861687025299 upload an exemption certificate add a certificate by clicking on the "add or request certificate" in the anrok customer for non us customers, you will need to populate the business idenfitication number (bin) field in the customer in nue on salesforce this is an optional field to be populated note customers may have multiple tax ids, for example, to support address or tax registration changes over time, and to support both provincial and federal tax id requirements in canada the bin field can take one of many tax ids as a result behavior with anrok for customers marked as exempt with bin id's or tax exemption certificates, no tax is calculated on their quotes and order invoices in anrok are marked as transactions and will also have no tax calculations calculate taxes for quotes and orders in an automated tax calculation system like anrok, once a product is associated with a specific tax code, it means that the product is linked to a predefined tax treatment, such as a particular tax rate or exemption status when a transaction occurs, the tax amount applied to that product will be determined by several factors, including shipping address the tax rate may vary depending on the location of the customer's shipping address different jurisdictions have different tax rates and rules, and the tax calculation will consider the applicable rate based on the customer's location transaction date tax rates can change over time due to legislative updates or other factors therefore, the date of the transaction is considered to ensure that the correct tax rate at that specific time is applied tax code of the product as mentioned, the product's tax code defines how it should be taxed it may have different tax treatments based on its category, usage, or any applicable tax exemptions when users create a quote or an order, they can enter billing address and shipping address in the general informations step the shipping address is the address that will be used for the tax calculation for example after users add products to the quote or order in the line editor step and click quick save, the taxes will be automatically calculated and shown in both the price summary and each line item please note that when the tax mode is exclusive for a product, the total amount is the sum of the total price and the tax amount when the tax mode is inclusive for a product, the total amount is equal to the total price if the quote or order contains both tax exclusive and tax inclusive products, the total amount in the price summary may not be equal to the sum of total price and total amount, due to different tax treatments for various products additionally, when quotes and orders are created in nue, these are not recorded as transactions in anrok as these are not finalized transactions like invoices but instead ephemeral transactions examples of tax on quotes and orders true 119,170 88354898336414,215 35120147874306,255 76524953789283 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type calculate taxes for invoices and credit memos when an order is activated, invoices and credit memos may be generated upon order activation or in a billing schedule job the billing engine will also calculate taxes according to the tax code, tax mode, invoice date and shipping address of the associated order or customer during the billing process, the following fields on invoice and invoice item, credit memo and credit memo items will be calculated true 220,220,221left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type when an invoice is finalized in nue, a permanent tax record is created in anrok managing invoice cancellation and refunds – keeping tax in sync finance ops actions in nue are mirrored in anrok so returns and filings stay accurate the integration ensures that depending on the use case, we void and negate transactions in anrok as needed transactions in anrok behave in the following ways as tax providers like anrok regularly file taxes if an invoice is already in a filed period, the cancellation is negated in the current open period if an invoice is cancelled in an unfiled, open period, the transaction is simply voided true 220,220,221 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type