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Course 2: Zuora Tax

This course describes use cases where Zuora's built-in tax management features are the best option, and how to utilize them.

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About this course

Welcome to the Zuora Tax course. This is the second course of a series of courses in the Taxation in Zuora Learning Path. In this course, the learner will explore how taxation works in Zuora, the features of Zuora Tax engine, and how to setup Zuora Tax engine to calculate taxes to meet business needs.

By the end of this course, the learner will be able to:

  • Identify the features and capabilities of Zuora Tax
  • Describe the sequence to configure taxes in Zuora Tax Module

Click the Enter button above to start.

Course30 minutes

  • Module 1: Introduction to Zuora Taxation
  • Introduction
  • Taxation for Businesses
  • Zuora Tax Object Model
  • Taxation Sequence
  • Module Recap
  • Module 2: Setting Up Z-Tax
  • Setting Up the Zuora Tax Engine
  • Gather Information
  • Enable Tax Engine
  • Configure Tax Codes
  • Configure Z-Billing
  • Associate Tax Codes to Product Charges
  • Modify Invoices to Display Taxes
  • Tax Exemptions
  • Limitations of Zuora Tax Module
  • Module Recap
  • Module 3: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • Module 4: Try It On Your Own
  • Exercise 1: Configuring Tax Codes and Tax Rates
  • Exercise 1 Demo
  • Exercise 2: Special Tax Scenarios
  • Exercise 2 Demo
  • Module 5: End of Course
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Zuora Tax course. This is the second course of a series of courses in the Taxation in Zuora Learning Path. In this course, the learner will explore how taxation works in Zuora, the features of Zuora Tax engine, and how to setup Zuora Tax engine to calculate taxes to meet business needs.

By the end of this course, the learner will be able to:

  • Identify the features and capabilities of Zuora Tax
  • Describe the sequence to configure taxes in Zuora Tax Module

Click the Enter button above to start.

Course30 minutes

  • Module 1: Introduction to Zuora Taxation
  • Introduction
  • Taxation for Businesses
  • Zuora Tax Object Model
  • Taxation Sequence
  • Module Recap
  • Module 2: Setting Up Z-Tax
  • Setting Up the Zuora Tax Engine
  • Gather Information
  • Enable Tax Engine
  • Configure Tax Codes
  • Configure Z-Billing
  • Associate Tax Codes to Product Charges
  • Modify Invoices to Display Taxes
  • Tax Exemptions
  • Limitations of Zuora Tax Module
  • Module Recap
  • Module 3: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • Module 4: Try It On Your Own
  • Exercise 1: Configuring Tax Codes and Tax Rates
  • Exercise 1 Demo
  • Exercise 2: Special Tax Scenarios
  • Exercise 2 Demo
  • Module 5: End of Course
  • Rate This Course!
  • What's Next?