ONESOURCE Indirect Tax

ONESOURCE is a comprehensive cloud-based solution designed to streamline tax, trade, and financial reporting processes for businesses of all sizes. It helps organizations reduce compliance risks, improve accuracy, and save time through automation. ONESOURCE includes tools for managing sales and use tax, VAT, GST, e-invoicing, corporate tax, and statutory reporting. It also supports global trade compliance with features like denied party screening and free trade agreement management. Additionally, its data and workflow tools simplify information management across the tax and trade lifecycle, enabling better collaboration and performance tracking.
With this integration, you can automate tax calculations and directly sync invoices and credit notes from Chargebee to ONESOURCE.

Prerequisites

Before integrating your Chargebee site with ONESOURCE Indirect Tax, ensure that the following are set up on the respective applications:

Chargebee

• Organization Address: The organization address that is configured in your Chargebee site is used as the origin address for tax calculation by ONESOURCE. Ensure that your organization’s address in Chargebee is added and up-to-date. You can verify and update your organization’s address on your Chargebee site by navigating to Settings > Configure Chargebee > Business Profile.

• Address for Tax Determination: For physical goods, Chargebee uses your customers' shipping addresses to calculate tax. If the shipping address is unavailable, the billing address is used. For digital goods, Chargebee uses your customers' billing address to calculate the tax.

ONESOURCE

• Sign up and set up your ONESOURCE account. For instructions, refer to the ONESOURCEguide.

• To connect the two applications, you must retrieve the credentials from your ONESOURCE account. Follow the steps below to retrieve the Client ID, Client Secret, and Company Code. Log in to the ONESOURCE account > API Administration > Enter into Machine User created for chargebee > Consumer Key = Client ID & Consumer Secret = Client Secret.

Configuration

The following are the steps to integrate the ONESOURCE account with your Chargebee site:

1. Connect the ONESOURCE account with Chargebee
2. Validate addresses for existing customers

Connect the ONESOURCE Account with the Chargebee Site

After the ONESOURCE app is enabled on your Chargebee site following your request, follow the steps below to connect the applications:

1. Log in to your Chargebee Billing Site, and click Apps > Go to Marketplace > Tax Management > ONESOURCE.

2. On the ONESOURCE configuration page, click Get Started if you already have a ONESOURCE account, or click Sign up to create a new account and continue.

3. Enter your ONESOURCE credentials by specifying the ONESOURCE Client ID, Client Secret, and Company Code. Then, click the "I understand …" checkbox to accept the terms of service and click Authenticate.

   Note

   The connector URL is optional when using the Chargebee TEST Site. However, when connecting to the LIVE Site, make sure to enter your ONESOURCE base URL before making any tax-related API calls.

4. In Organization Address Configuration, verify your organizational address. Chargebee auto-populates the address specified in your settings; you can change this if necessary or click Proceed.

5. In Configure Sync Rules, enable the toggle button to allow Chargebee to sync invoices and credit notes to ONESOURCE. Click Proceed. Use this toggle to enable or disable this option later if necessary.

6. Select regions from the dropdown option and click Run Check to validate existing addresses.

7. Click Go to Taxes to add tax regions to Chargebee.

8. Select a region to enable ONESOURCE as the region's tax calculation mode. We support the following tax regions for ONESOURCE.

9. Choose ONESOURCE from the list of available modes of configuration.

10. Congratulations! You've successfully integrated your ONESOURCE account with your Chargebee site!

Validating Addresses for Existing Customers

You can run the address validation check by clicking Apps > Apps connected > ONESOURCE > choose the regions, and click Run Check.

All the existing subscriptions' taxable addresses get validated during the first check after the integration is configured. Subsequent address validations will check only the addresses that are added after prior validation and not all the addresses. You can look for any possible address errors and have them fixed.

Unlinking Integration

To unlink the ONESOURCE integration from your Chargebee site,

1. Click Settings > Configure Chargebee > Taxes and switch from ONESOURCE to your preferred mode of tax calculation, by clicking Change
2. Next, navigate to Apps > Apps Connected > ONESOURCE > Click Unlink integration.

Limitations

• Decimal Precision: Chargebee supports pricing up to 2 decimal places. If your data source (e.g., ONESOURCE) provides values with 3 or more decimal places, Chargebee will automatically round them to 2 decimal places during processing.
• Inclusive Tax Calculations: In cases where tax is included in the price, minor discrepancies (typically a few cents) may occur due to decimal rounding.