About the Coupa Connector for Global Tax Determination
The Coupa connector integrates Sovos' Global Tax Determination software with Coupa's procurement and invoicing platform, enabling real-time tax calculations and tax amount verification directly within the Coupa environment.
Overview
To integrate Global Tax Determination with Coupa, you will need a Coupa subscription license (version stable_042.4.0 or higher.)
The Coupa connector provides seamless integration between Sovos' Global Tax Determination software and Coupa through Coupa's Call Out feature. This integration eliminates the need for users to log in to external systems while performing tax-related operations, maintaining workflow continuity within the Coupa environment.
The connector provides automated tax determination capabilities that execute during invoice creation and review processes within Coupa.
Tax calculations are performed in real time using the Global Tax Determination engine, with results returned directly to the Coupa interface without workflow interruption.
Core functionalities
- Tax amount validation
- When an invoice is submitted, Coupa sends a request to Global Tax Determination to calculate and validate the tax amount. Global Tax Determination processes the invoice data and returns the calculated amounts. If the difference between the tax amount calculated by Global Tax Determination and the tax amount on the invoice is greater than the tolerated value, the invoice will be put on hold for approval. This verification process identifies discrepancies in tax calculations, including:
- Tax overcharges
- Tax undercharges
- Missing tax information
- Transaction auditing and data management
- After an invoice is approved, tax calculation results are recorded in configurable custom fields within Coupa invoices. The connector supports export functionality for generating reports required for government tax authority submissions, ensuring compliance with regulatory requirements.
- Tax calculation bypassing
- For some invoices, it is possible to bypass tax calculation by Global Tax Determination.
Supported transaction types and triggers
- Supported transaction types
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Invoices
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Credit notes
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- Supported triggers
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Calculate taxes
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Submit
Note:Calculate taxes and Submit can both be used to trigger a tax call out. Calculate taxes triggers a tax call out to the Global Tax Determination tax engine to calculate the tax. Submit populates all tax-related custom fields at the header and line levels and updates the invoice with the tax calculation results and saves them.
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