Interacting with Third-Party Tax Suppliers During Invoicing

PeopleSoft Billing interacts with third-party tax suppliers during pro forma invoicing and invoice finalization. During pro forma invoicing, the system writes nothing to the tax supplier audit or registry files; in finalization, the system logs and reports all transactions.

The Pre-Process and Finalization process (BIIVC000) calls the Tax Interface process (BITAX000) when processing pro formas and invoices in business units defined as using a third-party tax supplier. The following occurs in the Tax Interface process:

1. PeopleSoft conducts transactions with the external tax system, either through a web service or a business interlink.

2. The tax amounts are saved on the PeopleSoft Billing tables.

3. If the third-party tax calculation detects errors, the third-party system returns error codes to PeopleSoft.

   The system tags the bill and writes the error code to the specific line with the tax error.

   In addition, the system enters a line in the message log for the erroneous line.

Note:

You can run batch jobs that contain bills requiring both third-party supplier and PeopleSoft tax solution calculations; however, using more than one third-party tax solution is not supported. Only a single third-party supplier solution can be installed for a PeopleSoft database.