Set up a tax pooling quote service integration

Overview

TaxLab integrates with tax pooling providers to display and generate tax pooling quotes for provisional and terminal tax payment notices. After setup, you can configure default settings for:

• On-screen tax pooling quotes.
• Default tax payment notice templates for new entities.

Add the integration

Only Administrators can add integrations. If you have multiple Workspaces, an Administrator will need to add the integration in each one.

1. From the TaxLab home screen, in the navigation bar select Administration > under System,  select Integrations. 
2. Select New.
3. Select the tax pooling quote service.
4. Review and accept the Integration authorisation.
5. Select Save. 

Your quote service integration is now connected. To make the most of it, you should now update your tax payment settings.

Update your tax payment settings

Only Administrators can change the Workspace settings for on-screen tax pooling quotes and default templates. 

1. From the TaxLab home screen, in the navigation bar select Administration > under System, select Settings.
2. Under Default template for new entities:
   • Use the drop down menu to select the preferred template for tax payment notices for new entities. 
3. Under Default on-screen tax pooling quotes:
   • Use the drop down menu to select the preferred option for on-screen quotes.

Your settings are now up to date, and your users can start sending tax pooling payment notices.