Configure your Braintree account

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Introduction

Once you’ve finished the Anrok & Braintree integration process, there are still a few additional steps you’ll need to complete within Braintree before you can start creating and editing invoices. This will ensure that your Braintree account has been properly configured for tax calculation.

 

 

Create a “Sales Tax” add-on

A “Sales Tax” Braintree add-on is required to manage sales tax on subscriptions. When creating a subscription in your checkout flow, override this add-on’s amount on your subscription with the sales tax amount calculated by the Anrok API.

Try creating a "Sales Tax" add-on in the demo above ☝️

  1. In the Braintree app CleanShot 2023-07-20 at 11.34.37@2x.png, go to Subscriptions > Add Ons/Discounts.
  2. Under Add-ons, click + New Add-On.
  3. Under Add-on ID, enter the following information:
    • Add-on ID — enter sales-tax.
    • Add-on Name  — enter Sales Tax.
    • Amount  — enter 1.
  4. Under Duration, click the checkbox next to For Duration of Subscription.
  5. When you are finished, click Create.

 

 

Create a custom field for customer VAT IDs

Adding a VAT IDVAT ID
Also known as a VAT registration number (VRN), this is the unique number that identifies a taxable business that is registered for VAT.CleanShot 2023-08-17 at 11.41.50@2x.pngMost businesses (and other persons carrying out an economic activity) are required to have a VAT number. to your customer records will be essential for tracking international economic nexus exposure. To display VAT IDs in your customer records, you will need to create a "Anrok Customer Info" custom field. Once this custom field has been created, Anrok can use your customer's VAT ID to verify an invoice's taxability in a given country/region.

Note CleanShot_2024-04-30_at_16.01.40_2x-removebg-preview.png

Multiple VAT IDs may be associated with a single customer, Anrok will see the applicable VAT ID for the country to which the transaction applies.


Try creating a custom field for customer VAT IDs in the demo above ☝️

  1. In the Braintree app CleanShot 2023-07-20 at 11.34.37@2x.png, click the Gear button CleanShot > Processing.
  2. Under Transactions, click Options next to Custom Fields.
  3. Click +Add, then under Details, enter the following information:
    • API name  — enter anrok_customer_info.
    • Display name  — enter Anrok Customer Info.
  4. Under Options, click the checkbox  braintree_filled_checkbox.png  next to Store and Pass Back.
  5. When you are finished, click Save.
  6. Update your customer’s Anrok Customer Info field with the following JSON type string: {"taxIds": ["EU123456789", "DB7232"]}. 

 

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