Avalara Tax

Avalara Tax Integration

Avalara Tax Integration

This program, printed documentation and documents should not be used as a substitute for professional advice in specific situations. The procedures, images and examples in this document are for illustrative purposes only and may not be applicable in your setting due to differences in preference, settings and/or state and local regulations.                                                                                                                                                                                                 


Configuration/User Guide

Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, insuring your transaction tax is calculated based on the most current tax rules.

 

Configure Avalara AvaTax

 

1.     Go to Manage > Store Configuration > Integrations > Accounting > AvaTax

 

2.     Enter your Avalara AvaTax Credentials:

·       Enable AvaTax: Turn on/off the AvaTax calculation service.

·       Sandbox Mode: Leave this off

·       Account Number: Provided during your AvaTax account activation process.

·       Software License Key: Provided during your AvaTax account activation process

 

3.     Click the Test Connect button.



 

Once connected, you see additional settings.

·       Company Code/ID: Company profile identifier in the AvaTax Admin Console.

·       Location Code: Location identifier in the AvaTax Admin Console.

·       Enable Document Committing/Submission – Enables tax document submission to Avalara’s AvaTax service for record keeping. With this setting enabled, transactions will be posted and committed to the AvaTax Admin Console. 

·       Enable Logging – Log detailed transaction activity for troubleshooting purposes. Enable only when instructed by support.

·       Link to AvaTax Admin Console – Access the Avalara AvaTax Admin Console


4. Apply AvaTax for Online and/or In-Store


 

5. Save to Complete. 

Assign an Avalara tax exempt category to a customer

1.     Go to Customers > Retail Customers

2.     Click a customer record to enter the customer detail 

3.     In the Contact and Mailing Address section > Tax Exempt: Turn on/off Tax Exempt for a customer


 

 

 

Assign an AvaTax System Tax Code to an item

 

At a category level: 

1.     Go to Manage > Store Configuration > Table Editor > Taxonomy > Categories

 

2.     Select edit in the Category line. 


 

3.     On the Update Category popup, enter the applicable AvaTax System Tax Code in the Avalara Tax Code field. 

     

 To locate the correct tax code, click on the hyperlink "Please click here to find Avalara tax codes." Clicking this will navigate to the Avalara Tax Code Search URL. Simply search their database for the category you are editing and copy the tax code.


 

4.     Click UPDATE once completed. 

 

To update the tax code on a particular product:

1. Go to: Inventory > Manage Product > Inventory > Select Product 

2. In Edit Product Details, go to the Other tab and follow the steps above. 

 

 


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