Avalara AvaTax for Orchid Storefront

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 Office > Back Office Settings > Integrations >  AvaTax taxes for Storefront

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

Assig an Avalara tax exempt category to a customer

1.     Go to Office > Contacts

2.     Click a customer record to enter the customer detail 

3.     Navigate to Invoice Info

·       Tax Exempt: Turn on/off Tax Exempt for a customer

·       Tax Exempt Reason: In the Tax Exempt Reason field, select the appropriate customer 

4.     Click Update.

Assign an AvaTax System Tax Code to an item

1.     Go to Office > Back Office > Settings > Tabe Editor > Categories

2.     Select a Category to open the Update Category screen. 

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

4.     Click UPDATE.

5.     If you have enabled Custom Tax Code in the AvaTax Admin Console, the Avalara Custom Tax Code field will get populated.

6.     To see a listing of all available AvaTax System tax codes, click (http://taxcode.avatax.avalara.com).