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.Connect to AvaTax
Prerequisite You must set up your Avalara AvaTax account before proceeding with this guide.After installing the AvaTax integration you need to configure the integration
- Go to Integrations > Sales Tax > Avalara Tax Connector
- Click the Connect button on the Avalara Tax Connector card.
- Enter your Avalara AvaTax credentials:
- Account ID: provided to you during the AvaTax account activation process.
- License key: provided to you during the AvaTax account activation process
- Company code: company profile identifier in the AvaTax Admin Console.
- Click the Connect button.
Configure Avalara AvaTax
Once connected, you see additional settings:- Disconnect: Turn off the AvaTax calculation service by clicking the Disconnect button.
- Manage: Configure various aspects of the synchronization.
Map an AvaTax tax code to a tax category
Tax codes are not set on individual prices. Instead, they are mapped once onto a shared tax category from Settings > Tax Configuration: open a tax category and fill in its Avalara Tax Code field, which appears once Avalara is connected. See tax configuration: manage tax categories for the full walkthrough. From there:- Assign that tax category to a product from the product’s Tax Category field. See add a product.
- Set the country’s Tax Engine to Avalara under the business entity’s Countries Serving tab. See tax configuration: manage countries a business entity serves.
Zenskar versus AvaTax A country’s tax engine can also be Zenskar, where you configure your own jurisdiction-based tax rates instead of delegating to Avalara. See tax configuration: tax rates for how to set those rates.