Avalara - Avatax Solutions Integration

Owned by Apostolos Karakaxas
Last updated: Jul 13, 2020 by Panagiotis Papanastasiou

Assigning an AvaTax Tax Code to a Product

When you set a tax code on a product type then all products that belong to this product type will be taxed with this tax code.

Assigning an Avalara Tax Exempt Category to a Customer

There is a new field in Enable Ordering section when you create/edit an account. Tax Calculation with Avalara Integration is available for customers in US or Canada.

Activating Avalara AvaTax

There are over 12,000 taxing jurisdictions in the U.S., with localities increasing tax rates on a regular basis. Without an automated sales tax system in place, it is almost impossible for a company to administer sales tax collection. Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation insuring your transaction tax is calculated based on the most current tax rules.

Tax Recalculation & Possible Issues

Tax Recalculation

There are some cases in which a request for tax calculation to Avalara may result in an error, and the taxes are not calculated.

In such cases, the billing process is not interrupted, instead, a ribbon notifies the user that Avalara taxes have not been calculated for this invoice, and the user must select Calculate Taxes.