Set Up Avalara (Avatax)
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
After installing the AvaTax integration you need to configure the integration
Go to Organization Settings > Integrations > Avalara
Enter your Avalara AvaTax Credentials:
Environment: Production or Sandbox based on your Avatax instance.
Account Number: Provided during your AvaTax account activation process.
License Key: Provided during your AvaTax account activation process
Click the Test Connect button.
If the connection is successful, click next
Select the Avatax company from the dropdown menu
Once connected, you see additional settings.
Pick a sync from date
Enable Document Recording/Committing – 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.
Disable Tax Calculation - Turn off the AvaTax calculation service by switching off the Connected toggle
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