Configuring Sovos

About

Sovos is a cloud-based sales tax calculation and reporting solution.

“The Sovos Intelligent Compliance Cloud – the first complete solution for modern tax – is a continuous and connected platform for tax determination, e-invoicing compliance and tax reporting to governments around the world.

We support 7,000 customers, including half of the Fortune 500, and integrate with a wide variety of business applications. Our team is based throughout North America, Latin America and Europe, and we are owned by London-based Hg.“

NAVIGATE: Main Menu → Configuration → (middle menu) Checkout → Sales Tax → (Sovos section) Settings

Configuration

From the Sales Tax configuration page, in the Sovos section click the ‘Settings’ button:

You’ll be presented with a configuration page prompting you for your Sovos credentials:

NOTE: If you do not already have a Sovos account, click the blue “Sign Up” button.

If you already have and account, you’ll enter your Secret Key and Access Key then click the back button.

Now that you have your credentials configured, click the 'Select' button:

Testing the Connection

Now that we have configured our Sovos credentials and have Sovoas as the active sales tax solution, you’ll want to test the connection.

Navigate back to the ‘Settings’ and enable the first slider titled ‘Enable test mode to test your connection' and the third slider titled 'Send test orders to Sovos’, then click the save button to save the changes:

Next place a test order, then we will inspect the logs to confirm that we are properly connected.

Taking Sovos Live

After reviewing the test order sales tax calculation and reviewing the Sovos logs to confirm a successful sales tax calculation, we need to remove the Test Mode and send test orders settings:

Make sure to save the changes.

Congratulations, Sovos is now the active Sales Tax solution for your UltraCart account!