Configuring Avalara

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

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http://avalara.com tax compliance platform is the reliable foundation that powers the Avalara Compliance Cloud., a comprehensive, end-to-end solution to help you do tax compliance right.

Steps

First we will select Avalara , then we will configure the Avalara settings

  1. Activate the Avalara provider by clicking on the radio button at the top left and then clicking the ‘Save’ button.

     

  2. Once activated, click the Settings button:
    On the settings screen, you must provide four values at a minimum to configure your Avalara integration.
    Save the changes before testing the connection!

     

    Configure the Account ID, License Key, select the Active & Sandbox slider buttons.

    See also: https://help.avalara.com/Avalara_AvaTax_Update/Get_your_license_key

  3. When finished, save your settings and click the Test Connection button to ensure everything is working.  You will see output similar to that below if you have connected Avalara to UltraCart successfully.

     

Configuring Items with Proper Avalara Tax Codes

Your items will need to be configured with the proper Avalara Tax Code in order to calculate the sales tax for the item. 

So, you’ll edit each item then click the "tax" tab in the item editor:

Tax Code

Avalara tax code

Description (optional)

Optional description of the Tax Code.

Search Avalara Tax Codes

A search tool for the Avalara Tax Codes.

See also: 
https://taxcode.avatax.avalara.com/

https://help.avalara.com/Avalara_AvaTax_Update/Guidelines_for_mapping_items_to_tax_codes

Configuring Shipping Methods with Avalara Tax Codes

Next up, your shipping methods need to be configured with the appropriate Avalara tax codes in order to properly calculate the sales tax associated with Shipping.

To configure the Avalara Tax code to your shipping methods, edit each method one at a time, navigating to the "Tax Codes" tab in the shipping method editor:

Tax Code

Required Avalara Tax Code for proper sales tax calculation for shipping.

Description

Optional description of the Tax Code.

Search Avalara Tax Codes

A search tool for the Avalara Tax Codes.

See also: 
https://taxcode.avatax.avalara.com/

https://help.avalara.com/Avalara_AvaTax_Update/Guidelines_for_mapping_items_to_tax_codes

https://knowledge.avalara.com/bundle/dqa1657870670369_dqa1657870670369/page/Exempt_reason_matrix_for_the_U.S._and_Canada_entity_use_code_list.html#pus1650667484575 Tax Exempt Configuration

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