The following table describes the setup needed to support Sales Tax integration with Avalara.
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Important |
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An account must be setup within the Avalara system in order to proceed with setup. Additionally, an Avalara Company must be defined for each branch supporting Sales Tax functionality. |
Setup sales tax for Avalara in the following order:
1. Create an account in the Avalara System for each branch of service (website: http://www.avalara.com)
2. Activate the Global System Options for “Avalara Sales Tax”
3. Define any needed Avalara Tax Codes
4. Define and test the Avalara Interface Setup
5. Update Branch Setup records to include Sales Tax Company Codes as needed
6. Set data as specified within Sales Tax Integration Referenced Fields as needed
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Setup Area |
Description |
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Define the settings needed to access the Avalara account. Additional options include the ability to turn sales tax on or off and auto-calculate the tax when the invoice is being built. | |
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Use this setup to define tax codes that link to MoversSuite Item Codes. The Tax Code is passed along with revenue items to the Avalara system and will assist in computing the correct tax amount. | |
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Set the Sales Tax Company Code field to identify the company defined within the Avalara system for each supported branch. Sales tax will be computed for branches with the correct company code assigned to them. Otherwise, no Sales Tax option will appear within New Complete Invoice. | |
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Enable Sales Tax functionality by assigning a value of “true” to a GlobalSystemOption Name column of “Avalara Sales Tax”. |