Avalara

Avalara

Avalara AvaTax lets you automate your taxes by providing taxability rules, rates, and jurisdiction boundaries.

 

In this section:

  • Benefits of the Integration

  • What Avalara Does

  • Prerequisites

  • How to Integrate

  • Delete Integration

 

Benefits of the Integration

  • Determine whether each item is taxable in the customer’s location
  • Fetch precise tax rates for each transaction by mapping to the right tax jurisdictions
  • Save time, avoid apply the wrong tax rate, and minimize audit errors with automated taxes

 

What Avalara Does

  • Fetches the right tax rates for all transactions
  • Automates final tax calculations

Access Avalara’s video library: https://www.avalara.com/us/en/learn/videos.html

 

Prerequisites

  • Avalara integration is only available for organizations based in the US.
  • Make sure you have an account in Avalara. You can create tax codes for your organization and use these later in Zoho Commerce.
  • You'll need the credentials provided in Avalara (Account Number, License Key, and Company Code) to set up the integration. If no company code is provided, the default company in Avalara will be integrated with Zoho Commerce.

How to Integrate

  1. Go to Settings and select Avalara under Integrations.
  1. Click Enable Integration.

  1. Enter your login credentials to connect your store with Avalara. Select Development mode to test the integration in a sandbox environment. Production mode will make the integration live. Click OK after entering the details.

  1. After you’ve connected, you'll see the screen below:

  1. Go to the Products section, and enter the Avalara Tax Code for every product in your store. As you add new products, add their tax codes.

  1. To add tax codes for product variants, click on the variant's edit icon and enter the tax code. You can also add tax codes as you add new variants.

  2. Once a tax code is associated in Zoho Commerce, Avalara will use this code and the address of the customer to determine the taxability status of the item (tax exempt, partially, or fully taxable) in your customer’s location.

 


Notes:

  • Manual tax calculation will be disabled once Avalara is integrated.

  • Make sure the details in your Organization Profile are correct, including your address and phone number. This is important, since your 'From' address will be taken from here.

 

Coupon discounts

Coupon discounts will be split proportionally between the items in an order, and the items will be taxed accordingly.
 

Taxes on shipping charges

When you enable taxes on shipping charges in the Taxes section, Avalara will automatically calculate taxes for shipping charges.
 

Delete Integration

  1. Click Disable Integration on the Avalara page in Zoho Commerce.
  2. Click OK in the confirmation pop-up.

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