Configure Avalara® T/S Pairs

  1. Login to the BillMax Staff Portal using an ID with Configuration privileges.
  2. Select System Administration > Avalara Tax Service > Download T/S Mappings and choose All Products or Products without T/S Pairs. Select Spreadsheet.
  3. Note: . See https://knowledge.avalara.com/bundle/qvv1656594440497/page/mapping_resources.html#swl1658957553261 for the Avalara worksheet.
    Note: See https://knowledge.avalara.com/bundle/qvv1656594440497/page/Transactions_and_Service_Types.html#pmv1658957553197 for mapping pairs.
    Cut and paste the columns representing the SKU, Product Name, and Product Description into the Avalara Product Mapping Spreadsheet columns that match.
  4. Note: The T/S Pair (0,0) is for Packages and Services with no tax.
    Note: To upload the file into BillMax, it must be saved as a CSV file.
    Populate the Transaction Type and the Service Type columns and save file.
  5. Select System Administration > Avalara Tax Service > Upload T/S Mappings.
  6. Choose the saved file and click Upload Files.
  7. If Late Fees are assessed go to System Administration > T/S Pairs. Click the T/S Number and select the T/S Pair for Late Fee Transaction/Service Pair and enter a description to be used in billing. Click Save.