Configure Taxes Using the Avalara® Integration

Taxes are charged based on a P Code derived from the User’s location and the T/S Pair of the item or service.

  1. To begin Set Avalara Parameters .
  2. Configure Avalara T/S Pairs for each package or service that needs to be assessed a tax.
  3. Set Virtual Company Parameters.
  4. Set Place Codes for Users.
  5. City taxes can be affected if a User is Inside or Outside the City Limits. The default comes from Avalara but can be overridden on the User. Make changes as necessary.
  6. Update Pending Transactions.
  7. Review Setup for Accounts for Avalara and Setup an Avalara Tax Exemption to complete your setup.