Setup for Accounts for Avalara

  1. In the Taxes/Fees display box on the General tab, choose the By Invoice. Default is Single Invoice and it is recommended unless taxing does not seem correct and then try By Individual Transactions so tax brackets, caps, and thresholds are applied at the individual line item.
  2. Choose Tax Designation. The default comes from the Account Profile setting with the same name.
  3. Choose the User for the Place Code for the Account.
  4. Add any items not passed to the customer for Avalara by setting Tax/Fee No Pass Through.
  5. Click Save.