Adding an AvaTax Tax Vendor

Last Updated: Aug 19, 2020
  1. Under the Tax Vendor heading on the left click the (emoji) icon

  2. Under the Add Tax Vendor heading on the right give the tax vendor a Name (e.g. AvaTax)

  3. Leave the Active option unchecked at this time, addition configuration steps are required before a AvaTax based vendor can be enabled

  4. In the Vendor field select AvaTax

  5. On the Configuration tab populate the fields using the information supplied by Avalara

  6. Click Save

  7. A heading called Tax Categories will appear On the saved AvaTax vendor you just created, under this heading click the Get Categories button to import service tax categories from Avalara

  8. Specify the Default Business Tax Category and Default Service Tax Category

  9. Click Save

  10. At this point the AvaTax integration can be enabled, to do this edit the vendor and select the Active option

  11. Click Save

  12. Optional: to validate that the service tax categories were imported, navigate to the service tax categories screen

  13. The tax vendor is setup, you can now use the vendor when configuring tax codes