- Updated:
Avalara tax provider
Connect to AvaTax
After installing the AvaTax integration you need to configure the integration
Note
Be sure that the plugin is installed in Local Plugins and is checked as Active (Configuration → Plugins). To enable the plugin click Edit → and check “Is Enabled” Checkbox
To configure Avalara tax provider go to Configuration → Tax Providers.
Click Mark as Primary Provider.
Click Configure beside the Avalara tax provider option in the list.
Follow the instructions on top of the page, each field’s function is annotated when “?” is hovered on.
- Configure your Avalara Tax Credentials:
- Account ID: Provided during your AvaTax account activation process.
- License Key: Provided during your AvaTax account activation process
- Company: Company profile identifier in the AvaTax Admin Console
- Use Sandbox Is enabled to commit test transaction
- Commit transactions Is enabled to commit transactions right after they are saved
- Validate address is enabled to validate address entered
- Save and click the Test Connection button to perform test connection
- To perform the Test Tax Calculation fill the form on the bottom of the page (Please note, that FStore Avalara tax plugin commits transactions to US addresses only) and click Test Tax Transaction
Assign Avalara AvaTax Code
Navigate to Configuration → Tax Categories
At the top left right of the page you will see the branded Avalara Tax Codes button. Clicking it the drop-down menu will show the following menu
- Export tax codes to Avalara – Exports all codes from your store to your Avalara backend
- Import Avalara system tax codes – Imports all Avalara tax codes from Avalara
- Delete Avalara System tax codes – Deletes all codes exported from Avalara
Assign an Avalara tax exempt category to a customer
Click Customers → Customer Details
Find the highlighted Entity use code field and select the field, select the appropriate customer type code.
Click Save
Note
It is not necessary to check Tax Exempt check box: Assigning Entity use code is enough
Assign an AvaTax System Tax Code to an item
Go to Catalog → Products
Select a Product to open the Product details screen.
Click Edit
On the Product details screen, in Prices group assign appropriate code from drop-down list in Tax Category field.
IMPORTANT: Ensure that SKU is entered, for better navigation in Avalara backend
Click Save
To see a listing of all available AvaTax System tax codes, click (http://taxcode.avatax.avalara.com).
Validate a customer address
Ensure Validate Address checkbox is on, in that case the address will be validated automatically
User will be show the following screen: