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Check sales tax on transactions with AvaTax - US Only

Once you have configured the integration with AvaTax, you can:

  1. Validate shipping addresses. This ensures that the shipping address is formatted correctly so AvaTax can calculate tax accurately. A valid address has 1-3 address lines, including a city, state, and ZIP code.
  2. Calculate the tax on sales invoices and sales credit notes.

  3. Commit transactions to AvaTax for inclusion on tax reports.

Check shipping addresses

This ensures that the shipping address is formatted correctly so AvaTax can calculate tax accurately. A valid address has to be in US and have 1-3 address lines, including a city, state, and ZIP code.

Addresses must be validated on the following before the tax can be checked on transactions.

  • Customers
  • Stock locations

You can do this for several records at once for the lists, from a transaction, or from an individual record (* you must add this button to the page first).

From a list

From a transaction

From a single account *

Once the check address process has finished, you'll see a confirmation message. If there are any errors, you can click the link on the message to see the issue.

Check tax

Check Tax sends the transaction to AvaTax to calculate the tax. Once the process has finished, the tax amount is updated on the transaction.

The tax can only be calculated by AvaTax when:

  • The account has an Account Number, (referred to as the Customer Code in AvaTax).
  • The shipping address has been validated successfully on the account the location of stock items and the company.
  • The Tax Treatment (referred to as Entity Codes in AvaTax) and Tax Code on the transaction are synced with AvaTax (tax codes have a UID prefixed AvaTax).
  • The transaction only contains item lines for products that are synced with AvaTax.
  • The transaction has not been posted.

To check the tax:

  1. Create a transaction such as a Sales Invoice.
  2. Select a tax treatment that has been synced with AvaTax.
  3. Add items for products that have been synced with AvaTax. The line items are saved with zero as the Tax Amount.

  4. Click Check tax.

  5. Once the processed has finished:
    1. The Tax Amount is updated on each item line.
    2. The US Tax Status is updated to Uncommitted.

Commit transactions

Note: You can't post any transactions until they have been committed.

Once the tax has been checked and confirmed on all items on the transaction, you can commit the transaction to AvaTax. This stores the transaction in AvaTax so it can be included on tax reports.

Transactions can only be committed when:

  • The shipping address has been validated
  • All items lines have a tax amount that has been successfully calculated by AvaTax.
  • The Tax Status on the transaction is Uncommitted.

You can commit transaction one at a time, or in a block if you want to commit at a specific time of year.

  1. Select several transactions from the relevant list, such as sales invoices, or view a single transaction, and click Commit.

    Transaction List Transaction

  2. Once the process has finished, the status is updated to Committed.

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