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|This article applies to these regions|
Check sales tax on transactions with AvaTax - US Only
Once you have configured the integration with AvaTax, you can:
- 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.
Calculate the tax on sales invoices and sales credit notes.
- Commit transactions to AvaTax for inclusion on tax reports.
Set up the integration with AvaTax and synchronise Tax Treatments, Tax Codes and Products. See Configure the integration with AvaTax - US only
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.
- 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.
To check an address from the account page you must add the Check Address action to the page.
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:
- Create a transaction such as a Sales Invoice.
- Select a tax treatment that has been synced with AvaTax.
Add items for products that have been synced with AvaTax. The line items are saved with zero as the Tax Amount.
Click Check tax.
- Once the processed has finished:
- The Tax Amount is updated on each item line.
- The US Tax Status is updated to Uncommitted.
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.
This can occur when AvaTax or the Compliance service is not available. There information on the transaction has not been validated by AvaTax, or when AvaTax can’t calculate the tax.
If the check tax process was not successful, you can click on the link from the error message or check from the Compliance tab.
Where no specific error is shown, check the following:
- The transaction has a validated Shipping Address.
- The account has an account number.
- All products on the transaction have been synced with AvaTax.
- All stock item locations have validated addresses.
- An address is set on the company.
Other errors may be generated from AvaTax.
Yes as long as it isn't posted. The tax on the transaction is re-checked automatically when the lines are added or deleted, the shipping address is updated, the account is changed or the tax treatment is changed.
Yes, the address is verified automatically
Yes you can but the amended tax amount is not stored in AvaTax.
Yes as long as it hasn't been committed to AvaTax.
Just credit the posted invoice in the usual way. You'll also need to commit that tax and commit the credit note to AvaTax, before the credit note can be posted.
No. Once a transaction has been committed to AvaTax and posted, it can't be unposted.
If you need to make changes to a posted transaction, you create a reverse transaction (such as a credit note), and re-enter it.
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