The Avalara Online Tax Lookup integration allows you to manage and automate tax calculations directly within the CoreBridge platform. By integrating with Avalara, you can ensure accurate tax rates are applied to orders based on the customer's location and product type. This integration streamlines tax compliance by leveraging Avalara's powerful tax engine, making it easier to handle complex tax rules and rates across different regions.
TABLE OF CONTENTS
- Benefits of Integrating with Avalara
- How to Integrate with Avalara
- Setting Avalara as the Default Tax Option
Benefits of Integrating with Avalara
- Accurate Tax Calculation: Automates the application of accurate tax rates based on location and product type, reducing manual errors.
- Streamlined Compliance: Leverages Avalara’s tax engine to handle complex tax rules across different regions, ensuring compliance.
- Flexible Integration: Allows for default tax settings at the location or company level, as well as per-order basis selection.
How to Integrate with Avalara
To integrate Avalara with your CoreBridge system, navigate to Settings / Integrations / Marketplace.
1. Select the Avalara Icon.
Note: Avalara can also be found within the Finance Folder, All Folder, or by using the search filter.
2. Select Install.
3. Once installed, select View/Edit Settings to connect your Avalara account to your CoreBridge system.
Note: This will redirect you to Settings / Integrations / Installed Integrations where all integration settings can be managed with Avalara automatically being selected. The yellow clock symbol indicates that the account still needs to be enabled before the integration can be used.
4. Enter your Account Number.
5. Enter your License Key.
6. Enter your Company Code.
7. Select your options:
- Commit Documents - This enables the automatic commitment of tax documents after calculation.
- Enable Logging - This helps in troubleshooting by logging the details of the tax calculation process.
- Use Sandbox - This allows you to test the integration in a sandbox environment.
8. Select Test Connection to see that your integration is set up correctly.
9. Set as active in order to use Avalara as your tax provider.
Note: Only one tax provider may be set to active at one time.
Setting Avalara as the Default Tax Option
Avalara can be used as the default on a Location or Company level.
To set as the default on a Location level navigate to Settings / My Business / Locations and select a Location.
1. Select the Location Details tab.
2. Use the Default Tax Group dropdown to select Online Tax Lookup.
To set Avalara as the default on a Company level navigate to Sales / Customers / Companies and select the appropriate company from the list.
1. Select the Company Details tab.
2. Under the Accounting Details heading, use the Tax Group Dropdown to select the Online Tax Lookup option.
Selecting Avalara on an Individual Order Basis
Avalara can be applied on a per order basis by accessing the Line Items tab or, alternately, through the Order Details tab.
Note: Avalara is also used for estimates, credit memos, and purchase orders.
Navigate to Sales / Orders and select the appropriate Order.
Using the Line Items tab:
1. Select the Line Items tab.
2. Select the word Tax. This will open a popup.
Note: This link will only be visible if the balance information on the order has been expanded by clicking the upwards arrow.
3. Use the dropdown menu to select Online Tax Lookup.
4. Select Save.
Using the Order Details tab:
1. Select the Order Details tab.
2. Under the Sales Details heading, click on the Tax Group dropdown and select Online Tax Lookup.
Note: With Online Tax Lookup selected, the tax will show as To Be Determined while you are editing the Order. Once the system has detected that you have completed making changes on the order, it will automatically save. This triggers the online tax lookup. The order will then display the appropriate taxes for the customer’s location and product type.