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Setup Requirements

Allie Reilly edited this page Nov 11, 2019 · 4 revisions

Steps below are required for proper setup.

1. In the admin, configure Avatax Settings & test connection.

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  • Enable Avatax Logging: Allows logging to document the tax calculation flow
  • Enable Avatax Log to STDOUT: Different form of logging, helpful for heroku users.
  • Enable Avatax Address Validation: Toggle address validation on ship address.
  • Refuse Checkout if Address Validation Fails: If address validation fails, will prevent user from continuing checkout.
  • Customer can validate address in checkout: Toggle the visibility of the Validate Ship Address button on the Checkout Address page.
  • Avatax Address Validation Countries: Countries where address validation will be enabled, unless enable avatax address validation is false.
  • Enable Avatax Tax Calculation: Toggle hitting the api to receive tax calculations.
  • Enable Avatax Document Committing: Toggle creating a permanent and finalized document on Avalara.

2. Tax Categories

Avalara will provide you with a list of tax codes where you can create a tax category for each one your store uses.

Note: Shipping Tax Category and Tax Rate always need to be present and assigned to shipping methods

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3. Assign Shipping Method Shipping Tax Category

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4. Assign Products their Tax Categories

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5. Create Tax Rate for EACH tax category

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  • Rate should be set to 0.0
  • Calculator should be Avalara Transaction Calculator
  • Enable Included in Price for VAT/GST

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If any of your client's require an avalara entity use code, please seed the use codes provided. The list is under Avalara Entity Use Code Settings.

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And you can assign the user their entity use code or input their exemption number.

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