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Calculating Tax on Billing Documents Using Avalara AvaTax

To calculate tax using Avalara AvaTax, the billing document must have a company, an account, and one or more billing document line items. When you calculate tax on a billing document with Avalara AvaTax, the existing tax codes on billing document lines are removed and replaced with the summary tax code. See Setting up Tax Calculation Using Avalara AvaTax.

To calculate tax using Avalara AvaTax:

1. Ensure that a tax code exists for the Summary Tax Code specified on the Tax Calculation tab.
2. Ensure that the addresses of the Account and Company associated with the document are valid. See Validating Addresses for Sales and Use Tax Calculation.
3. Go to the billing document.
4. Click Calculate Tax.
   Note:

   Your system may provide various tax calculation options. You may see the option to Calculate Tax With Avalara.

5. [Optional] Select With Avalara. You only see this option if your administrator has also set up FinancialForce, and you have permission to run both.
6. To confirm the action, click Calculate.

When you calculate tax on the enhanced Billing Document Detail page, a message is displayed that indicates whether tax was calculated successfully. If tax could not be calculated due to insufficient information in the billing document, edit that billing document and try again. If tax is calculated successfully, but there are messages or warnings from Avalara, click View Avalara Messages.

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