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Setting up Tax Calculation Using Avalara AvaTax

To set up tax calculation on billing documents using Avalara AvaTax:

  1. Enable external tax calculation on your Salesforce OrgSalesforce organization. See Enabling External Tax Calculation.
  2. Create a summary tax code that represents the summarized tax on a billing document line. See Creating a Summary Tax Code.
  3. Enter the summary tax code on the FFBC Tax Calculation Settings tab. See Avalara AvaTax Tax Calculation Settings.
  4. Validate account and company addresses in your Salesforce Org. See Validating Addresses for Sales and Use Tax Calculation.

    5. For information about calculating tax using Avalara AvaTax, see Calculating Tax on Billing Documents Using Avalara AvaTax.

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Related Concepts

Setting Up Tax

What is Company Tax Information?

Tax Codes

Related Tasks

Setting Up Tax Calculation Using FinancialForce

Creating a Tax Code

Creating Company Tax Information

Creating a Summary Tax Code

Validating Addresses for Sales and Use Tax Calculation

Enabling External Tax Calculation

Reference

Tax Code Fields

Company Tax Information Fields

Account Fields

Product Fields

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