Accounting Tax Calculation Settings Fields

Here is a description of the fields that make up the Accounting Settings section of the Foundations Tax Calculation Settings page.

For more information about the Foundations Tax Calculation Settings page, see Tax Calculation using Avalara AvaTax.

Key: * – Mandatory field

Field   Description
Summary Tax Code * The tax code that was created for use by Avalara AvaTax.
Record Full Tax Details  

If selected, indicates that you want Avalara AvaTax to return jurisdiction level tax details. For example, if a sales invoice line has three tax jurisdictions, when this checkbox is selected AvaTax returns three rows of tax details (one for each tax jurisdiction).

If deselected, AvaTax returns line level tax details, for example, AvaTax returns one row of tax information for the whole line. However, the data returned depends on the REST version of AvaTax you are using:

  • v1: Returns line level tax details based on rates.
  • v2: As rates are only held at jurisdiction tax detail level, not line level, the effective tax rate is calculated using the formula: Tax / Line Amount.

All processes that use the Foundations external tax calculation processes use Avalara AvaTax REST v2.
Address Validation Country Code Filter   A comma separated list of country codes used to restrict address validation to specific countries.