Setting up External Tax Calculation using Avalara AvaTax

If you use Avalara AvaTax, you can integrate it with Order and Inventory Management to calculate tax for Order and Inventory Management documents. Perform the following tasks to set up and configure the integration.

External Tax Calculation Setup Tasks

Step

Task

Related Help Topic

1

Enable external tax calculation using Avalara AvaTax in Foundations.

Note:

If you are planning on committing tax to Avalara, you must ensure that the Disable Commit checkbox is deselected on the Tax Calculation Settings page.

Tax Calculation using Avalara AvaTax
2 Enable the Tax Calculation Using Avalara feature in the Feature Console. Enabling the Tax Calculation Using Avalara Feature
3 Assign the required permission sets to the relevant users. Manually Assigning Permission Sets
4 Configure the settings specific to Order and Inventory Management on the Tax Calculation Settings page. Configuring Order and Inventory Management Settings on the Tax Calculation Settings Page
5 [Optional] Define Avalara tax code to product group mappings. This increases the precision of tax calculation based on the item being shipped. AvaTax Code to Product Group Mappings