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

Accounting Tax Calculation Settings
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.
Calculate Tax Using Line Level Address  

If selected, during tax calculation using Avalara AvaTax, line level addresses are considered. If deselected, the line level address cannot be used for external tax calculation and the custom mappings defined for the line level address are deleted from the following pages:

  • Payable Credit Note Tax Mappings
  • Payable Invoice Tax Mappings
  • Sales Credit Note Tax Mappings
  • Sales Invoice Tax Mappings

Manage Tax Mapping Fields

The following field is available when you click Manage Tax Mapping.

Manage Tax Mapping Field
Field Description
Select Mapping Select and Manage External Tax Mappings.

Sales Invoice

Sales Invoice Line Item Fields
Field Description
Sales Invoice Line Item Additional Eligibility Criteria The field on the Sales Invoice Line Item object that defines the eligibility of the Sales Invoice Line Item to calculate tax.

Sales Credit Note

Sales Credit Note Line Item Fields
Field Description
Sales Credit Note Line Item Additional Eligibility Criteria The field on the Sales Credit Note Line Item object that defines the eligibility of the Sales Credit Note Line Item to calculate tax.

Payable Invoice

Payable Invoice Line Item Fields
Field Description
Payable Invoice Line Item Additional Eligibility Criteria The field on the Payable Invoice Line Item object that defines the eligibility of the Payable Invoice Line Item to calculate tax.
Payable Invoice Expense Line Item Additional Eligibility Criteria The field on the Payable Invoice Expense Line Item object that defines the eligibility of the Payable Invoice Expense Line Item to calculate tax.

Payable Credit Note

Payable Credit Note Line Item Fields
Field Description
Payable Credit Note Line Item Additional Eligibility Criteria The field on the Payable Credit Note Line Item object that defines the eligibility of the Payable Credit Note Line Item to calculate tax.
Payable Credit Note Expense Line Item Additional Eligibility Criteria The field on the Payable Credit Note Expense Line Item object that defines the eligibility of the Payable Credit Note Expense Line Item to calculate tax.

Buttons

Accounting Settings Buttons
Button or Link Description
Save Saves all the custom settings of the Accounting settings.
Manage Tax Mappings Select and manage the respective tax mapping.
Manage Manage the selected external tax mapping.