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.

The following fields are available when you click Sales Invoice.

Sales Invoice Line Item Fields
Field	Description
Automatic Tax Calculation	If selected, tax is automatically calculated for the new sales invoice. Select from the following options: Disabled: If selected, the tax is not calculated automatically. By default, this option is selected. Custom Criteria: If selected, you must fill in the Custom Criteria Field. By selecting this field, the tax is calculated automatically for eligible lines. It will be any checkbox or formula checkbox included in the object.
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.

The following fields are available when you click Sales Credit Note.

Sales Credit Note Line Item Fields
Field	Description
Automatic Tax Calculation	If selected, tax is automatically calculated for the new sales credit note. Select from the following options: Disabled: If selected, the tax is not calculated automatically. By default, this option is selected. When Crediting the Sales Invoice: If selected, tax is calculated automatically by clicking Convert to Credit on the Sales Invoice object. Custom Criteria: If selected, you must fill in the Custom Criteria Field. By selecting this field, the tax is calculated automatically for eligible lines. It will be any checkbox or formula checkbox included in the object.
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.

The following fields are available when you click Payable Invoice.

Payable Invoice Line Item Fields
Field	Description
Automatic Tax Calculation	If selected, tax is automatically calculated for the new payable invoice. Select from the following options: Disabled: If selected, the tax is not calculated automatically. By default, this option is selected. Custom Criteria: If selected, you must fill in the Custom Criteria Field. By selecting this field, the tax tax is calculated automatically for eligible lines. It will be any checkbox or formula checkbox included in the object.
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.

The following fields are available when you click Payable Credit Note.

Payable Credit Note Line Item Fields
Field	Description
Automatic Tax Calculation	If selected, tax is automatically calculated for the new Payable Credit Note. Select from the following options: Disabled: If selected, the tax is not calculated automatically. By default, this option is selected. Crediting the Payable Invoice: If selected, tax is calculated automatically by clicking Convert to Credit on the Payable Invoice object. Custom Criteria: If selected, you must fill in the Custom Criteria Field. By choosing the field, the tax is calculated automatically for eligible lines. It will be any checkbox or formula checkbox included in the object.
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.

Notes:

Using the Automatic Tax Calculation field, you can automatically calculate tax for a maximum of 200 records at once.
Tax is automatically calculated only once when the custom criteria is set to true for Sales Invoice, Sales Credit Note, Payable Invoice, and Payable Credit Note.

The following buttons are available for the Accounting Settings section of the Foundations Tax Calculation Settings page.

Tax Calculation 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.