Accounting Tax Calculation using Avalara AvaTax

As an administrator, you can enable external tax calculation so that Certinia products can calculate tax using Avalara AvaTax.

To do this, you must provide this information on the Tax Calculation Settings tab:

1. Click the Tax Calculation Settings tab.
2. In the Accounting Settings section:
   1. Select the Record Full Tax Details field if you want to record full tax details for each line.
   2. Select the Use Mappings Component for External Tax field to process the external tax calculations for Accounting using customizable mappings. If selected, the related FDN Mappings component configuration is used for external tax calculation. For more information, see Customizing External Tax Calculation Mappings.
   3. Select the Calculate Tax Using Line Level Address field to view line level addresses during the tax calculator using AvaTax.
   4. [Optional] In the Address Validation Country Code Filter field, enter the lists of country codes for addresses to be validated. For example, "US" for the United States or "UK" for the United Kingdom.
   5. In the Summary Tax Code field, search for and select the tax code created for Avalara AvaTax.
3. In the Sales Invoice section, from the Sales Invoice Line Item Additional Eligibility Criteria field:
   1. Select the field on the Sales Invoice Line Item object that defines the eligibility of the Sales Invoice Line Item to calculate tax.
   2. Select any of the following criteria from the Automatic Tax Calculation field to automatically calculate tax for the Sales Invoice:
      1. Custom Criteria
      2. Disabled

   For more information, see Sales Invoice Line Items.

4. In the Sales Credit Note section, from the Sales Credit Note Line Item Additional Eligibility Criteria field:
   1. Select the field on the Sales Credit Note Line Item object that defines the eligibility of the Sales Credit Note Line Item to calculate tax.
   2. Select any of the following criteria from the Automatic Tax Calculation field to automatically calculate tax for the Sales Credit Notes.
      1. Custom Criteria
      2. Disabled
      3. When Crediting the Sales Invoice

   For more information, see Sales Credit Note Line Items.

5. In the Payable Invoice section, from the Payable Invoice Line Item Additional Eligibility Criteria field:
   1. Select the field on the Payable Invoice Line Item object that defines the eligibility of the Payable Invoice Line Item to calculate tax.
   2. Select any of the following criteria from the Automatic Tax Calculation field to automatically calculate tax for the Payable Invoice:
      1. Custom Criteria
      2. Disabled

   For more information, see Payable Invoice Line Items.

6. In the Payable Credit Note section, from the Payable Credit Note Line Item Additional Eligibility Criteria field:
   1. Select the field on the Payable Credit Note Line Item object that defines the eligibility of the Payable Credit Note Line Item to calculate tax.
   2. Select any of the following criteria from the Automatic Tax Calculation field to automatically calculate tax for the Payable Credit Notes.
      1. Custom Criteria
      2. Disabled
      3. When Crediting the Payable Invoice

   For more information, see Payable Credit Note Line Items.

7. Click Manage Tax Mappings. In the Manage External Tax Mappings window, select any of the following External Tax Mappings and click Manage. Selecting any of these will redirect to the respective mapping page.

   • External PCR Tax Mappings
   • External PIN Tax Mappings
   • External SCR Tax Mappings
   • External SIN Tax Mappings
8. Click Save.

Notes:

1. Using the Automatic Tax Calculation field, you can automatically calculate tax for a maximum of 200 records at once.
2. 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.