Tax Calculation using Avalara Parameter

To ensure accurate sales tax calculation for rentals and leases on the Avalara, you must send specific parameter information. You can map any required parameter, for example, the NumberOfDays parameter, by performing the following steps. The NumberOfDays parameter in Avalara is an array that can be included in both line items and headers, making this information visible through the Billing Document - AvaTax mappings.

To add the NumberOfDays parameter information from your Billing Document to Avalara for accurate tax calculation, perform these steps:

  1. From the Object Manager tab, click Create | Custom Object or use an existing one that has a Lookup relationship to the Billing Document field. For example, Parameter.

    2. For more information about creating the custom object, see the Salesforce Help.

  2. Within this custom object, create Name, Unit, Value, and Lookup fields that Avalara supports. For example, the Billing Document and Billing Document Line Item Lookup fields.

  3. Navigate to the Related list of the Billing Document record.

  4. Click New on the created custom object under the Related section of the created Lookup Billing Document.

  5. Add the following details and click Save.

    1. Parameter Name: Specify the name that you want to support through Avalara. For example, the NumberOfDays.

    2. Name: Specify the same name as parameter name. For example, NumberOfDays.

    3. Unit: Specify a unit. For example, Count.

    4. Value: Specify a value. For example, 20.

  6. Add custom mappings on the source object tax mapping page by clicking Add Mapping.

  7. Add the following fields, and click Save.

    1. Status: Mark the status as enabled.
    2. Source Type and Target Type: The source type and target type should be a child relationship.
    3. Source Child Relationship: Specify the created custom object.
    4. Target Child Relationship: Specify it as the one mapped to Avalara’s parameters.

    The Avalara parameters are mapped to the custom object.

  8. Click Add Child Mapping from the dropdown of the mapped parameters.

  9. Add the following details and click Save.

    1. Add Source Field Path as Name and Target Field as Name if you want the name to be mapped with the parameter name.
    2. Add Source Field Path as Value and Target Field as Value if you want the value to be mapped with the parameter value.
    3. Add Source Field Path as Unit and Target Field as Unit if you want the unit to be mapped with the parameter unit.

    The Name, Unit, and Value fields are now mapped.

  10. After the mapping is done, you can calculate and commit tax for the created Billing Document.

To add the NumberOfDays parameter information from your Billing Document Line Item to Avalara for accurate tax calculation, perform these steps:

  1. From the Object Manager, click Create | Custom Object or use an existing one that has a Lookup relationship to the Billing Document Line Item field. For example, Parameter.

    2. For more information about creating the custom object, see the Salesforce Help.

  2. Within this custom object, create Name, Unit, Value and Lookup fields that Avalara supports. For example, Billing Document and Billing Document Line Item Lookup fields.

  3. Navigate to the Related list of the Billing Document Line Item record.

  4. Click New on the created custom object under the Related section of the created Lookup Billing Document Line Item.
  5. Add the following details and click Save.

    1. Parameter Name: Specify the name that you want to support through Avalara. For example, the NumberOfDays.

    2. Name: Specify the same name as parameter name. For example, NumberOfDays.

    3. Unit: Specify a unit. For example, Count.

    4. Value: Specify a value. For example, 20.

  6. Add custom mappings on the source object tax mapping page by clicking Add Child Mapping.

  7. Add the following fields, and click Save.

    1. Status: Mark the status as enabled.
    2. Source Type and Target Type: The source type and target type should be a child relationship.
    3. Source Child Relationship: Specify the created custom object.
    4. Target Child Relationship: Specify it as the one mapped to Avalara’s parameters.

    The Avalara parameters are mapped to the custom object.

  8. Click Add Child Mapping from the dropdown of the mapped parameters.

  9. Add the following details and click Save.

    1. Add Source Field Path as Name and Target Field as Name if you want the name to be mapped with the parameter name.
    2. Add Source Field Path as Value and Target Field as Value if you want the value to be mapped with the parameter value.
    3. Add Source Field Path as Unit and Target Field as Unit if you want the unit to be mapped with the parameter unit.

    The Name, Unit, and Value fields are now mapped.

  10. After the mapping is done, tax is automatically calculated for the created Billing Document Line Item from the Billing Document.