Avalara Avatax Connector

Adapter

• Request Timeout (default is 300ms)
• Enable Logging

Address Validation

• Attempt automatic address validation (this option performs automatic validation when performing tax computation)
• Validate on save for customer profile (automatically attempts to validate on creation of customer profile update and creation, last validation date will be visible and stored)
• Force address validation on customer profile (if validation for customer is required but not valid, the validation will be forced)
• Return validation results in upper case (validation results will return in upper case form)

Avalara Submissions/Transactions

• Request Timeout (default is 300ms)
• Order-level -- All items on order are calculated as one transaction.
• Line-level -- Each line item in an order is calculated, displayed, and transacted separately.
• Enable UPC Taxability -- This will transmit Odoo’s product ean13 number instead of its Internal Reference. If there is no ean13 then the Internal Reference will be sent automatically.

Countries

• Add or remove applicable countries -- The calculator will not calculate for a country unless it’s on the list.

Disable

• Disable Avalara Tax Calculation and reporting (reporting to Avalara’s dashboard and tracking)
• Disable Avalara Tax reporting only

Configure Exemption Codes

Exemption codes are allowed for users where they may apply (ex. Government entities). Navigate to: Accounting >> Configuration >> AvaTax >> Exemption Code The module is installed with 16 predefined exemption codes. You can add, remove, and modify exemption codes.

Product Tax Codes

Create product tax codes to assign to products and/or product categories. Navigate to: Accounting >> Configuration >> AvaTax >> Product Tax Codes From here you can add, remove, and modify the product tax codes.

Configure AVATAX Tax Type

• Navigate to: Accounting >> Taxes
• Select AVATAX from the list view (automatically added on module install).
• Click the Edit button Configure the AVATAX Tax Type with the proper tax account configuration for your system.

Create New Product Category

• Navigate to: Inventory >> Configuration >> Products >> Product Categories
• Click Createbutton

Configure Product Category Tax Code

• Under AvaTax: Properties >> Tax Code
• Select the desired Tax Code

Create New Product

• Navigate to: Sales >> Products >> Products
• Click Create button

Configure Product Tax Code

• Under Category, select a Product Category
• Under AvaTax Properties, the Tax Calculation check box is checked by default
• If you want to change the Tax Code defined by the Product Category, navigate to: AvaTax Properties > Tax Code

Create New Customer

• Navigate to: Sales >> Customers
• Click Create button

Configure Customer Address

• Enter Customer Address in the AvaTax tab
• Click Validate button

Address Validation

The AvaTax Module will attempt to match the address you entered with a valid address in its database. Click the Accept button if the address is valid.

Tax Exemption Status

If the customer is tax exempt, check the box under Tax Exemption >> Is Tax Exempt and select the desired Tax Exempt Code from the dropdown menu.

Create New Customer Invoice

• Navigate to: Accounting >> Customers >> Customer Invoices
• Click Create button

Register Payment

• To complete the invoice, click the Register Payment button.

Validate Invoice

• Click the Validate button to finalize the Customer Invoice

Initiate Customer Refund

• Navigate to: Accounting >> Customers >> Customer Invoices
• Select the invoice you wish to refund
• Click Refund Invoice button

Create Refund Invoice

• Under refund, select Create a Draft Refund from the dropdown
• Click Create Refund button

Validate Refund

• Select the Customer Refund you wish to validate, review and then click Validate button

Register Refund Payment

• Click Register Payment button to complete a refund

Create New Sales Order

• Navigate to: Sales >> Sales >> Sales Orders
• Click Create button

Compute Taxes with AvaTax

• The module will calculate tax when the line item is updated (refreshed) or when the sales order is confirmed. At this step, the sales order will retrieve the tax amount from Avalara but will not report the transaction to the AvaTax dashboard. Only invoice, refund, and payment activity are reported to the dashboard.
• The module will check if there is a selected warehouse and will automatically determine the address of the warehouse and the origin location. If no address is assigned to the warehouse the module will automatically use the address of the company as its origin. Location code will automatically populate with the warehouse code but can be modified if needed.