Avalara Avatax Connector

Adapter

• Request Timeout -- default is 300ms
• Enable Logging -- enables detailed AvaTax transaction logging within application

Address Validation

• Disable Address Validation
• Address Validation on save for customer profile -- automatically attempts to validate on creation and update of customer profile, last validation date will be visible and stored
• Force Address Validation -- 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
• Automatically generate customer code -- generates a customer code on creation and update of customer profile

Avalara Submissions/Transactions

• Disable Avalara Tax Commit -- validated invoices will not be sent to Avalara
• 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.

Configure Exemption Codes

Exemption codes are allowed for users where they may apply (ex. Government entities). Navigate to: Accounting or Invoicing App >> 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 or Invoicing App >> Configuration >> AvaTax >> Product Tax Codes

From here you can add, remove, and modify the product tax codes.

Configure AVATAX Tax Type

• Navigate to: Accounting or Invoicing App >> Configuration >> Accounting >> Taxes
• Select AVATAX from the list view (automatically added on module install).
• Click the Edit button to 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 Create button

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 General Information >> Product Category, select a Product Category
• Under AvaTax >> AvaTax Properties >> Product Tax Code, you can set a custom tax code to override the product category tax code

Warehouse Configuration

• Navigate to: Inventory >> Configuration >> Warehouse Management >> Warehouses
• Select the warehouse associated with your company
• Under Address, follow the link to be directed to your warehouse profile

Configure Warehouse Address

• Enter Warehouse Address
• Under AvaTax >> Validation, click Validate button

Create New Customer

• Navigate to Contacts
• Click Create button

Configure Customer Address

• Enter Customer Address
• Under AvaTax >> Validation, 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

Tax exemption status can be defined on Contacts.

In a multi-company environment, the exemption status is defined per Company, since each individual company is required to secure the exemption certificates to claim for exemption application, and this may not be the case for all Companies.

If the customer is tax exempt, in the "Avatax" tab, check the "Is Tax Exempt" checkbox. When checked, the exemption details can be provided.

The Exemption Code is the type of exemption, and the Exemption Number is an identification number to use on the customer's State.

This exemption status will only be applied for delivery addresses in the State matching the State of the exemption address. The same customer can have exemptiions on several states. For this use additional Contact/Addresses for those states, and enter the exempention details there.

To make this data management simpler, is it possible to set the customer as exempt country wide, using the corresponding checkbox. In this case the exemption status will be used for delivery addresses in any state. Using this option has compliance risks, so plase use it with care.

Create New Customer Invoice

• Navigate to: Accounting or Invoicing >> Customers >> Invoices.
• Click Create button.

Validate Invoice

• Ensure that Tax based on shipping address is checked.
• Line items should have AVATAX selected under Taxes for internal records.
• To complete the invoice, click the Validate button.
• The sale order will now appear in the AvaTax dashboard.

Register Payment

• Click the Register Payment button to finalize the invoice.

Initiate Customer Refund

• Navigate to: Accounting or Invoicing >> Customers >> Invoices
• Select the invoice you wish to refund
• Click Add Credit Note button

Create Credit Note

• Under Credit Method, select Create a draft credit note.
• Enter a reason.
• Click Add Credit Note button.

Validate Refund

• Select the Credit Note 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 >> Orders >> Orders
• Click Create button

Compute Taxes with AvaTax

• The module will calculate tax when the sales order is confirmed, or by navigating to Action >> Update taxes with Avatax. 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.