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Avalara AvaTax

Avalara is an American cloud-based sales tax and compliance provider. It is a one of only six Certified Service Providers available to retailers in the United States, delivering them from the responsibility of trying to work out how much tax they owe to which authority.

DynamicWeb provides an add-in which allows you to connect to Avalara AvaTax and calculate taxes on orders, provided that you have:

  1. An active AvaTax account
  2. Valid US-addresses on the orders being created

You must also install the Avalara provider via the Appstore prior to proceeding.

Setup and configuration

  1. Go to Settings > Areas > Commerce > Product catalog > Taxes
  2. Click New tax setting
  3. Provide a Name and use the Country relations selector to select the United States
  4. Switch to the Provider-tab and select Avalara tax provider

Fill in the provider settings:

  1. Supply your account id, license key and company code
  2. Fill in the address from which goods are shipped (as this impacts some tax-aspects)
    • Street Address
    • Street Address 2
    • City
    • State
    • Zip Code
  3. Supply a Tax code for shipping - defaults to FRO20100
  4. Select where to retrieve the customer code from:
    • AccessUserID
    • CustomerNumber
    • ExternalID
  5. Save

You also have access to a number of extra settings to tweak the behavior:

Setting Description
Enable commit Commits the transactions in AvaTax. If unchecked, the final commit call is not sent by Dynamicweb to AvaTax, allowing shop administrators to have another system (e.g. an ERP) make the final tax commitment. Until then, all transactions (sales, returns, and invoices) are registered as uncommitted in AvaTax.
Do not use in product catalog Disables rendering taxes from AvaTax in the product catalog. This will improve performance.
Don't calculate taxes if Exemption number is set Disables taxes for users with any value in the system field ExemptionNumber. This field is generated for each user when an AvaTax provider is created.
Debug Logs requests and responses from Avalara AvaTax. The logfile is located in System/Log.
Test mode Check to use sandbox mode for API requests, then disable when ready for production.
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