Avatax configuration [DAN EN]
- Jérôme Boussard
Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, insuring your transaction tax is calculated based on the most current tax rules.
Connect to Avatax
A Web Service is required to use Avalara’s API in REST mode.
Run menu Administration / Settings / Dematerialization / Web service setting
Create a WEB service with AVALARA code, for each folder :
Type of web service : Others (ou empty)
URL (please check here Avalara Knowledge Center ) :
Sandbox : https://sandbox-rest.avatax.com
Production : https://rest.avatax.com
Do not include /api/v2 suffix, it will be added by software
Login : Account provided by partner
Password
Standby mode : Do not wait
Configure Avatax
Run menu Trade & Logistics <F7> Fichiers spécifiques / Paramètres Dossier\Établissement
Press Shift+F4 to enter view mode
Select the tax certification provider to turn on tax calculation, and require invoices certification. Select ‘None’ to disable tax calculation.
Enter the company code as defined on Avatax’s admin console. DEFAULT will be automatically prompted if the field is not filled.
Company ID matching company code will be stored as soon as requested by an operation
Logging
Check the box to trace transaction activities between ERP and Avatax.
Recording paths for logging
Run menu Administration / Settings / Paths or files
Create Harmony paths AVATAX_SENT et AVATAX_RECEV, which will be used to store transaction activities.
Address validation
Two checkboxes are available, according to the Web service’s presence :
Enable address check
Format address’s response with upper case. If unchecked, only the first letter of names will be in upper case.
Consult this page to use this function.
Login test
Click on the TEST button to verify settings.
How to use
Assign a tax code to an item
Menu Trade & Logistics / Files / Items
Select the item to update
On Accounting tab, click the fields defining the tax codes
Press F8 to obtain the list of the available tax codes, F9 to manage the tax code list.
Confirm item’s changes
Waivers - exemptions
Assign a waiver to a customer
From a customer sheet, click the ‘Tax waiver’ button
or run menu ‘Trade & Logistics <F7> Fichiers spécifiques / Table des exonérations de taxe' to manage the complete waiver’s list.
Click the +button to create a waiver
Select the third-party type (customer or supplier)
Enter the country where waiver applies - mandatory field
Enter the state where waiver applies - mandatory field
Enter the start date - mandatory field
Enter a third-party code. Press F8 to obtain the third-party list. If left blank, waiver will apply pour each delivery to the choosen state.
Validate
Enter exemption code - mandatory field. Press F8 to obtain the available options.
Enter the exemption number - mandatory field
Renseigner la date de fin de validité de l’exonération - mandatory field
Validate