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 (or blank)

• URL (please check here Avalara Knowledge Center ) :

  • Sandbox : https://sandbox-rest.avatax.com

  • Production : https://rest.avatax.com

• Login : Account provided by partner

• Password

• Standby mode : Do not wait

Open

Configure Avatax

Run menu Trade & Logistics <F7> Fichiers spécifiques / Paramètres Dossier\Établissement

Press Shift+F4 to enter view mode

Open

• 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.

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

Open

• 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