Setup for Accounts for Avalara
-
In the Taxes/Fees display box on the General
tab, choose the By Invoice. Default is
Single Invoice and it is recommended unless taxing
does not seem correct and then try By Individual
Transactions so tax brackets, caps, and thresholds are applied
at the individual line item.
-
Choose Tax Designation. The default comes from the
Account Profile setting with the same name.
-
Choose the User for the Place Code for the
Account.
-
Add any items not passed to the customer for Avalara by setting
Tax/Fee No Pass Through.
-
Click Save.
