How To

Configure Taxes Using the Avalara Integration
Taxes are charged based on a P Code derived from the User’s location and the T/S Pair of the item or service.
Configure Avalara T/S Pairs
Configure Packages with All-in-One Services
Set Avalara Parameters
Set Place Codes for Users
Set Virtual Company Parameters
Setup for Accounts for Avalara
A few additional settings on Accounts are needed to use Avalara effectively.
Setup for Discounts for Avalara
Discounts are available at the Account, User or Package/Service level. The Discount Type is required for each discount if using Avalara.
Setup an 800 Number
Setup an Avalara Tax Exemption
Update Pending Transactions