Avalara

Avalara

Module: Tax Accounts
Path: Campaigns > Payment Data > Tax Accounts
Topic: Avalara
Version(s):  5.1 and up
Editions: 

What Is Avalara?

Avalara is an external tax software that can be integrated with your OrderLogix instance. This will require working with an OrderLogix programmer to create the module with any specific needs your organization may have.

Making The Connection

Where Will I See This Within OLX?

To use Avalara you will have to setup the Tax Account, associate the Script(s), and associate the tax provider and category on the Product Item.
Any time an order is placed within OrderLogix Avalara will be called to determine the amount of tax due on the order. You will need to contact any outside vendors that import orders into your instance and have them integrate with Avalara as well if so chose. OLX is not responsible for tax values associated to imported orders. 

What Reports Can Be Pulled?

Currently there are no reports.

What Imports/Exports Relate to Avalara

  1. Avalara Tax Export
This is an optional extra feature and will be installed as part of the Avalara module if you opt in for it.

Trouble Shooting

  1. The States being taxed are not correct

    1. You will need to inform Orderlogix if you want your tax provider or Orderlogix to determine what state(s) is taxable
      1. once this is determine OLX can review and confirm setup within your instance is correct and let you know if you need to review your settings on Avalara


Avalara Tax Export

If you chose, OrderLogix can create an export that will update your avalara account with order information from within your instance. This is not part of the core Avalara integration and is considered an additional optional feature. You will need to work with OrderLogix to confirm the information you need is being supplied to Avalara as needed.

Setup

  1. Install module
    1. OLX will let you know when this is completed
  2. Add Tax Account - navigate to Campaigns > Payment Data > Tax Accounts

    2. User Name = accountId
      1. Avalara > click on user in top right corner > Account ID is listed directly below

    3. Password = licenseKey
      1. You can reset your own license key as follows:
      2. Visit the AvaTax Website for your account
      3. Click on Settings
      4. Click on Manage Account
      5. Click on Integrations
      6. Click on Software key
      7. Click on Avalara license key
      8. Click on Generate a license key
        Warning: Resetting the license key has the effect of invalidating the old key, and breaks all connectors’ future connection to the AvaTax web service still using that old license key
    4. Tax Provider
    5. Environment
      1. T - training
      2. P - production
    6. Company Code 
      1. Avalara > settings > Company details > COMPANY CODE
    7. Location Code
      1. Avalara > settings > Company Locations > Location

    8. Shipping Tax Code
    9. Default Product Tax Code
      1. Avalara > Settings > What you sell
  3. Confirm shipping address is on the Campaign Packing Slip Info tab:
    1. This is the address sent to Avalara as shipFrom

  4. Add tax provider/category to Product Item
    1. If you are only going to use the Default setting from the Avalara Account (see above) you can skip this step
    2. Avalara > Settings > What you sell

  5. Add account to Script(s)

  6. Place Order using script that has tax provider associated
  7. Run Pre Payment Processing
  8. Create a payment batch
  9. Process the newly created payment batch
  10. Run Avalara Tax Export  
    1. Navigate to Processing > Import/Export > Exports
    2. Select the client from the drop down
    3. Select the Avalara Tax Export from the drop down
    4. Configure any additional settings
    5. Click Export
You will need to inform Orderlogix if you want your tax provider or Orderlogix to determine what state(s) is taxable
set ***ignoreScriptTaxConfig = true***

 


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