Using Avalara AvaTax for Tax Calculation

To use Avalara AvaTax to calculate tax on billing documents, your administrator must first complete the setup in Setting up Tax Calculation Using Avalara AvaTax and your permissions must include the Billing Central - Billing Document - Avalara permission set.

Then before calculating tax for a billing document, you must ensure that:

1. Your billing document has a company, an account, and one or more billing document line items.
2. The addresses of the following records are valid:
   • The account and company associated with the billing document
   • The shipping account and company site associated with the billing document line items

   See Validating Addresses for Sales and Use Tax Calculation.

   If you have entered shipping addresses manually on line items, you can check that the address details are accurate on the US Postal Service website.

Note:

The tax value calculated by Avalara AvaTax replaces any tax values that you have entered manually on the billing document, or calculated using FinancialForce's internal tax calculation method.

For instructions on how to calculate tax, see Calculating Tax on Billing Documents Using Avalara AvaTax.

In addition to calculating tax using Avalara AvaTax you might have permission to commit tax. For information about committing tax, see Committing Tax on Billing Documents Using Avalara AvaTax.

Viewing Tax Breakdown by Jurisdiction

If you specified that you want to automatically create tax breakdown records, these are available to view when tax has been calculated successfully. You can view these records from the Tax Jurisdiction Breakdown related list on a billing document or a billing document line item.