Tax Calculation Settings

Use these settings on the Tax Calculation Settings tab to change the behavior of the connections between FinancialForce Foundations and the Avalara AvaTax tax calculation service.

Field Description
Account Number The account number to be used to connect with the Avalara AvaTax tax calculation service.
Connection URLClosedUniform Resource Locator The URL to use when connecting to the Avalara AvaTax tax calculation service.
Disable Commit Indicates whether committing data to the external tax service is prevented. This overrides the document commit service to enable you to prevent documents from committing values to Avalara AvaTax.
Enable External Tax Calculation

Indicates whether tax is calculated using the Avalara AvaTax tax calculation service.

Note:

If you are automatically calculating tax on billing documents using Avalara AvaTax, you must disable the automation before disabling this. For more information, see "Setting up the Automation of Billing Central Processes" in the Billing Central Help.

License Key The access key or password to use to connect to the Avalara AvaTax tax calculation service.

To test the connection with the tax calculation service, click Test Connection.

Buttons

Button or Link Description
Restore from Server Restores the settings on the Tax Calculation Settings tab to the saved values on your Salesforce orgClosedSalesforce organization.
Save Saves the tax calculation settings. When Enable External Tax Calculation is selected, this validates that the Account Number, License Key and Connection URL have been set correctly and tests the connection between FinancialForce Foundations and Avalara AvaTax. If enabling external tax calculation, the settings are saved if validation is successful.
Test Connection Allows you to test the connection between FinancialForce Foundations and Avalara AvaTax. This validates that the Account, License Key, Service URL, and Company Code have been set correctly and saves the information if validation is successful.