Tax Calculation using Avalara AvaTax

As an administrator of Foundations you can enable external tax calculation so that FinancialForce products can calculate tax using Avalara AvaTax. To do this, you must provide this information on the Tax Calculation Settings tab:

• Account Number to connect to the Avalara AvaTax tax calculation service with.
• License Key or password for the tax calculation service.
• Connection URLUniform Resource Locator to contact the tax service.

Note:

Note

To use an external tax calculation service, you must register the Connection URL as a trusted remote site on your orgSalesforce organization. See "Configuring Remote Settings" in the Salesforce Help for more information.

To set up Foundations to calculate tax for FinancialForce products using Avalara AvaTax:

1. Click the Tax Calculation Settings tab.
2. Select the Enable External Tax Calculation checkbox.
3. Complete the remaining fields. See Tax Calculation Settings.
   Tip:

   Tip

   

   Click Restore from Server if you've made changes on this page, but want to restore the settings from the server.
4. Click Save.
5. Validate account and company addresses in your org. See Validating Addresses for Sales and Use Tax Calculation.

To test the connection with Avalara AvaTax using the current settings, click Test Connection.