Avalara AvaTax Tax Calculation Settings

BC Tax Calculation Settings Tab

The following settings are available to configure external tax calculation settings in Billing Central. If you are using Lightning Experience, you can access these settings from the Billing Central Task Launcher.

Custom Field	Description
Disable External Tax Breakdown Storage	Indicates that external tax services do not automatically create tax breakdown records when calculating tax on billing documents.
Summary Tax Code	The ID of a tax code that represents summarized tax on a billing document line item. A valid tax code with the same ID must exist on the Tax Codes tab of Foundations.
Use Mappings Component for External Tax	Indicates that the configuration in the related FDN Mappings component is used for external tax calculation. You can deselect this option at any time if you want to use the default process, for example, to process extremely high volumes of data. You can view or update the mappings from the Manage External Tax Calculation Mappings link on the Billing Central Task Launcher. For more information about mappings, see Customizing Avalara AvaTax Tax Calculation Mappings.

Tax Calculation Settings Tab

Use these settings on the Tax Calculation Settings tab to change the behavior of the connections between 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 URL	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 ever need to disable this feature but your org is configured to automatically calculate tax using Avalara AvaTax, you must disable the automation before disabling this feature. For more information, see Setting up the Automation of Billing Central Processes.
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 org.
Save	Saves the tax calculation settings. If Enable External Tax Calculation is selected, changes can only be saved if the connection settings are valid.
Test Connection	Tests the connection between Foundations and Avalara AvaTax. This validates that the account number, license key, and connection URL have been set correctly.