Account and Product Fields for Use with Avalara AvaTax

If you are setting up tax calculation on billing documents using Avalara AvaTax, ensure that your records for the following objects contain up-to-date tax information:

• Account and Account Extension
• Product and Product Extension

In particular, be aware of the fields detailed below:

Object	Field	Information	Field Reference
Account	Exemption Certificate	If an exemption certificate for the account is held in Avalara, you must enter the exemption certificate reference in this field.	Account Fields
Account	Tax Codes 1-3	These fields are not used by Avalara AvaTax. You do not need to populate them unless you intend using Certinia's internal tax calculation method for companies that don't use Avalara AvaTax.
Account Extension	Tax Exemption Reason	This is a picklist containing a predefined list of exemption reasons. It identifies the customer usage type in Avalara AvaTax, which determines the exemption status of the transaction.	Account Extension Fields
Product	Product Code	If you want tax to be calculated using the tax code associated with the item in Avalara AvaTax, you must set the Product Code to be the same as Avalara AvaTax's Item Code.	Product Fields
Product Extension	External Tax Code	This is an alphanumeric code identified in Avalara's goods and services type list. It determines the taxability of the product. This is not a Certinia tax code.	Product Extension Fields

Note:

For a list of how fields are mapped between billing documents and Avalara transactions, see the default mappings in Customizing Avalara AvaTax Tax Calculation Mappings.