Tax Methods Address Configuration Custom Taxes Managed Sales Tax Avalara Integration
Summary - Tax Methods
- Feature
- Taxes:
- Custom Taxes
- Managed Avalara Taxes
- Bring-your-own Avalara - You Need
- An understanding of how your company handles charging for taxes
- Code
- None
- Difficulty
- ◉◎◎◎◎
|
Method |
Reasons to use |
|
Custom Taxes |
For simple sales tax. Taxes down to the state/region level. |
|
Managed Sales Tax |
No code, quick launch. Taxes down to a specific jurisdiction (such as the state+county level). Powered by Advanced Billing's Integration to Avalara. |
|
Avalara Integration |
For companies who want to connect their own Avalara Account. |
Summary - Address Configuration
- Feature
- Taxes
- You Need
- Your company's valid business address used for taxing purposes
- Code
- None
- Difficulty
- ◉◎◎◎◎
1. Add Tax Origin Address
| Field | Description |
| Address Required | Line 1 of your company's tax origin address. |
| Address Line 2 | Line 2 of your company's tax origin address. |
| City Required | City of your company's tax origin address. |
| Country Required | Country of your company's tax origin address. |
| State Required | State of your company's tax origin address. (If your country does not have states, it will populate "no state") |
| Zip Code Required | Zip Code of your company's tax origin address. |
2. Add Tax Destination Address
| Field | Description |
| Use Shipping Address if provided, otherwise use Billing Address | Will use the customer's shipping address provided to calculate taxes. The billing address will be used as a backup. |
| Use Billing Address if provided, otherwise use Shipping Address | Will use the customer's billing address provided to calculate taxes. The shipping address will be used as a backup. |
| Use Shipping Address only | Will use the customer's shipping address provided to calculate taxes. |
| Use Billing Address only | Will use the customer's billing address provided to calculate taxes. |
Summary - Custom Taxes
- Feature
- Taxes
- You Need
- Your company's valid business address used for taxing purposes
- Custom Tax Rules your company needs
- Code
- None
- Difficulty
- ◉◎◎◎◎
1. Add Tax Origin Address
| Field | Description |
| Address Required | Line 1 of your company's tax origin address. |
| Address Line 2 | Line 2 of your company's tax origin address. |
| City Required | City of your company's tax origin address. |
| Country Required | Country of your company's tax origin address. |
| State Required | State of your company's tax origin address. (If your country does not have states, it will populate "no state") |
| Zip Code Required | Zip Code of your company's tax origin address. |
2. Add Tax Destination Address
| Field | Description |
| Use Shipping Address if provided, otherwise use Billing Address | Will use the customer's shipping address provided to calculate taxes. The billing address will be used as a backup. |
| Use Billing Address if provided, otherwise use Shipping Address | Will use the customer's billing address provided to calculate taxes. The shipping address will be used as a backup. |
| Use Shipping Address only | Will use the customer's shipping address provided to calculate taxes. |
| Use Billing Address only | Will use the customer's billing address provided to calculate taxes. |
3. Click "+ Create New Tax"
4. Create a Custom Tax
| Field | Description |
| Name Required | Name of the custom tax. Will display on the invoice if applicable. |
| Tax Type Required |
|
| Country Required | The country the tax rule should apply. |
| State Required | The state the tax rule should apply. (If the country does not have states, it will populate "no state") |
| Rate Required | The percentage amount of the tax. Between 1-100. |
| + Add another Tax Rule | Will add another rule to the tax. The Country, State and Rate fields will need to be filled out again. |
Summary - Managed Sales Tax
- Feature
- Taxes
- You Need
- Your company's valid business address used for taxing purposes
- Code
- None
- Difficulty
- ◉◎◎◎◎
1. Add Tax Destination Address
| Field | Description |
| Use Shipping Address if provided, otherwise use Billing Address | Will use the customer's shipping address provided to calculate taxes. The billing address will be used as a backup. |
| Use Billing Address if provided, otherwise use Shipping Address | Will use the customer's billing address provided to calculate taxes. The shipping address will be used as a backup. |
| Use Shipping Address only | Will use the customer's shipping address provided to calculate taxes. |
| Use Billing Address only | Will use the customer's billing address provided to calculate taxes. |
2. Click "Enable Advanced Billing Taxes"
3. Add Tax Origin Address
| Field | Description |
| Address Required | Line 1 of your company's tax origin address. |
| Address Line 2 | Line 2 of your company's tax origin address. |
| City Required | City of your company's tax origin address. |
| Country Required | Country of your company's tax origin address. |
| State Required | State of your company's tax origin address. (If your country does not have states, it will populate "no state") |
| Zip Code Required | Zip Code of your company's tax origin address. |
4. Set Taxable Regions
Summary - Avalara Integration
- Feature
- Taxes
- You Need
- Your company's valid business address used for taxing purposes
- Your companies Avalara Account ID & License Key
- Code
- None
- Difficulty
- ◉◎◎◎◎
1. Add Tax Origin Address
| Field | Description |
| Address Required | Line 1 of your company's tax origin address. |
| Address Line 2 | Line 2 of your company's tax origin address. |
| City Required | City of your company's tax origin address. |
| Country Required | Country of your company's tax origin address. |
| State Required | State of your company's tax origin address. (If your country does not have states, it will populate "no state") |
| Zip Code Required | Zip Code of your company's tax origin address. |
2. Add Tax Destination Address
| Field | Description |
| Use Shipping Address if provided, otherwise use Billing Address | Will use the customer's shipping address provided to calculate taxes. The billing address will be used as a backup. |
| Use Billing Address if provided, otherwise use Shipping Address | Will use the customer's billing address provided to calculate taxes. The shipping address will be used as a backup. |
| Use Shipping Address only | Will use the customer's shipping address provided to calculate taxes. |
| Use Billing Address only | Will use the customer's billing address provided to calculate taxes. |
3. Click "Get Started"
4. Connect your Avalara Account
| Field | Description |
| Avalara Account ID Required | The account ID for your Avalara Account. |
| Avalara License Key Required | The License Key for your Avalara Account. |