Appendix B - AvaTax User Implementation Guide

Overview

Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, ensuring your transaction tax is calculated based on the most current tax rules.

Please complete in order Steps 1 through 4 below when using Avalara AvaTax with AddonSoftware.

Step 1 - AvaTax Setup External to AddonSoftware

Before AvaTax can be used by AddonSoftware, you must set up an account with Avalara for using AvaTax. You must complete the milestones and steps in Avalara's Set up AvaTax (https://help.avalara.com/Avalara_AvaTax_Update/Set_up_AvaTax_Update) document before using AvaTax in AddonSoftware.

Step 2 - Verify AvaTax jar in classpath

Verify the latest avatax-rest-*.jar distributed with AddonSoftware is in the classpath used by your AddonSoftware installation. Verify the classpath does NOT include earlier versions of the avatax-rest-*.jar. Use the Classpath tab under BBjServices - Java Settings in the BASIS Enterprise Manager (EM) to view your installation's classpaths.

Step 3 - OP Parameters

Launch the OP Parameters task on the Sales Order Processing > Inquiry and Maintenance > Parameters menu. Select "AvaTax (A)" from the ListButton on the Sales Tax Service field. Select the source for an inventory item's default tax service code from the ListButton on the Tax Service Code Source field.

Step 4 - Sales Tax Service Parameters

Launch the Sales Tax Service Parameters task on the Sales Order Processing > Inquiry and Maintenance > Parameters menu. Select "AvaTax (A)" from the ListButton on the Sales Tax Interface field. Enter the Configuration Values for your AddonSoftware-AvaTax installation. Leave testMode set to "true" until you are ready to use AvaTax with live production data.

Use the Test Connection button to verify the AddonSoftware installation can connect to AvaTax with the configuration information you entered. DO NOT continue with this setup until the connection is successful.

OP Line Codes

Launch the Line Codes task on the Sales Order Processing > Inquiry and Maintenance menu. For all Line Codes using either the "N" (Non-stock) or "O" (Other) Line Types, enter a valid AvaTax Tax Code (https://taxcode.avatax.avalara.com/) in the Tax Service Code field.

Product Types

If "P- Product Type" was selected for the Tax Service Code Source in Step 3 - OP Parameters, then launch the Product Types task on the Inventory Control > Inquiry and Maintenance menu. In the Tax Service Code field enter a valid AvaTax Tax Code to use for the Product Type.

Item Classes

If "C - Item Class" was selected for the Tax Service Code Source in Step 3 - OP Parameters, then launch the Item Classes task on the Inventory Control > Inquiry and Maintenance menu. In the Tax Service Code field enter a valid AvaTax Tax Code to use for the Item Class.

Item Types

If "T - Item Type" was selected for the Tax Service Code Source in Step 3 - OP Parameters, then launch the Item Classes task on the Inventory Control > Inquiry and Maintenance menu. In the Tax Service Code field enter a valid AvaTax Tax Code to use for the Item Type.

Inventory Items

Launch the Inventory Items task on the Inventory Control > Inquiry and Maintenance menu. For inventory items not using the default Tax Service Code for their Product Type (or Item Class, or Item Type, which ever was selected for the Tax Service Code Source in Step 3 - OP Parameters), in the Tax Service Code field enter a valid AvaTax Tax Code to use for the Inventory Item.

Entity Use Code

Launch the Entity Use Code task on the Accounts Receivable > Inquiry and Maintenance menu. Enter any custom Entity Use Codes you want to create for your use.

Customer Sales Tax Exemptions

Launch the Customer Sales Tax Exemptions task on the Accounts Receivable > Inquiry and Maintenance menu. Enter sales tax Exemption Certificate information issued to a customer by a state, and/or the Entity Use Code being used. Note that Exemption Certificates and Entity Use Codes are associated with the location where the sold items are being shipped.

Ship Via Codes

Launch the Ship Via Codes task on the Accounts Receivable > Inquiry and Maintenance menu. In the Freight Tax Code field enter the AvaTax Tax Code to use as the default for items shipped using the Customer Ship Via code.

Tax Codes

Launch the Tax Code task on the Accounts Receivable > Inquiry and Maintenance menu. Check the "Use Sales Tax Service?" checkbox for Tax Codes that will use AvaTax for calculating the sales tax.

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