To Configure Your AvaTax Account

At this stage of integration configuration, you have to use the documentation provided by Avalara. We only briefly describe the general steps:
  1. Create an organizational structure that, in relation to taxes, is similar to the structure of branches in your organization in MYOB Acumatica. To do this, use the parent company, child company and separate reporting entity properties for companies you create in AvaTax (which represent branches of your organization). Later you will associate each branch of your organization in MYOB Acumatica with the corresponding company that you have created in AvaTax.
  2. Create a tax profile for each company (that is, each branch in MYOB Acumatica). Select the states where each company has a nexus—that is, a significant business presence.
  3. Depending on your subscription level to AvaTax and the stage in initializing MYOB Acumatica, either use AvaTax system tax codes or map your existing tax categories to AvaTax system tax codes (which is made on the Avalara website).
  4. Optional: Create and maintain tax rules—for example, define tax holidays for specific products for certain periods of time.
Tip: AvaTax lets you gather information about customer exemption certificates and store it.