To Configure Your AvaTax Account

In this topic, general steps to configure the AvaTax account are provided.

Important:
Please refer to the documentation from Avalara to complete the listed steps.
  1. Create an organizational structure in AvaTax that mirrors the structure of branches in your MYOB Acumatica. This involves using the parent company, child company, and separate reporting entity properties for companies you create in AvaTax (representing your organization's branches). Later, you'll associate each branch in MYOB Acumatica with its corresponding company in AvaTax.
  2. Create a tax profile for each company (that is, a branch in MYOB Acumatica). Ensure you select the states where each company has a tax nexus.
  3. Map tax codes. Depending on your AvaTax subscription and the current stage of your Acumatica ERP setup, you will either use AvaTax system tax codes or map your existing MYOB Acumatica tax categories to AvaTax system tax codes. This mapping is done on the Avalara website.
  4. Optional: Create and maintain tax rules, such as defining tax holidays for specific products during certain periods.
Tip:
AvaTax allows you to gather and store information about customer exemption certificates. For details, see Exception Certificate Management: General Information.