To Set Up Integration With AvaTax

This topic outlines the steps for integrating MYOB Acumatica with the Avalara AvaTax service.

Overview of Steps for Setting Up AvaTax Integration

To set up integration between MYOB Acumatica and Avalara AvaTax, you need to perform the following general steps, each of which is described in its own section of this topic:

• Set up the connection on the Tax Providers (TX102000) form.
• Enable the Address Validation Integration feature on the Enable/Disable Features (CS100000) form and configure address verification on the Countries/States (CS204000) form.
• Set up a tax agency to be used for the AvaTax integration on the Vendors (AP303000) form.
• Create a tax zone on the Tax Zones (TX206000) form that will be used with this special tax agency.
• Create tax categories to be associated with the AvaTax tax codes on the Tax Categories (TX205500) form.
• Specify appropriate settings for the customers on the Customers (AR303000) form.
• Assign tax categories to stock items and non-stock items on the Stock Items (IN202500) and Non-Stock Items (IN202000) forms.

Connecting MYOB Acumatica to Your AvaTax Account

To establish a connection between MYOB Acumatica and your AvaTax account, do the following:

1. On the Tax Providers (TX102000) form, add a new record.
2. In the Provider ID box of the Summary area, type the identifier to be used for the provider.
3. In the Description box, enter a description of the provider.
4. In the Plug-In (Type) box, select the built-in Avalara plug-in.
5. Select the Active check box to activate the connection.
6. On the Plug-In Parameters tab, in the Value column for the Account Number parameter, type your account number in AvaTax.
7. In the Value column for the License Key parameter, type the license key your company uses for connecting to AvaTax.
8. In the Value column for the URL parameter, type the URL to be used to connect to AvaTax.
9. In the Value column for the Request Timeout (sec) parameter, type the number of seconds for the connection timeout.
10. In the Value column for the Send Sales Account and Check Address Before Calculating Tax parameters, select the check boxes; also, if required, in the Value column for the Inclusive Tax parameter, select the check box.
11. In the Value column for the Log Trace parameter, select the check box, if you want the system to save the requests and results of the calls to the trace logs.
12. On the form toolbar, click Test Connection to test the connection.
    Tip:

    If the connection is successful, you will see a Test Connection message confirming the validity of your credentials.
13. On the Company Code Mapping tab, click Add Row on the table toolbar to add a new row.
14. In the Branch column of the new row, select a branch by its ID to map it to the corresponding company that you have created in the AvaTax account.
15. In the Company Code column, type the company name that you have created in AvaTax for this branch.
16. Repeat Steps 13–15 for each branch.
17. On the form toolbar, click Save.

Configuring an Address Validation Provider

To set up an address validation provider in MYOB Acumatica, do the following:

1. On the Address Providers (CS103000) form, add a new record.
2. In the Provider ID box, type the identifier to be used for the provider.
3. In the Description box, enter the description of the provider.
4. In the Plug-In (Type) box, select the built-in Avalara address validation plug-in.
5. Select the Active check box to activate the connection.
6. On the Plug-In Parameters tab, in the Value column for the Account Number parameter, type your account number in AvaTax.
7. In the Value column for the License Key parameter, type the license key your company uses for connecting to AvaTax.
8. In the Value column for the URL parameter, type the URL to be used to connect to AvaTax.
9. In the Value column for the Request Timeout (sec) parameter, type the number of seconds for the connection timeout.
10. On the form toolbar, click Test Connection to test the connection.
    Tip:

    If the connection is successful, you will see a Test Connection message confirming the validity of your credentials.
11. On the form toolbar, click Save.

Setting Up Address Verification

To set up address verification in MYOB Acumatica, do the following:

1. Open the Countries/States (CS204000) form.
2. In the Country ID box of the Summary area, select US.
3. In the Address Verification Plug-In box, select the Avalara address validation plug-in you set up in the previous subprocedure.
4. On the form toolbar, click Save.

Setting Up a Tax Agency

To set up a tax agency in MYOB Acumatica, do the following:

1. On the Vendors (AP303000) form, add a new record.
2. In the Vendor ID box, type AVALARA (or another name that complies with the formatting rules defined by the VENDOR segmented key).
3. In the Vendor Class box, select a vendor class that has been defined for tax agencies (if you have defined such a class) or any other appropriate class.
4. On the General tab (in the Account Address section), in the Country box, select US.
5. In the Vendor Properties section, select the Vendor Is Tax Agency check box. Notice that the Tax Agency tab appears.
6. On the GL Accounts tab, specify the general ledger accounts and subaccounts that will be used for this vendor.
   Tip:

   Default accounts and subaccounts (if subaccount are used in your system) are displayed if they have been specified for the vendor class that you have selected in the Summary area; however, you can select other accounts and subaccounts.
7. On the form toolbar, click Save.

Creating a Tax Zone

To create a tax zone used for the AvaTax service, do the following:

1. On the Tax Zones (TX206000) form, add a new record.
2. In the Tax Zone ID box, type AVALARA.
3. Select the External Tax Provider check box; the Provider ID and Tax Agency ID boxes appear on the form.
4. In the Provider ID box, select the Avalara tax provider.
5. In the Tax Agency ID box, select the tax agency you created for this integration.
6. On the form toolbar, click Save.

Creating Tax Categories for Tax Codes

To create a tax category or categories for use with the integration, follow these steps:

1. On the Tax Categories (TX205500) form, add a new record.
2. In the Tax Category ID box, type an AvaTax code, and in the Description box, provide a description.
3. On the form toolbar, click Save.
4. Repeat Steps 2–4 for each required tax code.

Specifying the Customer Settings

To specify the settings related to Avalara integration for a customer, do the following:

1. Open the Customers (AR303000) form.
2. Select a customer for which sales taxes should be calculated by AvaTax.
   Tip:

   Each customer has at least one automatically created location.
3. On the Locations tab, click the link of one of the listed customer locations (or the only customer location, if only one is listed).
4. On the Shipping tab of the Customer Locations (AR303020) form, which opens in a pop-up window, in the Tax Zone box, select Avalara.
5. In the Tax Registration ID box, enter the customer's tax registration number.
6. If this customer location is tax exempt, in the Tax Exemption Number box, enter the tax exemption number.
7. In the Tax Exemption Type box, select the appropriate tax exemption reason.
8. On the form toolbar, click Save, and close the pop-up window.
9. For each additional location, repeat Steps 4–8.

Assigning Tax Categories to Stock Items and Non-Stock Items

To assign a specific tax category to each needed stock and non-stock item, do the following:

1. Open the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
2. Select a stock or non-stock item by its inventory ID.
3. On the General tab, in the Tax Category box, select the appropriate tax category for the item.
4. On the form toolbar, click Save.