Avalara for tax integration
Seamlessly integrate your customer's tax with Avalara
In the subscription business, tax integration is necessary to generate an invoice against a product or subscription and this is true in the case of saaslogic too.
To work this out, Avalara and saaslogic have teamed up so that the various saaslogic merchants can use this platform to quickly and accurately calculate the tax that applies to each of their various products and to have that tax reflected in the invoice that will be mailed to the customers.
Avalara determines the tax rates for each of the merchant's customers by comprehending the various geographic regions in which the products are offered and then using the local tax laws to determine the precise tax that can be applied to the customer. The invoices that will be mailed to the customer will reflect the accurate tax that has been calculated.
In case you want to collaborate with some other agency to help you figure out the taxes, you can go ahead and do so.
After successfully integrating with Avalara, the merchant will receive the following:-
License key
Account number
Company code
Using the above, you can link your products with Avalara.
Next, enter the integration a name, account number and license key that have been generated during the integration.
Save and use these details as a reference for all future dealings with Avalara.
In case of any error in the data that as been fed, you will receive the following notification.
Now, enter the Company Code generated during the offline registration with Avalara.
The address that has been entered against the particular Company Code will be automatically generated.
This is the merchant's address that will be used as the From address in the invoice that will be mailed to the customer.
Once you have completed this, you will come across the following three toggle buttons:-
Commit documents
Send discounts while creating transactions
Enable client side logging
Commit documents - When this button is enabled, saaslogic will give Avalara the permission to send and receive all transaction related documents.
Send discounts while creating transactions - By enabling this button, all discounts in the transaction will be considered while calculating the tax.
Enable client-side logging - While enabling this button, all transactions between the merchant and Avalara will be documented to avoid future confusions in tax calculations. It will also enable the option to save all tax integration settings from the Choose Company tab. It will also enable the data saved successfully notification to pop up. It will also help all saved data to get listed in the product list grid.
Click on Save
Now all the details will be displayed as a new tile under the ‘Avalara Tax Integration’ menu.
Now, you have completed adding your (merchant) details, including your address and other details you received while integrating with Avalara. Now, it's time to link these details with the service address of your product. Since the product can be sold in multiple locations, tax deducted for the same product will be different in different invoices.
In case a particular location has multiple service addresses, the default one will be selected for calculating tax.
For this purpose, you need to select and link the service address of the product for which you want to charge for tax. Once this linking is done, tax will be calculated for this product and this will be reflected while generating invoice for this product. The linking can be done for multiple services addresses and this is purely the merchants choice.
All the merchant details that were added under the Integration menu will be reflected while linking the service address (merchants address) based on which tax will be deducted.
A click on the link button will take you to the following page that will display a grid with the following details:-
Type of integration
Integration name
Reference code
Click on the + button
Select the following:-
Type of integration
Integration name (This name was already entered in the Integration menu and this can be selected here)
Reference code
Once this is added and saved it will be listed among the others listed in the grid.
