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Click on CRM > Campaigns > Click on the blue “Edit Icon” located next to the Campaign you want to add AvaTax to.

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This will take you to the Campaign's Edit page.

  • In the “General Details” Section under "Billing options”. Below Tax Service click on the drop down and select AvaTax. Then Click on the blue "Update".

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  • Check the box next to “Auto Tax Calculation” if you want it to automatically calculate the sales tax and then click "Update".

Note: AvaTax automatically determines the sales tax rates at checkout. Avalara makes setting up and calculating sales tax for your online store much easier to manage.

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