Activate the AvaTax plugin.
Type in the required fields companyCode, licenseKey, and accountId that you received from Avalara.
Note: Username and Password may not always be required. Attempt an authorization without them then enter those fields if authentication fails.
Check commitTransactions to cause transactions to be marked as Committed in AvaTax.
When finished click on the Connect button.
Note: Committed transactions will show in the reports created by AvaTax and will be included in the tax returns Avalara files for your company.
Once you have enabled the plugin, click on the AvaTax plugin tile again and then click the blue Edit Icon to open the AvaTax: Advanced Setup page.
On the AvaTax: Advanced Setup page, click the Test Credentials button to verify your credentials are correct.
A successful test will display your subscription information in a popup.
If the credentials are incorrect you will get a pop up box with an error message.
Note: After changing any credentials, you will need to click the blue "Update" button before testing again.
You can also add a new Tax Exemption once you are on the AvaTax: Advanced Setup page by clicking on the green + button under Tax Exemptions Certificates.
Note: Tax Exemption is a monetary exemption which reduces taxable income. Tax exempt status can provide complete relief from taxes, reduced rates, or tax on only a portion of items.
Note: You can add as many Tax Exemptions as you want here.