Configuring and using the Avalara Avatax plugin | CI_Avatax_001

In this tutorial, we'll take a look at how you can set up and configure the integration between Infigo and Avatax from Avalara. This primarily consists of inputting account information from your Avatax account into Infigo and is ultimately quite simple to configure.

In our example, we are utilising a sandbox account within Avatax, meaning the process may differ slightly for your live instance.

  1. 1. Click on Connect Settings

    We will begin by ensuring the Avatax plugin is enabled.

    Click on Connect Settings

  2. 2. Check Avalara AvaTax provider

    Check Avalara AvaTax provider

  3. 3. Click on Save

    Click on Save

  4. 4. Click on Connect Plugins

    Next, we will begin to configure the settings of our Avatax plugin

    Click on Connect Plugins

  5. 5. Click on Configure

    Click on Configure

  6. 6. Enter your account details

    Note that all four authentication fields are not required to be filled.

    Either input the username and password OR the Account ID and license key. These can all be located in your Avatax account.

    Enter your account details

  7. 7. In our case, we are working with Avatax's sandbox mode, so we will enable this checkbox.

    In our case, we are working with Avatax's sandbox mode, so we will enable this checkbox.

  8. 8. Check Include Freight details:

    This will include the freight details as a new line in the transaction area of your Avatax account.

    Check Include Freight details:

  9. 9. Input a default tax rate

    This is the percentage tax rate that will be utilised if a value cannot be returned from Avatax via the integration

    Input a default tax rate

  10. 10. Enter default information on company code, customer code and default tax code.

    These can be found within your Avatax account

    Enter default information on company code, customer code and default tax code.

  11. 11. Select a required tax code for shipping

    Select a required tax code for shipping

  12. 12. Enter a ship from address

    This will be utilised as the source location of your shipments

    Enter a ship from address

  13. 13. Click on Save

    Click on Save

  14. 14. Click on Tax Providers

    Next, let's ensure that Avatax is being utilised as our primary tax provider

    Click on Tax Providers

  15. 15. Click on Select

    Click on Select

  16. 16. Click on Tax Settings

    Tax settings contains a range of options allowing you to finetune how tax is utilised and displayed.

    There are no settings in here that are specific to Avatax, however they will work alongside Avatax.

    Click on Tax Settings

  17. 17. Select ShippingAddress from Tax based on

    For example, selecting Shipping Address as the "tax based on" option means the entered shipping address on the checkout screen will be used for the calculation of tax and will be passed to Avatax.

    Select ShippingAddress from Tax based on

  18. 18. Select Controlled by provider from Tax on delivery

    Another example is taxable delivery, which can be set to be controlled by providers (including Avatax)

    Select Controlled by provider from Tax on delivery

  19. 19. Click on Save

    Click on Save

  20. 20. Click on Tax Categories

    Even though they will not directly be used, we still need to ensure a tax category is available and assign it to products for which tax calculation is a factor.

    Click on Tax Categories

  21. 21. Next, we'll configure a product so that tax is calculated

    In our example, I'm creating a new product, however you can utilise an existing product.

    Next, we'll configure a product so that tax is calculated

  22. 22. Click on Product variants

    Click on Product variants

  23. 23. Click on Edit

    Click on Edit

  24. 24. Navigate to the Tax section and select one of the available tax categories

    One of these needs to be selected in order for tax to be calculated for this product when ordered.

    Navigate to the Tax section and select one of the available tax categories

  25. 25. Click on Save

    Click on Save

  26. 26. Click on Customer Management

    Next, we'll ensure we have a customer with a shipping address. Addresses can be input during the ordering process, however we can also predefine addresses to accounts to simplify the process. Other resources in the Infigo Academy and Help Centre show this in more detail.

    Click on Customer Management

  27. 27. We will add a new address to our customer and click Save

    We will add a new address to our customer and click Save

  28. 28. Next, let's go ahead and impersonate this customer and proceed with a sample order

    Next, let's go ahead and impersonate this customer and proceed with a sample order

  29. 29. Click on Add to basket

    Click on Add to basket

  30. 30. We can see that tax is being calculated for this order. Information is being sent from Infigo to Avatax during from the Infigo basket. Calculations are taking place in Avatax which is then returning a calculated tax value.

    Once we place this order, we can head over to our Avatax account and obtain some additional details as to how this tax value was calculated.

    We can see that tax is being calculated for this order. Information is being sent from Infigo to Avatax during from the Infigo basket. Calculations are taking place in Avatax which is then returning a calculated tax value.

  31. 31. Once the order is placed within Infigo, a new transaction will be created within Avatax.

    This transaction contains all relevant details of the order, including ship from and ship to addresses, a breakdown of line items and their associated tax.

    Once the order is placed within Infigo, a new transaction will be created within Avatax.

  32. 32. You can dig further into this calculation of tax, if necessary.

    You can dig further into this calculation of tax, if necessary.