Sales

Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, ensuring your transaction tax is calculated based on the most current tax rules.

Connect to AvaTax

1. Log in to My Fundraising Place (To access AvaTax sandbox, log in to test.frpilot.net)
2. Go to Settings > Dealer > Settings
3. Check the box next to Integrate with Avalara AvaTax
4. Enter your Avalara AvaTax credentials:
   • Account ID: Provided during your AvaTax account activation process
   • License Key: Provided during your AvaTax account activation process
5. Click Test Connection
6. Select your Company Code
7. Enter a default Delivery Fee Tax Code (FR020400)
8. Enable Document Committing: Leave checked unless Avalara transactions will be committed by or within another Avalara-integrated service
9. Use the Avalara AvaTax Admin Console link to access the Admin Console

Assign a Tax Exemption Category to a Group

1. Go to Sales > Groups
2. Open a group and click the More Info tab
3. Check the box next to Tax Exempt
   • In the Tax Exemption Number field, enter the group’s exemption number
   • In the Tax Entity/Use Code field, select the appropriate tax entity/use code
4. Click Save

Assign Tax Codes to Products

1. Go to Settings > Products
2. Select a Product to open the Product Details screen
3. Enter the applicable AvaTax Tax Code in the TaxCode field. (PF050001) To see a list of available tax codes, visit http://taxcode.avatax.avalara.com
4. Repeat for every product
5. Click Save