The Avalara Tax plugin provide full integration with the Avalara tax service which provides real-time tax computation and Tax return filings.
First Step: Acquire account information from Avalara
In order to enable the Avalara service in Reaction you must have an API login key, username and password. You can get more information and sign up for an account here
Second Step: Configuation
The Avalara configuration screen can be reached from the Tax dashboard panel. Move the slider to the right to enable.
Once enabled you have a number of options to configure
Avalara API Login ID
The API Login ID provided to you by Avalara (this is a required field)
The Username provided to you by Avalara. This is the same username you use to log into the administrator dashboard (this is a required field)
The Password provided to you (or created by you) for Avalara. This is the same password you would use to log into the administrator dashboard (this is a required field)
The company code you created in the Avalara administrator panel. (this is a required field)
Shipping Tax Code
This is the tax code you want to record Shipping under. By default in Reaction, shipping is not Taxable. While
this code is not technically required to report taxes, it is required to report taxes on shipping correctly
so we require it here. You can use the code
NT (Non-Taxable) if you don't have a specific code you
wish to use.
Whether you want to use the Avalara service to validate shipping addresses as entered by the customer. Avalara requires you provide valid addresses for proper tax reporting, but you can disable this if you have another address validation service in place.
Enable Address Validation by Country
Avalara only supports address validation in the US and Canada and this option allows you to disable validation for an individual country.
This is the maximum time a request should be tried before considered an error. If you experience timeouts you may want to consider increasing this value. Under normal circumstances you should not need to change this.
Whether these are "Live" actual transactions or testing transactions. For development you would normally keep this as "Sandbox" and only switch to "Live" on your production servers.
Perform Tax Calculation
Whether you want to use the Avalara Tax API to calculate taxes on your carts and orders.
Enable Transaction Logging
If you experience issues while using the Avalara Tax API you may want to enable this to allow Avalara support to help you debug any issues you encounter. If you enabled transaction logging you will see an additional panel that allows you to view the logs (which are in JSON format). Selecting an individual log record will allow you to see the entire record which you can copy and paste to send to Avalara support.
Retain Log Duration (days)
You should normally only enable transaction logging when you are experiencing some sort of problem. But when you have logging enabled it produces a lot of data which is stored in your database. This parameter allows you to select how long you want to store these logs. Logs older than this period will be automatically removed.
This option allows you to send your documents with the commit flag turns off. This essentially turns off Tax reporting (but not Tax calculation)
This button allows you to confirm if the values you've entered in the form fields are correct. It makes a test API call to Avalara with your credentials, and reports if a successful connection was established.
Selecting Tax Codes
Once the configuration is complete you should see that the Product Detail Page (PDP) has a "Tax Code" field that has been pre-populated with Tax Codes from Avalara. You can also enter any tax code here. This is the tax code that will be used when the transaction is sent to Avalara.
Setting Tax Exemptions
You can set
Tax Exemption No and
Customer Usage Type for individual accounts under the Accounts Management Screen.