Integrating Acumatica ERP with Avalara Avatax

The integration of Acumatica ERP with the Avalara AvaTax service offers your company the following benefits:

Real-time tax calculation for all transactions
Up-to-date tax rates for all US tax jurisdictions
Verification of customer addresses to ensure accurate tax jurisdiction assignment
Management of customer reseller permits and exemption certificates
Filing of tax reports on behalf of each branch that reports separately to the appropriate tax authorities

This integration simplifies tax management, ensuring that your company remains compliant with state and local tax regulations.

This chapter describes the configuration and management of Acumatica ERP integration with the Avalara AvaTax service.

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Setup of Online Integration with Avalara AvaTax

If your company sells multiple types of products across various tax jurisdictions, it can be time-consuming and complex to configure tax calculation and reporting in Acumatica ERP, along with keeping tax rates up to date. In these cases, you may want to consider integrating with Avalara's AvaTax service to streamline sales and use tax processing online. Because Acumatica ERP includes built-in support for online integration with AvaTax, setting up this integration is quick and straightforward.

Sales Tax Calculation

In Acumatica ERP, you can set up sales tax calculation for accounts receivable documents, sales orders, and pro forma invoices by using the Avalara AvaTax service. This topic provides an overview of the supported document types, key configuration steps, and important details related to the tax calculation process.

Sales Tax Calculation in Opportunities and Sales Quotes

In Acumatica ERP, the integration with Avalara AvaTax supports tax calculation in opportunities and sales quotes.

Use Tax Calculation

In Acumatica ERP, use tax calculations can be performed by the Avalara AvaTax service in accounts payable bills and purchase orders. This topic provides an overview of the supported document types, along with key setup steps and important details about the process.

Tax Reporting with Avalara AvaTax

In Acumatica ERP, you can select documents to be included in your tax reports.

Setup of Net or Gross Tax Calculation

To ensure accurate pricing and compliance with local tax regulations, you can define how taxes are calculated—either as inclusive (gross) or exclusive (net). Start by specifying the default tax calculation mode for a tax provider. You can then fine-tune tax behavior by assigning a specific mode to individual customers or vendors. And when exceptions arise, you have the flexibility to switch the tax mode directly within a document.

AvaTax's Detection of the Customer's Tax Jurisdiction

The AvaTax service can identify a customer's tax jurisdiction by using either the postal code or the latitude and longitude coordinates.

To Configure Your Avalara AvaTax Account

This topic outlines the general steps for configuring an Avalara AvaTax account.

To Set Up Integration With AvaTax

To set up integration between Acumatica ERP and Avalara AvaTax, you need to perform the following general steps, each of which is described in its own section of this topic:

Integrating Acumatica ERP with Avalara Avatax

The integration of Acumatica ERP with the Avalara AvaTax service offers your company the following benefits:[anchor|#ul_zj5_wvn_bq]
*Real-time tax calculation for all transactions
*Up-to-date tax rates for all US tax jurisdictions
*Verification of customer addresses to ensure accurate tax jurisdiction assignment
*Management of customer reseller permits and exemption certificates
*Filing of tax reports on behalf of each branch that reports separately to the appropriate tax authorities

This integration simplifies tax management, ensuring that your company remains compliant with state and local tax regulations. {br}

This chapter describes the configuration and management of Acumatica ERP integration with the Avalara AvaTax service.
==In This Chapter{nestedtopics}==
*[HelpRoot_Integration\TX__con_Integrating_with_AvaTax|Setup of Online Integration with Avalara AvaTax]
*:If your company sells multiple types of products across various tax jurisdictions, it can be time-consuming and complex to configure tax calculation and reporting in Acumatica ERP, along with keeping tax rates up to date. In these cases, you may want to consider integrating with Avalara's AvaTax service to streamline sales and use tax processing online. Because Acumatica ERP includes built-in support for online integration with AvaTax, setting up this integration is quick and straightforward.
*[HelpRoot_Integration\TX_Avalara_Calculating_Sales_Taxes_in_AR_Invoices|Sales Tax Calculation]
*:In Acumatica ERP, you can set up sales tax calculation for accounts receivable documents, sales orders, and pro forma invoices by using the Avalara AvaTax service. This topic provides an overview of the supported document types, key configuration steps, and important details related to the tax calculation process.
*[HelpRoot_Integration\TX_Avalara_Calculating_Taxes_in_Opportunities|Sales Tax Calculation in Opportunities and Sales Quotes]
*:In Acumatica ERP, the integration with Avalara AvaTax supports tax calculation in opportunities and sales quotes.
*[HelpRoot_Integration\TX_Avalara_Calculating_Use_Taxes_in_AP_Documents|Use Tax Calculation]
*:In Acumatica ERP, use tax calculations can be performed by the Avalara AvaTax service in accounts payable bills and purchase orders. This topic provides an overview of the supported document types, along with key setup steps and important details about the process.
*[HelpRoot_Integration\TX_Avalara_Posting_Taxes|Tax Reporting with Avalara AvaTax]
*:In Acumatica ERP, you can select documents to be included in your tax reports.
*[HelpRoot_Integration\TX_Avalara_Net_Gross_Tax_Calculation_Mode|Setup of Net or Gross Tax Calculation]
*:To ensure accurate pricing and compliance with local tax regulations, you can define how taxes are calculated—either as inclusive (gross) or exclusive (net). Start by specifying the default tax calculation mode for a tax provider. You can then fine-tune tax behavior by assigning a specific mode to individual customers or vendors. And when exceptions arise, you have the flexibility to switch the tax mode directly within a document.
*[HelpRoot_Integration\TX_Avalara_Support_for_Address_Geolocation|AvaTax's Detection of the Customer's Tax Jurisdiction]
*:The AvaTax service can identify a customer's tax jurisdiction by using either the postal code or the latitude and longitude coordinates.
*[HelpRoot_Integration\TX__how_Setting_Up_Avalara_Integration|To Configure Your Avalara AvaTax Account]
*:This topic outlines the general steps for configuring an Avalara AvaTax account.
*[HelpRoot_Integration\TX__how_To_Configure_Integration_with_AvaTax|To Set Up Integration With AvaTax]
*:To set up integration between Acumatica ERP and Avalara AvaTax, you need to perform the following general steps, each of which is described in its own section of this topic: