Introduction

As AvaTax integrates easily with accounting and ERP systems, the sales tax functionality in Exact Globe is now integrated with AvaTax. This is applicable only for American and Canadian legislations if you have SE1002 in your license.

To set up Avalara settings:

1. Go to System ➔ General ➔ Settings ➔ Avalara settings.
2. Under the Avalara settings section, select the Avalara taxation check box to enable all fields in this screen.

Note: This check box can only be selected if the Use tax module check box under the Tax section at General ledger settings is selected.

3. Type the necessary information for Tax services URL, Account number, License, User name, and Password.
4. Click PING to connect to Avalara. A message “Ping connection: Success” will be displayed.
5. Click CHECK IF AUTHORIZED to check if the Avalara settings is authorized. A message “Authorization information: Success. Expires:12/18/2010” will be displayed.
6. Click VALIDATE COMPANY CODE to validate your company code with Avalara. A message “Company code Validated” will be displayed.
7. Under the Entry section, type or select a code at Default AvaTax code. For more information, see Creating and Maintaining Tax Codes.
8. Click Save to save the information.

To get tax from Avalara:

1. Go to Order ➔ Entries ➔ Sales orders or Invoice ➔ Entries ➔ Invoices, and then click New or select an entry and click Edit.
2. Enter the relevant details for the sales order or invoice if it is a new entry and then click Get tax. A message “This process may take some time. Continue anyway?” will be displayed. Click Yes to continue or No to exit. The Taxes screen will then be displayed with information such as Tax code, %, Amount, and Taxes.
3. Click Close to exit.  

To display tax details:

1. Go to Order ➔ Entries ➔ Sales orders or Invoice/Entries/Invoices, and then click New or select an entry and click Edit.
2. Enter the relevant details for the sales order or invoice if it is a new entry and then click  located next to Get tax. The Tax Details screen will then be displayed with information such as Line No, Item Code, Tax Code, Tax Name, Tax Type, Tax Base, Tax Rate, Tax Amount, Total Rate, and Total Tax.
3. Click Close to exit. 

To reconcile transactions:

1. Go to Order ➔ Reports ➔ Avalara reconciliation or Invoice➔  Reports ➔ Avalara reconciliation, define the relevant search criteria and click Refresh.
2. At Reconciled, select No to display only non-reconciled transactions.
3. Select the relevant transaction(s) and click Reconcile to go to the Avalara reconciliation screen. 
4. Select the relevant transaction(s) and click Reconcile to manually reconcile transactions or Automatically to automatically reconcile the transactions.
5. The Reconcile column will then have a green check mark.

Note: Only processed invoices can be reconciled. 

Getting tax, Displaying tax details, and Reconciliation are all processes with the assumption that:

• The Use tax module check box under the Tax section at General ledger settings is selected.
• The Avalara taxation check box under the Avalara settings section at Avalara settings is selected.
• You have typed or selected a default AvaTax code under the Entry section at Avalara settings.
• The delivery address for orders and invoices and the warehouse address used are validated.

Related document

• Creating and maintaining tax codes