Avalara Configuration

Acumatica configuration

Avalara Tax Provider

For each branch, an appropriate mapping needs to be done on screen TX102000 on the Company Mapping tab. The branch is from Acumatica, while the Company Code is from Avalara.

Branch configuration

For each branch, select Avalara in the Delivery settings -> Tax Zone for the branch (on screen CS102000)

Customer class configuration

For customer classes that should be taxed with Avalara, select Avalara as the Tax Zone (on screen AR2010PL), or alternatively specify the tax zone for each customer on the Delivery tab in the Customers screen (AR303000)

Avalara Tax Code mapping

Ensure all tax codes used are mapped to the Avalara Tax Provider. From TX2050PL, select AvaTax, and on the Categories tab make sure all the tax codes you use are present.

Another way to do this is from TX2055PL, for each tax category in the list, ensure that AvaTax is listed in the grid (on screen TX205500)

Store Configuration

Create a record for the store on screen CEN49100 and that the site and branch are property configured in the details screen CEN11102.

Item configuration

Ensure that all items have an Avalara assigned Tax Code. From IN2025PL and the details screen IN202500, review the Tax Category setting.

You can also use the GI screen CEN49025 (which lists all items that Centara has knowledge of) and review the Tax Category from there.

Centara Server Configuration

US Region assigned to each store

Ensure that the US region is assigned to each store. This, among other, ensure that add-on tax is enabled.