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Test with Basic and Advanced Tax Calculator

This article applies to:Avalara AvaTax

Use the Basic or Advanced Tax Calculator to find tax rates, validate addresses, or test tax scenarios such as custom tax codes and tax rules.

Calculate tax using the Basic Tax Calculator

The Basic Tax Calculator requires a minimum of information to calculate tax. It is best used for finding tax rates or testing simple tax scenarios. Results display tax amounts, tax rates, and jurisdiction names.

  1. On the Tools tab, click Basic Tax Calculator.
    AvaTaxCalc-Tools-ClickBasicTaxCalc.png
  2. On the Tax Calculator screen, select a Company.
    AvaTaxCalc-Tools-BasicTaxCalcSelectCo.png
  3. Complete the Origin Address.
    • The company address information from the Organization tab populates the Origin Address fields by default.
    • At a minimum, type the Address 1 and ZIP/Postal Code and click Validate.
      AvaTaxCalc-Tools-BasicTaxCalcOrigAddr.png
  4. Complete the Destination Address.
    • At a minimum, type the Address 1 and ZIP/Postal Code and click Validate.
      AvaTaxCalc-Tools-BasicTaxCalcDestAddr.png
  5. Complete the Order Information.
    • At a minimum, type an Amount.

      AvaTax-Tools-Basic Tax Calculator-Amount-ann1.png

    • The following fields appear on the Basic Tax Calculator and may be completed:
      • Item Code: A unique identifier for the item (product, service, or charge).
      • Item Description: A brief description of the product, service, or charge. Required for SST companies.
      • Amount: The extended currency price (quantity X unit price).
      • Entity Use Code: An identifier used to group like kinds of customers for exemption purposes. Select standard codes from a list.
      • Discount: The document-level discount that is to be applied.
      • Tax Code: A unique identifier associated with items or tax rules to create custom taxing situations.
      • Date of Sale: The date the sample transaction takes place.
  6. Click Calculate.
    AvaTaxCalc-Tools-BasicTaxCalcClickCalculate.png
  7. The results of the tax calculation are displayed on the right of the screen:
    • Jurisdiction Type: The taxing jurisdiction included in the tax calculation: state, county, city, or special taxing jurisdiction.
    • Jurisdiction Code: Internal AvaTax identifier for the specific taxing jurisdiction.
    • Jurisdiction Name: The name of the jurisdiction
    • Tax Type: 
      • Sales: For an intrastate transaction, shipping from one point in the state to another point in the same state
      • Use: For an interstate transaction
    • Tax Base: Taxable amount used in the tax calculation
    • Rate: The tax rate for the taxing jurisdiction
    • Tax: The tax amount calculated for the taxing jurisdiction
      AvaTaxCalc-Tools-BasicTaxCalcResults.png
Note:
  • The results from the Basic Tax Calculator are not saved.
  • Click Calculate to recalculate tax after each change.

Calculate tax using the Advanced Tax Calculator

The Advanced Tax Calculator mimics an invoice document with multiple lines. It is best used for testing advanced tax scenarios. Results display tax amounts, tax rates, and jurisdiction names at a line item level.

You can also use an item code that uses a UPC.

  1. On the Tools tab, click Advanced Tax Calculator.
    AvaTaxCalc-Tools-ClickAdvTaxCalc.png
  2. On the Advanced Tax Calculator screen, select a Company.
    AvaTaxCalc-Tools-AdvTaxCalcSelectCo.png
  3. To add the origin addresses, click the Origin hyperlink.
    1. In the Origin dialog, type or select an address and click Validate. Click OK.
      AvaTaxCalc-Tools-AdvTaxCalcOrigAddr.png
  4. To add the destination address, click the Destination hyperlink.
    1. In the Destination dialog, type or select an address and click Validate.
      AvaTaxCalc-Tools-AdvTaxCalcDestAddr.png
    2. Click OK. If no address is entered, the origin address is used for the destination address.
  5. On the Document tab, complete the required fields at a minimum:
    • Customer/Vendor Code
    • Document Date
      AvaTaxCalc-Tools-AdvTaxCalcDocTab.png
  6. The following fields appear on the Advanced Tax Calculator’s Document tab and may be completed.
    • Customer/Vendor Code: The code used by the accounting, ERP, e-commerce, m-commerce, or POS application to uniquely identify a customer or vendor.
    • Document Date:  The date associated with the document. The document date is used for:
      • Tax calculation date
      • Reporting date associated with the document
    • Discount: The document-level discount amount to be applied.
    • Currency: The currency type used in the document.
    • Exemption No (Number): The exemption certificate entry number associated with this customer.
    • Buyer's VAT No (Number): The VAT number of the buyer.
    • Reference Code: A user-defined field for reference purposes only. The reference code can be used to refer to a corresponding document number in an accounting, ERP, e-commerce, m-commerce, or POS application.
    • Entity Use Code: An identifier used to group like kinds of customers for exemption purposes. Select standard codes or type a custom code.
    • Purchase Order No (Number): The purchase order number assigned by the accounting, ERP, e-commerce, m-commerce, or POS application.
    • Salesperson Code: The salesperson identifier assigned by the accounting, ERP, e-commerce, m-commerce, or POS application.
      AvaTaxCalc-Tools-AdvTaxCalcCalcTax.pngAvaTaxCalc-Tools-AdvTaxCalcResults.png
  7. To add one or more lines, on the Lines tab click Add New Line and at a minimum, complete the fields for the new line:
    • Amount
    • Quantity
    • Line No
      AvaTaxCalc-Tools-AdvTaxCalcLinesTab.png
  8. Click Add.
  9. Click Calculate Tax in the left sidebar.
  10. The results of the tax calculation are displayed at the bottom of the Document tab and inside each line, including information about the:
    • Tax amounts
    • Tax rates
    • Jurisdictions

    Notes:

  • The results from the Advanced Tax Calculator are not saved.
  • Click Calculate Tax to recalculate tax after each change.