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Install and Configure Avalara AvaTax for Concur Invoice

This article applies to:Avalara AvaTax for Concur Invoice

Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration. At the end of this process, you'll send a test transaction to confirm that AvaTax is calculating tax the way you expect. After running a successful test, you'll be able to start using AvaTax!

1. Before you register 

To start using AvaTax for Concur Invoice, ensure that:

  1. The Letter of Agreement is signed by you and Avalara. For more details, contact your CAM.
  2. Your version of Concur Invoice is the Professional Edition Account and has invoice user permissions for invoice services. 
  3. A Concur Invoice's Implementation Specialist activates your Concur Invoice account and creates your wsadmin-Avalara@<client domain> profile with Web Service Administrator permission.
  4. Log in to Concur Invoice using the wsadmin-Avalara@<client domain> profile and enable your application. You can create new user credentials and associated test entity key/consumer key that can be used for authorization during the invoice tax calculation.
  5. You have an active AvaTax account with user credentials and license key details. If you don't have an account, contact Avalara.
You can now enable the AvaTax service in Concur Invoice and start using the service after you register and configure AvaTax for Concur Invoice. In case you need any additional help, contact Concur Invoice's Helpdesk or Support.

2. Register

After you install AvaTax for Concur Invoice, it's time to register AvaTax for Concur Invoice to ensure it meet your sales tax needs.

  1. Go to the AvaTax for Concur Invoice website.
  2. On the Log in page, you will either register for a new account or log in with your existing AvaTax for Concur Invoice account.  
    • To register for AvaTax for Concur Invoice: 
      1. Click Register.

      2. On the Register to create a new AvaTax for Concur account page, type in your Username, EmailPassword, and Confirm Password. Click Register.

      3. On the Credentials to access your Concur account page, to authenticate access to Concur Invoice, type your Concur Invoice credentials:
        • Username: Concur Invoice user name 
        • Password: Concur Invoice password

      4. Click Login to Concur. On successful login, Avalara Configuration, Concur ConfigurationConfiguration Audit Logs, and Activity Logs tabs are displayed. If your log in is unsuccessful, reenter valid credentials and try again.

    • To log in to AvaTax for Concur Invoice with your existing account, type your AvaTax credentials and click Log in. You will be directed to the Avalara Configuration.

3. Configure

After you register AvaTax for Concur Invoice, it's time to configure it to meet your sales tax needs.

  1. Go to the AvaTax for Concur Invoice website.
  2. On the Log in page, log in to your AvaTax for Concur Invoice account.
  3. In AvaTax for Concur Invoice, add the required information on the following tabs::
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