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3. Install and Configure Avalara AvaTax for NetSuite

This article applies to:Avalara AvaTax for NetSuite

Install and configure your integration after you activate AvaTax and set up your company profile.

Install the AvaTax bundle

  1. Log in to NetSuite and go to Customization > Suitebundler > Search & Install Bundles.
  2. On the Search & Install Bundle menu, type AvaTax in the Keywords field, and then click Search.
  3. Choose AvaTax Basic or AvaTax OneWorld.
  4. On the Bundle Details page, click Install. The Preview Bundle Install page shows items to be added by the AvaTax bundle.
  5. In the Preference dialog box, find potential conflicts with elements or add-ons, and then select an action from the drop-down menus.
  6. Click Install Bundle.
  7. To see the progress of the installation, go to Customization > Suitebundler > Search & Install Bundles > List.

Create a tax code in NetSuite

AvaTax calculates sales tax in the United States and Canada. These steps are for the US; the steps are slightly different for Canada.

  1. In order to create a tax code in NetSuite, go to Setup > Accounting > Tax Codes > New, and then click United States. The Tax Code page displays.
  2. In Tax Name, type AVATAX.
  3. In Display Name/Code, type Sales Tax.
  4. In Rates, type 0.00.
  5. In Tax Agency, choose Avalara. If Avalara isn't in the list, add it now.
     
    1. To add Avalara as a tax agency, click +.
    2. In Category, click Tax Agency.
    3. In Company Name, type Avalara, and then click Save.
  6. In Tax Account, choose the tax control account where sales tax payable should accrue, and then click Save. If there's no tax control account, create a tax control account in NetSuite, and then try this step again.

Create a tax code in NetSuite OneWorld

AvaTax calculates sales tax in the United States and Canada. These steps are for the US; the steps are slightly different for Canada.

  1. In order to create a tax code in NetSuite OneWorld, go to Setup > Accounting > Tax Codes > New, and then select the country you want the new tax code to apply in. The Tax Code page displays.
  2. In Tax Name, type AvaTax.
  3. In Display Name/Code, type Sales Tax.
  4. In Rate, type 0.00.
  5. In Subsidiaries, choose one subsidiary per tax code. Create more tax codes if you want to calculate tax for multiple subsidiaries.
  6. In Tax Agency, choose Avalara. If Avalara isn't in the list, add it now.
     
    1. To add Avalara as a tax agency, click +.
    2. In Category, click Tax Agency.
    3. In Company Name, type Avalara, and then click Save.
  7. In Tax Account, choose the tax control account where sales tax payable should accrue, and then click Save. If there's no tax control account, create a tax control account in NetSuite, and then try this step again.

Configure the AvaTax integration

Once you've installed the AvaTax for NetSuite bundle, configure your company settings.

  1. Go to Avalara > Setup > Configure Avalara.
  2. On the Setup Assistant page, enter the Account Number and License Key you received in an email from Avalara. You used that email to activate your AvaTax account. The Username and Password are the same ones you use to log into your AvaTax account. Select whether the Service URL is for a Production or Development account, and then click Validate.

    NB_SA_Newuser1.png

  3. After you validate your account, complete the following steps:
    1. Choose the appropriate AvaTax Company Code/Name.
    2. During the installation, you created a tax agency named AVALARA and a tax code named AVATAX, so these options are enabled automatically:
      • Tax Agency (AVALARA) already created in NetSuite
      • Tax code (AVATAX) already created in NetSuite

        Basic_SetupAssistant_Page2_when AVATAX not created.png
  4. When you're finished, click Next. Don't click Create Company, because you created a company when you activated AvaTax.
  5. Add the required information on the following tabs:
    1. General
    2. Tax Calculation
    3. Consumer Use Tax / Input VAT
    4. Address Validation
    5. About Avalara

      NB_SA_Newuser3.png
  6. Click Save to save the configuration settings.

Next steps

If you have Returns, this is a great time to set it up. If not, move on to assigning customers to AvaTax in NetSuite.

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