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Avalara Help Center

Refine Settings

 Update company information and configure additional settings after you've integrated with AvaTax.

  1. Assign customers to AvaTax
    To make sure AvaTax calculates tax for all your customers, add the AVATAX tax item to your customer records.
  2. Manage taxability of products and services
    Manage item taxability by mapping a tax code to an item in AvaTax for Sage 300. By associating your items with tax codes, you can manage item taxability by product or product category, and allow for jurisdictional subtlety in taxability.
  3. Create freight and miscellaneous tax codes
    Learn how to create freight and miscellaneous tax codes in AvaTax for Sage 300.
  4. Maintain shipping codes
    Learn how to maintain and map shipping tax codes.
  5. Validate addresses
    Quickly validate one address or many addressesHoverTT.png at once in order to ensure that the address is formatted correctly for AvaTax to calculate tax accurately.