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Install and Configure Avalara AvaTax for Salesforce

This article applies to:Avalara AvaTax for Salesforce

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Install

There are two software packages that enable you to calculate tax on Opportunities. There are also two optional packages: one for Quotes and the other for Orders.

Download

To connect your accounting software to AvaTax, download your integration software. 

  1. In AvaTax, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software
  3. In the Download Your AvaTax Connector Software window, click the arrow next to the name of your software, and then download the latest version of your integration. If the file isn't available for download, clear your browser's cache, and log back into AvaTax.
  4. Save the .zip file somewhere on your computer that's easy to find.
  5. Right-click the .zip file and extract the installation folder or file (.exe or .pdf or .msi). 

Install your integration

Ensure that SDK and Core (Opportunities) packages are installed before you install/upgrade Quotes and/or Orders.

To download and install the package:

  1. Open the installation folder you downloaded from AvaTax, open the PDF, and then click the Package Location download link.
  2. On the Package Install page, select Install for All Users, and then click Install.
  3. On the Approve Third-Party Access screen, click Yes, grant access to these third-party web sites to access the AppExchange, and then click Continue.
  4. When the installation completes, click Done.
  5. Ensure that the user has full access permissions for Avalara custom objects (UDLs and UserMessages).

Configure

AvaTax for Salesforce is highly customizable and lets you set your own layout either automatically or manually.

Customize your account

To add account tabs and account details:

  1. On the Salesforce homepage, add a new tab to the menu by clicking + on the menu bar.
  2. If they aren't listed under Selected Tabs, select whichever of the following are missing, and then click the Add button:
    • Avalara
    • ShippingCodes
    • Entity/Use Code
    • Accounts
    • Contracts
    • Order
    • Products
    • Contact
  3. On the Avalara tab, click Go!.  
  4. To edit your account credentials, click Edit, add or modify the following, and then click Save:
    Section Field and action
    Avalara Account Detail
    • Avalara Account Name: Select AvaTax.
    • Active Avalara Setting: Select to enable.
    Avalara Credentials
    • Account ID: Enter your AvaTax account number. You received it from Avalara in an email (subject line Important! Your AvaTax Production Account Number & License Key) when you signed up for your AvaTax account.
    • Key: Enter your AvaTax license key. You received it in the same email as your account number when you signed up for your AvaTax account.
    • User Name: Enter your AvaTax user name. You received your username from Avalara in an email (subject line AvaTax Account Login) when you signed up for your AvaTax account.
    • Password: Enter the password you use when you log into AvaTax.
    • URL: If you have an AvaTax development account, enter https://development.avalara.net. If you have an AvaTax production account, enter https://avatax.avalara.net.
    • Company Code: Enter the company code you entered when you activated your AvaTax account. Every accounting software that works with AvaTax uses a company code to identify itself to AvaTax.
    Origin Address Enter the address used for calculating sales tax using AvaTax for your transactions.
    Address Validation Settings
    • Enable AvaTax address validation: Select to allow AvaTax to validate addressesHoverTT.png that you enter in Salesforce.
    • Optional: Verify Validated Addresses: Select to manually replace unvalidated addresses with validated addresses in Salesforce. Clear to make validated addresses replace unvalidated addresses automatically.
    • Optional: Use Billing Address for Tax Calc: Select to have AvaTax ignore the shipping address and use the billing address to calculate sales tax.
    • Optional: Return address in upper case: Select to have address validation results returned in uppercase letters.
    Tax Calculation Settings
    • Enable AvaTax tax calculation: Select this checkbox to make AvaTax sales tax calculations work with Salesforce.
    • Optional: Save transaction as a Commit on AvaTax: Select to commit sales opportunities and sales quotes to AvaTax. Once a document is committed to AvaTax, you can't change some details, such as line amounts.
    • Optional: Save transaction as a UnCommitted Invoices on AvaTax: Select if you want AvaTax to calculate sales tax on a Salesforce opportunity or quote. As a result, Salesforce saves an uncommitted invoice to AvaTax. Clear to make AvaTax calculate sales tax on sales and sales quotes. This option doesn't save uncommitted invoices to AvaTax. 
    • Optional: Re-calculate Tax upon Invoice Editing: Select both this and Enable Tax Calculations to have AvaTax calculate sales tax when you save the quote or opportunity if a value that will affect the calculation changes, such as address, amount, or quantity. You may pay more for your AvaTax service if you select this because it increases the number of transactions that you send us.
    • Enable Tax Code Mapping: Select to allow AvaTax to map tax codes to an item
    • Optional: Use Account Name for Cust Identification: Select to have AvaTax use the account name instead of the account ID for the customer number in calculations. AvaTax calculations normally use the account ID (the last 15 digits in the URL on a page) for the customer code.
    • Optional: Enable Entity/Use Code: Select to allow Salesforce to send the entity/use code to AvaTax.
    • Optional: Allow Tax Override: Select to allow AvaTax to override the tax amount.
    • Shipping Code: Select to add shipping codes and send them to AvaTax.
    • Optional: Finalized Status/Stage: Select both Automatic Tax Calculation and Enable Commits to make an invoice commit to AvaTax when you save and the status (Quotes) or state (Opportunities) settings are configured with this value. We recommend leaving this blank.
    • Optional: Enable UPC Code as ItemCode: Select to send the UPC as the ItemCode.
  5. Click Test Connection, and then:
    • If you see a success message, click OK.
    • If you see any other message, correct the information in the fields, and then try again.
  6. To set up your tax profile, click Create Tax Profile, select the locations where you're registered to collect and remit tax, and then click Enable Tax Jurisdiction(s).
  7. Optional: To create an additional company, click Create Company, add the company details, and then click Setup Company Profile.
  8. Optional: To validate the origin address, click Validate Origin Address.

Customize your page layout automatically

To automatically customize the page layout of the Quotes, Orders, Contracts, Opportunities, Accounts, and Products pages:

  1. On each page, click Page Layouts, and then:
    • To create a new layout, click New.
    • To edit an existing layout, click Edit
  2. After creating page layouts, to set and control the page layout displayed by default, click Page Layout Assignment. The table displays the page layout assignments for different profiles.
  3.  Click Edit Assignment button, select the row for System Administrator, and then, from the Page Layout To Use list, select Order (TaxNow) Layout.
  4. Click Save.

Customize your page layout manually

To manually customize the page layout of the Quotes, Orders, Contracts, Opportunities, Accounts, and Products pages:

  1. On each page, click Edit Layout, and then click Fields.
  2. In the Detail section of each page, add the following fields and buttons:
    Page Fields Buttons
    Quotes
    • S&H Tax
    • Avalara Status
    • Tax Now Status
    • Calculate Sales Tax
    • Finalize Quote
    • Validate BillTo
    • Validate ShipTo
    Quote Line Item
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Avalara Tax Code
     
    Orders
    • Sales Tax
    • Shipping Tax
    • Non-Taxable
    • Shipping and Handling
    • Avalara Status
    • Tax Now Status
    • Calculate Sales Tax
    • Finalize Order
    • Validate Billing Address
    • Validate Shipping Address
    Order Product
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
     
    Opportunities
    • Sales Tax
    • Shipping Tax
    • Non-Taxable
    • Shipping and Handling
    • Avalara Status
    • Tax Now Status
    • Billing Contact
    • Shipping Contact
    • Calculate Sales Tax
    • Finalize Opportunity
    Opportunity Product
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
     
    Accounts
    • Entity/use code
    • Exemption Number
    • Validate Billing Address
    • Validate Shipping Address
    Products
    • Tax Code 
    • UPC