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Change Settings in AvaTax Update for Salesforce Sales Cloud

There's a lot you can do with AvaTax for Salesforce Sales Cloud. Dig into the settings to fine-tune the way AvaTax and Salesforce Sales Cloud work together to meet your business's needs.

  1. Click Setup, and then in the search field, type "installed packages."
  2. Click Installed Packages.
  3. Click Configure, next to AvaTax for SF Sales Cloud.
Section Field and Action
Account Credentials
  • Account Number and License Key: Use the information provided in an email from Avalara (sent to the email account you used to activate your account). It must match what's saved in AvaTax.
  • 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.
  • Sandbox: Select if you're using an AvaTax sandbox.
Corporate Address Enter the address used as your origination address when calculating sales tax
Advanced Settings
  • Enable Address Validation: If you disable address validation, AvaTax uses the customer's ship-to address as entered to calculate the correct sales tax. Sales tax might be calculated incorrectly if this option is disabled.
  • Optional: Save Transactions to AvaTax: If this is not enabled, transactions are not committed to AvaTax.
  • Optional: Enable UPC Code as Item Code: Select to send a UPC instead of an item code to AvaTax. Using this feature may trigger additional fees. Talk to your Customer Account Manager (CAM) for more information.
  • Enable Tax Calculation: If you choose to disable tax calculation, your accounting software no longer uses AvaTax to calculate tax on transactions.
  • Optional: Allow Tax Override: Enable to allow AvaTax to override the tax amount.
  • Shipping Code: Select to add shipping codes and send them to AvaTax.
  • Optional: Disable AvaTax Triggers: If you disable AvaTax triggers, orders you delete in Salesforce Sales Cloud are not voided in AvaTax.
  • Launch Mapper Studio: Click to launch the utility that lets you easily map Salesforce Sales Cloud fields to AvaTax fields.
MultiCompany Settings
  1. In Object Name for Subsidiary, enter the API name of the appropriate custom object you previously created and associated.
  2. Enter the corresponding value in Subsidiary Field Name on Account, and then click Display Mapping. Company codes associated with the subsidiary object display in the table below. 
  3. Select the AvaTax company code to associate with each, and then click Save.
  4. After you finish selecting company codes, if you need to change the Ship From Address that displays for a subsidiary, which is used as the origin address for calculating tax:
    1. Click AvaTax Company Codes, and then click the company for which you want to change the address.
    2. Click Edit, change the address, and then click Save.
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