Change advanced company settings
This article applies to:AvaTax
Adjust the finer controls for your company including rounding, freight, and the default country and currency.
Steps
- In AvaTax, go to Settings > All AvaTax Settings.
- Next to Advanced Company Settings, select Manage.
- Select the settings you want to apply to your company.
- Control rounding
AvaTax automatically rounds calculations for each jurisdiction and then distributes any difference to line items. Turn this off to round at each line item instead. - Freight/handling dependency
Freight tax is normally calculated based on the destination address. Turn this on and choose how you want freight taxed for your company. - Default country
Select which country to use for tax transaction calculations. - Default currency
Select the currency you want to use for tax calculations. This is for reporting purposes only. AvaTax does not convert currency.
- Control rounding
- Select your Tax code handling preferences for how Avalara should handle tax codes and tariff codes for items you sell.
- Select whether to use Avalara tax codes or the tax code on the invoice. You'll have two options:
- If there is an Avalara tax code mapped in AvaTax, prioritize that tax code over one passed on the transaction when calculating tax. (DEFAULT)
- If there is an Avalara tax code passed on the transaction, prioritize that tax code over one mapped in AvaTax when calculating tax.
- Select whether to use the tariff code set in AvaTax or to use the tariff code on the invoice. You'll have two options:
- If there is a tariff code mapped in AvaTax, prioritize that tariff code over one passed on the transaction when calculating tax.
- If there is a tariff code passed on the transaction, prioritize that tariff code over one mapped in AvaTax when calculating tax. (DEFAULT)
- Select whether to use Avalara tax codes or the tax code on the invoice. You'll have two options:
- Select Save Settings.