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Set up AvaTax Cross-Border

This article applies to:AvaTax

Set up AvaTax Cross-Border to automate tariff code classification and calculate customs duties wherever you ship products.

Before you begin

Gather the information you need to set up AvaTax

Create a basic company profile

Milestones

  1. Tell AvaTax where to calculate customs duties
    Add the countries where you sell and ship products. Turn customs duty calculations on or off.
    1. Add non-US countries where you collect customs duties.
      AvaTax checks your selected countries whenever items are classified or duties are calculated.
    2. Manage the importer of record and establishment settings.
      Adjust the importer of record setting based on your shipping agreement. If the seller pays duties and taxes during checkout as part of a Delivery Duty Paid (DDP) shipping agreement, make sure the Importer of Record setting is set to Yes in that country.
       
      Tip icon If you already set up AvaTax, double-check your countries and their importer of record settings before uploading your product catalog.
  2. Map the items you sell to tariff codes
    Upload your product catalog. AvaTax requires fully qualified tariff codes to calculate customs duties. Avalara can assign tariff codes to your items if you need it.
    1. Map the items you sell to tariff codes.
      Set up an SFTP connection and send us your product catalog, or use the REST API to assign tariff codes on your own.
    2. Convert your product catalog to a Google product file.
      Export products from your ecommerce platform and convert that information into a Google product file using our import guidelines.
       
      Tip icon If you already have fully qualified tariff codes and don't need Avalara to classify your items, see our product file import guidelines for help including tariff codes with your import file.
  3. Connect your system to AvaTax Cross-Border
    Link your business application to AvaTax and make sure customs duties are calculating properly.
    1. Connect your business application to AvaTax.
      Avalara integrates with your company's business software. Set up instructions may vary.
       
      Tip icon If you're a WooCommerce user, check their instructions for connecting to Avalara Cross-Border to verify your settings.
  4. Test your setup
    After you fine-tune your company profile, send a few test transactions to validate the tax calculations and make sure your connection is working. 
    1. Send a test transaction from your application.
      Send a few test transaction to confirm that items are associated with the correct tariff code.
    2. Cross-border calculations at checkout.
      Make sure customs duties and other import taxes are automatically included at checkout.
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