Connector for Salesforce B2B Commerce
- Connect Salesforce B2B Commerce to AvaTax
- Follow these steps to connect your business software to AvaTax.
Set Up Connector for Salesforce B2B Commerce
Setting up AvaTax to automate tax calculations for your business involves four essential milestones, plus a fifth if you're setting up Returns. Each milestone links to detailed step-by-step instructions to help you successfully complete each one.
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- Create a basic company profile.
If you haven't already, or if you want to add an additional company, start by telling us a little about your company and where you're registered to collect and pay tax. - Connect Salesforce B2B Commerce to AvaTax.
Get your transactions flowing to AvaTax for automated sales tax calculation. - Fine tune your company profile.
Adjust product taxability and learn about options for exempting customers. - Test your setup.
Preview tax calculations and make sure the connection is working. - Set up Returns.
Complete this milestone only if you purchased Returns.- If you're using Returns for Small Business, schedule your returns.
- If you're using any other version of Returns, import transactions if needed, schedule your returns, and send them to our compliance team for review.
For customers with AvaTax sandbox accounts: After you set up and test your account, contact your implementation specialist or the Avalara Customer Center for help copying your setup to your production account.
Stay up to date
Already using AvaTax? Make sure you've got the latest version of the connector.
- Create a basic company profile.
Use Connector for Salesforce B2B Commerce
Update company information and configure settings after you've integrated with AvaTax.
More Resources
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- You’re New to AvaTax but Your Company Isn’t
- You’re New to Returns but Your Company Isn’t
- Map the Items You Sell to Avalara tax codes
- Who You Exempt
- Reconcile and File Taxes
- Monthly Tasks to Maintain Sales Tax Compliance
- Select Avalara Tax Codes
- Tax Code Search Tool
- Keep Your Changing Business in Compliance
- Audit Your Exemption Records
- Import Tax Data into AvaTax
Shortcuts