Connector for Salesforce B2B Commerce

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.

1. 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.
2. Connect Salesforce B2B Commerce to AvaTax.
   Get your transactions flowing to AvaTax for automated sales tax calculation.
3. Fine tune your company profile.
   Adjust product taxability and learn about options for exempting customers.
4. Test your setup.
   Preview tax calculations and make sure the connection is working.
5. 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.

• Keep Your Connection to AvaTax Current 
• Salesforce B2B Commerce Release Notes