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Fine-tune your company profile for Connector for Salesforce CPQ

This article applies to:Connector for Salesforce CPQ

After you create an initial company profile and connect your business application to AvaTax, you may want to further adjust the settings depending on the products and services you sell and whether you have exempt customers.

Steps

  1. Review where you collect and pay tax.
    Before making adjustments, review everywhere you collect and pay tax. If you're required to file based on location—or you sell through an online marketplace like Amazon or Etsy—confirm your company locations. 
  2. Map the items you sell to Avalara tax codes.
    Make sure your customers aren't overpaying sales tax. The taxability of some products and services—such as clothing, food, beverages, downloadable content and software, and pharmaceuticals—varies depending on jurisdiction.
  3. Review options for exempting customers from tax.
    Skip this step if you don't have exempt customers. Otherwise, decide how you want to manage exempt sales and exemption certificates.

Next

Test your setup

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