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Where do I create Tax codes vs tax rules for Magento implementation?

Overview

I have created tax rules but I need tax codes

Environment

Avalara Avatax
Magento

Resolution

  • In the Organization tab
  • Select your company
  • choice the Tax code sub-tab
  • Click the orange "New" button
  • Type in a user defined tax code name
  • select 1 of the 5 type choices
  • Click the orange "Save" button

 

  • Go to the Tax Rules tab
  • Locate the codes and click on the name
  • Click next
  • Under "Tax Code Selection" ether "Browse" to the tax code or type it in
  • Click "Finish"
  • Repeat for every tax rule that applies