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How can I change the tax code on a Product in AvaTax for Salesforce?

Overview

You want to know how to change the tax code used for certain Products so not all items are taxed as tangible personal property.

Environment

AvaTax for Salesforce

Resolution

  • On the Product page in Salesforce specify the tax code in the Tax Code field
    • If Tax Code is not visible, add Tax Code to the Product Layout in Settings

 

Note: You can attach tax codes to items in the admin console instead. Some customers prefer this method because only users with access to the Avalara admin console can change product taxability when the items are created in the admin console:

  • Go to Organization > Items > New > use the Product Code (found on the Product page in Salesforce) as the Item Code