Avatax

Prerequisites

Before you begin, ensure you have met the following requirements:

• You have created a Avalara account.
• You have installed the Taxes App.

Configuration

The list of the Avatax configuration fields contains:

• Instance name - a name for the instance. It will be used to identify the instance across all the views.
• Sandbox - a flag that indicates whether the instance should use the sandbox environment or the production environment.
• Autocommit - a flag that indicates whether the instance should automatically commit the transactions.
• Document recording - a flag that indicates whether the instance should record the transactions.
• Username - the username for the Avatax account. You will generate it in the Avalara dashboard (Settings → License and API keys → License key).
• Password - the password for the Avatax account. You will generate it in the Avalara dashboard (Settings → License and API keys → License key).
• Company code - the company code for the Avatax account.