Avalara AvaTax for [MYFUNDBOX]

13min

CONFIGURATION / USER GUIDE :

TO CONNECT AVATAX :

  • Go to [Configuration] > [Integration] > [Tax]
  • Click [Get Started]
  • Click [Next]
  • Select Mode: [Live Mode (Production) / Sandbox Mode]
  • Then Click [Next]
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  • Enter your Avalara AvaTax Credentials :
    1. Account Number: Provided During AvaTax account activation process.
    2. Software Licence Key: Provided During AvaTax account activation process.
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  • Click the Test Connect Button

CONFIGURE AVALARA AVATAX:

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Once connected, you see additional settings

  • Enable Document Committing / Submission – Enables tax document submission to Avalara’s AvaTax service for record keeping. With this setting enabled, transactions will be posted and committed to the AvaTax Admin Console.
  • Enable Logging – Log detailed transaction activity for troubleshooting purposes.
  • Company Code/ID: Company profile identifier in the AvaTax Admin Console (Select the appropriate company code from the drop-down to connect with MYFUNDBOX.

*Then Click [Next] button to complete the connection.

UPDATE THE ADDRESS DETAILS FROM PROFILE SECTION :

  1. Navigate to β€œMy Profile”
  2. Enter the Address details (Street No , Area and locality)
  3. Enter β€œHouse No” and β€œZip-Code”
  4. Enter City and Country
  5. Click save Button.

Note:

* β€œMy Profile” option can be seen at the top right corner while selecting the profile dropdown. * The Address details available in the Profile page can be considered as β€œFrom - Address".

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ASSIGN AN AVATAX SYSTEM TAX CODE TO AN ITEM :

  1. Go to [Plans] > [Add Plan]
  2. Enter the required details like Plane name, Amount, type, Currency.
  3. Select the β€œProduct Code” from the dropdown and Type (Exclusive/Inclusive).
  4. The customer can select the tax code from the list as per their product category
  5. Click Save.
  6. To see a listing of all available AvaTax System tax codes, click (http://taxcode.avatax.avalara.com)
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AVA-TAX TAX CALCULATION IN CHECKOUT-PAGE:

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  1. Navigate to Checkout-page using the URL available in Plans page for particular plan
  2. Enter the customer's name, email-id, phone number and card details
  3. Then enter the street details in β€œAddress line1”
  4. Enter the house number and other details in β€œAddress line2”
  5. Enter City and Country to validate the address
  6. Once the address is validated, the tax will be calculated and shown on the left side of the checkout page.
  7. Click β€œPay-Now” option to Initiate the payment.

AVA-TAX IN INVOICE:

  1. After the successful transaction, the customer will receive invoice via mail
  2. If the transaction is initiated using the Ava-Tax, it can be mentioned in the Invoice Pdf as below,
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TO DISCONNECT AVALARA ACCOUNT FROM MYFUNDBOX :

  1. To disconnect Avalara account from MYFUNDBOX
  2. Navigate to [Configuration]>[Integrations]> [Tax].
  3. Click β€œMore-Info”.
  4. Click β€œDelete” option to disconnect Avalara account from MYFUNDBOX.
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TO DOWNLOAD THE AVALARA LOGS :

  • Navigate to [configuration]->[Integrations]->[tax]
  • click "more-info"
  • Avalara account details will be shown , then click "Avalara-Logs"
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  • In Avalara logs page , you can download log for a particular date range by selecting from and to date's from calendar and then click "click here to download" button
  • to download log for a particular customer , enter the customer -id in "Search Customer id " filed , then select date range and click "click here to download".
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Updated 28 Sep 2024
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