---
title: Avalara AvaTax for [MYFUNDBOX]
slug: avalara-avatax-for-myfundbox
description: Step-by-step guide to configuring and integrating Avalara AvaTax with MyFundbox. Learn how to connect your AvaTax account, assign tax codes, enable tax calculation at checkout, manage invoices, and download logs for seamless tax automation.
icon: 📄
docTags: 
createdAt: 2024-09-26T12:31:17.236Z
---

# 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]**

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-Xp_Fl7BHqKzc__AZzlat9-20240927-050649.jpg)

- Enter your Avalara AvaTax Credentials :
  1. **Account Number: **Provided During AvaTax account activation process.
  2. **Software Licence Key:** Provided During AvaTax account activation process.

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-5yaczraQNRveSQrIrsEML-20240928-110534.png)

- Click the **Test Connect Button**

### CONFIGURE AVALARA AVATAX:

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-euaFfGDUDvg97WNB6nNpD-20240927-053107.jpg)

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 “**My Profile**”
2. Enter the Address details **(Street No , Area and locality)**
3. Enter “**House No**” and “**Zip-Code**”
4. Enter **City** and **Country**
5. Click **save** Button.

**Note: **  

\* “**My 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 “**From - Address**".

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-iGfvZlMO8iwsZTA_AQIsc-20240927-055023.jpg)

### 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 “**Product 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](http://taxcode.avatax.avalara.com))

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-TvkS-YzmeBonkYGNMDHzJ-20240927-055347.jpg)

### AVA-TAX TAX CALCULATION IN CHECKOUT-PAGE:

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-aLZcMXTcK7O8kTvVlyT99-20240927-055518.jpg)

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 “**Address line1**”
4. Enter the house number and other details in “**Address 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 “**Pay-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,

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-2dqEk0GZmj0LAwz4VzqpH-20240927-055809.jpg)

### TO DISCONNECT AVALARA ACCOUNT FROM MYFUNDBOX :

1. To disconnect Avalara account from MYFUNDBOX
2. Navigate to **\[Configuration]**>**\[Integrations]**> **\[Tax]**.
3. Click “**More-Info**”.
4. Click “**Delete**” option to disconnect Avalara account from MYFUNDBOX.

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-C1m53DPJjpcSKdTFu2zZc-20240927-055946.jpg)

### TO DOWNLOAD THE AVALARA LOGS :

- Navigate to **\[configuration]**->**\[Integrations]**->**\[tax]**
- click "**more-info**"
- Avalara account details will be shown , then click "**Avalara-Logs**"

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-_d6QC4h5QBs7lenwNFSkK-20240927-063330.png)

- 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".**

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-urIv8a_aYsIHD0BPWvH2J-20240927-063823.png)

![](https://api.archbee.com/api/optimize/aLpi-XTjbTF7d5FYqv2C5-Yvbrgdb9byiB_ojZWHa3D-20240927-063939.png)