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Integrating Acumatica ERP with Avalara Tax Provider

The integration of Acumatica ERP with the Avalara AvaTax service offers your company the following benefits:
  • Real-time tax calculation for all transactions
  • Up-to-date tax rates for all US tax jurisdictions
  • Verification of customer addresses to ensure accurate tax jurisdiction assignment
  • Management of customer reseller permits and exemption certificates
  • Filing of tax reports on behalf of each branch that reports separately to the appropriate tax authorities
This integration simplifies tax management, ensuring that your company remains compliant with state and local tax regulations.

This chapter describes the configuration and management of Acumatica ERP integration with the Avalara AvaTax service.

Back to TopIn This Chapter

  • Setup of Online Integration with Avalara AvaTax
    • If your company sells multiple types of products across various tax jurisdictions, configuring tax calculation and reporting in Acumatica ERP, along with keeping tax rates up to date, can be time-consuming and complex. In such cases, you may want to consider integrating with Avalara's AvaTax service to streamline sales and use tax processing online. Since Acumatica ERP includes built-in support for online integration with AvaTax, setting up this integration is quick and straightforward.
  • Sales Tax Calculation
    • In Acumatica ERP, you can set up sales tax calculations for AR documents, sales orders, and pro forma invoices using the Avalara AvaTax service. This topic provides an overview of the supported document types, key configuration steps, and important details related to the tax calculation process.
  • Sales Tax Calculation in Opportunities and Sales Quotes
    • In Acumatica ERP, the integration with Avalara AvaTax supports tax calculation in opportunities and sales quotes.
  • Use Tax Calculation
    • In Acumatica ERP, use tax calculations can be performed by the Avalara AvaTax service in AP bills and purchase orders. This topic provides an overview of the supported document types, along with key setup steps and important details about the process.
  • Tax Reporting with Avalara Avatax
    • In Acumatica ERP, you can select documents to be included in your tax reports.
  • Support for Address Geolocation
    • The AvaTax service can identify a customer's tax jurisdiction using either the postal code or the latitude and longitude coordinates.
  • To Configure Your AvaTax Account
    • In this topic, general steps to configure the AvaTax account are provided.
  • To Set Up Integration With AvaTax
    • This topic outlines the steps for integrating Acumatica ERP with the Avalara AvaTax service.