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Screenshot: New Taxes Profile window (Avalara)

Image RemovedImage Added

SectionFieldDescription
General SettingsNameName of a taxes profile

Profile Owner

Select from the list of all Resellers, Sub-resellers and Managers registered in the system

Type

Select the tax profile type from a drop-down list:

  • Customer
  • SureTax
  • Compliance Solutions
  • Avalara
Invoice NotesIf specified, this information will be displayed in issued invoices
NotesAdditional information regarding a taxes profile
Sort OrderOrder of the entity in the list
Avalara SettingsUsernameCompany's username in Avalara
PasswordCompany's password in Avalara
Client IDUnique identifier of your company provided by Avalara
Client Profile IDAvalara Profile ID you want to use. Leave empty for default configuration
Test profile checkboxCheck to specify that a created Avalara profile is a test one
Company Address

Company address that will be used as billing address. Please fill in the respective:

  • State
  • City
  • Street Address
  • Zip Code
Extra Chagres Settings

Default settings for Extra Charges taxation

Tip
titleTip

You can set separate Codes per Extra Charge if needed. For this, when creating an Extra Charge in Transactions, add a Tag, specifying both Transaction Type and Service Type, like avalara:19-30.


Transaction TypeSpecify the Transaction Type for the Extra Charges
Service TypeSpecify the Service Type for the Extra Charges
Package Fees Settings

Default settings for Package Fees taxation

Tip
titleTip

You can set separate Codes per Package Fee if needed. For this, when adding a Fee to a Package, set a Tag, specifying both Transaction Type and Service Type, like avalara:19-30.


Transaction TypeSpecify the Transaction Type for the Package Fees
Service TypeSpecify the Service Type for the Package Fees
Services SettingsSafe Harbor Override

Specify a numeric value to set static traffic distribution between interstate/intrastate

Info
titleNote

The Safe Harbor logic applies to transactions for services only (i.e. calls). 

Fill in this field to request Avalara to override standard static distribution. If the field is empty, defined static distribution will be used.


Defaults


Default settings for Services taxation

Service

Set a Service for the rule:

  • Calls
  • SMS
  • Data
Transaction TypeSpecify the Transaction Type for the Service
Service TypeSpecify the Service Type for the Service

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