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AddressCompany address that as billing address. Please fill in the respective:
  • State
  • City
  • Street Address
    • Zip Code
    SectionFieldDescription
    General SettingsNameName of a taxes profile

    Profile Owner

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

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

    • Active
    • Archived


    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 a default configuration
    Test profile checkboxCheck to specify that a created Avalara profile is a test one
    Test connection buttonClick to check if your specified Avalara username/password is correct and if there is a connection setting up to Avalara with the specified credentials
    Company Info

    Additional information about your company that will be used for tax calculation

    Company IdentifierOptional setting which will be used in reporting
    Business class type

    This setting refers to your company's regulatory status for local exchange carriers:

    • ILEC
    • CLEC - Other (not a LEC)
    Service class type

    Whether your company generates more revenue primarily from local or long-distance calls:

    • Primary local
    • Primary long distance
    Has facilities checkboxIndicates whether your company has company-owned facilities to provide the service
    Is a franchise checkboxIndicates whether your company provides services sold pursuant to a franchise
        agreement between the carrier and jurisdiction
    Is regulated checkboxIndicates whether your company is regulated by state public utility regulators
    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

    ...