What is Avalara AvaTax?
Avalara AvaTax is a cloud-based automated sales tax compliance service that integrates with Webgility.
How does it work with Webgility?
Webgility Desktop connects directly with your AvaTax account to calculate the correct taxes for each order. When you post the order to QuickBooks, the taxes will post as the line item AvaTax.
How do I get an AvaTax account?
Visit Avalara’s website to get started.
How much does it cost to use AvaTax with Webgility?
AvaTax charges its users a fee per transaction to calculate taxes, and they will bill you directly.
Is the AvaTax integration available for international QuickBooks versions?
No, it’s currently available only for U.S. versions of QuickBooks.
Can I use an AvaTax test account in Webgility?
Yes, just select Use Avalara test account in the taxes area of the setup wizard.
Does AvaTax validate addresses to ensure that taxes are accurate?
Yes, you need to select the Use address validation option in the taxes area of the setup wizard.
Does AvaTax automatically validate addresses for all countries?
You need to select the countries for which you want the addresses validated. Click Settings next to the Use address validation checkbox.
I am already using an AvaTax plugin in my store. Do I need the Webgility Avalara add-on?
If all your sales channels are already using AvaTax to calculate taxes, then you do not need them to be calculated in Webgility. However, if you are selling in multiple channels and not all are compatible with AvaTax, then we recommend having AvaTax calculate the taxes within Webgility to make sure that all your sales have the proper taxes.
What if some of my customers are tax-exempt?
You can designate customers as tax-exempt in the customer area by selecting the proper entity use code and exemption number.
When does AvaTax calculate the taxes?
Taxes are calculated when orders are posted to QuickBooks.
When does Webgility Desktop commit the taxes to AvaTax?
You can commit a tax document and record the calculated taxes in your AvaTax account when you post the order to QuickBooks, when you post the order back to the store, or you can choose to not commit taxes at all.
Can I void the created tax document in AvaTax?
When you cancel an order in Webgility it will automatically void the taxes in AvaTax. You can also log in to your AvaTax account to manually void taxes.
How does AvaTax know which tax codes are applicable to my products?
You can map tax codes to your Quickbooks products within Webgility, or you can map tax codes to your items within AvaTax.
How are taxes calculated on shipping charges?
Webgility codes shipping charges as FR, and AvaTax decides based on applicable taxation rules if the charges are taxable.
How is the discount amount managed in the tax calculation?
Webgility flags the items as discounted, and AvaTax distributes the discount to each item in the order before calculating the taxes.