> ## Documentation Index
> Fetch the complete documentation index at: https://docs2.zenskar.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Avalara AvaTax

## 🐕‍🦺 Configuration/User Guide

Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, insuring your transaction tax is calculated based on the most current tax rules.

## 🔗 Connect to AvaTax

> 🚧 Prerequisite
>
> You must set up your Avalara AvaTax account before proceeding with this guide.

After installing the AvaTax integration you need to configure the integration

1. Go to **Integrations** > **Sales Tax** > **Avalara Tax Connector**
2. Click the **Connect** button on the **Avalara Tax Connector** card.

<Image alt="Fig. 1: Provide Avalara AvaTax credentials to the connector." align="center" width="50% " border={true} src="https://files.readme.io/27160e4-zenskar-avalara-connection-ui.png">
  Fig. 1: Provide Avalara AvaTax credentials to the connector.
</Image>

3. Enter your Avalara AvaTax credentials:
   * **Account ID**: provided to you during the AvaTax account activation process.
   * **License key**: provided to you during the AvaTax account activation process
   * **Company code**: company profile identifier in the **AvaTax Admin Console**.
4. Click the **Connect** button.

## ⚙️ Configure Avalara AvaTax

Once connected, you see additional settings:

* **Disconnect**: Turn off the AvaTax calculation service by clicking the **Disconnect** button.
* **Manage**: Configure various aspects of the synchronization.

<Image alt="Fig. 2: Manage and disconnect the connector." align="center" width="75% " border={true} src="https://dddnjpczstg3x.cloudfront.net/avalara-integration.png">
  Fig. 2: Manage and disconnect the connector.
</Image>

## ✍️ Assign an AvaTax System Tax Code to an item

1. Go to **Contracts** > **Plans**:
   * For editing an existing plan, select the plan from the list
   * For creating a new plan, click the **Add New Plan** button

2. The AvaTax feature can be added in the following two ways:
   * To a plan: click on the **Configure Features**. Choose **Tax** feature from **Add Feature** in the side pane. Choose **Tax Type** as Avalara. Enter the **Tax Code** as required.
   * To a product: click on **Add Feature** button in the **Features** section of the product. Select **Tax** and choose **Tax Type** as Avalara. Enter the **Tax Code** as required.

<Image alt="the **AvaTax** button in the **Add More Features** section of the **Plan Information** section" align="center" border={true} src="https://dddnjpczstg3x.cloudfront.net/avalara-contract.gif">
  Fig. 3: The AvaTax feature in the **Add More Features** section of the **Plan Information** section.
</Image>

<Image alt="Fig. 4: The AvaTax feature in the **Add More Features** section of the product." align="center" border={true} src="https://dddnjpczstg3x.cloudfront.net/avalara-product.gif">
  Fig. 4: The AvaTax feature in the **Add More Features** section of the product.
</Image>

> 📖 Tax versus AvaTax
>
> Avalara AvaTax automates the complete process of sales tax calculations and filing. However, the **Tax** option in the **Add More Features** section of a plan or product provides you an alternative for sales tax calculations: enter a tax percentage based on the jurisdiction and product category for calculations. You will have to handle the filing process yourself.

3. Enter the applicable AvaTax System Tax Code in the **Tax Code** field.
4. Click Save.

> 🔖 Important
>
> View a listing of all available AvaTax tax codes [here](http://taxcode.avatax.avalara.com).

## Avalara AvaTax in invoice generated by Zenskar

<Image alt="Fig. 5: A sample invoice with **Avalara Sales Tax** line item." align="center" width="75% " border={true} src="https://files.readme.io/24559f1-invoice-with-avalara-tax.png">
  Fig. 5: A sample invoice with **Avalara Sales Tax** line item.
</Image>
