AvaTax Flex
AvaTax Services in BigBusiness let you flex your insight and analysis in full reponses.
BigBusiness uses Avalara APIs to get customer info and post transactions to get taxes. Responses from these are saved and displayed in their original format which is JSON.
This provides ultimate flexibility in changing Settings, Mappings, and more, and also keeping responses for later Reporting or additional custom functions using this data.
Tax Names
Tax Names shows you the name of the Sales Tax for the current Quote, Order, Invoice.
Tax Names is enabled by choosing Use Sales Tax Names in the Customer Prefs screen. This changes the label for sales tax from the word Tax to the name of the selected tax.
Chapter 541 AvaTax Admin
AvaTax Admin covers some options for using AvaTax for automatic sales tax lookups.
AvaTax Lookup
AvaTax Lookup happens automatically when you save any Quote, Order, or Invoice.
There is also an option to show the AvaTax Lookup button the Expanded tab of each. This is enabled per Employee for those that a need an instant answer to Tax and Total.
AvaTax Response
AvaTax Response is the complete response from AvaTax with all results or any error.
AvaTax Reponse only appears when an Employee has Show AvaTax Lookup enabled. AvaTax Response shows on the Shipping tab of a looked-up Quote, Order, or Invoice.
Employee AvaTax
Employee Access lets you set Show AvaTax Lookup to display the AvaTax Lookup button and AvaTax Response. It is not needed for the automatic lookups when saving.
Employees AvaTax
Employees Search lets you Add (+) a Column for Show AvaTax Lookup to see which Employees have this enabled, and to select one or more, click Update and change them.
Use AvaTax
Use TaxJar is an optional setting on Tax Status to automatically look up taxes using TaxJar Connect.
This Solution provides details. (6857)
If you check the Use TaxJar checkbox, Big Business will use TaxJar Connect to automatically lookup the tax on Quotes, Orders, and Invoices that use this Tax Status, when they are being saved.
AvaTax Error
AvaTax Error displays an error message from AvaTax when executing a failed lookup.
Pictured, the AvaTax Mapping is missing Date or similar as AvaTax did not receive it.