Show AvaTax
Show AvaTax displays customers in your Avalara Exemption Certificate Management.
If you are using ECM to let customers upload certs and provide proof of exemptions, it may be handy to check from a Customer what contact information AvaTax is using.
Go to the Customer card, click on the Show menu, and choose AvaTax to display this.
AvaTax ID
AvaTax ID helps you confirm customers' AvaTax Exemption Certificate Management.
If you create a new Customer, BigBusiness will automatically add it to AvaTax ECM. If you edit an existing Customer, BigBusiness will confirm it is in ECM and get the ID.
On Customers Search you can Add(+) a column and select AvaTax ID to view these. Using Find you can also search for whether a Customer has their AvaTax ID assigned.
Check Customer
Check Customer confirms a Customer in AvaTax Exemption Certificate Management.
If you edit a Customer and BigBusiness has not saved its AvaTax ID yet, it confirms. BigBusiness looks up by Customer Code to see if there is a customer in AvaTax ECM.
If the customer is in AvaTax ECM, BigBusiness saves the AvaTax ID for reference. If the customer is not in AvaTax ECM, BigBusiness will Create Customer automatically.
Customer Country
Country is required in AvaTax Customers and set to "US" if not provided in Shipping.
Country is not required for AvaTax Transactions so there is no need US.
Tax Button
Tax Button helps you create customers in AvaTax Exemption Certificate Management.
On a new Customer click the Tax button after filling in Company Name, Code, Email and Shipping Address. This will immediately create a new customer in AvaTax ECM.
Tax Messages
Tax Messages are returned by the Tax Button, when clicked, from the original source.
Pictured, a message from AvaTax, adding a Customer, requires a postalCode, aka Zip. BigBusiness connects you directly to the source and sends you the message, unfiltered.
Contact support@business.com if you get stuck interpretting a random Tax Message. Links on the dialogs take to you to the online Solution for the message which can help.
Invoices Export
Invoices Export is updated to include Customer Code when exporting for Tax upload.