AvaTax Connect
AvaTax is a full service Sales Tax offering from Avalara. AvaTax Connect is an add-on for BigBusiness to connect and engage AvaTax for tracking Customers and Sales Taxes.
Avalara Endpoint
Avalara Endpoint lets you set for AvaTax Sandbox, for testing, or Production for real. Each has its own credentials to avoid mistakes. Take care in entering these correctly.
Chapter 341 AvaTax Connect
AvaTax Connect is an add-on for BigBusiness to connect your AvaTax from Avalara.
This Chapter will combine Settings and Administration until a new chapter is needed.
BigBusiness requires a Subscription to run Avalara Services and ensure upkeep for use.
Avalara Test
Avalara Test lets you confirm that your Account ID and License Key work correctly.
Go to System toolbar, Company card, Connect Settings tab and click Avalara Settings. Click the test button to see if Authenticated, Not Authenticated, or Failed to Connect.
Avalara Keys
Avalara Keys are needed to run Avalara Services in BigBusiness for live lookup of Tax.
Generating keys replaces existing keys which deactives them. Please use carefully.
Go to your Avalara account, to AvaTax Sandbox or Production, and go Settings menu, License and API Keys, and Generate New Key. Copy or Download and keep safely.
Also, copy your Account ID to put into Avalara Settings in BigBusiness to connect.
Avalara Registration
Avalara Services are free to use with supported Editions of BigBusiness but require Registration to ensure they do not conflict with any other services, such as TaxJar.
You will receive an email with Registration and Setup instructions. Go to Company card, Upgrade, Avalara and enter your Registration.
Avalara Services
Avalara Services are lookup functions that run in BigBusiness when you save an entry. They send Customer and Amounts for your transactions and receive Sales Tax details.
Custom workflows let you control updating to receive realtime Sales Tax for each sale.
This requires upkeep as your customers file Resale Certificates, and sales rules change.
BigBusiness handles this seamlessly by Setup, Updating, and Subscriptions as needed.