Tax Providers

To define tax rate providers go to Configuration → Tax providers.

Only one tax rate provider can be used for tax calculation. Adding new tax providers is only recommended for advanced users. To select the default tax provider click the Mark as primary provider button.

The configuration of tax providers is described in the following chapters:

• Avalara tax provider
• Manual (fixed or by country/state/zip)

Avalara tax provider

Connect to AvaTax

After installing the Avalara tax provider, you need to configure the integration.

To configure the Avalara tax provider, go to Configuration → Tax providers.

Click Mark as primary provider.

Click Configure beside the Avalara tax provider option in the list.

Follow the instructions at the top of the page to create an account. Then configure the plugin; each field's function will be annotated when "?" is hovered on.

1. Configure your AvaTax credentials:

   

   • Account ID: provided during your AvaTax account activation process.
   • License key: provided during your AvaTax account activation process.
   • Company: company profile identifier in the AvaTax admin console.
   • Use sandbox is enabled to commit a test transaction.
   • Enable logging enables logging of all requests to the Avalara services.
2. Configure tax calculation settings:

   

   • Commit transactions is enabled to commit transactions right after they are saved.
   • Validate address is enabled to validate the address entered.
   • Tax origin address is used for tax requests to the Avalara services.
   • Use tax rate tables to estimate determines whether to use tax rate tables to estimate. This will be used as a default tax calculation for catalog pages and adjusted and reconciled to the final transaction tax during checkout. Tax rates are looked up by ZIP Code (US only) in a file periodically updated by Avalara (see Schedule tasks).
   • Tax rates by address only is shown if the previous setting is clear. Enable it to get tax rates by the address only (reduces the number of API calls but may bias results).
3. Configure tax exemption settings:

   

   • Enable exemption certificates is enabled to activate tax exemption certificates.
   • Limited to customer roles is used to restrict customers who have access to this functionality.
   • Auto validate certificates is enabled to automatically validate new uploaded/created certificates.
   • Allow edit info is enabled to allow customers to edit their info (such as name, phone, address) when managing certificates.
   • Display 'No valid certificates' message is enabled to display a message that there are no valid certificates for the customer on the order confirmation page.

   

   TIP

   This message text can be edited in the language resources.

4. Save and click the Test connection button to perform the test connection.
5. To perform the test tax calculation, fill the address form at the bottom of the page (please note that the Concerto Commerce Avalara tax plugin commits transactions to US addresses only) and click Test tax transaction.

   

Assign AvaTax code

Navigate to Configuration → Tax categories.

At the top right of the page, you will see the branded Avalara tax codes button. Clicking it will show the following dropdown menu:

• Export tax codes to Avalara – exports all codes from your store to your AvaTax backend.
• Import Avalara system tax codes – imports all AvaTax tax codes from Avalara.
• Delete Avalara system tax codes – deletes all codes exported from Avalara.

Assign an AvaTax system tax code to an item

1. Go to Catalog → Products.
2. Select a product to open the product details screen and click Edit.
3. On the product details screen, in the Price panel, assign the appropriate code from the dropdown list in the Tax category field.

   

4. IMPORTANT: Ensure that SKU is entered for better navigation in the AvaTax backend.
5. Click Save.
6. To see a listing of all available AvaTax system tax codes, visit http://taxcode.avatax.avalara.com.

Validate a customer address

1. Ensure Validate address checkbox is on; in that case, the address will be validated automatically.
2. User will see the following screen:

   

Tax exemption

There are two ways to enable the tax exemption using this plugin:

1. Assign an AvaTax tax exempt category to a specific customer or an entire customer role in the admin area:
   • Click Customers → Customers → Edit customer
   • Find the highlighted Entity use code field and select the field, select the appropriate customer type code.

     

   • Click Save

   NOTE

   It is not necessary to select Tax exempt checkbox: assigning Entity use code is enough.

2. Activate the exemption certificates feature:

   IMPORTANT

   You will need a CertCapture account for this feature to work correctly.

   • Ensure that the Enable exemption certificates checkbox is on; in that case, customers will be able to manage their tax exemption certificates before making a purchase.
   • A new page will be added in the account section

     

Manual (fixed or by country/state/zip)

To configure the Manual (fixed or by country/state/zip) tax provider, go to Configuration → Tax providers.

Click Configure in the Manual (fixed or by country/state/zip) provider line to edit tax rates. You can switch Fixed rate tax calculation to Country/state/zip tax calculation by clicking the appropriate button at the top left. To manage tax categories, click the Manage tax categories button at the top right.

Fixed rate

Choose Fixed rate configuration using the switcher at the top of the page.

On this page, you can see the precreated tax categories. Click Edit beside each category and enter the percentage rates. Then click the Update button.

Make sure your products have a tax category assigned to them on their product pages.

By country

Choose the By country configuration using the switcher at the top of the page.

Define the new tax rate as follows:

• Select the Store for which the rate is defined. Select an * to apply this rate to all stores.
• Select the Country for which the tax rate is defined.
• Select the State/province for which the tax rate is defined. If an asterisk (*) is selected, this tax rate will apply to all customers from the selected country regardless of the state.
• Enter Zip Code of an area for which the tax rate is defined. If this field is empty, then this tax rate will apply to all customers from the selected country or state regardless of the ZIP Code.
• Select the Tax category for which to apply the tax rate.
• In the Percentage field, enter the required percentage.

Click Add tax rate. The new tax rate will be displayed as follows:

Configure tax categories

To define tax categories, go to Configuration → Tax categories. The Tax categories window will be displayed:

To add a new tax category, enter the category Name, and the Display order of this tax classification at the bottom of the panel. In the Display order field, the value of 1 represents the top of the list. Then click Add new record to save the new tax category