A. Avalara Integration Settings: To configure this, follow the steps below: - Navigate
to [System > Integration Settings
> Sales Tax Configuration] from the menu bar.
- You
will be shown with following screen
 Fig A.1.1
- Enter the details as required:
1 | Tax provider | Select Avalara here | 2 | Tax Mode | You can choose between Detailed and Summary level tax to be shown on the invoice. Detailed mode displays the tax components like city tax, state tax, etc whereas the summary mode displays a single aggregated sum of the taxes (This can also be disabled if you wish to suspend the Sales Tax integration at some point) | 3 | API url | Enter the url provided by Avalara (This is usually “http://development.avalara.net” for staging/test and “https://avatax.avalara.net” for production) | 4 | Account Number | Enter your Avalara account number | 5 | License Key | Enter your license key here | 5 | Tax Exempt types | This is pre loaded and may be modified by contacting BluSynergy support. Please refer to section C. Tax exempt Customers in this document for understanding how this setting is used | 7 | Custom settings | Here enter the field “companyCode” in the first row and provide the value registered in the Avalara configuration.
If your organization is also using General Ledger account numbers, then you can enter "accountingCode" in the second row along with it's value so that the tax line items map to a particular account number.
If you organization is using "Trial Billing Runs (Approval required)" then you need to enter "TrialBillingRuns"="true". This is used to synch the Avalara "commit" feature when invoices go from Draft mode to Outstanding. It also controls the re-synch of invoice line items when the invoice is edited. |
- After
entering the details, you may click on the “Test
Settings” to validate the configuration. Then click on the “Update” button to save the settings for Avalara integration
B. Mapping Price Code for each Charge: The
BluSynergy “Charges” are mapped to Avalara “Items” which can then be mapped to Avalara
“Tax Codes”. The former mapping is performed inside BluSynergy, whereas the
latter mapping is performed inside Avalara. The following table depicts a
sample configuration for a web hosting enterprise that offers an annual and
monthly Plan. This example depicts how revenue for monthly storage changes
(STOR) may be tracked separately from the revenue for annual storage (STOR-PREPAID), even though they map to the same Tax code.
Blu Plan
|
Blu Charge
|
Blu Price Code / Ava Item Code
|
Ava Tax Code
|
Monthly Hosting
Plan
|
Monthly
Hosting Charges
|
HOST
|
DIGITAL001
|
Monthly
Storage Charges
|
STOR
|
DIGITAL001
|
Setup Fee
|
SERVICE
|
SVC001
|
Training Fee
|
TRAINING
|
SVC001
|
|
|
|
|
Prepaid
Annual Plan
|
Annual
Hosting Charges
|
HOST-PREPAID
|
DIGITAL001
|
Annual
Storage Charges
|
STOR-PREPAID
|
DIGITAL001
|
Setup Fee
|
SERVICE
|
SVC001
|
Specifically,
the “Price Code” field of each Charge
in BluSynergy maps to Avalara’s “Item
Code” field for each Item. Each Item has an associated “Tax Code” field.
Let’s
see the Price codes present in “Avalara product”. To do this follow below
steps:
- In
the Avalara product, navigate to [Organization
> click on your Company Name > Items], click on items.
- It
will show the price code list as below
 Fig B.1.1
- We
can see the price codes “MO-CHRG” in
the above list, marked with red circle. These are the price codes of Charges present
in BluSynergy product
Now
let’s check this in BluSynergy,Follow
the steps:
- In BluSynergy,
Navigate to [Plans > Plans and Charges]
menu from the main menu bar. Click on it
 Fig B.1.2
- You
will see the list of Products, Plans and Charges. Select corresponding Product
and Plan, and then the system displays the Charges for this Plan. You can then
click on “Edit” for any Charge
 Fig B.1.3
- The
Edit Charge screen is shown below, note the “Price Code” matches up with the
Avalara “Item Code” and that the “External Tax Lookup”option (under the “Show
Advanced Options” link) is checked. Note that if the “External Tax Lookup”option is not selected, then this implies that this item is not taxable
Fig B.1.4
- Now
we can see the price codes (“MO-CHRG”)
here in Fig B.1.4 in the Charges
section marked with red circle
 Fig B.1.6
- We
can see the mapping of this Charge and also the Tax codes in Avalara. Navigate
to [Organization > Tax codes]
Fig B.1.7
- Also
the Charge code mapping by clicking on the Charge code (MO-CHRG here)
 Fig B.1.8
C. Tax Exempt Customers: We
can exempt a Customer from paying Tax for certain criteria. This can be done by
selecting the “Tax types” to be exempted in the Customer settings Tax
Exempt types: These are loaded from the Tax configuration. To make use of this
for a Customer, follow the steps
- Navigate
to [Home] > scroll down and click
on “Customers” > select any Customer
and click on it > click on “view
details”
 Fig C.1.1
- Now
the Customer page is displayed, in the Customer menu bar click on Summary tab > click on “Edit”
- Now
the Summary edit page is displayed,
here scroll down and click on “Show
advanced options” and again scroll down, you will find a field labelled
with “External Tax Exemption”
- So
all these options are loaded from the configuration settings page. Select any
option to exempt the Customer from paying Tax for that particular type and
click on “Update”
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