Sales Tax‎ > ‎

Configuration

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”


      Fig C.1.2


    • 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”


      Fig C.1.3

    • 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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