The SI integration with Avalara, a leading provider of tax compliance automation for businesses, allows SI users to accurately calculate applicable taxes for every billing line item by location in real-time.

This integration also allows tax codes to be added to each product and item in their catalog.

To enable and configure the integration with Avalara, click the following icon.

To enable the Avalara Tax Integration:

1/ Select Enable Integration.

2/ Enter your Avalara account ID and license key.

3/ Under Environment, you will most likely choose the Production radio button, but we have provided the Sandbox option for any user with a Sandbox Avalara account.

Once enabled, you will see additional fields on the Price tab for products.

Labor items will have one additional field.

Clicking the Select link opens a dialog box where you can search for and select the appropriate Avalara tax code.

This feature is also available via Mass Update in the Product Explorer and Project Editor.

Also, once the Avalara Tax Integration has been enabled, clients will have the following additional field that will allow you to add an Avalara tax exemption code for the client.

Clicking the Select link will open a dialog where you can select the appropriate Avalara tax exemption code.

There are settings to automatically calculate taxes from Avalara, as shown below.

If you choose to be prompted for missing tax codes or labor tax codes, you will skip the address validation steps and be brought to Step 3 of the wizard (see below).

Address validation will display or not display based on the "Enable Address Validation" setting as well.

If you do not choose to calculate taxes automatically when running reports, you will need to calculate the taxes manually.

From within a project, click the Settings tab > Taxes > Calculate Tax Using Avalara.

This will open a four-step wizard.

The first step is where you can modify your company address if needed.

The Edit button will open the Project Information interface.

The Validate button uses an Avalara service to verify the address and suggest a format.

Here, you can choose which project addresses you wish to use.

Like in step 1, you can edit or validate one of the addresses.

In this step, you will see a summary of all the project items and their assigned (if assigned) Avalara tax codes and Avalara labor tax codes.

If any items are missing Avalara tax codes, you can select them and use the button on the ribbon to assign codes.

If you don't assign tax codes or labor tax codes to items, the default tax codes shown at the bottom of the interface will be used.

This step will display the tax values returned from Avalara.

You can expand each tax to see the details if desired.

There are options to add these taxes as a single tax to the project, a tax group with each individual tax in the group, and you can also choose if you want to add the taxes to your catalog or not.

When happy, click the Apply to Project button. You will get the following confirmation.