Manage Sales Tax With Avalara
ProductCart has teamed up with Avalara to include the most powerful tools available for calculating and managing sales tax on your store.
If you've already signed up with Avalara, you can log in to access your account here: https://admin.avalara.com
When you complete the Avalara account set up, you will be provided an account number and license code. You will also need to specify a company code with Avalara for each store on which you want to use Avalara. Any questions about your Avalara account set up should be directed to Avalara support: https://help.avalara.com/Directory/Contact_Avalara
If you already have options set for managing taxes click Restart Tax Wizard.
If you have not set up any options for managing taxes before the wizard will start automatically.
Setting up your Avalara Account
This option requires you to have an account set up with Avalara and some set up completed on the Avalara site before ProductCart can correctly calculate sales tax on your store. Contact https://www.avalara.com to sign up.If you've already signed up with Avalara, you can log in to access your account here: https://admin.avalara.com
When you complete the Avalara account set up, you will be provided an account number and license code. You will also need to specify a company code with Avalara for each store on which you want to use Avalara. Any questions about your Avalara account set up should be directed to Avalara support: https://help.avalara.com/Directory/Contact_Avalara
Setting up Taxes in ProductCart
To get started using Avalara in ProductCart log in to your Control Panel and under the Settings menu item choose Manage Taxes.If you already have options set for managing taxes click Restart Tax Wizard.
If you have not set up any options for managing taxes before the wizard will start automatically.
- Answer yes to the question "Does your company pay taxes in the United States?" and click Continue.
- Answer yes to the question "Does your company have a physical presence in any of the following US states?" and click Continue.
- Under the Avalara option click Continue. Enter the information provided to you by Avalara.
- Account Number
This is the account number from your first email from Avalara.
- License Key
This key was included in your first email from Avalara.
- Company Code
This is the unchangeable company code that you selected when you set up your company in the Avalara Admin Console.
- Global Product Tax Code
If applicable for your company.
- Global Shipping Tax Code
If applicable for your company.
- Global Handling Fee Code
If applicable for your company.
- Development / Production
Select whether your company is in development (test company) or production (live site).
- Enable Avalara
Check this to turn Avalara ON.
- Enable Logging
Enable this to obtain a log of the details being sent to the Avalara tax calculation service.
- Enable Address Validation
This option allows you to verify that a real address has been entered, ensuring that the correct tax amounts will be calculated.
. - Enable Document Committing
- Tax Wholesale Customers
Choose yes to charge sales tax to wholesale customers. Choose no to exclude wholesale customers.