How do I Integrate my Store with Avalara?
Avalara is a full-service sales tax company that helps you automate your tax compliance processes. Their services offer accurate and affordable ways for you to calculate, collect, report and remit sales taxes.
3dcart allows you to integrate your store with Avalara's services in order to process orders with real-time tax calculation. The information below will outline the basic process of integrating your store with Avalara:
Setting Up Avalara
Once you have an account with Avalara, you will be provided an account number and license code for your account with them. You will also be required to specify a "Company Code" with Avalara for each company (store) you will be using with their services.
After this preliminary set-up is complete, you will then configure your account on their service to specify which locales you will be collecting taxes from. Avalara refers to these locations as your "Nexus." You can also specify distinctive tax rules as needed for your store all within Avalara's interface. For example, if you need to have certain products listed as non-taxable or if you need to have specific rates for different products; this would be configured in your Avalara account. (Avalara's support services will be able to help with these settings if needed)
Once you have your Avalara settings configured on your account with them, you're ready to integrate it with your store!
Integrating Avalara to 3dcart
To integrate the Avalara account with your 3dcart store, log into your 3dcart Online Store Manager and, using the left hand navigation menu:
If you have a specific tax code for charging tax on shipping, enter this into the appropriate field as well. This code will match the tax rates for shipping as they are set at Avalara.
Below the main credential and code settings, you will see additional options.
How it all comes together
As mentioned, Avalara provides real-time tax calculations for your particular area of service (i.e. Nexus). It does this by factoring the order information as well as the shipping addresses used to process the order - including the shipping FROM addresses for distributors. Therefore, if you are using distributors for your order processing, you will want to ensure their addresses are valid and up-to-date.
When an order is processed, there are a few "behind-the-scenes" steps that will occur with Avalara integration:
Behind the Scenes:
The shipping address is sent to Avalara and is verified/validated.
Behind the Scenes:
The order information - items, shipping address, distributor address, etc - is sent to Avalara. The tax amount is instantly returned to the cart and displayed for the customer.
The above example illustrates a mutli-page checkout scenario. However, the same basic process occurs if your store is set for Single Page checkout.
Avalara Sales Invoices
In addition to providing you with real-time tax calculation, Avalara will also record "Sales Invoices" for your business' tax reporting requirements. These Sales Invoices will reflect the order invoice status in your 3dcart store. Furthermore, when the order status is changed in your 3dcart store, the Sales Invoice status on your Avalara account will update as well.
Below are the three main status situations you will see with 3dcart/Avalara integration:
The Avalara Sales Invoices will provide an easy way for you to calculate your tax charges by tying them to specific invoices in your 3dcart store, thereby making your business tax reporting process more efficient.