Avalara AvaTax Integration

The Avalara AvaTax integration lets you connect to the AvaTax API to calculate taxes on your payment plans during customer checkout.

Connecting your account

Log in to the Partially merchant portal, click Settings, then Integrations. At the bottom, you'll see an option for AvaTax. Click Connect Avalara account, then enter your Avalara account number and license key.

settings

Once connected, you'll see the AvaTax integration settings page with several configuration options:

• Company Code — the company from AvaTax to use for tax calculations. Set this first.
• Default Freight Tax Code — sent as the tax code for all shipping lines in your payment plan.
• Enable document recording? — if checked, Partially will commit tax transactions to AvaTax when payment plans are opened, and will also commit any refunds back to AvaTax.
• Enable logging? — if checked, Partially will log all requests and responses sent to the AvaTax API (see Request Logging below).
• Enable address validation? — if checked, US and Canadian addresses will be validated with Avalara's address validation service during checkout.

If you need to change your account number or license key, use the Test Connection link to confirm Partially can connect to AvaTax with the new credentials.

Customer tax exemption

You can mark certain customers as tax exempt in the Partially merchant portal. Set the Tax Exemption Number and Tax Exempt Reason on the customer's details page to exempt them from taxes.

Request logging

With Enable logging? checked, Partially logs all requests and responses from the AvaTax API. You can view the list of requests on a payment plan's details page, under the Integration Requests tab.

If Enable document recording? is also checked, you'll see both the initial request to calculate taxes and a second request to commit taxes when the plan is opened.

Click the details link on any request to see its full information: timestamp, URL, total execution time, request body, request headers, response status code, response headers, and response body.

Ship from address

To factor your shipping address into tax calculation, set the ship-from address sent to AvaTax under your Shipping settings page.

Line item tax codes

To configure tax codes per line item, map product SKUs to tax codes in your Avalara AvaTax admin under Settings > What You Sell. Partially passes along the product SKU configured in your e-commerce platform (Shopify, BigCommerce, WooCommerce, etc.) so AvaTax can map it to a tax code.