AbantecartCart Version(s) 1.2.0-1.2.11 use AbanteCart/AvaTax Integration extension v 1.2.0.

This extension will integrate your AbanteCart ecommerce with Avalara AvaTax service. AbanteCart has partnered with Avalara to provide a fully integrated shopping cart and sales tax compliance solution.
With AbanteCart and Avalara AvaTax you can easily manage the entire order lifecycle, while handling the full spectrum of tax compliance: No more researching product or service taxability across every state and more than 200 countries, or scrambling to file and remit taxes on time.
Avalara AvaTax automates every step of the way.

Features included:
• Tax calculation.
• Address validation during checkout.
• Automatic commit documents on AvaTax Service.
• Customer tax exempt.
Getting Started: Before you can start using AvaTax in AbanteCart, you need to have an account with Avalara and your company setup. Click here to learn how.

Important note: when starting your AvaTax account, you will receive an email with very important information, please keep a copy of the email for future reference. It will have your Account Name, Account Number, License Key, WebService URL and your password to your account.
If you do not receive your email within a few minutes of establishing your account, first check your Spam folder- often the first email from support@avalara.com is caught in filters. If you can’t find it, contact Avalara for additional help.

Once your account is activated please set up in AvaTax Admin Console your nexus jurisdictions to tell AvaTax when and where to calculate and report taxes for your company. You initially add nexus jurisdictions when you configure your company tax profile.
Installing your AbanteCart AvaTax Integration: Upon verification of your account with AvaTax you will receive your integration key to install avatax_integration extension in your site. Complete details of how to use the key to install will be provided with your key.
Setup Once you have installed the integration you will see this page – or find it in your Admin Panel Extensions > AvaTax integration, select the Edit link on the far right side.
Next configure the fields with the information you received in your AvaTax account email.
1. Account Number - provided by Avalara.
2. License Key - provided by Avalara.
3. Service URL - Avalara service URL, refer to your setup email. For a production account it is usually https://avatax.avalara.net. It is important that your account number and license key match to the service URL that was established in your account startup.
4. Tax Name - name shown to customer in the storefront in order totals.
5. Company Code - the Code you created when setting up your company nexus in Avalara site. Please do not confuse with Company Name!

6. StoreZip/Postal code - Your store's origin zip. To change State and Country please visit your AbanteCart Store's settings.
7. Address Validation - recommended to enable validation. If customer fill incorrect address the warning message will appear during checkout before order submit.
8. Countries for address validation – This is controlled by your Avalara company account settings.
9. Product Default TaxCode - default value is set for P0000000 and is used if no taxcode provided with products. You can set taxcodes individually on product edit page Catalog > Products > Edit Product > AvaTax Integration. (add info to the instruction ) Note: If you have standard tax enabled, it will function together with AvaTax and you might need to disable standard AbanteCart taxes in System > Localization > Tax Class. Guests note: in order to apply taxes guests customers should enter address with zip code. It is not possible to identify tax if customer provide partial address information.
10. Shipping Methods Default TaxCodes - each installed shipping method is automatically added into the AvaTax settings page. Each shipping method can have a different code if desired. Click on the ? for the Avalara taxcodes, then select Freight category from the list. Find the correct service type, copy and paste the desired code into the field for the shipping method.
11. Commit documents on AvaTax – Recommended to set ON. If enabled, tax document will be committed at Specified order status.
12. Commit on Order status - Recommended to set in your integration settings Completed.
13. Cancel on Order status - When a get tax call is made, the transaction is saved on the AvaTax Admin Console as uncommitted.
      Uncommitted transactions do not appear in AvaTax Admin Console reports or liability calculations.
      Committing an invoice should be performed at whatever point an invoice will no longer need to be changed or modified in any way by your application.
14. Return documents on AvaTax - return will be recorded at specified order status.
15. Return on Order status - Set to Order status that will be used when cancelling an order.
16. Enable transaction logging - write all transaction logs to AbanteCart error log file System > Logs > Error log. Recommendation to enable when first starting integration to make any issues quicker to resolve.
17. Run Order - usually not needed. Is number to set display position order for this extensions in relations to other enabled extensions. (sorting is from lower to higher number, ignoring 0 and empty values)
18. SAVE - do this prior to testing.
19. Test Connection – you will receive a notification of success if you have used the correct company information in steps 1 – 5.
or a message as to the issue.
Adding taxcode to each product: On Admin dashboard - Catalog > Products - click on the edit icon for one product, click on the AvaTax integration tab
Next - find the correct tax code for your product. If you do not already know it, click on the Find Tax Code button to be taken to AvaTax codes.

Once you find the desired code, copy only the code number, then paste it into your product page. Save the page.
Handling sales tax exempt customers: If you have exempt customers you will have already set up your AbanteCart customer groups and established your requirement parameters for the exemption(s). When customer register in your store or in profile edit page he can set Entity/Use Code to claim exempt. However, it will work only after store administrator manually review it and set status to Approved.

On Admin dashboard - Sales Customers - click on the edit icon for customer, click on customer details. Click on the AvaTax integration tab.

1. Exemption status - is Pending, Approved, or Declined. Only Approved, as selected by the Administrator, will exempt customer from taxes.
2. Exemption number - recommended you input customer info for qualified exemption status.
3. Entity/Use Code – select on of the AvaTax exemption codes from the dropdown list.
4. SAVE the page.

Administrator can review or add manually Exemption Number or Entity/Use Code in Sales > Customers > Edit Customer page > AvaTax integration tab. If you exempt customers from tax with exemption numbers or entity/use codes, keep organized records for all exempt purchases.


2015 - 04 - 24

Initial Release.