AvaTax Setup

AvaTax Setup

Getting Setup with Avalara's Avatax

In order to use AvaTax, you’ll need an Avalara account number and a License Key. These two pieces allow CustomBooks™ to connect your account with Avalara to complete sales tax transactions. There are two ways to obtain these.
  1. Get your own Avalara Account on the AvaTax website.

Describe your sales tax situation and Avalara will provide you with the proper tools and software that will meet your specific needs.

  1. Use CustomBooks™ pooled Avalara account.

Depending on the volume of sales tax transactions needed, one option may be more economical that they other for your specific situation. CustomBooks™ suggests researching which option will best suit your company’s specific needs.

We highly suggest enrolling in Avalara University and enrolling and completing the Avatax Learning Path which will walk you through setting everything up in Avalara before you integrate your account in CustomBooks™.

    • Related Articles

    • Avalara

      Intro to Avatax Enabling Avatax Avatax Setup Saving and Adding Tax Codes Adding Sales Tax on Transactions Removing Sales Tax on a Voided Transaction Editing Product to Use Avatax Viewing, Managing and Reporting on Sales Tax with Avatax AvaTax ...

    • Enabling AvaTax

      Enabling AvaTax Enable Avatax Sales Tax in CustomBooks™. Navigate to Quick Menu → Settings → Sales Tax. Check the Yes checkbox next to Do you charge Sales Tax? Choose Avalara as the Sales Tax Calculation Method. Enter your Avalara account number and ...

    • Integrations in CustomBooks™

      Overview Integrations in CustomBooks™ allow you to connect your accounting system with third-party applications to extend functionality, reduce manual data entry, and keep data synchronized across platforms. These integrations help automate key ...

    • Editing Product to use AvaTax Sales Tax

      Editing Product to Use AvaTax Sales Tax In order to assign the appropriate tax rates, each product in your inventory must be assigned a tax code. Because some products are taxable and some are not, it is also necessary to indicate which products in ...

    • AccountingSuite™ Product Perks: November 2023 - Setup Wizard, Overview

      AccountingSuite™ Product Perks: November 2023 - Setup Wizard, Overview Setup Wizard helps you to onboard new accounts quickly and efficiently. From Company Info to enabling features and setting up the Chart of Accounts, this tool eliminates the ...