Chapter 541 AvaTax Admin
AvaTax Admin covers some options for using AvaTax for automatic sales tax lookups.
AvaTax Lookup
AvaTax Lookup happens automatically when you save any Quote, Order, or Invoice.
There is also an option to show the AvaTax Lookup button the Expanded tab of each. This is enabled per Employee for those that a need an instant answer to Tax and Total.
AvaTax Response
AvaTax Response is the complete response from AvaTax with all results or any error.
AvaTax Reponse only appears when an Employee has Show AvaTax Lookup enabled. AvaTax Response shows on the Shipping tab of a looked-up Quote, Order, or Invoice.
Employee AvaTax
Employee Access lets you set Show AvaTax Lookup to display the AvaTax Lookup button and AvaTax Response. It is not needed for the automatic lookups when saving.
Employees AvaTax
Employees Search lets you Add (+) a Column for Show AvaTax Lookup to see which Employees have this enabled, and to select one or more, click Update and change them.
Use AvaTax
Use TaxJar is an optional setting on Tax Status to automatically look up taxes using TaxJar Connect.
This Solution provides details. (6857)
If you check the Use TaxJar checkbox, Big Business will use TaxJar Connect to automatically lookup the tax on Quotes, Orders, and Invoices that use this Tax Status, when they are being saved.
AvaTax Error
AvaTax Error displays an error message from AvaTax when executing a failed lookup.
Pictured, the AvaTax Mapping is missing Date or similar as AvaTax did not receive it.