AvaTax
This chapter introduces the QAD interface for Avalara’s AvaTax product, and describes how to set up and use the AvaTax interface.
OverviewIntroduces the interface between AvaTax and QAD Enterprise Applications.
Installing the CertificateDescribes how to install an OpenEdge keystore certificate to support the secured connection between the connector and the AvaTax service.
Defining AvaTax Account DetailsDescribes how to record AvaTax account details and other related settings in EE.
Configuring GTM DataOutlines the GTM setup required before you can use the AvaTax interface.
Other QAD EE SetupOutlines other QAD EE setup required for AvaTax.
Validating AddressesDescribes how you can use AvaTax to validate ship-from and ship-to addresses.
Configuring the AvaTax ConsoleDescribes how to configure the AvaTax Console.
Communicating with the AvaTax PortalDescribes how GTM communicates with AvaTax.
Transactions in the AvaTax Admin ConsoleOutlines where transactions display in the AvaTax Admin Console.
Overview
The AvaTax interface, in conjunction with Global Tax Management (GTM), enables users to take advantage of enhanced tax functionality and improved tax reporting accuracy by using Avalara’s AvaTax product to calculate taxes in the QAD ERP application.
The AvaTax interface lets you calculate sales taxes on sales quotes, sales orders, invoices, and purchase orders. The interface enables tax rates to be determined in real time based on address mapping and returns jurisdictional tax results based on product tax codes.
You can use the AvaTax interface to calculate sales tax, seller use tax, and consumer use tax for domestic transactions within the United States of America and Canada. AvaTax supports all QAD document types currently supported by GTM.
Note: AvaTax supports tax calculation and compliance requirements for the United States and Canada only.
When you process and calculate taxes using AvaTax, GTM still generates tax detail records, but the tax amounts that display on those records are calculated by the AvaTax system, instead of by GTM. In addition, when you do not use AvaTax to calculate taxes, GTM performs tax calculations as normal, with no changes in setup or processing required. This ensures that you can use AvaTax to calculate US and Canadian taxes while still using GTM for all other taxes.
Important: The AvaTax database stores sales tax data, but not use tax data.
This chapter describes the steps involved in setting up the AvaTax interface in QAD EE and, to some extent, the Avalara AvaTax Admin Console. First, you must activate your license and install your certificate. Specific setup is then required for AvaTax account, GTM, and the AvaTax Console. For details on the setup required on the Avalara side, you must refer to Avalara. In addition, for some AvaTax-related procedures, such as producing reports and managing exemption certificates, you must liaise directly with Avalara.