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If you presently have no tax integration setup in EngageIP and wish to configure AvaTax Cloud reference the AvaTax Cloud - Configuration article instead.
Requirements
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The Billsoft on-prem solution configured in EngageIP and working
A high bandwidth internet connection
EngageIP version 9.1.0 or higher
Access to the EngageIP app server and database
Avalara AFC SaaS Pro Tax service login credentials (provided by Avalara)
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Note: UDR usage taxing will function as it did with BillSoft, no additional configuration is needed unless you would like to setup UDR Batch taxing with AvaTax
Testing
Access the AdminPortal and create a test account
Add an address to the billing contact on the test account
Edit the address to verify that a jurisdiction code has been added. If the code is not present check the Event Log for errors
Add a transaction to the test account and ensure the proper taxes are applied to the transaction
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