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Tax overrides are configured in the AvaTax Admin Console. If you have issues accessing or using the Admin Console please contact Avalara.

Configuring Tax Bundles

Bundles can be configured on Avatax and used within EngageIP.

Requirements

• Tax Vendor configuration is updated with profile ID in Avatax that is configured with the bundle. Usually 1 if there is only one profile configured

• EZTaxTaxTypeMapping table must be added to with TS pair matching the TS pair specified on Avatax and using a name that matches a Service Tax Category in EngageIP

• The Service Tax Category must be associated to a service

• IIS Restart and service restarts are required to use these new configurations

1. Run the queries below to add the custom bundle name into the database for use in the UI

   Code Block
   language sql
   Insert into EZTaxTaxTypeMapping (Name, Module, TransactionType, ServiceType)values ('CustomEzTaxBdl1', 'Custom', 20000, 20001)

   Code Block
   language sql
   Insert into EZTaxTaxTypeMapping (Name, Module, TransactionType, ServiceType)values ('CustomEzTaxBdl2', 'Custom', 20000, 20002)

2. Add the Service Tax Category accordingly on the Setup menu:

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3. Edit the associated service where this bundle is to be applied and add the ‘Service Tax Category’ component and select this item from the list

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Post Configuration Testing

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