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If you are using/installing the On-prem Avalara Billsoft integration in EngageIP you should reference the Avalara Billsoft article instead.
If the Avatax cloud service goes down (or connectivity is lost) for any reason, a new feature available in 9.3.7 or greater will monitor, notify and halt billing to provide time for review and resolution
Tax Application Process
Taxation using AvaTax relies on Jurisdiction Codes which determine the tax jurisdiction. When an address on an account contact is added or updated the JCode for the address is retrieved from AvaTax cloud and stored on the contact point address in EngageIP.
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For more information on configuring batch taxing see the Avalara AvaTax Cloud - Configuration article.
Tax Bundles
To add bundles, run queries per below to add the custom bundle name into the database for use in the UI
1)
Insert into EZTaxTaxTypeMapping (Name, Module, TransactionType, ServiceType)
values ('CustomEzTaxBdl1', 'Custom', 20000, 20001)
Insert into EZTaxTaxTypeMapping (Name, Module, TransactionType, ServiceType)
values ('CustomEzTaxBdl2', 'Custom', 20000, 20002)
2) Add Service Tax Category accordingly on setup tab:
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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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