Important: These steps must be performed by Paladin Support, and require an Avalara AvaTax™ account. To sign up for the Avalara AvaTax™ service, see How to get started with Avalara AvaTax™.
- On the File menu, click Setup.
- Click the Taxes tab.
- In the Invoices pane, select the Use Avalara for Sales Tax Calculation checkbox.
- Enter the Avalara AvaTax™ credentials:
- In the Account Number box, enter the client’s Avalara AvaTax™ account number.
- In the Account Key box, enter the client’s Avalara AvaTax™ software license key.
- In the Company Code box, enter the company code from the AvaTax Admin Console.
- In the Batch Company ID box, enter the batch company ID from the AvaTax Admin Console.
- In the Batch UID box enter the client’s username from the AvaTax Admin Console.
- In the Batch PWD box, enter the client’s password from the AvaTax Admin Console.
- Click the Test Connection button, and verify the Avalara AvaTax™ connection. One of the following messages will appear:
- Successfully connected to Avalara: Continue with the next step.
- Failed to connect to Avalara: You must troubleshoot and resolve the connection issue before continuing.
- The following options are turned off by default, because they are not required for most clients. If an option is required, select the checkbox.
- Default to Customer Address: If the store primarily delivers purchased products to the customer, select this option., so that Avalara AvaTax™ calculates tax using the customer’s address. When this option is not selected, tax is calculated using the store’s location.
- Calculate Tax Only (do not commit): If the store submits invoices from a different system (not Paladin Point of Sale) that integrates with Avalara AvaTax™, select this option so that Paladin Point of Sale uses the Avalara AvaTax™ service to calculate the tax, but it does not submit the invoice.
- Disable Address Validation: If the store uses another system to validate addresses, select this option.
- Log Avalara Calls: If you are troubleshooting and issue and need a detailed transaction log, select this option.
- Optional: Test the services before going live.
- In the Test Settings pane, enter the values provided by Avalara:
- Test Account Number
- Test Account Key
- Test Company Code
- Test Batch Company ID
- Test Batch UID
- Test Batch PWD
- To turn on the test mode, select the Use Avalara in Test Mode only checkbox.
IMPORTANT: After testing is complete, and you are ready to go live with the Avalara AvaTax™ service, clear the Use Avalara in Test Mode only checkbox, and then save your changes.
- In the Test Settings pane, enter the values provided by Avalara:
- Click Save, and then click Close.
Learn more
About Avalara AvaTax™
If you have questions or suggestions about this information, contact support@paladinpos.com.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 4/20/21