Connect to Avalara
Avalara is a tax-compliance software package that integrates with many business applications, including Cin7 Core. Products in your inventory are classified with tax codes, taxes are calculated according to shipping addresses, and tax exemptions can be applied, improving your accuracy and tax compliance.
The Avalara integration can be used to just calculate taxes without syncing transactions back to Avalara, or synchronizing transactions to Avalara and your tax authority.
Avalara is not available for Xero users. Users will not be able to access the Avalara integration page if their organization is connected to Xero.
Prerequisites
Avalara can be used with QuickBooks Online USA, or with Cin7 Core as a standalone system for users in the US and Canada.
QuickBooks Online USA users: You must enable automated sales tax management in QuickBooks. See more about setting up automated sales tax management in QuickBooks.
Tax calculations
If Avalara is integrated with Cin7 Core and the B2B portal is connected to Cin7 Core, taxes are calculated on the B2B Checkout page, based on Avalara's data.
In Cin7 Core POS, all taxes will still be calculated based on the Cin7 Core POS Sale Tax or Outlet Sale Tax. Cin7 Core POS does not depend on Avalara integration.
Standalone credit notes will use the billing address for location calculations, as shipping address is unavailable.
Connect to Avalara
Go to Integrations → Avalara.
Select the General settings section.
Enter your Avalara Account ID and Licence key, which you can find on your Avalara Admin page.
Click Connect to Avalara.
When Avalara integration is enabled, taxes for Cin7 Core sales are calculated using Avalara API whenever the user clicks on the Authorize button.
Validate addresses
Avalara requires valid addresses for your Locations to correctly look up taxes. This validates your origin addresses, as in where you will be sending goods from. If you have multiple locations listed in this area, the system will check against the addresses set up in each location via Google API.
Go to Integrations → Avalara.
Select the General settings section.
Go to Validate address.
Click Validate addresses. This will check all your organization locations, you will receive an error for invalid addresses.
Integration settings
Configure your Avalara integration settings here.
Avalara company
Select which Avalara company you wish to connect to this Cin7 Core organization.
Report to tax authority
Enable this setting for the system to start syncing orders from Cin7 Core or from any activated sales channels to Avalara. Sale order and credit note transactions to Avalara for all sales that have been changed since the last sync with Avalara will be exported.
Export sales from...
Select which of your connected sales channels should send sales and tax information to Avalara. These settings are visible when Report to tax authority is on.
Disconnect from Avalara
Disable the connection between Avalara and Cin7 Core.