AvaTax Excise Set Up

AvaTax Excise Connection

This is an overview guide on setting up the MyIntegrator AvaTax Excise BigCommerce integration app.

Setting Up the App

Pre-setup

Before configuring the app, ensure you have a user on your Avalara Excise platform with a ZMS_API_SERVICE role. You will need this user's login credentials to connect to the app.

App Setup

1. Enable MyIntegrator Excise Integrator:

   • On your BigCommerce store, navigate to the MyIntegrator Excise Integrator.
   • Ensure that it is enabled on the 'General' settings tab.

2. Configure AvaTax Excise:

   • Navigate to the 'Avalara' tab to begin configuring the app to communicate with AvaTax Excise.
   • Choose 'AvaTax Excise' as your Avalara Product.
   • Select whether you are using a sandbox (excisesbx) or live account.
   • Enter the username and password (retrieved during pre-setup) into the corresponding fields.
   • Click the 'Test Connection' button to validate whether these credentials can be used to communicate with Avalara.

3. Add Custom Attributes and Fields:

   • Press the 'Add Fields' button to add custom attributes to your customers and custom fields to your products for custom Avalara data. These fields will appear in your BigCommerce admin panel for customers and products respectively:

   New Customer Attributes:

   • Avalara Custom ID: Corresponding Avalara Entity ID for this BigCommerce account. Use this to connect your Avalara customer records to BigCommerce profiles.
   • Avalara Business Account ID Type: The type of the customer's business account ID, e.g., FEIN, SSN, CBD, etc.
   • Avalara Business Account ID Code: The customer's business account ID number (corresponding to the above account type).

   New Product Fields:

   • Avalara Product Code: Avalara Product Code to match the BigCommerce product with. Leave empty to use the product's SKU.
   • Avalara Unit of Measure: Avalara Unit of Measure to apply to the BigCommerce product. Leave empty to use the default, which is configurable in the App's Avalara settings.
   • Avalara Alternate Unit Price: Set the product's alternate unit price for Avalara transactions here.
   • Avalara Entity Use Code: Set the product's Entity Use Code for line-level tax exemptions in Avalara Excise transactions.

4. Enter Company Details:

   • These fields are mandatory, and the address details will be used for transaction origin data.

5. Configure Transaction Settings:

   • Enable the 'Create Transaction in Avalara' setting if you wish for a calculated transaction to be committed when its order is marked as completed in BigCommerce.
   • Enter a blanket type for your BigCommerce transactions - Wholesale, Direct, or Retail. The default is 'Direct'.
   • Enter the blanket Seller ID for your BigCommerce transactions.
   • Enter a default unit of measure for your products.
   • Enter a header-level Entity Use Code for exemptions on all your transactions.
   • Specify where the title transfer of your transactions takes place - Origin or Destination.
   • Specify whether you want shipping items included in your requests to AvaTax Excise. Ensure that your shipping provider is compatible with the shipping items in Avalara.

Using the App

When a customer reaches the BigCommerce cart or checkout page, the app will send a request to Avalara Excise, with all of the pricing information along with the data in the fields set up above. A corresponding transaction will be created and linked to that BigCommerce cart, ensuring updates to the cart will update the transaction. The tax values in the transaction will be used by BigCommerce to apply tax to the order.

When a customer completes an order, if the 'create transaction' setting is enabled, the corresponding Avalara transaction will be committed, ensuring accurate and compliant tax calculations are applied.