Avalara Communications Tax (Smart Tax)

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Avalara is a leading global taxation compliance company providing an industry-leading solution used by ecommerce retailers and manufacturers across the world. Businesses of all sizes use Avalara to help with tasks throughout the tax compliance process, including registration and licensing, calculation, document management, reporting, and e-invoicing. The Avalara platform calculates a wide range of indirect tax types in real time, including sales and use tax, VAT, GST, beverage alcohol tax, communications tax, property tax, and excise tax.

Avalara Communications Tax is part of Aria’s Smart Tax integration. Aria partners with Avalara to support businesses worldwide, providing tax support and optimal processing capability across an array of industry verticals seeking a dynamic solution to address diverse taxation needs and requirements.

Before You Begin

Make sure you have performed all the tasks described in Set Up Taxes.

Configuring the Avalara Tax Service

Getting Here: Click Configuration > Integrations > Taxation Configuration

Click New to set up an Avalara-specific taxation configuration.
Fill in all the required fields of a new taxation configuration (i.e. Status, Set Name, Set Description, and Countries).

For additional information, reference Create Taxation Configuration.

Note: Selected countries (in the right column) are the only countries that are included for taxing in the Avalara integration. All other countries (in the left column), are either taxed using another taxation method, or are not subject to any taxes.

Choose Avalara Communications Tax from the Method drop-down.

Tax Group Configuration

The following screen appears:

Enter the following if required:

Field Type	Description
Sale Type	Enter the sale type to link to for the tax groups listed. Note: This must be the same sale type for all tax groups listed.
Transaction Type	Enter the transaction type to link to for the tax groups listed. Note: This must be the same transaction type for all tax groups listed.
Service Type	Enter the service type to link to for the tax groups listed. Note: This must be the same service type for all tax groups listed.

Tax Configuration Values

The following screen appears:

Field Label	Definition
Login/UserName	Login username for Avalara API access (required)
Login/Password	Login password for Avalara API access (required)
Client ID	The name of the client used for calculating taxes (required)
Client Profile ID	The identification number of the client profile you want to use when calculating taxes. This ID can be obtained in Avalara's customer portal. The Avalara Communication Tax engine allows for additional customization when calculating taxes through client profiles (required).
Avalara Communication Tax URL	The full URL to Avalara Communication Tax (required).
Business Class	This is used to specify the Incumbent Local Exchange Carrier or non-ILEC of the customer's company (ILEC denotes a specific category of company for the telecommunications industry) (required).
Service Class	This is used to specify the Primary Local or Primary Long Distance services of the customer's company (required).
Facilities Specifier	This is used to decide if the carrier delivering the service has company-owned facilities to provide the service or not (required).
Regulated	This indicates of the seller is regulated or non-regulated (required).
Franchise Indicator	This is used to specify if the company provides services sold pursuant to a franchise agreement between the carrier and the jurisdiction (required).
Lifeline	Lifeline is a federal program that subsidizes the cost of phone and internet for eligible customers. This field indicates if the customer is a lifeline participant or not.
Customer Type	Indicates if the customer is residential, business, senior citizen or industrial (Residential is the default - required)
Supp Field Override	This field will used an account-level supplemental field to override the adjacent text field.
Invoice Mode	This indicates if all line items within an invoice should be processed in invoice mode or not (required).

The following screen appears:

Field Label	Definition
Private Line Split	This indicates a percentage used to split a transaction charge between two points. For example, a transaction has two points: Point A and Point Z. A private line split of 0.25 means 25% of the taxes are attributable to Point A and the remaining 75% to Point Z. Setting 0 means 0% for Point A and 100% for Point Z.
Debit Type	This field indicates if the line item is prepaid or not.
Allow sending NPANXX along with PCode	For wireline use cases, there is a possibility to send both the PCode and NPANXX inputs. If Yes, Aria will send the NPANXX input along with the PCode. If No (default), the NPANXX will not be sent when the PCode is available. Note: The NPA-NXX value represents the first 6 digits of a standard 10-digit phone number, helping to route calls to the correct geographic location and specific central office.
Bill-From Address	Use Detailed Service Location: The following service location order of precedence applies: If a Service Location is associated with a service for a plan instance on the account or with an item purchased as part of a one-time order, that Service Location is used as the bill-from (Administrative Origin) address for the corresponding invoice line items. If a Service Location is associated with a Service in the product catalog, that Service Location is used as the bill-from address for the corresponding invoice line items. If no Service Location is found based on the criteria above, then the standard Service Location (values for the fields listed on this screen) will be used as the bill-from address for the remaining invoice line items. Do Not Use Detailed Service Location: The standard Service Location (values for the fields defined in the Tax Config Values) is used as the bill-from address for all invoice line items.
Ship-From Address	Use Detailed Service Location: The following service location order of precedence applies: If a Service Location is associated with a service for a plan instance on the account or with an item purchased as part of a one-time order, that Service Location is used as the ship-from (Physical Origin) address for the corresponding invoice line items. If a Service Location is associated with a Service in the product catalog, that Service Location is used as the ship-from address for the corresponding invoice line items. If no Service Location is found based on the criteria above, then the standard Service Location (values for the fields listed on this screen) will be used as the bill-from address for the remaining invoice line items. Do Not Use Detailed Service Location: The standard Service Location (values for the fields defined for the tax Config Values) is used as the bill-from address for all invoice line items.
Default Service Location for Bill-From address	Selecting a value from this drop-down auto-populates the Administrative Origin values based on the Service Location selected.
Default Location for Ship-From Address	Selecting a value from this drop-down auto-populates the Physical Origin values based on the Service Location selected.
Seller/AdministrativeOrigin/taxAreald	Vertex-specific number that identifies a tax area for the "bill-from" location. When provided, all other address fields will be ignored.
Seller/PhysicalOrigin/taxAreaId	Vertex-specific number that identifies a tax area for the location "ship-from" or "first removed"
Seller/AdministrativeOrigin/StreetAddress	Street address of the "bill-from" location
Seller/PhysicalOrigin/StreetAddress	Origin Street Address
Seller/AdministrativeOrigin/City	The name of the city of the "bill-from" location, used to determine the Tax Area ID if none is provided.
Seller/PhysicalOrigin/City	The name of the city that determines the Tax Area ID (if none is supplied).
Seller/AdministrativeOrigin/MainDivision	The name or the postal abbreviation of the state, province, or territory of the "bill-from" location used to determine the Tax Area ID if none is provided.
Seller/PhysicalOrigin/MainDivision	The name or postal abbreviation of the state, province, or territory used to determine the Tax Area ID if none is supplied.
Seller/AdministrativeOrigin/SubDivision	The name of the county of the "bill-from" location used to determine the Tax Area ID if none is provided.
Seller/PhysicalOrigin/SubDivision	The name of the county used to determine the Tax Area ID (if none is supplied).
Seller/AdministrativeOrigin/PostalCode	The postal code of the "bill-from" location used to determine the Tax Area ID if none is provided.
Seller/PhysicalOrigin/PostalCode	The postal code used to determine the Tax Area ID (if none is supplied).
Seller/AdministrativeOrigin/OriginCountry	The country of the "bill-from" location used to determine the Tax Area ID if none is provided.
Seller/PhysicalOrigin/Country	The country used to determine the Tax Area ID (if none is supplied).

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