Avalara
Integrate with Avalara to automatically calculate sales tax for invoices.
Integrate with Avalara to ensure your invoices are accurate and compliant with all state and local sales tax regulations.
Capabilities
Automated tax calculations: Calculate accurate sales tax for every invoiceUp-to-date tax rates: Automatically account for the latest tax rates and changes
Prevent tax errors: Avoid manual tax calculation errors and ensure compliance
Avalara address validation: Leverage Avalara’s built-in customer address validation
Integration setup
Connect to Avalara
Go to Integrations, find Avalara and select “Manage integration”.
Assign Avalara tax codes
Start by assigning Avalara tax codes to product tax categories in Sequence (go to Settings > Sales Tax). Once Avalara is connected, tax categories are managed via Avalara tax codes. You can no longer manage tax categories with custom rates. Start by assigning a tax code to a tax category.
Add tax categories to products
In your product catalogue, assign product tax categories to products. In order to automatically calculate sales tax for a given product, its tax category must be mapped to an Avalara tax code.
Calculating sales tax with Avalara
Once you’re connected to Avalara, Sequence will calculate sales tax for every draft invoice via Avalara. Whether and how tax is calculated depends on the following factors:
- Your merchant location in Sequence (Settings > Merchant > Address)
- Your customer’s location & tax status
- Your tax configuration and tax exposure as reported to Avalara
- The Avalara tax code assigned to a sold product
Tax is automatically calculated and added to the invoice.
Customer address validation via Avalara
Once you’re connected to Avalara, Sequence will validate a customer’s billing address via Avalara. This is required to ensure sales tax is accurately calculated based on the customer’s locale. For customers located outside of the US, Avalara only checks the country.