Avalara

Overview

Sales tax is only correct if it is calculated against the right jurisdiction, at the right moment, at the right rate. The Avalara AvaTax integration hands that job to Avalara and keeps DualEntry as the system of record.

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DualEntry pulls your AvaTax companies, their configured tax nexuses, and any custom tax codes into the ledger, then maps each DualEntry company to its AvaTax counterpart. From that point on, every invoice, sales order, cash sale, and customer credit calls AvaTax as it posts, sending the customer's shipping address, the company code, and the product tax code, and writing the calculated tax straight back onto the transaction.

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Rates stay current without anyone maintaining a tax table, and the jurisdiction logic stays with the people whose job it is.

Key Features

1. Real-time calculation on post
   Tax is calculated when a transaction posts, not on a schedule. Draft transactions do not call AvaTax, so nothing is billed or calculated until the document is final.
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2. Four document types covered
   Invoices, sales orders, cash sales, and customer credits all route through AvaTax automatically once setup is complete.
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3. Company mapping across entities
   Each DualEntry company maps to its own AvaTax company, so multi-entity groups calculate against the correct registration every time.
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4. Nexus auto-matching
   DualEntry auto-matches nexuses by country plus region or state, so the jurisdictions you are registered in line up between the two systems without manual entry.
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5. Product tax codes on items
   Attach AvaTax tax codes to items for accurate treatment by product type. Items without a code fall back to AvaTax's DEFAULT taxable code.
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6. Sandbox before production
   Connect against the AvaTax sandbox environment first, validate your mappings and nexuses, then switch to production when setup is confirmed complete.