Follow this documentation page to learn about setting up and managing taxes on Rebillia with Avalara AvaTax.
To connect your Avalara AvaTax account to Rebillia, navigate to Rebillia’s Tax tab under the “Settings” section, click on the action button to the right of the Avalara card and select “Connect” from the dropdown menu
Clicking on the “Connect” option will open an overlay for you to enter all the details necessary to connect your Avalara account with Rebillia.
For Production mode – only fill the fields marked in green in the following screenshot.
For Sandbox mode – only fill the fields marked in blue in the following screenshot.
In the Environment field – fill either production or sandbox according to the environment you selected to connect.
Mapping Tax Classes
Once connected, by entering your Avalara settings, Rebillia will allow you to configure your default tax class codes as well as regional tax settings and more. These classes will then be available for you to use on each Rate Plan Charge and Subscription Charge to apply a proper tax class to them.
Applying Tax Codes & Exemptions
To make sure proper tax calculations are applied, follow the checklist below to verify you have configured tax codes and exemptions in all the necessary steps:
Organizations, as well as individuals, can receive an exemption certificate, granting them the right to not pay taxes for their purchases. To set an account and/or a parent account as tax exempt, navigate to Accounts –> Find the account/customer and enter their account –> Profile. There, check the tax exemption checkbox.
*Make sure to verify the account owner/customer has provided a valid tax exemption certificate before checking this checkbox.
RatePlan Charge Default Tax Class
To set a default tax class for a RatePlan Charge, navigate to Products –> Find and enter the product –> Rate Plans –> Expand Charges –> Edit Charge –> Price tab. There, you will be able to select the appropriate tax class to apply for this charge. With Avalara Avatax, the following tax classes are available: Non Taxable, Default Tax Class, Shipping, Gift Wrapping, Handling, and Custom Tax Item Code.
*If you did not connect a tax provider from our Tax integrations, you will only have the ability to select between the “Non Taxable” and “Custom Tax Item Code” options.
Sale Channel Default Tax Service
To set Avalara as the default tax service for a connected sale channel, navigate to Sale Channels –> Manage Channel –> select POS –> Settings. There, scrolling down in the page, you will be able to select “Integration” –> “Avalara” as the default tax service provider you want Rebillia to use for billing invoices originally sourced from that sale channel.