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Hello all!
 
Another episode of 'Zoho Inventory - Ask the Experts' is here. This week, let's discuss integrating Zoho Inventory with Avalara AvaTax to automate your taxes.
 
When using the Avalara AvaTax integration, you can create invoices with automated tax calculations while getting the right customer addresses and postal codes from the Zoho Inventory app. The active tax criteria will be automatically updated with the customers' state preferences, preventing tax errors during invoicing and sales order creation. For the U.S and Canada editions, the tax rates will be automatically fetched based on the postal codes, and automatically accounted for while creating the sales transactions.
 
Here are some topics we will be covering during this session:
  • Setting up this integration with your Zoho Inventory account
  • Configuring your taxes in Avalara
  • The impact of Avalara on taxes across the different modules
  • Manual syncing of unsynced transactions

Post your questions, use cases, and suggestions on this topic below, and our experts will give comments, answers, and pro tips during the live session.  
We'll be live on July 2, 2020 from 9am-2pm PDT.
 
Don't forget to check out the previous episode of 'Ask the Experts - Zoho Inventory' to find our discussions on the Zoho Sign integration.
 

Cheers,

The Zoho Inventory Team


16 Replies
Reply
  • Zoho MVP
  • 4 years ago

Does Avalara get enabled across all modules or just Invoices?
- Quotes
- Sales Orders
- Invoices

  • 4 years ago

Hi Kevin,

Yes, Zoho Inventory supports this integration across all the sales modules including Quotes(Estimates in Zoho Books), Sales Orders and Invoices.

Thanks,
Salman Nazar
Zoho Inventory

  • Zoho MVP
  • 4 years ago

Is it possible to edit Invoices after the Avalara tax has been calculated?

For example: If we increase qty of items sold and the subtotal increases

  • 4 years ago

Hi Kevin,

Yes, you can edit invoices after the Avalara Tax has been calculated. When the qty is charged in a transaction, based on the Avalara tax codes, necessary adjustments will be made.

Cheers!
Thejas.V
[Zoho Inventory]

  • Zoho MVP
  • 4 years ago

If invoices are created automatically (from seller marketplace or via custom function) does Avalara automatically add on the sales tax?

  • Zoho MVP
  • 4 years ago

You may have missed this question... bump!!

  • 4 years ago

I'm sorry Kevin, I overlooked this comment !

Yes, the integration will work fine with Marketplace orders, API and Custom functions.

  • Zoho MVP
  • 4 years ago

What is the process or fallback when Invoices don't sync to Avalara to Sales Tax calculation? Is there an error report that can be manually triggered to re-run Avalara sync

  • 4 years ago

Kevin,

Avalara fetches tax as per the customer location given in a transaction. The sync normally fails when this given address is incorrect or when there are no tax codes associated with an item. As soon as you make the necessary changes and give the correct address in the invoice, you will be provided an option for resyncing in the invoice itself.

There is no report as such for triggering resync. You may have to do it from that particular invoice itself.

Thank you,
Thejas.V

  • Zoho MVP
  • 4 years ago

Thanks Thejas, my understanding from your reply is if a user misses the Avalara failure then there is no recourse or way to see failed transactions.

This would seem like a large point of failure. I’ve used Avalara with Quickbooks desktop and it provides a list of failed transactions. It would be helpful if there was a log of failed record syncs.

If I’ve misunderstood I apologise.

Thanks in advance

  • Zoho MVP
  • 4 years ago

Forgot to add... I presume all this syncs with Zoho books?

  • 4 years ago

Yes Kevin, This syncs with the Zoho Books transactions as well.

Thanks,
Salman Nazar
Zoho Inventory

  • 4 years ago

Hi Kevin.

Yes, that's right. We don't have a specific report for Avalara Integration as of now. However, inside the Invoices module, there will be a 'View' created for Avalara failed Invoices.
We will definitely update here once we come up with any other options in future.

Thank you,
Thejas.V

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Screen Shot 2020-07-08 at 4.48.54 PM.png94 KB
  • Zoho MVP
  • 4 years ago

Thats great. Thanks very much Thejas

  • 8 months ago

I have a situation where Avatax is not showing as connected to my Zoho Inventory and Zoho Books account. I enter my credentials and see this error prompt show up.



Is there any way to reset the AvaTax connection on Zoho's side and I can re-enter a new license key produced from Avalara?

Hi There, 

Kindly reach out to support@zohoinventory.com with your organisation details for support related queries. We would be more than glad to assist you.

Regards,
Monika Prabhakar Bijekar
Zoho Inventory 

Reply to Salman NazarA
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