Avalara Integration

Avalara is a cloud-based software platform used primarily for automating tax compliance processes, especially sales tax, VAT, and other transaction-based taxes. It calculates the correct tax rate and applies it to the transaction in real time, ensuring accurate tax calculations and compliance for businesses operating across multiple jurisdictions. It automates the complex task of calculating sales tax by analyzing the location, product type, and current tax laws.

Zoho FSM does not offer direct integration with Avalara. However, you can leverage the features of Avalara in your Zoho FSM organization if the associated Zoho Books organization is integrated with Avalara.

How to Use Books' Avalara Integration in Zoho FSM

Prerequisite: Your Zoho FSM account should be using the United States tax edition

For New Users: To use the Avalara integration, while onboarding, choose the Zoho Books organization in which Avalara integration is enabled.

For Existing Users: Switch to the Zoho Books organization in which Avalara integration is enabled.

In the Billing Setup page, it will be indicated that the taxes are managed using Avalara.

How will Avalara be used in Zoho FSM?

Tax Code in Service/Part

You can assign Tax Codes to individual services and parts. A tax code is a unique identifier assigned to the service/part to determine how it should be taxed.

Tax Calculation

With Avalara integration enabled, taxes will be applied only during invoicing. The taxes will be calculated based on:

The Tax Code of the service/part
The Billing/Shipping Address of the customer.
To change the address used for tax calculations (Billing or Shipping), go to Zoho Books > Settings > Integrations & Marketplace > Other Apps > Avalara. Click on Settings on the right, select Change Configuration, and modify the Applicable For value.

When Avalara integration is used, taxes will not be applied to Estimates, Work Orders, and Service Appointments.

Applying Discounts

The following discount options are available, which can be managed at Zoho Books > Settings > Preferences > General > Do you give discounts?

I don't give discounts
No discounts will be applied.
At Transaction Level
Discounts will be applied proportionately across all services/parts in the transaction.
Enable discount preference at the line item level
Discounts can be applied at the transaction level but can be limited to specific line items. A new column, Apply Discount, will appear in the line item section, allowing you to choose which service/part to discount.

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