v46 - Internal - TaxJar or Avalara Setup

Taxjar API configuration

.. /admin/externalsystemadmin.aspx

Enter the API Token (Supplied from Taxjar), click Enable and Save Data to enable.

Settings to check for Taxjar Integration

Invoicing Split Job Line Per Delivery	Yes
PrintIQ_WriteInvoiceLinesFromOperations	Yes
TaxJar API Key	Holds the API Token. Not used as it is configured from  ExternalSystemAdmin (as per above)

Avalara API configuration

.. /admin/externalsystemadmin.aspx

Enter the Username and Password (Supplied from Avalara), click Enable and Save Data to enable.

Settings to check for Avalara Integration

Invoicing Split Job Line Per Delivery             Yes

PrintIQ_WriteInvoiceLinesFromOperations     Yes

Tax Rates

‘Default’ Tax Rate

You can set one tax rate as the ‘Default’ in printIQ.

When integrating, it is usually the ‘Uncalculated’ tax rate that is set as the Default.

On Customer Detail records there is a Tax Type selector.

For integration all customers should be set to ‘Default’ UNLESS you want to force a specific tax rate against them (for example Zero Rated)

You can update the customers by exporting to CSV, updating the Tax Type and re-uploading it printIQ.

The SITES must also be set to ‘Default’.

The reason for this is when the Customer is selected with a tax type of ‘Default’ IQ next checks the tax type of the Site the customer is linked to. If the site is set to an internally defined rate (eg Sales Tax), that is what will pull thru onto the invoice and Taxjar or Avalara will not be called.

Uncalculated Tax Rate

The Uncalculated Tax Rate needs to be set up as below.

Ensure ‘Uncalculated’ is ticked to mark the rate as Uncalculated. This will invoke the API call

‘Enforce Quoting’ – This setting will only have an effect when applied to the ‘Default’ tax type.

If enabled, all quotes - irrespective of the tax type set against the selected customer, will use this rate to calculate the tax.

Disable Operation Overrides – This setting would force the overriding of any tax rates set against operations.

For integrating, this setting should be also off…

When a quote or job is created, the tax rate determined at the time of creation is saved down with them.

If the site has quotes and jobs created before the tax system is enabled, they need to be made aware that the tax on those quotes and jobs will need to be checked (and the rates refreshed manually as required)

If they have existing invoices with ‘static’ tax types that are incorrect, we can update them (to ‘Uncalculated’) if they have not been ‘sent’. 

When the invoices are subsequently opened in printIQ, the tax rates will be updated from the tax system.

Finally, the Quote Letter.

This will need to be checked to ensure it does not show a tax cost because we do not call the tax system at quote time.

Instead it may require a note depicting that the total is Excluding Sales Tax… 

Please refer to our knowledgebase article,   Tax System_Aggregator Options.

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