Configuration

Checkout configuration and frontend changes

When requesting the Avalara Add-on, you need to do some changes and your SCAYLE Account Manager will adjust the SCAYLE Checkout settings as needed.

Changes done by you:

• Set basket.showNetPrices to true in the checkout configuration
• Add new translation string basket.taxes: “Estimated Taxes“, if not existing

Changes done by your SCAYLE Account Manager:

• Set taxRate.externalService.enabled to true
• Set taxRate.externalService.supportedCountryCodes to [“USA”]
• Request credentials to connect Avalara Add-on to the SCAYLE Checkout

These settings will lead to the following changes in the Checkout frontend for your end users.

• Prices of products and service costs are displayed with net values
• Voucher discounts on item level are not displayed
• Promotional artifacts on item levels are not displayed
• Tax is declared as Estimated Taxes
• An info message on tax exemption support process is displayed below the order summary

Add-on configuration

Avalara Add-on Settings

This Settings section in the Avalara Add-On Panel UI allows you to specify and test the connection to your AvaTax Production and Sandbox Account:

1. Enter AvaTax API Username and Password.
2. Toggle Enable Sandbox Mode on for Sandbox access, or off for Production access.
3. Click Test Connection to verify credentials and fetch Company Codes once Username and Password are set.
4. Select Company Code from a dropdown.
5. Turn off Enable Document Commitment to disable document recording.
6. Enable AvaTax API: Switch on Enable AvaTax.
7. Enable client-side logging: Switch on Enable Logging.
8. Click Save.

Define tax codes

Tax codes for products are handled via Attribute Groups. The Avalara Add-on sends null to AvaTax, if the tax code is not set as product attribute. AvaTax considers a default tax code (P000000).

For each product or variant in SCAYLE you use the SCAYLE attribute enhancement capabilities and make sure that the attribute group taxCode is set.

1. Look up the tax codes for your product in the Avalara AvaTax System.
2. In the SCAYLE Panel, go to Products and select the required product.
3. In the Attributes section, click the taxCode field and enter the appropriate tax code.
4. Click Save.

Manage Avalara item code

Item codes for products are also handled via Attribute Groups. Find an advanced Attribute Group named itemCode in your SCAYLE Panel after installing the Add-on. Item codes are used as item identifiers by Avalara.

You have the option to specify an itemCode for each product, which will be passed to AvaTax. This is an optional field and if provided, AvaTax will look up the item and use all information available about that item in Avalara for the transaction.

Service cost code - tax code mapping

Tax codes for shipment, freight or other taxable services can be configured in the Avalara Add-on. The section Service Cost Code - Tax Code Mapping on the Settings page allows assigning of the custom cost key to a tax code value.

Add new TaxCode/CostKey mapping

1. Click on Add New Row button.
   This will create a new row with empty Tax Code and Cost Key input fields to assign mappings.

Remove the mapping row

1. Select the Trash icon at the right end of the mapping row.

Transmission of origin shipping address

This mapping section allows assigning a custom Address value to a Warehouse specified by an ID.

Before assigning custom address, make sure that a mapping row exists.

1. Toggle Enable transmission of origin shipping address to activate the transmission.
2. Click on the Add Warehouse button to add new warehouse address mapping.
3. Select Warehouse ID from the dropdown.
4. Select the pen icon to edit the address input field. In the popup, enter:
   1. Line1 (required) - text
   2. Line 2 (optional) - text
   3. City (required) - text
   4. Region (required) - text
   5. Postal Code (required) - text
   6. Country (required) - select from dropdown
5. Click Edit to trigger the validation of the address fields.
6. To save the entire config, click Save in the top right of the page header.

Customer Tax Exemption

The Customer Tax Exemption page lets customer service agents assign entity use codes to customers. Customers with an assigned code can be exempted from taxes if they are eligible.

Assign AvaTax code exemption to a customer

1. Go to Add-Ons ➜ Avalara ➜ Customer Tax Exemption.
2. Search for a customer using the customerID
3. In the AvaTax entity use code dropdown, select the Entity Use Code for the customer.
4. Click Save.

Connect Avalara Add-on and SCAYLE Checkout

Configuring the AvaTax credentials in the SCAYLE Panel sets up the Add-on itself. To calculate tax during the checkout process, SCAYLE Checkout also needs a connection to the Add-on's tax rates endpoint. Until this connection is established and enabled, Checkout does not request tax rates from the Add-on and the integration is incomplete.