Avalara — Integration

Overview

Automate tax calculation and compliance. Quote taxes on invoices and record final tax on capture, with jurisdiction detail synced to reports.

Capabilities

• Real-time tax calculation on quotes, invoices, and subscriptions

• Address validation and jurisdiction breakdown

• Commit on capture and adjust on refund/credit note

• Exemption certificate handling (if enabled)

1. 1

   Step 1

   In Avalara, create API credentials (Account ID, License Key).

   Back to top
2. 2

   Step 2

   In PayStream → Settings → **Tax** → Avalara, enter credentials and default company code.

   Back to top
3. 3

   Step 3

   Map product tax codes (e.g., clothing, digital goods) and nexus regions.

   Back to top
4. 4

   Step 4

   Enable commit-on-capture and test an invoice with tax.

   Back to top

Limitations

• Accurate tax requires configured nexus and product tax codes.

• Retroactive changes may require credit/rebill workflows.

FAQs

Pricing