Here is our analysis on integrating Avalara with Zoho Books. Avalara Integration enables auto-calculation of taxes for your Zoho Books transactions based on your Customer's address
1. Avalara Integration initial setup
1.1 Go to Settings >> Taxes >> Add Account Number, License Key of Avalara and save it
1.2 Following steps covers what happens when Avalara Settings are changed
Case / Options Tax Calculation Address Verification Test Result Case 1 x x Estimate, Invoice and SO can be created Tax is calculated using Avalara automatically Case 2 x Estimate, Invoice and SO can't be created without any Tax information for customer Case 3 x Estimate, Invoice and SO can be created Tax is calculated using Avalara automatically Case 4 Whole Integration will be disabled
'X' denotes the particular option is ENABLED
1.2.1 When Tax Calculation is DISABLED
1.2.2 When both Tax Calculation and Address Verification is DISABLED
2. Customer Profile Management
2.1When Customer address is added for existing Customer
2.1.1Before adding address, the transaction for the Customer failed to sync with Avalara
2.1.2Selecting the newly created Customer's address in the transaction
2.1.3Tax is updated to the transaction automatically by Avalara using Customer's address
2.2 Updating Customer's address
2.2.1 Selecting updated Customer address in transaction
2.2.2 Tax is applied automatically by Avalara using updated Customer's address
3. Transaction Management
3.1 Creating transaction with or without tax
3.1.1 Tax is updated automatically by Avalara
3.2 Updating existing transaction
3.2.1 Editing the tax code in the transaction
3.2.1.1 Editing the tax code in the transaction
3.2.1.2 Tax is updated automatically by Avalara
3.2.2 Editing the Customer in transactions
3.2.2.1 Editing the Customer in transactions
3.2.2.2 Tax is updated automatically for updated Customer in the transaction by Avalara
3.2.3 Editing the line items in transactions
3.2.3.1 Editing the line items of the transaction
3.2.3.2 Tax is updated automatically for updated transaction by Avalara
4. Disabling Avalara Integration
4.1 Disabling Avalara Integration
4.1.1 Sales Taxes added by both manually and automatically by Avalara are shown under Tax section
4.1.2 Marking the Tax which is added by Avalara as 'Default'
4.1.3 Editing the Tax which is added by Avalara
4.1.4 Deleting the Tax which is added by Avalara
4.2Editing or Deleting the transactions which are created using Avalara, after disabling the Avalara Integration
5. Discount Management
5.1 Discount Settings under 'Preferences'
5.1.1 Setting the discount in line item level
5.1.1.1 Setting the discount in transaction level - Discount before tax
5.1.1.2 Discount can be added in the transactions
5.1.2.1 Setting the discount in transaction level - Discount after tax
5.2 Giving discount in transactions
5.2.1 Giving discount in transaction
5.2.2 Discount is distributed over line items in the transaction
6. Enabling additional charges like Shipping, Installation in transactions under 'Preferences'
Limitations of Avalara Integration with Zoho Books
- Can't give line item level tax in the transactions
- Sync failed log can't be notified
- Can't give more than one Billing or Shipping address for Customers
- Can't give tax for any transactions manually
- Can't edit tax for any transactions manually
- Can't edit or delete any transactions created using Avalara after disabling it
