Oracle Commerce Cloud Service uses the tax processing settings when it communicates with Avalara during tax calculations. Make sure you have the following information for your AvaTax account on hand before you configure your tax settings in Oracle Commerce Cloud Service:
The company code.
The account number.
The license key.
The AvaTax system tax category codes. You will not need these to configure the tax processing settings, but you will need them when you create shipping methods. See Configure Shipping for more information.
In addition to information about your Avalara AvaTax account, you can configure the following settings:
Pricing Includes Tax: Specifies whether the list prices and sale prices for all products in your catalog include tax. If prices include tax, AvaTax back-calculates taxes for each order.
Note: If you select the Pricing Includes Tax setting, you must activate Avalara AvaTax with Global for your AvaTax account. Contact Avalara Technical Support for details.
Display Tax Summary: Specifies whether a tax summary will be shown on the storefront on the cart, checkout, and order summary. If your store’s prices include tax, such as VAT, you likely do not want to display the tax summary. However, if prices to not include tax, you should always display a tax summary.
Note: Changing this setting has no effect on the display of the tax summary in the emails your store sends to customers. To learn how to remove the tax summary line from the order summaries in emails, see Customize tax display in templates in Extending Oracle Commerce Cloud Service.
To configure the Avalara tax processing settings:
On the Settings tab, click Tax Processing. Under Processor Settings, click Use Avalara.
(Optional) Select Pricing Includes Tax if you want all prices for your store to include appropriate tax. By default, this checkbox is not selected.
(Optional) Select Show Tax Summary to display an order’s tax amount in the cart, checkout, and order summary pages, or deselect it to hide the tax summary. This checkbox is selected by default.
Enter your Avalara Account Information and Ship-From Warehouse settings.
Click Save.
The following table describes the Avalara Account Information properties:
Property | Description |
|---|---|
Merchant ID | (Required) The company code for your Avalara AvaTax account. |
Username | (Required) The account number for your Avalara AvaTax account. |
Password | (Required) The license key for your Avalara AvaTax account. |
The following table describes the Ship from Warehouse Location properties.
Property | Description |
|---|---|
Country | (Required) The country where the ship-from warehouse is located. In this release, you can select either Canada or United States. |
Address Line 1 | (Required) First line of the address where the ship-from warehouse is located. For example, 1000 Smith Street. |
Address Line 2 | Second line of the address where the ship-from warehouse is located. For example, 4th Floor. |
Address Line 3 | Third line of the address where the ship-from warehouse is located. For example, Suite 403. |
City | Name of the city where the ship-from warehouse is located. This property is required if no Postal/ZIP Code is specified. |
Province/State | Province or State where the ship-from warehouse is located. This property is required if no Postal/ZIP Code is specified. |
Postal/ZIP Code | Postal/ZIP code for the ship-from warehouse location. |
