Embedded Tax Compliance Service for Avalara

Implement Avalara for tax partner processing in Oracle Tax with automated tax partner enablement.

Use the Manage Indirect Tax Automation with Avalara page to initiate Avalara enablement and track the status of each individual task.

Use the Manage Indirect Tax Automation with Avalara task to initiate Avalara enablement

Manage Indirect Tax Automation with Avalara page

The page displays three required tasks.

  • Geography Content Import - Loads the geography data which is used for addresses and transaction tax calculations.
  • Tax Content Import - Loads the regime-to-rate flow setup, configuration owner tax options and business unit subscriptions.
  • Partner Tax Activation - Loads the application credentials and activates partner tax calculation for subledger transactions.

Oracle customers need real-time access to tax compliance solutions as part of their ERP. Oracle and Avalara have pre-wired and pre-configured the two systems to streamline and automate the integration between them and reduce ERP implementation efforts.

Steps to Enable

You don't need to do anything to enable this feature. However, you must complete some pre-requisite setups before you can initiate the enablement from the Manage Indirect Tax Automation with Avalara page.

  1. Complete the registration process with Avalara and get the login details.
  1. Create a new Oracle user and assign the Tax Administrator role to the user.
  1. Create a new custom role with Role Category of BI - Abstract Roles. Add the Manage Reports and Analytics privilege to the role and add the user created in the previous step to this role.
  • Role Name – user defined value
  • Role Code – user defined value
  • Role Category – BI – Abstract Roles
  • Description - user defined value

Create Role Custom BI Author Role: Function Security Policies page

The user should now have both the roles assigned.

Both roles assigned

  1. Run the Retrieve Latest LDAP Changes process followed by Send Personal Data for Multiple Users to LDAP process.

You can use this user to initiate the enablement and provide the same user to Avalara on the Oracle Readiness for Avalara Enablement page. It is displayed once you initiate the enablement and login using your Avalara credentials.

Tips And Considerations

  • The Oracle Fusion Cloud ERP customers who are also Avalara customers can take advantage of this automated enablement process.
  • This automated enablement process is only available for pods without geography setup or Avalara tax content setup configured. You can't use this process if you already use Avalara for tax partner calculations.
  • This automated enablement process is currently limited to business units and legal entities based in the United States and subject to United States taxes.
  • The automated enablement process is only for initial configuration. For incremental updates, you should use your existing processes.

Access Requirements

You need to have a job role assigned that has the privilege Manage Tax Partner Configuration (ZX_MANAGE_PARTNER_CONFIGURATIONS_PRIV) to access the Manage Indirect Tax Automation with Avalara page. The Tax Administrator role has this privilege so you can access the page if you have this role assigned.