Currently when a transaction (sales order, sales invoice) is sent to Avalara the whole transaction is sent and tax is calculated on the whole transaction amount. In some cases there may be several lines on a transaction some of which are taxable and others not taxable. Avalara should only calculate tax on the taxable lines.
by: Dennis P. | over a year ago | Financials
Comments
The Sage Sales Tax integration does not support sending partial documents. Doing so would create difficulties if one were questioning the tax results (who calculated it). It could also be problematic during an audit as you would have to be pulling information from multiple sources to justify the tax collected. Managing at the document level ensures that there is one source for the taxes (taxable or nontaxable). Sending all lines does not have an impact on the fees incurred as the measurement is by document and not line.
The SST integration is controlled by "Company". Within an SST company, you have the ability to manually (or the setting can default from the customer) declare an entire document as non-taxable and in that case it may or may not be sent to SST for calculation (parameter controlled). Other than that instance, all documents within an SST company have the tax calculation performed by SST.
There has been a misunderstanding that the integration is controlled by "Country". That is not the case. The appearance of country in the parameters is specifically to control address validation.