TaxCloud API - Setup
This feature requires additional licensing. Please contact AcctVantage Sales for a quote.
Do you need to collect Sales Tax? Do you worry about getting it right? Would you like to save time in reporting and remitting your tax liability? If you've answered "yes" to any of the above, then our Tax API integration is meant for you.
TaxCloud is a web based service that validates, calculates and reports on anything and everything to do with Sales Taxes throughout the US. Your AcctVantage system can seamlessly integrate with TaxCloud to ensure proper calculation and reporting of sales taxes for any situation.
Set up the TaxCloud Integration in AcctVantage
Install the license
A license script will be provided by AcctVantage Support. Install the script per these instructions.
Create a Tax Area
Navigate to General Ledger ➤ Tax Areas and create a Tax Area for TaxCloud. AcctVantage uses a single Tax Area to communicate with the API. The detailed reporting of tax by jurisdiction will be done via the TaxCloud's web portal.
There is no need to delete existing Tax Areas and no need to change the Tax Area assignments on your Client or Ship To records. Once the integration is enabled, AcctVantage will ensure the TaxCloud system handles all sales tax activity.
If you are setting up a BigCommerce integration, you will also need a Tax Area for BigCommerce.
In this case, the best practice is to create two separate Tax Areas -- one for tax calculated via AcctVantage and one for tax calculated via BigCommerce. Even though TaxCloud is calculating sales tax in both places, using different Tax Areas will help ensure there is no conflict with tax calculations.
System Setup settings
Navigate to Administration ➤ System Setup and select TaxCloud from the drop-down menu. This is where you will enter your TaxCloud account information.
After you've entered the info below, click the Test Connection button to enable the service. The Enabled box will automatically be checked when the connection is successful.
- Tax API Service Name: TaxCloud
- Connection ID (assigned to you by TaxCloud)
- API Key (assigned to you by TaxCloud)
- Tax Area Mapping: Enter the Tax Area that you created above.
- Disable Document Committing: (Not recommended) Check this box if you want to have TaxCloud calculate but NOT report sales tax.
Warehouse Setup
TaxCloud requires a valid origin address in order to calculate tax.There are some tax jurisdictions where tax is calculated based on the Ship From address so you'll need to confirm each Warehouse has a valid address.
Navigate to Warehouse Management ➤ Warehouses and click Show All. Open each Warehouse record and verify the address is valid.
Client Exceptions (Optional)
- Tax Area: When using a Tax API, the Tax Area on the Client/Sales Master screen is not used.
- Once the integration is enabled, AcctVantage will ensure the TaxCloud system handles all sales tax activity.
- You may wish to keep the existing tax area for your own reporting, but it will have no impact on TaxCloud processing or reporting. There is no need to delete existing Tax Areas and no need to change the Tax Area assignments on your Client or Ship To records.
- Tax Exempt Number: All taxability evaluations will be made by TaxCloud. See TaxCloud's documentation for instructions on setting up exempt certificates.
- Tax API Customer Code: TaxCloud has a provision to handle exceptions for individual clients. Please refer to the TaxCloud documentation for use cases.
- Tax API Calc Using Bill To Address: Enable this setting to force the system to always use the customer's bill to address for tax calculations.
Client example
Ship To example
Product Assignments (Optional)
Map items to special tax codes to tell TaxCloud which tax rules to use when processing transactions.
Items that aren't mapped will be taxed according to the Taxability Information Code (TIC) that was selected when setting up your account.
If there are items that should be taxed using some other rules, you will need to enter a different TIC into the Tax API Tax Code field on the Product record.
