Setting up Avalara Tax on Webjaguar

Step 1: Login to admin area of the website.

Step 2: Go to SiteInfo.

Step 3: Click on the second tab for Site Configuration.

Step 4: Go to "Tax Options". (If you do not see tax options, please contact webjaguar support team).

Step 5: Put your Company Code, Account Number, Licence Key here.

Step 6: Ask webjaguar support team to put Service URL.

Step 7: If you are planning to use specific tax code per product, provide field ID on "Avalara Tax Code Field" and provide tax code on that specific field of a product. For example, put "17" and use field17 of the product to specify tax code.

Step 8: If you are planning to use UPC code instead of sku, please check the box "Use UPC".

Step 9: If you are planning to commit tax to avalara manually, select specific substatus from the drop down for Avalara Tax Substatus Trigger to Commit". Tax will not be commited to avalara until you manually change the substatus of an order. Default is automatic commit when order is placed.

Test Avalara Tax Setup.

Step 1: Login to admin area of the website.

Step 2: Go to SiteInfo.

Step 3: Click on the "Avalara Test" link on the left bar as shown in the image below.

Step 4: If you see "Success", you are now ready to use webjaguar with Avalara Tax engine.

Step 5: If you see "Error", please contact webjaguar support team.

View Log

Step 1: Login to admin area of the website.

Step 2: Go to SiteInfo.

Step 3: Click on the "Avalara Log" link on the left bar as shown in the image below.

Step 4: You will see Log File that contains logs of recent transactions with Avalara Tax Engine. This log file will be rotated periodically after it reaches certian size for better performance.

Set Tax Code per Product

Step 1: Login to admin area of the website.

Step 2: Go to Catalog --> Products --> Click on a product you want to add/edit tax code.

Step 3: Click on ProductField Tab.

Step 4: Put tax code on a field specified on the Tax Configuration as shown in the image below.

Step 5: Please make sure that this code is also added to your avalara admin console. If same tax code does not exist, avalara will calculate tax based on default tax code.

Set Tax Exempt Rule per Product

Step 1: Login to admin area of the website.

Step 2: Go to Catalog --> Products --> Click on a product you want to add/edit tax code.

Step 3: Click on Price Tab.

Step 4: Uncheck "Taxable" box. Default is checked and taxable.

Step 5: Alternatively you can use Field shown in the previous rule and specify "NT"

Rules for Committing Tax to Avalara

By Default when order is placed, tax will be committed to Avalara.

If you do not want to commit the taxes when order is placed and want to commit it at later stage, you can do it on Configuration by selecting a specific substatus that triggers tax commit to Avalara.

When order substatus is changed to selected substatus in the previous step, webjaguar will commit tax to avalara and you can view it on your avalara admin portal.

Rules to Void Tax on Avalara

By changing order status to canceled, taxed committed on the avalara will be canceled and you will see Void status for that tax document.

Rules for Return Invoices

For any reason, if you need to return partial or full invoice, you can do it by following these steps:

Step 1: Login to admin area of the website.

Step 2: Go to orders.

Step 3: Click on order for which you need to process return invoice.

Step 4: Click on the edit link on the top left side.

Step 5: Add items to be returned with negative quantity.

Step 6: Click recalculate button and make sure that taxes are correct and reduces the tax amounts for the returned items.

Step 7: Click Save button. This will save changes on the webjaguar. On Avalara portal, you will see 2 tax documents. Original with the same invoice number and newly generated tax document that has Invoice number with extention -1, -2, etc. This new document will show taxes with negative amount for all items that are returned.