Avatax

Avatax by Avalara provides a centralized service for tracking sales tax bills. This plugin integrates that service into the Workarea platform. Instead of using the Workarea platform's included sales tax caclulation system, it uses Avatax to calculate sales tax. After an order is placed, that order's sales tax bill is transmitted to Avatax. Users may choose to commit (save them so that they are reflected in tax liability) posted documents either via Workarea platform, or via their own order management system.

Features

Out of the Box

• Full reporting feature with summarized and detailed reports
• Constant real time updates with the latest rules and regulations for accuracy

Requirements

• Avalara Avatax account (These values can be found in your Avalara administration console upon Registration)
• Account Number
• License Key
• API URL
• Shipping Item Code or Tax Code

Installation and Configuration

1) Add the Application gem to your gemfile in host application

  gem 'workarea-avatax', '~> <version>'

2) Add Avatax Secrets

  avatax:
    username: AVATAX_USERNAME
    password: AVATAX_PASSWORD

Optionally set the endpoint to sandbox for testing.

3) Configure the avatax plugin with the merchant's distribution center inside the host app's config/initializers/workarea.rb file

  Workarea::Avatax.configure do |config|
    config.dist_center = {
      Line1: '1234 Your St',
      Line2: '',
      City: 'YourCity',
      Region: 'Your State',
      Country: 'US',
      PostalCode: '123456'
    }
  end