If the Avalara Web Integration is enabled, clicking this button will make a call to Avalara to set the correct Sale Tax Group for invoicing this Job.Version 9.1 supports an alternative method of computing sales tax on AR Job Invoices using the Avalara Web Service Integration instead of SAMPro's internal computations. This functionality is currently supported for Sales Tax and Tax Exempt invoices, but not recommended for Use tax computation. An advantage of using Avalara is that they will provide the tax reporting to supported districts.
After obtaining your license and credentials from Avalara, the following registry must be set to enable the Avalara Web Integration. It is required that testing in a 'sandbox' test system be conducted before running live.
Avalara has a field labeled Reference Code that is the functional equivalent of a SAMPro user-defined field. That field is now used to hold the WO Id, Job Id, SAMPro Version No and Function.
See Registry for Avalara Web Services Integration for the settings required for this functionality.
User:
A SAMPro Special User must be set up to manage the handshake between SAMPro and the Avalara Web Service Integration. This User Id and Password must both be set to taxservice.
Job Cost Category:
Job Cost Category Group: Avalara
Avalara Tax Code:
Service Invoice Job Cost Categories should have this field completed if the Avalara-defined default value should not be used. This user fril
Job Cost Category Group:
A Job Cost Category Group should be created with the Id of Avalara.
Job:
Client Site Id:
A Job that is not Site-specific is NOT eligible for Avalara tax calculations. This applies to both service and progress billing methodologies. The Tax Group must be specified in the Job when invoicing through Record Billing Adjustment.
Sales Tax Group:
If this Group was created in SAMPro or via the Import Sales Tax (Avalara) SAMPro's internal sales tax processing will be used to generate sales or use tax on invoices for this job. If this field is blank, or it contains a Sales Tax Group generated by a call to the Avatax Web Service, the Sales Tax (or Exempt Amount) will computed via the Avalara Web Integration. The Tax Group must be specified in the Job when invoicing through Record Billing Adjustments.
If the Avalara Web Integration is enabled, clicking this button will make a call to Avalara to set the correct Sale Tax Group for invoicing this Job.
Client Site:
If the Avalara Web Integration is enabled, clicking this button will make a call to Avalara to validate that Work Site Address is correctly configured so that the correct Sales Tax Authority Group can be determined when invoicing.
The following files compatible with the v.exe SAMPro image must reside in the same directory:
vdevw.exe.manifest
v.exe.manifest
SamproNetFramework.dll
Newtonsoft.Json.dll
Data-Basics.Avalara.Net (Folder and contents)
vrgstry.sam and vrgstry.cus
Start Validate Avalara Configuration
This function allows validation without having the UseExternalTaxService setting turned on. This allows authentication of the configuration (sys-avalara) prior to enabling live integration.
When using the Avalara Web Service, a new workspace may pop up before the check list is displayed. It relays to the user any issues reported by Avalara. WO/Jobs with errors will still show in the check list but can't be selected for billing.