> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/crm/plugins/tax-services/avalara-tax/enabling-and-setting-up-the-avalara-avatax-plugin.md).

# Enabling and Setting Up the Avalara AvaTax Plugin

**Step 1**

Activate the AvaTax plugin.

* Click on the **Admin** section from the navigation sidebar.
* Click on the **Plugins** page (Admin→Plugins)
* Click on the **Tax Services** tab.
* Click on the **Avalara** tile.
* Click **+ Activate**.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F4Ta7hiYjScjDn0qMqp8p%2Fimage.png?alt=media&amp;token=e81a6a0b-267e-4cb5-92f1-320eb058cf5d" alt="" width="329"><figcaption></figcaption></figure>

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FwRzrEOI86npxL3IFMq56%2Fimage.png?alt=media&amp;token=22a9fffd-3e50-4b20-b88d-bf89d7ff1723" alt=""><figcaption></figcaption></figure>

**Step 2**

Type in the required fields **companyCode, licenseKey, and accountId** that you received from **Avalara**.

**Note:** ***Username and Password may not always be required. Attempt an authorization without them then enter those fields if authentication fails.***

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FjbGDyyTiAwjAxmVt1wQL%2Fimage.png?alt=media&amp;token=397e0eb8-8a0d-4bf5-b795-5404731f2122" alt="" width="256"><figcaption></figcaption></figure>

* Check **calculateShippingTax** to allow **AvaTax** to calculate an **additional** tax on the shipping cost.
* Check **commitTransactions** to cause transactions to be marked as **Committed** in **AvaTax**.
* Check **includesAlcohol** to calculate tax on alcoholic products.  Enter the alcohol information on each product in CheckoutChamp.
* Check **doNotRecordFinal** so transactions will **not** be committed and will **not** be marked as type "SalesInvoice".  This will continue to return all tax calculations.
* Check **sendProductID** to send the base product ID as the item code.  Leave the box unchecked to send the campaign product ID.
* Check **taxIncludedInPrice** to calculate VAT.
* Enter an optional **FriendlyName** to differentiate multiple AvaTax plugins
* Enter **businessIdentificationNo** to calculate taxes outside of USA and Canada.  This is required to add other countries to a campaign.
* Check **excludeTestCards** to not calculate tax on test orders

When finished click on the **Connect** button.

**Note:&#x20;*****Committed transactions will show in the reports created by AvaTax and will be included in the tax returns Avalara files for your company.***

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FRLaikeHTBjwWNLGxm2fw%2Fimage.png?alt=media&amp;token=268b02f0-d76a-46f3-8c5d-e18aa3544ac9" alt="" width="333"><figcaption></figcaption></figure>

**Step 3**

Once you have enabled the plugin, click on the **AvaTax** plugin tile again and then click the blue **Edit** Icon to open the **AvaTax: Advanced Setup** page.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FMvTPeg9xqG9biIEinARX%2Fimage.png?alt=media&amp;token=a065cf39-8037-4d54-bacc-0d3a64895854" alt=""><figcaption></figcaption></figure>

**Step 4**

On the **AvaTax: Advanced Setup** page, click the **Test Credentials** button to verify your credentials are correct.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F0ZSnvp4HOyAxd7cSuWJS%2Fimage.png?alt=media&amp;token=642b7be5-d4cc-4e58-9af9-bf07b3ceebc7" alt="" width="375"><figcaption></figcaption></figure>

A successful test will display your subscription information in a popup.

![](https://konnektive.atlassian.net/wiki/download/thumbnails/2098041860/image2020-6-23_9-47-12.png?version=1\&modificationDate=1627931189104\&cacheVersion=1\&api=v2\&width=300\&height=269)

If the credentials are *incorrect* you will get a pop up box with an error message.

![](https://konnektive.atlassian.net/wiki/download/thumbnails/2098041860/image2020-6-23_9-47-24.png?version=1\&modificationDate=1627931188986\&cacheVersion=1\&api=v2\&width=400\&height=261)

**Note:&#x20;*****After changing any credentials, you will need to click the blue "Update" button before testing again.***

<br>

**Step 5**

You can also add a new **Tax Exemption** once you are on the **AvaTax: Advanced Setup** page by clicking on the green **+ button** under **Tax Exemptions Certificates**.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FKsczYmwWn5TbO2vQwg88%2Fimage.png?alt=media&amp;token=323b39fd-c99c-4f39-9b50-00e2703d3b95" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F1ZvYUTrvqk1X83YbE2xy%2Fimage.png?alt=media&amp;token=5729f648-e3e3-4a7b-a90e-e21341d49140" alt=""><figcaption></figcaption></figure>

**Note:&#x20;*****Tax Exemption is a monetary exemption which reduces taxable income. Tax exempt status can provide complete relief from taxes, reduced rates, or tax on only a portion of items.***

**Note:&#x20;*****You can add as many Tax Exemptions as you want here.***
