Avalara has been disrupting the status quo in the “scintillating” world of sales tax management since 2004 and continues to blaze new roads in this very old industry. From the beginning, their dedicated team of revolutionaries has worked day and night to help businesses of all sizes achieve compliance by providing a fast, easy, and accurate way to manage transactional taxes. If you're needing to add multiple tax brackets, codes for various States, Counties, Zips, and Avalara will be the right option for you.
How to Enable Avalara in your Cart
How to access Avalara In PinnacleCart
How to Set up Your Avalara Account
Adding your Avalara Account to PinnacleCart
Adding in your Avalara Tax Codes
Adding Tax Codes to your Products
How to access Avalara In PinnacleCart
You will first log into your Administrator Dashboard for your cart
Use the Apps Option on the Left-hand side.
If necessary, select App Center in the top Right.
Locate and select Details located under the Avalara App
Select Sign up for an Avalara account
How to Set up Your Avalara Account
First, select a plan that will fit your needs. Next fill in the New Account Information that appears in the box then proceed through to checkout.
This will prompt an email from Avalara with your temporary Log-In information.
Use the log-in information emailed, including a link to correct log-in area, to set up your account with Avalara. Guidance on their system and how to set it up can be found at the Avalara Help Center
Adding your Avalara Account to PinnacleCart
Navigate to the Admin Dashboard of your cart. Once there, go back into the Avalara app as described above. Select Enable in the Top Right.
Use the Account #, License Key, Company Code, and Avalara Webservice URL provided by Avalara.
Provided the information entered into your PinnacleCart is correct, your Avalara Account is now activated.
Add in your Avalara Tax Codes
Once you've activated Avalara, you will now import tax codes. To do this, go back to Apps. Click Avalara.
Click the Tax Codes button.
In the dialog box that pops up, you would enter the Avalara username and password you use to log in to your account with them.
Next, click Add Avalara Tax Code.
Now you would see the generic and default tax codes from your Avalara account. You can add them to your cart here.
The other option is to manually add tax codes. To do this, you can skip the step where you enter your Avalara credentials.
Click Add Code.
Enter your Tax Name and Tax Code and click Save.
Adding Tax Codes to your Products
To add the tax codes you've imported or created, go to Products. Click on a product to edit it.
Scroll down to Pricing & Taxation.
Below Avalara tax codes, click the drop-down menu and select the tax code you'd like applied to that product. Click Save at the bottom right when you're done.
Links to Related Articles
If you didn't get your question answered, please contact the Pinnacle Cart Support Team. To submit a ticket, go to the My Account drop-down menu at the top right of the admin area and select Support