Integrating with Avalara for Taxes & Shipping

You can charge taxes on items on your learning site when using the native Thought Industries eCommerce with Stripe. First, you will need to work with Avalara to set up an account, and then link that account to your learning site. You will also need to designate a fulfillment center since Avalara will calculate taxes automatically based on the location of the center. Finally, you'll need to enable taxes on the appropriate content and eCommerce items. 

Where do I find this?

Linking Avalara: 

Settings > Integrations > eCommerce > Tax Settings tab

Setting up a fulfillment center: 

Settings > Integrations > eCommerce > Tax Settings tab

Enabling taxes on content:

Content > Actions > Settings > eCommerce

Enabling taxes on an eCommerce item:

eCommerce > Actions > Edit

How do I do this?

1. From your homepage, select Settings.
2. From the left menu, select Integrations and then eCommerce. 
3. Go to the Tax Settings tab and locate the Avalara Tax Settings section.
4. Enter the appropriate information:
   • Avalara Account Number
   • Avalara License Key
   • Avalara Service URL
   • Avalara Company Code
5. Click Test Credentials to ensure everything was entered correctly.
6. Enable the appropriate settings.
   • Disable Avalara Document Committing: If "No" (default setting), orders will be saved to the Avalara tax database.
   • Disable Tax Calculation: If "No" (default setting), orders will be taxed.
   • Disable Address Validation: When checked, addresses will not be validated during checkout.
   • Tax Included in all Prices: When checked, tax is assumed to be built into the price of every item for sale, and as result sale amount and tax is back-calculated in Avalara.
   • Send Email as Customer Code: When checked, we'll send the Learner's email address as the Customer Code.
   • Enable Logging: When checked, Avalara tax requests/responses will be logged temporarily, and can be viewed on the Tax Settings screen.
7. Click Save.

1. From your homepage, select Settings.
2. From the left menu, select Integrations and then eCommerce. Go to the Tax Settings tab.
3. Assuming you've connected to Stripe and Avalara, you will have the option to manage fulfillment and shipping rate details on this page.
4. Click Create Fulfillment Center. 
   • Fulfillment Center Name
   • Have Latitude/Longitude?: Toggle to "Yes" if you have a latitude and longitude of this fulfillment center. Otherwise, toggle to "No" and enter address information.
5. Click Save.
6. See our Setting Up Shipping Rates article for more information on shipping.

1. From your homepage, select Content.
2. Click the Actions drop-down next to the content you want to alter, and then click Settings.
3. From the left menu, select eCommerce.
4. Complete the fields within the Pricing section:
   • Taxable?: toggle to "Yes" if you'd like to charge taxes.
   • Fulfillment Center: select a fulfillment center from the drop-down list (once set up as outlined above).
   • Tax Category: select a tax category that applies to the specific item. Either choose from the drop-down or use the search field to find a specific category.
5. Click Save.

1. From your homepage, select eCommerce, then eCommerce Items.
2. Click the Actions drop-down next to the item you want to alter, and then click Edit.
3. Scroll down the page and complete the following fields:
   • Taxable?: toggle to "Yes" if you'd like to charge taxes.
   • Fulfillment Center: select a fulfillment center from the drop-down list (once set up as outlined above).
   • Tax Category: select a tax category that applies to the specific item. Either choose from the drop-down or use the search field to find a specific category.
4. Click Save.

What does this look like?

Admin View (Linking Avalara):

Admin View (Setting Up a Fulfillment Center):