# Avalara ## Avalara Overview Avalara is a 3rd party tax compliance software that can be used to dynamically assign tax codes based on Order and Yard Locations, Entity Use Codes and External Avalara Settings. Fast-Weigh sends a request to Avalara with the payload listed below to determine the Fast-Weigh Tax Code that needs to be applied: ``` code = $"{transactionNumber}"; type = $"Sales{transactionType}"; date = transactionDate.ToString("yyyy-MM-dd"); customerCode = customerID; commit = "true"; description = $"Sales {transactionType} for {customerID}"; purchaseOrderNo = poNumber; lines = new List(); ``` This request is only triggered by 2 processes in Fast-Weigh: 1\) A New Order-Product is added to an Order 2\) When unbilled Tickets are assigned to a Batch on the New Billing Screen ### Non-Exempt Tax Process: {% hint style="info" %} If there are no exemptions such as an entity use code or an external rule then the following applies: {% endhint %} Avalara references the FROM/TO Latitudes and Longitude to determine if tax is applied at the pickup or the destination and what rate to use accordingly. Fast-Weigh always sends the Yard Latitude and Longitude for the FROM Location. Setting a Lat/Long is required for all yards for the integration to work. Optionally, a Lat/Long can be set at the order level in Fast-Weigh. This will be sent as the TO Location. ### Tax Exemption Options: 1\) Set an entity use code on the order. Entity use codes are initially setup in portal settings. Once created, they can be assigned as defaults to customers. If a customer has a default entity use code, new orders for that customer will inherit the entity use code. Fast-Weigh allows for the default to be overridden by any other use code (including "none") at the order level. 2\) In Avalara: Define a Customer exemption 3\) In Avalara: Define a specific PO for a specific customer exemption 4\) In Avalara: Define a Product exception ### First Time Setup: Portal Settings > Configure External Tax Service Set the Service to Avalara Account ID: rest User: Avalara Admin Account Password: Avalara Admin Account Entity Use Codes: | A | Federal Government | U.S. only | | ------- | ------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | B | State Government | - | | C | Tribal Government | - | | D | Foreign Diplomat | - | | E | Charitable/Exempt Organization | - | | F | Religious Organization | Effective January 1, 2018, the Streamlined Sales Tax Project (SSTP) split educational and religious organizations into 2 separate categories. Previously, Entity/Use Code F represented both religious and educational organizations. This change was effective in Avalara products on April 1, 2018. | | G | Resale | - | | H | Agricultural | Use tax codes PA020120, PA020122, PA020123, and PM020400 with this code. These codes apply state-mandated reduced rates for manufacturers in New Mexico. This code produces a fully taxable result in states where there's no reason for exemption or a reduced rate. | | I | Industrial Prod/ Manufacturers | Use tax codes PM020704 and PM020700 with this code. This will apply the state-mandated reduced rates for manufacturers in Alabama, Louisiana, and Mississippi. This code produces a fully taxable result in states where there's no reason for exemption or a reduced rate. | | J | Direct Pay | - | | K | Direct Mail | - | | L | Other/custom |

Other exempt reasons such as,

| | M | Educational Organization | Effective January 1, 2018, the Streamlined Sales Tax Project (SSTP) split educational and religious organizations into 2 separate categories. Previously, Entity/Use Code F represented both religious and educational organizations. This change was effective in Avalara products on April 1, 2018. | | N | Local Government | U.S. only | | P | Commercial Aquaculture | **Canada only** | | Q | Commercial Fishery | **Canada only** | | R | Non-resident |

Canada only

For use by Canadian registrants receiving a Drop-Shipment Certificate from a registered consignee pursuant to Subsection 179(2) of the Excise Tax Act.

| | Taxable | Override Exemption | Using Taxable as the entity forces a typically exempt customer to pay taxes. This is how you can prevent an exemption certificate by applying to a sale. | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.tacinsight.com/fast-weigh-knowledge-base/references/integrations/avalara.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.