How do I set up the Zuora-Avalara integration?

[Katherine]

How do I set up the Zuora-Avalara integration? 

[Katherine · Accepted solution]

Below are the high-level steps to configure Zuora to work with Avalara:

Submit a ticket to Support in order to gain access to this feature (currently in Limited Availability).

1. Set up Connections to Avalara: add Avalara as a tax engine in your Zuora tenant and set up the connection

2. Configure Tax Codes in Zuora Billing: create tax codes in Zuora and associate them with your tax codes in Avalara

3. Associate Avalara Tax Codes with Product Rate Plan Charges: set the Taxable flag on the charge in order to display the Tax Codes. Choose the applicable Tax Code to use for that product

• Note** this only needs to be done in the Product Catalog; a mass-amendment of subscriptions is not required
• Step 3 Video

4. Configure your Tenant Profile & Permissions: set origin address in Zuora and verify this address for compatibility in Avalara. Add Company Codes and additional origin addresses. Disable the Cancel Posted Invoice permission.

• Note** all addresses require a Country; for US and Canada a State is required 

5. Create Tax Exemptions: specify whether a customer account is tax exempt or not tax exempt

After completing testing in Sandbox, enable and test in Production.