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

# Enabling and Setting Up the Avalara Tax 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="/files/ar2riDCZUyGCW8UZFEj9" alt="" width="309"><figcaption></figcaption></figure>

<figure><img src="/files/lk64zIVNIomiiNbRUwGc" alt="" width="362"><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="/files/ZeB1qO4mR89xhNlO9WqB" 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 Konnektive.
* 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="/files/tQZSiTHJCYWKPlrRYgWT" alt="" width="307"><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="/files/LmkCzQQXJYQJ2AZQ9Dzh" alt="" width="371"><figcaption></figcaption></figure>

<figure><img src="/files/0fMTLsFEguZI44njCxMY" alt="" width="360"><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="/files/Q0qvIOVXTeJ1BKwDUn4o" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="/files/1bzlF7bTm6SO4FrzIEhL" alt="" width="343"><figcaption></figcaption></figure>

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

<figure><img src="/files/RinRMsdP5qfvHRV16Iz2" alt="" width="343"><figcaption></figcaption></figure>

**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="/files/TvSAtUBaRs3WFDKwjLMF" 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.***

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