Getting set up with Avalara’s AvaTax

In order to use AvaTax, you’ll need an Avalara account number and a License Key.    These two pieces allow AccountingSuite to connect your account with Avalara to complete sales tax transactions.    There are two ways to obtain these. Get your own Avalara Account on the AvaTax website. Describe your sales tax situation and Avalara will provide […]


User the search box below to search all articles.   This search will return results outside of the User Guide format.    To view a list of articles in a category, use the dropdown list below. Search Search for: Categories Accounting Administration Advanced Topics April 2017: Yorkie Avalara Bank Banking FAQ Beginner Bootcamp Changelog Classes […]


New Features Automatic Sales Tax Calculation – Our certified integration with the Avalara AvaTax product simplifies sales tax calculation.  This new integration dynamically delivers instantaneous sales tax decisions based on precise geo-location in more than 10,000 taxing jurisdictions in the U.S.  Zoho CRM Integration – This deep integration will synchronize your data in Zoho CRM with AccountingSuite.  Accounts, contacts, price […]


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Intro Company Info General Print Form Setup Sales Purchases Inventory Accounting Bank Integrations Utilities Data Import Beta The Settings consist of several tabs that allow for the customization of the system to best suit the situation of the company.    To get to the Settings, navigate to Quick Menu [jmlicon type=”glyphicon glyphicon-arrow-right”] Settings. The tabs on […]

Adding Sales Tax on Transactions

To calculate Sales Tax on Sales Orders, Invoices and Credit Memos, follow these steps.    Please note that this process will result in charges being assessed for sales tax calculation. Create the invoice or Credit Memo.  Pay special attention to the shipping and billing addresses as these are used when calculating the sales tax. Click the Sales Tax tab. Ensure that […]

Editing Product to use AvaTax Sales Tax

In order to assign the appropriate tax rates, each product in your inventory must be assigned a tax code. Because some products are taxable and some are not, it is also necessary to indicate which products in your inventory are taxable. Navigate to Inventory [jmlicon type=”glyphicon glyphicon-arrow-right”] Items  Double click on an item. Check the Sales […]

Saving and Adding Tax Codes

Sales Tax Codes help simplify the complex rules associated with different taxable and non-taxable goods and services.   Each code represents a category of products or services and each taxable item you sell will need to be assigned a tax code.  In this step we’ll add only the tax codes you’ll need for your products to […]

Enabling AvaTax

Enable AvaTax Sales Tax in AccountingSuite   Navigate to Quick Menu [jmlicon type=”glyphicon glyphicon-arrow-right”] Settings [jmlicon type=”glyphicon glyphicon-arrow-right”] Sales Tax Check the Yes checkbox next to Do you charge Sales Tax? Choose Avalara as the Sales Tax Calculation Method. Enter your Avalara account number and network key.  See Obtaining an Avalara account for more information.In the Network […]