Accorto can maintain Tax Locations for "Ship From" (service location) and "Ship To" (billing address).  We use Avalara to validate Tax Locations.


Use

Tax Location

For Service Locations ("Ship From"), you can define shared addresses and resource-specific (private) addresses.

In the Tab Tax Location, create and validate the addresses:


Usually, it just necessary to enter Street and zip code - in addition to the Name (Alias).


Once validated, you can make it your default address:

To make the address only accessible to you, select your Resource record. This way, no ine else can see the address (other than administrators).




Resource

Set your default Location in the Tab Resource for your record.


Timesheet

If enabled, select the Tax Location.


Setup

Tax Location Sharing

By default, Tax Locations are private. To enable everyone to use the shared locations (i.e. not resource-specific), create Tax Location Sharing Rules based on Criteria "Shared equals True".

To enable managers or accountants/administrators to view the resource-specific addresses, add Sharing Rules Based on record owner.

Example:


Avalalara Setup

In > Setup > Custom Settings > Accorto Avalara - Manage your settings and create/edit the Default Organization Level Value.

Enter Production and Sandbox endpoints and license keys.


Remote Site Settings

In > Setup > Remote Site Settings, create entries for both production and sandbox endpoints, e.g.

https://sandbox-rest.avatax.com


Add Tax Location to Timesheet

If the Resource has a Tax Location defined, the location info is automatically added to the TE Item record.

If you want users to be able to select a location, add the Tax Location to the T+E Item Fieldset:

  • > Setup > Object Manager -- select T+E Item
  • in Field Sets, select Entry_Timesheet and/or Entry Table
  • Add the field Tax Location  to the Field Set