Managing product tax codes

This screen is visible once you have installed Avalara AvaTax. Read How do I configure and manage Avalara AvaTax?to follow our step by step guide to integrate Avalara with WebShop. Read Integrating AvaTax with WebShop for an overview of what this integration is and how it operates.

Term	Definition
Product tax code	a classification that the merchant assigns to each product to allow a tax calculation engine calculate the correct sales tax to apply to an order.
Product code / SKU	(SKU), the unique code for the product.

Log in

Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.

Open

Click Catalogue on the left hand menu. This opens Product Administration, from where you can open the Tax Codes screen.

Import

Complete this step only if you wish to store your product tax codes in Management Interface.

You can update your product tax codes using a spreadsheet update. The spreadsheet consists of three columns: SKU, Name and Tax Code.

Column	Description
SKU	Product code
Name	Product name
Tax code	Product tax code. Must be alphanumeric.

Prepare spreadsheet. To prepare the spreadsheet, download a full list of tax codes from Tax Codes Search (Avalara) and assign your products to relevant tax codes.
Click Import. This opens a screen to the right.
Click Select Tax Codes Spreadsheet. This opens a file browser.
Locate the spreadsheet you wish to import and click Open.
Click Submit. This validates your spreadsheet and uploads it for display in the Tax Codes screen. An error is returned if there is a problem with the contents of the spreadsheet.

Export

Click Export to automatically download a list of all product codes (SKUs), product names and product tax codes.

Edit

Update the value in the field. Changes are automatically once you click somewhere else on the screen.
Click Esc to cancel editing the field.