Link My Avalara Account

Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, insuring your transaction tax is calculated based on the most current tax rules.

Connect to AvaTax

Find your AvaTax Credentials

In order to connect to Avalara you need to obtain account ID and license key. Please refer to Avalara FAQ for finding account id and license key.

Enable AvaTax for Chargify Site

Find “Link My Avalara Account” panel and click “Get Started” button.

Go to Config / Taxes in the navigation panel.
Enter your Avalara account id and license key and press "Validate Avalara Account".

After providing valid credentials a pop-up will appear with list of your Avalara companies. Please select which one you want to connect with in Chargify. At the top you can view if your Avalara account is in production or sandbox mode.

In order to commit transactions to Avalara you need to select “Post documents to Avalara checkbox.” You can change this option later.

List of Avalara Companies

If you haven’t setup Tax Origin Address before you will need to provide your business’s address. Avalara needs a full address on file to calculate the correct tax rates.

After filling out the form, save changes by clicking "Set My Tax Origin Address" button

Post documents to Avalara

  • Enabled: Enables tax document submission to Avalara’s AvaTax service for record keeping. With this setting enabled, transactions will be posted and committed to the AvaTax Admin Console. Please be aware that Avalara charges more when you post documents. This may increase your Avalara bill.

  • Disabled: Chargify will send only tax calculations to Avalara. No transactions will be saved in Avalara.

Example screen displaying Avalara enabled

Change Avalara credentials or company

In order to change credentials (ie. from sandbox to production) click Edit button.

You will be able to change account credentials or select other company.

Edit your Avalara credentials

Mappings between Chargify and Avalara

Payments mapping

  • DOCUMENT CODE maps to transaction ID prefixed with CHARGIFY-PAYMENT-

  • REFERENCE CODE maps to statement ID prefixed with CHARGIFY-STATEMENT-

  • CUSTOMER maps to customer ID

Payment mapping example

Invoices mapping

  • DOCUMENT CODE maps to subscription ID and invoice ID in format CHARGIFY-SUB-{subscription_id}-INV-{invoice_id}

  • REFERENCE CODE is not used

  • CUSTOMER maps to customer ID

Invoices mapping

Refunds mapping

  • DOCUMENT CODE maps to refund ID prefixed with CHARGIFY-REFUND-

  • REFERENCE CODE maps to payment ID which was refunded prefixed with CHARGIFY-PAYMENT-

  • CUSTOMER maps to customer ID

Refunds mapping

Line item mapping

  • ITEM maps to product ID or component ID

  • ITEM DESCRIPTION maps to product name with subscription date or to component name field

  • TAX CODE maps to product or component tax type field

  • ORIGIN ADDRESS maps to tax origin address

  • DESTINATION ADDRESS is billing address or shipping address.
  • Depends what is setup in your Tax Settings.
Line item mapping