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.

Avalara Obtained Certifications:

Before we delve into how to connect your existing Avalara account to Chargify, it’s important to ensure that merchants are aware of the rules surrounding taxing subscribers.

A few items must be in place to create a situation where tax is generated:

  • The product (address required) or component must be taxable
  • Your tax origin address / settings must be complete
  • A subscriber must provide a full billing or shipping address

Creating Taxable Subscriptions

In order for a subscription to be considered taxable, the subscription must have a valid shipping or billing address. The address information must be complete, and be formatted properly in order to correctly determine the tax locale of the charge.

Full Address Required for Taxable Subscriptions

When using Avalara, Chargify requires that you use complete addresses in order for your subscriber to be taxed appropriately. Partial addresses, such as country and zip code, are not acceptable as valid addresses in order to derive tax information from Avalara. The result of supplying partial addresses will be that your subscribers are not charged tax.

A complete address includes the following:

  • Address 1 (50 characters maximum)
  • Address 2 (optional, use when appropriate)
  • City
  • State (Required ISO format, see below)
  • Country (Required ISO format, see below)
  • Postal Code / Zip (11 characters maximum)

Required Country Format for Taxable Subscriptions

Chargify requires that you use the ISO standard country codes when designating the subscriber's taxable location.

Countries should be formatted as 2 characters. For more information, please see the following wikipedia article on ISO_3166-1.

Required State Format for Taxable Subscriptions

Chargify requires that you use the ISO standard state codes when designating the subscriber's taxable location.
  • US states (2 characters): ISO_3166-2

  • States outside the US (2-3 characters): To find the correct state codes outside of the US, please go to ISO_3166-1 and click on the link in the “ISO 3166-2 codes” column next to country you wish to populate.

Connect to AvaTax

Find your AvaTax Credentials

If you receive the error message "Invalid Credentials" with a recently generated license key, please wait 5 minutes and try again. When generating a license key within Avalara, it may take up to 5 minutes for the key to become available for usage.

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 modal 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. If you had - please validate it. Avalara needs a full address on file to calculate the correct tax rates.

As a last step, please select tax destination address. To learn more please check our Tax Settings page.

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 which will allow you to gain access to reporting, tax filing, and other services from Avalara. 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 the Edit button. You will be able to change account credentials or select another company.

Edit your Avalara credentials

Invoice Billing Mappings between Chargify and Avalara

The following section deals with mappings in Avalara only if you are utilizing classic invoice billing in Chargify. If you are using Relationship Invoicing with Chargify, please locate the mapping section below that deals with Relationship Invoicing.

Payments mapping

From (Chargify) Prefix To (Avalara)
Transaction ID CHARGIFY-PAYMENT DOCUMENT CODE
Statement ID CHARGIFY-STATEMENT REFERENCE CODE
Customer ID N/A CUSTOMER
Payment mapping example

Invoices mapping

From (Chargify) Format To (Avalara)
Subscription ID and Invoice ID CHARGIFY-SUB-{subscription_id}-INV-{invoice_id} DOCUMENT CODE
Unpaid (Status)   Saved
Paid (Status)   Committed
Customer ID   CUSTOMER
Reference Code N/A Not used
Invoices mapping

Refunds mapping

From (Chargify) Prefix To (Avalara) Notes
Refund ID CHARGIFY-REFUND- DOCUMENT CODE  
Payment ID CHARGIFY-PAYMENT- REFERENCE CODE  
Invoice ID CHARGIFY-SUB-{subscription_id}-INV-{invoice_id} REFERENCE CODE Applicable if refunded payment is related to invoice
Customer ID   CUSTOMER  
Refunds mapping

Line item mapping

From (Chargify) Prefix To (Avalara) Notes
Product ID Product-{product_id} ITEM  
Component ID Component-{component_id} ITEM  
Product name CHARGIFY-SUB-{subscription_id}-INV-{invoice_id} ITEM DESCRIPTION With subscription date or to component name field
Product Tax Type   TAX CODE  
Component Tax Type   TAX CODE  
Tax Origin Address   ORIGIN ADDRESS  
Billing Address or Shipping Address   DESTINATION ADDRESS  
Line item mapping

Relationship Invoicing Mapping between Chargify and Avalara

The following section deals with mappings from Chargify to Avalara only if you are utilizing Relationship Invoice billing in Chargify. For more information on Relationship Invoicing, please see our documentation that covers the broader topic of this style of invoicing.

Invoices mapping

For Relationship Invoicing only:

From (Chargify) Prefix To (Avalara) Notes
Subscription ID & Invoice ID CHARGIFY-CENTRIC-SUB-{subscription_id}-INV-{invoice_id} DOCUMENT CODE  
Unpaid (Status)   Saved  
Paid (Status)   Committed  
Voided   Cancelled  
REFERENCE CODE   N/A  
Customer ID   CUSTOMER  
Invoices mapping

Credit Notes mapping

For Relationship Invoicing only:

Credit notes sync occurs during refunds and voiding partially paid invoices operations.

From (Chargify) Prefix To (Avalara) Notes
Credit note ID & Subscription ID CHARGIFY-CENTRIC-SUB-{subscription_id}-CN-{credit_note_id} DOCUMENT CODE  
Status   Committed Always
Invoice ID CHARGIFY-CENTRIC-SUB-{subscription_id}-INV-{invoice_id} REFERENCE CODE Invoice that was refunded
Customer ID   CUSTOMER  
Credit Note mapping

Line item mapping