Avatax Add-On for ZNode 7.0

Applies To: ZNode Multifront 7.0 

The ZNode Avatax Add-on was designed and built using ZNode Multifront 7.0. This version does not support multiple ship to addresses at this time, so the connector also does not.

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Setup and Configuration

Once your files have been copied into ZNode, login to the Admin panel and go to Advanced > Rules Engine
  1. Make sure the Tax tab is selected and click to Add a New Tax Rule Type
  2. Your class name must be "AvataxTaxSales" and your name must be "Avatax".

Once you have registered Avatax, go to Setup > Taxes
  1. There must be at least one Tax Class available. The default setting is fine. You can configure Avatax to work with more than one Tax Class using a unique set of Avatax Rules.
  2. Using the desired Tax Class, click "Add Tax Rule"
  3. On the Add Tax Rule page, select Avatax from the drop down as your rule type, and the screen should reset to allow you to enter the settings provided to you by Avalara. Once you have entered your settings, you can verify they are correct by clicking the Submit button beside Test Connection. You should see a success message with some information about your account.
  4. You should work with your Avalara representative to determine which Avatax Classes you will need for the types of products you sell in your store. You can create this list at the bottom of the configuration page in the same way you would create Tax Classes for use in your local store. These may or may not be similar depending on the type of products you sell.

Once you have your setup done, Avatax will work; however, it will send all Products with the default Avatax class unless you need to classify them. Check with your Avalara representative to determine if Avatax Classification is needed. To classify your products, go to Inventory > Products and navigate to a product.
  1. You will see a new drop-down called "AvaTax Class Identifier". This is set to None by default. Any Avatax classes you created for the Avatax Rule associated with the Tax Class of this product will show in the drop-down to be assigned to your product.
  2. Changing a Tax Class on your product will also change the Avatax classes if you have a different set of rules attached to that Tax Class.

If you need to sell Non-Taxable items the go to Setup > Taxes
  1. Select to View the Tax Class that holds your Avatax Rule
  2. Select to Edit your Avatax Rule
  3. Click on Add Avatax Class
  4. You must enter "NT" and Identifier, and the Class Name should be something like "Non-Taxable"
All products assigned to the NT Avatax Class will not be charged tax.

If you have customers who should not be charged tax, then one of the Customer Profiles in ZNode should be set to Tax Exempt status. Customers having this profile assigned, with highest priority, should not be charged tax.

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Important Notes:

  • Avatax is a complete tax solution, therefore does not support combined tax methods (i.e. selecting more than one tax calculation rule for your Tax Class)
  • At this time, the connector does not support separate Avatax licenses by portal, and will read the settings in the first Tax Class

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Error Handling

Errors are logged in the Reports > Activity Log like other ZNode Errors. If your Avatax install is not working as expected, you can check there for information on any errors.

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Files Modified

Web Project
  • SiteAdmin/Secure/Inventory/Products/Add.aspx & .cs
  • SiteAdmin/Secure/Inventory/Products/View.aspx & .cs
  • SiteAdmin/Secure/Orders/OrderManagement/ViewOrders/CapturePayment.aspx.cs
  • SiteAdmin/Secure/Orders/OrderManagement/RMAManager/RefundPayment.aspx.cs
  • SiteAdmin/Secure/Orders/ReturnsManagement/RMAManager/RMARequests.aspx & .cs
  • SiteAdmin/Secure/Setup/Checkout/Taxes/AddRule.aspx & .cs
  • SiteAdmin/Themes/Standard/style.css

  • ZNodeCheckout.cs

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Files Added

Web project
  • Add a reference to the tax adapter dll - Avalara.AvaTax.Adapter
  • SiteAdmin/Secure/Setup/Checkout/Taxes/AddAvataxClass.aspx & .cs
  • SiteAdmin/Secure/Setup/Checkout/Taxes/AddAvataxRule.aspx & .cs

  • Add a reference to the tax adapter dll - Avalara.AvaTax.Adapter
  • AvataxTaxSales.cs 

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