3. Click Enable on the row for Avalara.

4. Enter your Avalara Account ID and License Key (generated on Avalara website)

This screen also contains options to use the Avalara Sandbox (for testing), and to only use Avalara for tax calculation, preventing your invoices from being synced with the Avalara system for tax filing.

By default, Omega will use the production Avalara API and will copy invoices to Avalara for ease of tax compliance and filing.

Note: we strongly recommend testing your Avalara credentials (account id and license key) by clicking the "TEST CONNECTION" button before proceeding.

Once you have finished entering your credentials and choosing the configuration that best suites your needs. Click "DONE" and then click "SAVE" to update your Omega account configuration.

If your organization has multiple company profiles within Omega, you'll need to set a unique Avalara company code for each of them. To do this:

If no Avalara company code is configured, Omega will use "DEFAULT" as the company code.

Now that AvaTax has been configured, simply enter/edit line items on a job and the tax calculation will be done for you. You can override AvaTax's automatically calculated sales tax by clicking the toggle and entering in a sales tax value manually.

Please note that AvaTax may take up to a day to register changes in Nexus (taxable regions), so plan accordingly.