Getting Here: Click Configuration > Integrations > Taxation Configuration
Note: You can also edit an existing taxation configuration from this screen by clicking on a listed taxation configuration.
Note: All countries that you have configured in your environment, but have not yet associated with a tax method, display here. Once you have associated a country with a tax method, it no longer displays in this list as an option for new tax methods.
Note: You may only configure one instance of a tax method. Once you have configured a particular tax method, it is no longer available in this drop-down.
For example, you cannot create one configuration of the Aria internal tax engine to charge tax in the United States, then create another configuration of the Aria internal tax engine to charge tax in Canada. One configuration can accommodate both countries. You can modify any taxation configuration later, if necessary.
Once you choose a tax method, the configuration settings load and the Tax Group Configuration form populates below. It is very important to note that the form that populates is dependent on the tax method chosen. This means that the example given in the Create Tax Sets section may be different than the form you receive. For additional assistance, please see more on the third-party tax engine services Aria provides.
If you selected the Avalara, Sovos, or Vertex O-Series Method, then in the Tax Group Configuration section or any Configuration tab, you can specify the service location(s) associated with a bill-from or ship-from address for tax calculation. If you use any of the 3 tax engines mentioned above, you can also have taxes calculated based on a destination contact.
You can delete a taxation configuration at any time by clicking the red "X" next to the taxation configuration.