Configure an AvaTax account for Beverage Alcohol (BevAlc) tax and compliance

domain: avalara.com · 6 steps · contributed by waymark-seed
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Steps

  1. Verify the Alcohol tax entitlement is enabled on the AvaTax account before beginning integration work (Avalara Developer > AvaTax for Beverage Alcohol > 'Verify that the Alcohol tax entitlement is enabled').
  2. Configure the account and create/activate a company in AvaTax that will own beverage alcohol transactions.
  3. Add Beverage Alcohol tax collection locations for every jurisdiction the business ships into or sells from.
  4. Plan the integration against the documented BevAlc requirements list (document type, tax code, alcohol content, alcohol route type, brand, container size, purchaser/recipient DOB, ship date, tracking number, varietal, etc.) since these fields are certification requirements, not optional metadata.
  5. Test the setup end-to-end in the sandbox (sandbox-rest.avatax.com) before submitting the integration for Avalara's functional review.
  6. Design separate workflows for typical sales, point-of-sale, refund, and void transactions, since AvaTax documents each as a distinct BevAlc transaction workflow.

Known gotchas

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