This section will cover how to set up taxes in iPaaS.com. (Note: if client is using the BC Avalara extension for tax calculation, use KB article  “How to configure iPaaS.com to use the BigCommerce Avalara Application for Taxes” to configure taxes.)


Prerequisite 

tax-codes from CounterPoint


First, you will edit the some of default tax mappings in the CP Order Headers Collection.

1. Select the "Edit" Button next to " Transaction-CP Order Headers from iPaaS.

 

Transaction Transaction Transaction Transaction Transaction Payment Transaction CP Order Header Complete Update From IPaoS CP Order Header Cancel Update From IPanS CP Deposit Ticket From IPnnS CP Deposit Ticket - From IPaaS CP Deposit Ticket - Payment From IPaaS CP Deposit Ticket - GC Line From IPaaS e re


2. Navigate to "TAX_COD' field.

3. Select Edit.

 

Dynamic Formula Static Static Dynamic Formula Static Static Static Static Dynamic Formula Dynamic Formula Static Static Static Static Static • IsPrirnayShipping true". "Componf) WEB WEB "BC" + TransoctionNurnber WEB WEB WEB CustomerFromEmaiI(EmailAddress) FieldFromFirstMatch(ßCdresses. "IsPrimaryShippinq true "Shipping Method") AVA LARA WEBSITE WEBSITE Subtotal SHIP _ NAM _TYP STR_ID STA ID TKT_NO ooc_TYP DRWAD USR_ID SLS„REP cusr_NO TAX_COD TAX EXEMPT NO TIMES„PRTD ORO 9 9

 

4. Change "TYPES" field to Static or Dynamic Formula.

5. Update "Source" field with CP tax code. (Example (TaxAmount > 0  ? "NJ" : "NON")or "AVALARA")

6. click "SAVE".

 

Edit Mapping

 

7. Click "APPLY".

 

TAX Static Static Field Field Field Static AVA LARA WEBSITE WEBSITE Subtotal DiscountArnount TaxAmount ShippingAmount coo TIMES_PRTD ORO TAX AMT 0R0_ror DOC„STAT

 

8. Select the + button next to " Transaction-CP Order Headers from iPaaS".

9. Navigate to "CP Order Tax From iPaaS".

10. Select "Edit" button.

 

Transaction Transaction Transaction Transaction Note Transaction Payment Transaction Line Transaction Transaction Note CP Order Header Complete Update From IPoaS CP Order Header Cancel Update From IPaaS CP Order Header From IPaaS CP Order Customer Note From IPaaS CP Order Payment From IPaaS CP Order Line From IPaaS ZP Order Tax From IPaaS cp order Staff Note From IPaas fi

 

11. Navigate to "AUTH_COD' field.

12. Select Edit.

13. Change "TYPES" field to Static or Dynamic Formula.

14. Update "Source" field with CP tax code. (Example(Parent.TaxAmount > 0  ? "NJ-1": "NON-1")(Note:if "AVALARA"is client's tax code, Use it for "AUTH_COD" also.)

15. Click "SAVE".

 

Edit Mapping

 

 

16. Navigate to "RUL_COD' field.

17. Select Edit.

18. Change "TYPES" field to Static or Dynamic Formula.

19. Update "Source" field with CP tax rule code.(Example(Parent.TaxAmount > 0  ? "NJ-1": "NON-1")(Note:if "AVALARA"is client's tax code, Use it for "RUL_COD" also.)

20. Click "SAVE".

 

Edit Mapping Mappir

 21. Click "APPLY".


Next, you will edit the some of default tax mappings in the CP Deposit Ticket Collection.

1 .Select the "Edit" Button next to " Transaction-CP Desposit Ticket from iPaaS".

 

Transaction Transaction Transaction Transaction Transaction Payment Transaction CP Order Header Complete Update From IPaoS CP Order Header Cancel Update From IPanS CP Deposit Ticket From IPnnS CP Deposit Ticket - From IPaaS CP Deposit Ticket - Payment From IPaaS CP Deposit Ticket - GC Line From IPaaS e re

 

2. Navigate to "TAX_COD' field.

3. Select Edit.

 

Dynamic Formula Static Static Dynamic Formula Static Static Static Static Dynamic Formula Dynamic Formula Static Static Static Static Static • IsPrirnayShipping true". "Componf) WEB WEB "BC" + TransoctionNurnber WEB WEB WEB CustomerFromEmaiI(EmailAddress) FieldFromFirstMatch(ßCdresses. "IsPrimaryShippinq true "Shipping Method") AVA LARA WEBSITE WEBSITE Subtotal SHIP _ NAM _TYP STR_ID STA ID TKT_NO ooc_TYP DRWAD USR_ID SLS„REP cusr_NO TAX_COD TAX EXEMPT NO TIMES„PRTD ORO 9 9

 

 

4. Change "TYPES" field to Static.

5. Update "Source" field with CP tax code.

6. Click "SAVE".

 

6u!dden

 

 

7. Select the + button next to " Transaction- CP Deposit Ticket from iPaaS".

8. Navigate to "CP Deposit Ticket - Tax From iPaaS".

9 Select "Edit" button.

 

Transaction Transaction Transaction Transaction Transaction Tax Transaction Payment Transaction Line CP Order r Complete Update From IPnaS CP Order Header Cancel Update From IPnaS CP Order Heade r From IPanS CP Deposit Ticket From IPaaS CP Deposit Ticket - TOA From IPaaS CP Deposit Ticket - Payment From IPaa± CP Deposit Ticket - GC Line From IPoaS 9

 

10. Navigate to "AUTH_COD' field.

11. Select Edit.

12. Change "TYPES" field to Static.

13. Update "Source" field with CP tax code.

14. Click "SAVE".

 

Edit Mapping

 

 

15. Navigate to "RUL_COD' field.

16. Select Edit.

17. Change "TYPES" field to Static.

18. Update "Source" field with CP tax rule code(Note:if "AVALARA"is client's tax code, Use it for "RUL_COD" Also).

19. Click "SAVE".

 

Edit Mapping Mappir

 

20: Click "APPLY".