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".