Reach integrates with Recurly through Avalara AvaTax to simplify sales tax compliance. To ensure you remain compliant, this integration provides real-time tax calculations for all your Recurly transactions.

Steps to complete before integration

To ensure a smooth integration of Avalara AvaTax with your Recurly account, complete the tasks below before connecting your Avalara AvaTax account:

• Confirm that the addresses for your business entities are accurate.
• Decide whether to apply tax based on the billing address or the customer's account address.
• Update your purchase form to include at least the minimum address fields required for your tax regions.
• Verify that the current customer addresses you plan to tax are correct and include the country.

Connect your Avalara AvaTax account to Recurly

Recurly provides documentation on Avalara AvaTax, including integration details and configuration steps on their Avalara AvaTax integration page.

The instructions described on this page are specific to Reach's integration. Follow the steps below to connect Avalara to the Recurly platform.

Add the Avalara AvaTax app

Use the provided credentials to connect your Reach-managed Avalara account to Recurly. Follow the steps below to add and connect the Avalara app:

1. Sign in to Recurly.
2. Select Configuration from the left navigation bar, then select Taxes.

3. On the right side of the page, click Connect in the Avalara pane to access the Avalara AvaTax Settings sign-in page.

4. Sign in to Avalara AvaTax using the credentials provided by your Reach representative. See the table below for descriptions of the required fields on the AvaTax Credentials page:

5. Configure the fields under AvaTax Settings using the information provided by your Reach representative and click Save Changes. See the table below for descriptions of the AvaTax settings:

6. Click Save Changes.
7. To test the connection, click Test Configuration on the Taxes page.

Configure tax settings

After adding the Avalara app to Recurly, configure the tax settings according to your needs. Follow the steps below to configure your tax settings in the Avalara app:

1. After connecting your Avalara AvaTax account, click Tax Settings at the top right corner of the Taxes page.

2. On the Tax Settings page:

   1. Choose to apply tax based on the billing or the customer's account address.

   2. Choose to tax line items based on the line item's Account Information Address.
   3. Choose the tax service response and address settings.
   4. Select whether to enable GST and VAT Location Validation for Australia, the European Union, the United Kingdom, and New Zealand. If you use invoicing for the European Union and the United Kingdom, choose whether to enable Country Invoice Sequencing.

3. Click Save Changes.

Configure plans or items if required

To configure taxable Avalara line items, set up the plans or items by following these steps:

Configure a plan

1. In the left-side navigation, expand Configuration, then click Plans.
2. From the Plans page, select More Options ⋯ and click Edit.

3. Select the Collect Tax checkbox under Billing Details to make all plan items taxable, such as the setup fee, the plan fee, and the add-on fees.
4. Ensure the ACCOUNTING CODE matches the code provided by your Reach representative.
5. Click Save Changes. Any customer in one of your tax jurisdictions who purchases this plan will now be taxed.
   Add tax to the line item price

   Taxes are added to the line item's price unless you use the Tax Inclusive Pricing feature. New customers will pay your pricing plus tax, and current customers in your tax jurisdictions will see their next renewal invoice with tax added on top of their normal fees.

Configure an item

1. In the left-side navigation, expand Configuration, then click Plans.
2. From the Items page, click an item in the Items table.
3. Click Item Actions and select Edit Item from the dropdown list.
4. Ensure the ACCOUNTING CODE under Item Details matches the code provided by your Reach representative.

Verify the business entity displays the correct address

Under Configuration in the left side navigation, select Business Entity. Set up a business entity and verify that the business entity displays the correct address under the Invoice Display Address and the Tax Address fields.