Prerequisites for a Smooth Avalara-NetSuite Setup with Versich
Getting Avalara and NetSuite to work seamlessly can transform your tax compliance. At Versich, we specialize in NetSuite consulting and managed services, helping businesses like yours automate taxes accurately. Here's your step-by-step guide to skip the headaches with our expert support.
Essential Avalara Account Setup First
Don't touch NetSuite yet. Nail your Avalara basics:
Build your company profile in the Avalara portal: Add business address, EIN, and details.
Set up tax jurisdictions for sales/remittance areas.
Generate your company code (key for NetSuite link).
Create user credentials with the right permissions.
Allow 30-60 minutes. The company code must be ready before connecting.
Prep Your NetSuite Side
Ensure your NetSuite account is integration-ready:
Need admin access for bundles and configs.
Review roles and permissions for those who get Avalara access?
OneWorld users: Finish subsidiary setup.
Audit custom forms for Avalara fields.
Unsure of permissions? Check roles now—fixes 80% of post-setup glitches.
Install the Avalara Bundle Step-by-Step
Head to NetSuite's SuiteBundler:
Search "Avalara" in bundles.
Pick the right one:
AvaTax Basic (standard NetSuite).
AvaTax for OneWorld (multi-subsidiary).
AvaTax for SuiteTax (if using SuiteTax).
Review fields for custom forms.
Accept terms and install (Bundle ID 296604, 10-20 mins).
Verify Success: Green checkmark, Avalara menu appears, ID 296604 listed. Admin issues? Retry or call Versich.
Connect Accounts & Set Company Details
Link 'em up carefully. NetSuite updates often break connections:
Go to Avalara Dashboard > Manage Avalara.
Edit/add credentials.
Generate AvaTax User Code, copy it.
Paste in the Avalara portal to authenticate.
Back in NetSuite: Does the Default Company Code populate? Save!
Empty code? Fresh User Code fixes it.
Nexus & Tax Config: Handle in Avalara (docs, validation, logging)—syncs to NetSuite automatically.
Map Items & Customers for Spot-On Taxes
Items/Services:
Create "AVATAX" tax code (0% rate Avalara computes real ones).
Add the AvaTax Taxcode field to forms.
Map: P0000000 (goods), D9999999 (services), or industry codes.
Bulk? Use the Map Items tool or NetSuite CSV imports.
Customers:
Financial tab: Tax Item = AVATAX, check Taxable.
Bulk via CSV. Exemptions? CertCapture handles uploads.
Test Everything Thoroughly
Run these transactions:
Multi-state sales orders.
Mixed taxable/non-taxable invoices.
Credits, estimates.
Check the AvaTax tab for accuracy; verify in Avalara logs.
Common Fixes:
Disconnects: Script refreshes every 4 hours.
Permissions: Add Avalara role + script deployment.
No tax: Confirm AVATAX on customer, Taxable checked.
Wrong amounts: Uncheck "Pickup" on locations.
Go Live & Stay on Track
Monitor Weekly:
Reconcile NetSuite vs. Avalara reports.
Scan error logs.
Spot-check big transactions.
Annual Musts:
Nexus reviews for expansion.
Cert expirations.
Note: Avalara subs + our consulting are separate; watch for hikes (20-55% reported).
Advanced Features Versich Unlocks
Cross-border/VAT/GST/excise taxes.
AP consumer use tax.
Custom workflows for alerts/reports.
Why Versich for Your Avalara-NetSuite Integration?
No more 2-week support waits or config nightmares—Versich delivers top NetSuite managed services with 5-star reviews on Clutch, Google, and more. Our team automates workflows, integrates flawlessly, and cuts admin time (clients report hours to minutes savings).
As NetSuite experts, we handle:
Pre-built fixes for auth/permission pitfalls.
Tailored for wholesale, manufacturing, and retail.
Ongoing support—like an in-house team without the cost.
Ready to automate taxes, right? Contact Versich today for a custom setup that drives real insights and growth.
