# Avalara AvaTax with Infor SyteLine: automating sales and use tax > Source: https://netray.co/stack/avalara-avatax-infor-syteline-godlan > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: ERP Stack ## Short answer Avalara AvaTax can be integrated with SyteLine so that sales and use tax, VAT, exemptions and filings are handled by Avalara instead of tax tables. Infor partner Godlan describes implementing this integration for SyteLine manufacturers. The integration is partner-implemented, so scope and support are defined in your project with Godlan. ## Erp Infor CloudSuite Industrial (SyteLine) ## Erp Key syteline ## On Prem true ## Product Avalara AvaTax (implemented by Godlan) ## Vendor Avalara via Godlan ## Category Sales tax ## Integration **Method:** AvaTax integration implemented by Godlan **Detail:** Godlan sets up the connection between SyteLine and AvaTax. In general, tax is calculated by calling Avalara with the ship-from, ship-to, item tax codes and customer exemption data, then returned amounts are stored on the SyteLine order or invoice. Ask Godlan exactly where in the order-to-invoice flow the calls occur. **Method:** Avalara account and certificate management **Detail:** Exemption certificates and customer entity data are held on the Avalara side or synced from it. Decide whether SyteLine or Avalara is the master for exemption status and keep that rule consistent. ## Data Flows **From:** SyteLine order or invoice **To:** Avalara AvaTax **Data:** Addresses, items with tax codes, amounts, customer exemption flags **Trigger:** Order entry, shipment or invoice posting **From:** Avalara AvaTax **To:** SyteLine **Data:** Calculated tax by jurisdiction **Trigger:** Response to the calculation request **From:** SyteLine **To:** Avalara **Data:** Committed transactions for reporting and filing **Trigger:** Invoice posted **From:** SyteLine customer and item masters **To:** Avalara **Data:** Customer exemptions and item tax codes **Trigger:** Master data change ## Setup ### Define tax scope **Detail:** List states and countries where you have nexus, product taxability by item family, and any freight or service rules. ### Engage the implementing partner **Detail:** Agree with Godlan on integration points, testing, support responsibilities and how SyteLine upgrades are handled. ### Map item tax codes **Detail:** Assign Avalara tax codes to SyteLine item families so taxability is not defaulted incorrectly. ### Clean addresses **Detail:** Validate ship-to and ship-from addresses. Bad or incomplete addresses are the main cause of wrong jurisdiction tax. ### Load exemption certificates **Detail:** Collect and load certificates for exempt customers, and link them to the correct customer and ship-to records. ### Test across scenarios **Detail:** Test taxable, exempt, resale, partial shipment, credit memo, drop ship and cross-state orders against known expected results. ### Reconcile before filing **Detail:** Compare SyteLine tax liability accounts with Avalara reports for the first filing periods, with accounting reviewing. ## Pitfalls - Item families without tax codes, so everything is taxed at the default rule. - Exempt customers with expired or missing certificates being charged tax or, worse, not being charged. - Credit memos and returns not sent back to Avalara, overstating liability. - Ship-to addresses on orders that differ from where goods actually go, producing wrong jurisdictions. - Differences between tax posted in SyteLine and tax committed to Avalara after manual invoice edits. - Calls to Avalara failing during outages with no clear fallback in the order process. ## Ai Layer ### Tax reconciliation between ERP and Avalara **Description:** An assistant reading SyteLine invoices and Avalara transactions can list invoices where tax amounts differ or a transaction was never committed, for accounting to resolve. ### Exemption exception review **Description:** Flag customers marked exempt without a valid certificate, or orders to exempt customers where tax was charged, as a worklist for the tax team. ### Item tax code suggestions **Description:** Suggest likely tax codes for uncoded items from their descriptions, each marked for human approval before any master data change. ## Alternatives - For a handful of states, SyteLine's built-in tax tables may be adequate and cheaper to maintain. - Other tax engines such as Vertex or Sovos serve the same purpose; choose by existing relationships and your certificate needs. - If most sales are exempt or resale, a tax service may add little compared with good certificate management. ## Faq ### Is the Avalara SyteLine integration an Infor product? **Answer:** Godlan, an Infor partner, describes implementing it for SyteLine manufacturers. It is a partner implementation, so support, upgrade compatibility and scope should be agreed with Godlan and Avalara rather than assumed from Infor. ### What does AvaTax automate? **Answer:** Godlan describes it as automating sales and use tax, VAT, exemptions and filings. Which of those you actually enable depends on your Avalara subscription and the scope of your implementation. ### Can this run with on-prem SyteLine? **Answer:** AvaTax is a cloud service called from your ERP, so the on-prem server needs outbound access to Avalara. Confirm firewall and proxy rules with your network team, and plan for what happens when the service is unreachable. ### Is AI useful for tax? **Answer:** For reconciliation and exception lists, yes. It should not decide taxability or change tax settings by itself; your tax team approves any change. ## Source https://godlan.com/?p=71944 ## Search terms godlan avalara syteline, avalara syteline, avatax infor cloudsuite industrial, syteline sales tax automation, syteline exemption certificates, syteline vertex or avalara --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json