Tax Integrations

Anrok Integration

Core Steps:

1. Configure Anrok by generating an API key and mapping product catalogs between MonetizeNow and Anrok.
2. Ensure accurate shipping/contact addresses for correct tax jurisdiction.
3. Handle errors like invalid addresses, missing product mappings, or key issues.
4. Support tax-exempt customers by uploading exemption certificates into Anrok.

Avalara Integration

Core Steps:

1. Enter Avalara credentials (Account Number, License Key, Company Code), then test the connection.
2. Synchronize product identifiers (e.g., SKU or Tax Item Code) between MonetizeNow and Avalara.
3. Provide accurate address data to ensure proper tax calculations.
4. Fix errors (e.g., invalid addresses, missing product classification, invalid API keys) and support tax-exempt scenarios via exemption number/reason and certificate upload into Avalara.

Taxwire Integration

Core Steps:

1. Configure by generating API keys in Taxwire and mapping MonetizeNow products using ProductId.
2. Scope the integration to specific legal entities if needed.
3. Ensure accurate address capture for tax context.
4. Provide workflows for recalculating taxes when invoice addresses change (via credit-and-rebill), and resolve calculation errors similarly to the other integrations.
5. Enable tax exemption support by uploading certificates and linking accounts to Taxwire.