How can I use Avalara and Numeral tax integrations together in Chargebee?

Problem Statement

This article explains how to use both Avalara and Numeral tax integrations in Chargebee at the same time. Chargebee allows Avalara (or TaxJar) to be paired with one additional integration such as Numeral.

Solution

Chargebee supports multiple tax integrations. You can enable Avalara and add Numeral so both are active. Configure each integration from the Taxes section.

Steps to Set It Up

1. Open tax settings
   Log in to Chargebee and go to Settings > Configure Chargebee > Taxes. Ensure you have permission to change tax settings.

2. Enable Avalara
   Click Add Integration, select Avalara, and complete authentication and configuration. Save.

3. Add Numeral
   In Taxes, click Add Integration again and select Numeral. Enter credentials and configuration, then save.

4. Verify
   Confirm both integrations are active under Taxes. Create a test invoice to confirm tax is calculated as expected.

Important Notes

• You can pair Avalara or TaxJar with only one additional tax integration at a time.
• Ensure settings comply with local tax rules and your business needs.
• Review integration settings when tax laws or operations change.
• Contact Chargebee Support if you run into issues during setup.