AvaTax
AvaTax Setup
Getting Setup with Avalara's Avatax In order to use AvaTax, you’ll need an Avalara account number and a License Key. These two pieces allow CustomBooks™ to connect your account with Avalara to complete sales tax transactions. There are two ways to ...
Viewing, Reporting and Managing Sales Taxes with AvaTax
Viewing, Reporting and Managing Sales Taxes with AvaTax Your AvaTax provides you with all of the tools needed to report, view and manage the Sales Taxes that have been collected using AvaTax. To log in to your AvaTax account, navigate to ...
Removing Sales Tax from a Voided Transaction
Removing Sales Tax from a Voided Transaction To remove a transaction that has had sales tax calculated, simply unpost and delete the transaction. The necessary changes to the sales tax records in Avalara will be made automatically.
Adding Sales Tax on Transactions
Adding Sales Tax on Transactions To calculate Sales Tax on Sales Orders, Invoices and Credit Memos, follow these steps. Please note that this process will result in charges being assessed for sales tax calculation. Create the Invoice or Credit ...
Editing Product to use AvaTax Sales Tax
Editing Product to Use AvaTax Sales Tax In order to assign the appropriate tax rates, each product in your inventory must be assigned a tax code. Because some products are taxable and some are not, it is also necessary to indicate which products in ...
Saving and Adding Tax Codes
Saving and Adding Tax Code Sales Tax Codes help simplify the complex rules associated with different taxable and non-taxable goods and services. Each code represents a category of products or services and each taxable item you sell will need to be ...
Enabling AvaTax
Enabling AvaTax Enable Avatax Sales Tax in CustomBooks™. Navigate to Quick Menu → Settings → Sales Tax. Check the Yes checkbox next to Do you charge Sales Tax? Choose Avalara as the Sales Tax Calculation Method. Enter your Avalara account number and ...
Avalara
Intro to Avatax Enabling Avatax Avatax Setup Saving and Adding Tax Codes Adding Sales Tax on Transactions Removing Sales Tax on a Voided Transaction Editing Product to Use Avatax Viewing, Managing and Reporting on Sales Tax with Avatax AvaTax ...
Why does the balance on the printed invoice not show my sales order pre-payment?
The invoice needs to be posted. Once it is posted, the prepayment will show on the printed form.