Using Avalara's Avatax to automatically calculate sales taxes in CustomBooks™

Avalara


  1. Intro to Avatax
  2. Enabling Avatax
  3. Avatax Setup
  4. Saving and Adding Tax Codes
  5. Adding Sales Tax on Transactions
  6. Removing Sales Tax on a Voided Transaction
  7. Editing Product to Use Avatax
  8. Viewing, Managing and Reporting on Sales Tax with Avatax


AvaTax

Introduction

Collecting the right sales tax involves finding the right rate. With the complexity of sales tax rates, taxes may be higher in certain instances with customers that are right across the street from each other. To simplify the tax collection and payment process, CustomBooks™ has integrated with AvaTax for instant, accurate, painless Sales Tax calculation. Avalara AvaTax dynamically delivers instantaneous sales tax decisions based on precise geo-location in more than 10,000 taxing jurisdictions in the U.S. For most businesses sales tax is an obligatory, complex nightmare. Automating this process saves time, money and effort. AvaTax automatically assigns hundreds of thousands of taxability rules and the latest jurisdiction boundaries to deliver the right rate and tax calculation. Read more about Avalara’s AvaTax.