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Sales Tax Features
Sales Tax Keeping track of Sales Tax can be a difficult chore. CustomBooks™ offers two ways to lighten the load and help you account for Sales Tax collection and payment. Our built in Sales Tax functionality is comprised of Sales Tax Agencies, Sales ...
Integrations: Avalara (AvaTax)
Overview The Avalara (AvaTax) integration in CustomBooks™ enables automated sales tax calculation within our accounting system. AvaTax is a cloud-based tax compliance solution that calculates real-time sales tax rates based on location, tax rules, ...
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 ...
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 ...
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 ...