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Avalara
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 ...
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 ...
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 ...
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 ...
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 ...