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 Memo. Pay special attention to the shipping and billing addresses as these are used when calculating the sales tax.
- Click the Sales Tax tab.
- Ensure that the Use AvaTax button is selected.
- Choose the Shipping Tax Code, if different from the default, which will be pre-filled.
- Choose whether the discount is taxable by selecting Non-taxable or Taxable from the Discount Taxability drop down.
- View the details retrieved from AvaTax by clicking View Details.
- Click Save* to Save as a draft or Post and Close* to finish the Sales Invoice or Credit Memo.
Sales Tax Details that were retrieved from Avalara
The Sales Tax tab on Sales Invoices
*** Please note that this step retrieves the sales tax from Avalara and may result in extra charges. ***