Editing Product to use AvaTax Sales 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 your inventory are taxable.
  1. Navigate to Inventory → Items 
  2. Double click on an item.
  3. Check the Sales Tax checkbox.
  4. Choose the Sales Tax Product Code.

Adding Sales Tax on Sales Invoices and Credit Memos

      1. Create the invoice or Credit Memo. Pay special attention to the shipping and billing addresses as these are used when calculating the sales tax.
      2. Click the Sales Tax tab.
      3. Ensure that the Use AvaTax button is selected.
      4. Choose the Shipping Tax Code, if different from the default, which will be pre-filled.
      5. Choose whether the discount is taxable by selecting Non-taxable or Taxable from the Discount Taxability drop down.
      6. View the details retrieved from AvaTax by clicking View Details.
      7. Click Save* to Save as a draft or Post and Close* to finish the Sales Invoice or Credit Memo.
TaxDetails-Invoice
Sales Tax Details that were retrieved from Avalara
 
SalesTaxTab
The Sales Tax tab on Sales Invoices

*Please note that this step retrieves the sales tax from Avalara and may result in extra charges.*


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