Yes, we have two options for doing taxes: Custom Calculation or Tax Integration with Avalara.

  • We have developed a Tax Processing application that works with our product. You would create and maintain Tax Schedules/Tax Details. Tax calculation is based on the Product, and may look to the Account or Contact to find what Tax Schedule to use for the calculation. When the Sales Document is generated, if the line item is taxable, the tax would show on that particular line item.
  • If a business does not want to maintain their own Tax Schedules/Tax Details, we have an integration to Avalara’s AvaTax. The business would have an account with Avalara, the Sales Document information would be sent to Avalara to calculate the appropriate tax, then stored and saved in the transaction. If a business has a lot of different taxes, it may be best to use Avalara.