Taxes

Define Tax Rules

A tax rule applies to a combination of geographic location and product type. A location can be a country, or the combination of a country and state / province within that country. For each tax rule you define which the tax rate is.

Create Tax Exemptions

It is possible for an account or a product to be tax-exempt.

VAT for Customers located in the European Union

For service providers that are located in the European Union, we have implemented an automatic validation of their customers' VAT information.

Avalara - Avatax Solutions Integration

• Assigning an AvaTax Tax Code to a Product — When you set a tax code on a product type then all products that belong to this product type will be taxed with this tax code.
• Assigning an Avalara Tax Exempt Category to a Customer — There is a new field in Enable Ordering section when you create/edit an account. Tax Calculation with Avalara Integration is available for customers in US or Canada.
• Activating Avalara AvaTax — There are over 12,000 taxing jurisdictions in the U.S., with localities increasing tax rates on a regular basis. Without an automated sales tax system in place, it is almost impossible for a company to administer sales tax collection. Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation insuring your transaction tax is calculated based on the most current tax rules.
• Tax Recalculation & Possible Issues