Auto Tax Calculator

Integrated with Avalara AvaTax

Automate Tax Calculation for OOB Opportunity, Quote, Order and Invoice

Overview

Auto Tax Calculator provides users across all industries with an automated approach to tax calculation directly inside Microsoft Dynamics 365 for Sales. With this app, you’re sure to eliminate manual calculations, increase accuracy, and save time for your entire team! Get your taxes applied correctly the first time in order to avoid headaches when tax season rolls around. Auto Tax Calculator App allows managing Tax rates within Dynamics 365 CRM. You have the option to either manually maintain the tax rates or integrate with AvaTax from Avalara.
Dynamics 365 8.2 & above
On-Premises and Online

Recent Updates

  • Provision for users based in USA to calculate taxes on the basis of customers
  • Provision for users based in other countries to calculate taxes on the basis of product

Preferred App on Microsoft AppSource

Get started with 15 days free trial!
Tax calculation Dynamics 365 crm

Calculate Tax based on Country:

Auto Tax Calculator applies different approaches to calculate taxes depending upon the country selected by the users – USA & other. For USA, tax will be calculated on the basis of Tax Schedule defined for the customer (Account/Contact). For other countries, tax will be calculated on the basis of Tax Schedule defined for the product.

Tax calculation Dynamics 365 crm
Tax Processing Dynamics 365

Calculate tax for OOB Opportunity, Quote, Order & Invoices:

Auto Tax Calculator, automates Tax Calculation for Opportunity, Quote, Order and Invoices. The taxes are calculated either based on the customer or the product.

Tax calculation Dynamics 365

Tax Schedule and Tax Details:

To calculate taxes users must define Tax Schedules and Tax Details. A Tax Schedule comprises of multiple Tax Details. Each Tax Detail holds the percentage of tax to be levied. Based on the Tax Details defined in a Tax Schedule, the tax calculation takes place.

Tax calculation Dynamics 365
Tax Solutions Dynamics 365

Calculate Tax with AvaTax from Avalara:

Auto Tax Calculator integrates with Avalara AvaTax thereby making sure the taxes are always calculated based on the latest Tax Rates. Moreover, it also calculates taxes based on the ZIP Codes.