Auto Tax Calculator

Integrated with Avalara AvaTax

Automate Tax Calculation for OOB Opportunity, Quote, Order, Invoice or Custom Sales Document

Automated Tax calculation for sales Invoices

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 and above
On-Premises and Online

Recent Updates

  • Create specific Tax Schedules and Tax Details to calculate taxes
  • Calculate tax for OOB entities
  • Integration with AvaTax from Avalara
  • Get Tax calculations based on geolocation using AvaTax

Available on Microsoft AppSource

Get started with 15 days free trial!

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.

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.

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.