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auto tax

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

Efficient & Effortless Automatic Tax Calculations within Dynamics 365 CRM - Auto Tax Calculator

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.

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Features

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.

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 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 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.

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FAQ's

Auto Tax Calculator provides integration with Avalara AvaTax which ensures tax is always calculated on latest tax rates.

Auto Tax Calculator provides support for the following entities – Opportunity, Quote, Order and Invoice.

Auto Tax Calculator calculates tax on the basis of tax rates defined in the tax schedules prepared for the customer (Account/Contact) or product. For USA, tax is always calculated on the basis tax schedule defined for the customer.

Reach out to us today to know more!

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Whitepaper

Dynamics 365 v9.x

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