On D-Tools Cloud, you can use the Avalara Automated Tax integration to have Avalara automatically calculate tax rates based on the location and address specified in opportunities. This helps you provide customers with accurate tax calculations in proposals.
Avalara's Automated Tax calculation is currently only available to users based in the US.
For new Cloud subscriptions, the Avalara integration setting "Automatically set taxes based on project address" is set to ON by default under "Settings > Catalog > Taxes" in the left navigation menu.
If you use the Avalara integration, it applies the correct tax rates when you create quotes in the opportunity.
If you do not want to use the Avalara integration, you need to manually define the tax method and the tax rates to apply to products and labor in quotes.
Check out this article for more details.
When creating a new opportunity, you'll need to input the site address. This site address is used to calculate the correct tax rates.
To specify tax in the quote, set the 'Manually set tax' option to ON.
If you have set the Create tax as option to "Group tax," as shown in the image above, the proposal shows the overall tax rate and tax amount.
To show the individual taxes within the group, go to the Edit view of the "Summary" section in the proposal and turn OFF the "Show sum of all taxes" option.
