On D-Tools Cloud, you can use the Avalara Automated Tax integration to let Avalara automatically calculate tax rates based on the location and the address specified in the opportunities. This can help you provide your clients with accurate tax calculations in the proposal of the opportunity.
Avalara Automated Tax calculation is currently only available to US-based users.
For new Cloud subscriptions, the Avalara integration setting "Automatically set taxes based on project address" is turned ON by default under Settings > Catalog > Taxes in the left navigation menu.
If you choose to use the Avalara integration, all opportunities will have the correct tax rates applied when you create quotes in the opportunity.
If you turn OFF the integration, you will need to manually define the tax method and the tax rates you want to apply for products and labor in the opportunities.
Check out this article for more details about setting up taxes manually.
When creating a new opportunity, you'll need to input the site address, which will be used to calculate the correct tax rates. If you are working with a client that is tax exempt, turn ON the 'Manually set tax' option to apply a different tax rate.
If you have set the Create tax as option to "Group tax," as shown in the image above, the proposal will show 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.
