Avatax is a tax calculation provider that can be integrated in CoquiAPPs.
To integrate Avatax with CoquiAPPs, go to Avatax section.and add your Avatax credentials in the
If you do not yet have credentials, click on How to Get Credentials.
The Avatax integration is available on Sale Orders and Invoices with the included Avatax fiscal position.
Before using the integration, specify an Avatax Category on the product categories.
Avatax Categories may be overridden or set on individual products as well.
Manually validate customer addresses by clicking the Validate address link in the customer form view.
If preferred, choose to keep the newly validated address or the original address in the wizard that pops up.
Automatically calculate taxes on CoquiAPPs quotations and invoices with Avatax by confirming the documents. Alternatively, calculate the taxes manually by clicking the Compute taxes using Avatax button while these documents are in draft mode.
Use the Avalara Code field that’s available on customers, quotations, and invoices to cross-reference data in CoquiAPPs and Avatax.