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Assign Customers to AvaTax

Before you can use AvaTax Update to calculate sales tax, you must change the default tax system for the customer to AvaTax Update or QuickBooks Desktop will continue to use the tax-calculation system that you used before you switched to AvaTax Update.

Assign one customer to AvaTax Update

AvaTax Update for QuickBooks Desktop stores the tax-calculation method in every customer's record as a tax item. To see that tax item, follow these steps:

  1. Go to Customers > Customer Center and select the customer.
  2. In the Customer card window, go to the Sales Tax Settings tab to view the Tax Item for that customer.


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