Rootstock for Salesforce
Built as a 100 percent Native App on the Salesforce Platform, Rootstock’s distribution solution includes “out of the box” integration with salesforce.com’s Sales Cloud and Service Cloud; FinancialForce’s mobile accessibility and finance and accounting apps; plus Salesforce Communities, Salesforce Chatter and the platform‘s Workflow and Approval capabilities.
Get Started with Avalara Products- Set up Avalara products to make your business tax compliant. Gather information about your business, set up AvaTax Update to work with your accounting software, and learn how Avalara's integration software works.
Keep Your Connection to AvaTax Update Current- Get the latest version of the AvaTax Update connector manually if your company’s accounting software doesn’t update it automatically.
Who You Exempt- If you regularly sell to customers who are exempt from tax, you need to store their exemption certificates and consistently exempt their purchases. There's more than one way to exempt customers.
What You Sell- Some products and services are taxed differently in different jurisdictions. Apply Avalara tax codes to products and services you sell to help account for this varying taxability. There are a few different ways you can apply, or map, Avalara tax codes to your products and services.
How to File- Reconcile transactions at the end of each filing period. Use these reconciliation and filing reports to make sure you're ready to file your returns.
Monthly Tasks to Maintain Sales Tax Compliance- There are no guarantees that you won't get audited, so you need to be prepared for when the taxman comes calling. We've gathered resources for specific tasks you should complete each month to help you remain sales tax compliant.
Rootstock for Salesforce Help- For help with your accounting software, visit your provider's site.