Before you can use AvaTax to calculate sales tax, you must change the default tax system for the customer to AvaTax or QuickBooks Desktop will continue to use the tax-calculation system that you used before you switched to AvaTax.
Assign a customer to AvaTax
AvaTax 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:
- Go to Customers > Customer Center and select the customer.
- In the Customer card window, go to the Sales Tax Settings tab to view the Tax Item for that customer.