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Calculate Sales Tax

AvaTax for Sage 500 can calculate sales taxHoverTT.png on a wide variety of transaction HoverTT.pngtypes. After you set up and configure AvaTax for Sage 500 and set up customer taxability,  you can start calculating tax on the following transaction types:

  • Estimates
  • Orders
  • Invoices
  • Cash sales
  • Return authorizations
  • Credit memos
  • Cash refunds

Simply create one of those transaction types and click Save. AvaTax for Sage 500 uses the customer's bill-to address or the latitude and longitude to calculate the correct sales tax.

Calculate sales tax using the customer's ship-to address

To calculate tax using the customer's ship-to address, follow these steps:

  1. Create any of the above transaction types. Select Ship-to address.

    Salestax-shiptoaddr1.png
  2. Click Ship-to lookup button search.png and select the appropriate row to select the address

    Salestax-shiptoaddr2.png
  3. Click Save. This will calculate the tax for the transaction.

Calculate sales tax using latitude and longitude

To calculate tax using the latitude and longitude values, follow these steps:

  1. Go to Account Receivable module > Maintenance > Maintain Customers

    Salestax-latlong1.png
     
  2. Select Customer.

    Salestax-latlong2.png
  3. In the primary address, clear the address and add the Latitude and Longitude values. Click Save. Now whenever you create a a transaction for this customer, AvaTax will use the latitude and longitude that you specified to calculate the correct tax.

Calculate taxes for batches of documents

If you import a batch of documents such as sales orders, quotes, invoices, credit and debit memos, and returns into Sage 500, you may need to calculate sales or use tax for them. Here's how:

  1. In Sage 500 in the AvaTax folder, under Utilities, click Recalculation Utility.
  2. At the top left under Document Type, click a document type that you'd like to process.
  3. Under Range, select a range of dates for the documents you'd like to process.
  4. Click the Refresh Sage500_Refresh_icon.png icon.
  5. Click the AvaTax Sage500_AvaTax_icon.png icon.
    Sage500_recalcutility.png