AvaTax for Sage 500 can calculate After you set up and configure AvaTax for Sage 500 and on a wide variety of types.set up customer taxability, you can start calculating tax on the following transaction types:
- 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:
Calculate sales tax using latitude and longitude
To calculate tax using the latitude and longitude values, follow these steps:
- Go to Account Receivable module > Maintenance > Maintain Customers
- Select Customer.
- 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: