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What are the actions on a transaction that cause Quickbooks to make a call to AvaTax?

Overview

You would like to know why Quickbooks makes a call to AvaTax every time a change is made to a transaction.

Environment

Quickbooks

Resolution

  • Quickbooks will make a call(tax calculation) to AvaTax for every change (or SAVE) that is made to a transaction
    • If you save the invoice, a call is made to AvaTax
    • If you change the address, a call is made to AvaTax
    • If you change the invoice number, a call is made to AvaTax
    • If you email the customer the invoice, a call is made to AvaTax.
  • To prevent this calculation by AvaTax, please change the Tax Schedule on the transaction to one of the Native Quickbooks tax schedules