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Avalara Help Center

Can you filter AvaTax for Salesforce calculations?

Overview

Not all Opportunities/Quotes/Orders in Salesforce should get tax calculations. A method to filter the tax calculation is needed.

Environment

Salesforce

Resolution

  • By default, the only way to calculate tax is to click on the Calculate Tax buttons, found in Opportunities/Quotes/Orders.
    • In order to not calculate tax, simply do not click on the button.
  • However, if the Automatic Tax Calculations setting is active, there is no way to filter the tax calculations.