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Avalara Help Center

How to automatically calculate sales tax in AvaTax for Salesforce?

Overview

Tax needs to be calculated in AvaTax for Salesforce without clicking on the Calculate Tax button.

Environment

Salesforce

Resolution

  • In the TaxNow Settings, put a check in the Automatic Tax Calculation check-box.
    • Avalara will automatically calculate when a change is made to the line details of the Opportunity.
    • Note that we have refined this enough that it doesn't happen by doing something like refreshing the page.
  • If you enable the option Re-calculate Tax upon Invoice Editing on the AvaTax Configuration page Automatic tax calculation will get activated.  To see the tax amount, you will need to manually refresh the page and then the tax amount will be displayed into the 'Tax' field.