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How to commit Opportunities from AvaTax for Salesforce?

Overview

Specific Opportunities in Salesforce need to have their data recorded as committed in AvaTax.

Environment

AvaTax for Salesforce

Resolution

  • The "Enable Commits" option must be checked in the TaxNow Settings.
  • On the Opportunity page, customize it so you have the Finalize button available.
  • Use the Finalize button to commit the data when the Opportunity has no further changes needed.

 

 

 

 

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