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Why are finalized Opportunities sent to AvaTax without hitting button in Salesforce?

Overview

You notice Finalized Opportunities are being sent to AvaTax without hitting 'Finalized Opportunity' button in Salesforce.

Environment

Salesforce 

Resolution

  • The Opportunity is pushed to AvaTax as Uncommitted/Not Saved when tax is calculated. The Opportunity moves to Committed/Save upon finalization.  In addition, if you have enabled the automatic tax calculation feature (Re-calculate Tax upon Invoice Editing) or if you hit the Calculate Sales Tax button, transactions are pushed to AvaTax as Uncommitted.
  • To pass the transactions as Committed on AvaTax, you need to enable the feature Save transaction as a Commit on AvaTax under "Tax Calculation Settings" on Avalara Configuration page. If you have disabled this feature your transaction will fail to mark as Committed on AvaTax.
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