On D-Tools Cloud, you can use the Avalara Automated Tax integration to let Avalara automatically calculate tax rates based on the location and the address specified in the opportunities. This can help you give your customers accurate tax calculations in the proposal for the opportunity.
Avalara's Automated Tax calculation is currently only available to users based in the US.
For new Cloud subscriptions, the Avalara integration setting "Automatically set taxes based on project address" is set to ON by default under "Settings > Catalog > Taxes" in the left navigation menu.
If you choose to use the Avalara integration, all opportunities will have the correct tax rates applied when you create quotes in the opportunity.
If you turn OFF the integration, you will need to manually define the tax method and the tax rates you want to apply for products and labor in the opportunities.
Check out this article for more details.
When creating a new opportunity, you'll need to input the site address, which will be used to calculate the correct tax rates. To specify tax in the quote, set the 'Manually set tax' option to ON.
If you have set the Create tax as option to "Group tax," as shown in the image above, the proposal will show the overall tax rate and tax amount.
To show the individual taxes within the group, go to the Edit view of the "Summary" section in the proposal and turn OFF the "Show sum of all taxes" option.
