GHAdvisory

Thanks @Patrick Fresnosa-Oracle - but Avatax is not connected to NetSuite. I believe you are showing a screenshot above of Avatax functionality when it is integrated with NetSuite. Avatax is connected to Salesforce. All of those fields exist in Salesforce - including the calculated tax. We are trying to sync the Salesforce…

in Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM Comment by GHAdvisory Aug 24, 2023 6:55PM

Thank you for the comments and feedback. I assume you mean "NetSuite Tax Codes" when you state "NetSuite items" below: In my view, the best is to map Avalara Tax Codes from SF to NetSuite items and let the tax re-calculate in NetSuite. This was my first approach when we began this project - but it unfortunately means…

in Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM Comment by GHAdvisory Aug 22, 2023 10:34PM

Yes, tax reports are run from Salesforce as well. This is my first experience with Avatax for Salesforce but from what I have seen, it is very similar in functionality to Avatax for NetSuite. So all Avatax functionality is produced from Salesforce/Avalara. The main reason to bring to NetSuite is to record the transaction…

in Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM Comment by GHAdvisory Aug 22, 2023 4:53PM

As indicated - Avalara is connected to Salesforce - not NetSuite. The tax codes, configuration, calculation, reporting, etc. is all occurring in Salesforce. We are bringing over the invoice (all taxes already calculated) to NetSuite. As an example, an invoice that came over recently had NY state tax calculated at 7.52%.…

in Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM Comment by GHAdvisory Aug 22, 2023 4:38PM

Thank you - this is helpful.

in Import charge based billing rules or billing templates Comment by GHAdvisory Oct 12, 2022 9:14PM

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