Avalara + QuoteWerks Update: Mature, Yet Wild

By | Avalara, AvaTax, Etilize, QuoteWerks, sales tax | No Comments

QuoteWerks users collectively said,  “The Avalara for QuoteWerks connector has what we need to achieve tax automation, but how about a bit more flexibility, eh? ”  So that is our theme for this update – giving businesses the flexibility to deploy the connector, automate tax burdens and avoid disrupting “business as usual”.  Pick any address, commit to AvaTax at any stage and assign tax categories based on the way you catalog your products.


What’s New in 2.1?

Major Features

  • Validate Any Address: You may now choose which address to validate and send to AvaTax as the destination address (SoldTo, ShipTo, BillTo) for tax calculations
  • Tax Code Wildcards: Etilize and general tax code mappings now support wildcards. This allows logic statements like, “if the line item Description contains WARRANTY assign tax code A” and “if the Item Type starts with INSTALL assign tax code B”, maximizing tax code assignment flexibility
  • Commit to AvaTax At Any Stage: You may now choose when to commit the document to AvaTax, on Convert to Invoice or Order.  This is especially useful if you export orders to another system prior to or without ever converting them to an invoice in QuoteWerks

The Little Things

  • If configured to manage tax as a line item, the description of the tax line item will now include “Tax Exempt” plus the exemption type on fully exempt customers
  • The Generate Return button now forces a lookup on save to ensure we get a fresh tax calculation
  • Resolved a condition on address validation where the user would approve the address update, but in rare cases, it would not apply the changes
  • Resolved a condition where a call to AvaTax could still be made on an invoice that has already been committed as a record
  • Resolved a condition where, if managing tax as a line item, optional unselected line items in a group would be incorrectly included in tax calculations

QuoteWerks Level Up: Line Item Tax Rates and Global Tax Compliance

By | Avalara, AvaTax, Etilize, Global Tax, QuoteWerks, VAT | No Comments

On the heels of QuoteWerks releasing version 5.2, the app ecosystem has also solved a few problems for QuoteWerks customers to make life a little easier. Avalara for QuoteWerks, a way to simplify and automate tax compliance across business systems, has released version 2.0.  A flagship feature of v2.0 is accurate quoting when multiple tax rates need to be applied at the line item level.  This is especially important now that physical products are often being taxed differently than Cloud, Maintenance, Services and other categories.  I daresay taxes will not be getting simpler anytime soon as states pass “Amazon tax” laws and other legislation designed to close the tax collection gaps on internet commerce and hybrid product & service offerings.

Highlights of the release also include the addition of tax code mapping for the Etilize Product Catalog as well as handling international VAT and Intra-EU rates and compliance.

Have a closer look at :  https://www.connecttax.com

What’s New in 2.0?

Major Features

  • Multiple Tax Rates per Quote: QuoteWerks documents can now have multiple tax rates on a single quote, order or invoice allowing accurate tax calculations when different categories of products and services have differing tax rates.
  • Partial taxability: QuoteWerks line items and shipping charges that are partially taxable will now calculate tax correctly on your quote.
  • Etilize Mapping: Easily map Etilize categories to AvaTax tax codes to derive taxability and tax rates. Set it for your team and forget it.
  • Item and Category Tax Code Mapping: Use product codes, categories and other fields to derive taxability and category specific tax rates, then automatically have them apply in QuoteWerks.
  • Global Tax Calculations: In addition to U.S. and Canada, the United Kingdom, Australia, New Zealand, India, South Africa and all countries in the European Union have been added as regions where QuoteWerks users may now automatically apply taxability rules, perform tax calculations and achieve VAT compliance in and between countries. Add more countries and currencies through settings.

The Smaller Stuff

  • Avalara for QuoteWerks is now certified with version 5.2 of QuoteWerks.
  • Avalara for QuoteWerks is now certified for Global Calculations with AvaTax
  • Partial tax exemptions now get applied correctly rather than showing as fully tax exempt. An example case was exemption code “I – Industrial / Manufacturing” in California which now correctly results in partial tax exemption.
  • Resolved a scenario on ‘Convert to Invoice’ where items that had been bundled or converted to groups, whose tax amount was converted to a line item, would result in an incorrect higher tax amount than what was on the quote and order.
  • Resolved a condition where Avalara would return an error on really long product descriptions ( >2048 chars).
  • In the Avalara for QuoteWerks AvaTax Processing tab, the QuoteWerks ItemType field was added as a valid AvaTax ItemCode. This is in support of Etilize mapping and category to tax code mapping.
  • Address verification is now more secure (HTTPS).
  • AvaTax will now update the QuoteWerks Tax Code (Y/N) if a particular item is designated by AvaTax as taxable or not taxable for a given shipping address.
  • Added admin Tax Included checkbox applied at the quote/document level. This allows businesses to have a pricing strategy designed to be simple for customers where the quoted price is the same as the price paid, tax is already included in the price. Common practice in countries where VAT / GST applies.
  • EU VAT Reverse Charge messages can now optionally be displayed on associated line items.

Avalara for QuoteWerks is one of many connectors to Avalara AvaTax, the tax compliance platform.  Customers often use our connector in conjunction with other AvaTax connectors to systems like Quickbooks, Connectwise, AutoTask, Sage or Great Plains to automate and outsource their tax compliance responsibilities while keeping all business systems in sync.  Subscribe to the newsletter or schedule a demo if you would like to learn more.